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Moseley Investment Management’s Apple AAPL Stock Holding History

Moseley 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 		$17.5M Sell
69,122
-1,950
-3% -$507K 5.59% 2
2025
Q4 		$19.3M Sell
71,072
-2,133
-3% -$573K 5.97% 1
2025
Q3 		$18.6M Buy
73,205
+832
+1% +$188K 5.67% 1
2025
Q2 		$14.8M Buy
72,373
+3,258
+5% +$658K 5.12% 2
2025
Q1 		$15.4M Sell
69,115
-560
-0.8% -$130K 6% 2
2024
Q4 		$17.4M Sell
69,675
-3,139
-4% -$740K 6.81% 1
2024
Q3 		$17M Sell
72,814
-2,136
-3% -$477K 6.77% 1
2024
Q2 		$15.8M Buy
74,950
+736
+1% +$137K 7.33% 1
2024
Q1 		$12.7M Sell
74,214
-1,196
-2% -$217K 6.32% 1
2023
Q4 		$14.5M Sell
75,410
-5,595
-7% -$1.03M 8.07% 1
2023
Q3 		$13.9M Buy
81,005
+464
+0.6% +$85.1K 8.29% 1
2023
Q2 		$15.6M Buy
80,541
+115
+0.1% +$20K 9.11% 1
2023
Q1 		$13.3M Buy
80,426
+288
+0.4% +$42.5K 8.6% 1
2022
Q4 		$10.4M Sell
80,138
-3,604
-4% -$515K 7.46% 1
2022
Q3 		$11.6M Sell
83,742
-236
-0.3% -$37K 8.5% 1
2022
Q2 		$11.5M Sell
83,978
-2,168
-3% -$328K 8.02% 1
2022
Q1 		$15M Sell
86,146
-1,274
-1% -$214K 8.13% 1
2021
Q4 		$15.5M Buy
87,420
+9,275
+12% +$1.47M 7.05% 1
2021
Q3 		$11.1M Sell
78,145
-60
-0.1% -$8.83K 5.57% 1
2021
Q2 		$10.7M Buy
78,205
+38
+0% +$4.92K 5.28% 2
2021
Q1 		$9.55M Sell
78,167
-1,852
-2% -$238K 5.29% 2
2020
Q4 		$10.6M Buy
80,019
+19,495
+32% +$2.34M 6.17% 2
2020
Q3 		$7.01M Sell
60,524
-5,872
-9% -$641K 4.99% 2
2020
Q2 		$6.05M Buy
66,396
+1,964
+3% +$152K 5.03% 3
2020
Q1 		$4.1M Sell
64,432
-904
-1% -$66.5K 4.81% 2
2019
Q4 		$4.8M Sell
65,336
-736
-1% -$47.3K 4.71% 1
2019
Q3 		$3.7M Sell
66,072
-11,288
-15% -$590K 3.88% 4
2019
Q2 		$3.83M Buy
77,360
+1,944
+3% +$94.7K 3.57% 3
2019
Q1 		$3.58M Buy
+75,416
New +$3.2M 3.72% 3

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

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

Moseley Investment Management reduced its Apple (AAPL) stake by 2.7% in Q1 2026, selling an estimated $507K and leaving 69,122 shares worth $17.5M. The position accounts for 5.59% of the portfolio, ranked #2.

Moseley Investment Management first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. The position peaked at $19.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Moseley Investment Management held 69,122 shares of Apple worth $17.5M as of Q1 2026.
  • Moseley Investment Management sold 1,950 Apple shares in Q1 2026, an estimated $507K.
  • Apple made up 5.59% of Moseley Investment Management's portfolio in Q1 2026, its #2 holding.
  • Moseley Investment Management first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Apple position peaked at $19.3M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.