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Magnolia Capital Advisors’s Apple AAPL Stock Holding History

Magnolia Capital Advisors’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 		$15.2M Buy
59,715
+6,489
+12% +$1.69M 2.98% 3
2025
Q4 		$14.5M Buy
53,226
+2,637
+5% +$708K 3.04% 3
2025
Q3 		$12.9M Buy
50,589
+4,128
+9% +$933K 3.36% 2
2025
Q2 		$9.53M Buy
46,461
+640
+1% +$129K 2.4% 4
2025
Q1 		$10.2M Sell
45,821
-794
-2% -$184K 2.77% 5
2024
Q4 		$11.7M Buy
46,615
+37,827
+430% +$8.91M 3.02% 2
2024
Q3 		$2.05M Sell
8,788
-307
-3% -$68.6K 1.02% 21
2024
Q2 		$1.92M Buy
+9,095
New +$1.7M 1.07% 23
2024
Q1 		– Sell
-42,448
Closed -$7.98M – 93
2023
Q4 		$7.98M Buy
+42,448
New +$7.84M 5.82% 1
2023
Q3 		– Sell
-35,978
Closed -$6.98M – 66
2023
Q2 		$6.98M Sell
35,978
-996
-3% -$174K 3.5% 5
2023
Q1 		$6.1M Sell
36,974
-54
-0.1% -$7.97K 3.14% 10
2022
Q4 		$4.81M Buy
37,028
+427
+1% +$61K 3.2% 5
2022
Q3 		$5.06M Buy
36,601
+68
+0.2% +$10.7K 4.28% 3
2022
Q2 		$4.99M Sell
36,533
-5,865
-14% -$888K 4.54% 2
2022
Q1 		$7.4M Sell
42,398
-2,722
-6% -$458K 2.9% 3
2021
Q4 		$8.01M Sell
45,120
-69
-0.2% -$10.9K 2.35% 7
2021
Q3 		$6.39M Buy
45,189
+6,123
+16% +$901K 2.23% 9
2021
Q2 		$5.35M Buy
+39,066
New +$5.06M 2.37% 12
2021
Q1 		– Sell
-31,790
Closed -$4.22M – 79
2020
Q4 		$4.22M Buy
31,790
+218
+0.7% +$26.2K 2.72% 13
2020
Q3 		$3.66M Buy
31,572
+884
+3% +$96.5K 2.88% 13
2020
Q2 		$2.8M Sell
30,688
-2,812
-8% -$218K 3.6% 7
2020
Q1 		$2.13M Buy
33,500
+560
+2% +$41.2K 4.13% 4
2019
Q4 		$2.42M Buy
+32,940
New +$2.12M 2.31% 14

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Magnolia Capital Advisors's AAPL Position: Q1 2026 in Review

Magnolia Capital Advisors increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $1.69M and bringing the position to 59,715 shares worth $15.2M. The position accounts for 2.98% of the portfolio, ranked #3.

Magnolia Capital Advisors first reported a position in AAPL in Q4 2019 and has held it in 23 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Magnolia Capital Advisors held 59,715 shares of Apple worth $15.2M as of Q1 2026.
  • Magnolia Capital Advisors bought 6,489 Apple shares in Q1 2026, an estimated $1.69M.
  • Apple made up 2.98% of Magnolia Capital Advisors's portfolio in Q1 2026, its #3 holding.
  • Magnolia Capital Advisors first reported a position in Apple in Q4 2019 and has held it in 23 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.