Longfellow Investment Management’s Apple AAPL Stock Holding History

Longfellow Investment Management’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	$26.6K	Hold	105	–	–	0.01%	157
2025 Q4	$28.5K	Sell	105 -9,274	-99%	-$2.49M	0.01%	160
2025 Q3	$2.39M	Hold	9,379	–	–	0.57%	34
2025 Q2	$1.92M	Buy	9,379 +9,298	+11,479%	+$1.88M	0.48%	35
2025 Q1	$18K	Hold	81	–	–	﹤0.01%	172
2024 Q4	$20.3K	Hold	81	–	–	0.01%	177
2024 Q3	$18.9K	Hold	81	–	–	﹤0.01%	173
2024 Q2	$17.1K	Hold	81	–	–	﹤0.01%	171
2024 Q1	$13.9K	Hold	81	–	–	﹤0.01%	185
2023 Q4	$15.6K	Hold	81	–	–	﹤0.01%	158
2023 Q3	$13.9K	Hold	81	–	–	﹤0.01%	143
2023 Q2	$15.7K	Sell	81 -16	-16%	-$2.79K	﹤0.01%	166
2023 Q1	$16K	Hold	97	–	–	﹤0.01%	173
2022 Q4	$12.6K	Hold	97	–	–	﹤0.01%	188
2022 Q3	$13K	Hold	97	–	–	﹤0.01%	244
2022 Q2	$14K	Hold	97	–	–	﹤0.01%	249
2022 Q1	$17K	Hold	97	–	–	﹤0.01%	282
2021 Q4	$18K	Hold	97	–	–	﹤0.01%	293
2021 Q3	$14K	Hold	97	–	–	﹤0.01%	321
2021 Q2	$14K	Hold	97	–	–	﹤0.01%	335
2021 Q1	$12K	Hold	97	–	–	﹤0.01%	402
2020 Q4	$13K	Buy	+97	New	+$11.7K	﹤0.01%	423

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

Longfellow Investment Management's AAPL Position: Q1 2026 in Review

Longfellow Investment Management held its Apple (AAPL) position steady in Q1 2026 at 105 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #157.

Longfellow Investment Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.39M in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Longfellow Investment Management held 105 shares of Apple worth $26.6K as of Q1 2026.
Longfellow Investment Management left its Apple share count unchanged in Q1 2026.
Apple made up 0.01% of Longfellow Investment Management's portfolio in Q1 2026, its #157 holding.
Longfellow Investment Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
Longfellow Investment Management's Apple position peaked at $2.39M in Q3 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.