Linden Rose Investment’s Apple AAPL Stock Holding History

Linden Rose Investment’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-96,541	Closed	-$26.2M	–	7
2025 Q4	$26.2M	Buy	+96,541	New	+$25.9M	21.81%	2
2022 Q4	$16M	Sell	122,929 -6,460	-5%	-$923K	42.9%	1
2022 Q3	$17.9M	Sell	129,389 -701	-0.5%	-$110K	40.42%	1
2022 Q2	$17.8M	Sell	130,090 -2,130	-2%	-$323K	39.31%	1
2022 Q1	$23.1M	Buy	132,220 +7,205	+6%	+$1.21M	38.57%	1
2021 Q4	$22.2M	Buy	125,015 +94,218	+306%	+$14.9M	41.35%	1
2021 Q3	$4.36M	Buy	30,797 +7,818	+34%	+$1.15M	4.69%	4
2021 Q2	$3.15M	Sell	22,979 -2,706	-11%	-$351K	3.17%	3
2021 Q1	$3.14M	Buy	25,685 +5,046	+24%	+$648K	2.99%	3
2020 Q4	$2.74M	Buy	+20,639	New	+$2.48M	2.63%	3

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Linden Rose Investment's AAPL Position: Q1 2026 in Review

Linden Rose Investment sold out of Apple (AAPL) in Q1 2026, closing a stake of 96,541 shares — an estimated $26.2M sold.

Linden Rose Investment first reported a position in AAPL in Q4 2020 and held it in 10 quarters. The position peaked at $26.2M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Linden Rose Investment reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
Linden Rose Investment sold 96,541 Apple shares in Q1 2026, an estimated $26.2M.
Linden Rose Investment first reported a position in Apple in Q4 2020 and held it in 10 quarters.
Linden Rose Investment's Apple position peaked at $26.2M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Linden Rose Investment's 13F filing for Q1 2026, filed 5 May 2026.