Needham Investment Management’s Apple AAPL Stock Holding History

Needham 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	$4.68M	Hold	18,450	–	–	0.24%	98
2025 Q4	$5.02M	Hold	18,450	–	–	0.32%	81
2025 Q3	$4.7M	Hold	18,450	–	–	0.33%	81
2025 Q2	$3.79M	Sell	18,450 -600	-3%	-$121K	0.3%	81
2025 Q1	$4.23M	Sell	19,050 -1,500	-7%	-$348K	0.4%	71
2024 Q4	$5.15M	Sell	20,550 -10,200	-33%	-$2.4M	0.4%	72
2024 Q3	$7.16M	Hold	30,750	–	–	0.55%	55
2024 Q2	$6.48M	Hold	30,750	–	–	0.53%	54
2024 Q1	$5.27M	Hold	30,750	–	–	0.49%	55
2023 Q4	$5.92M	Sell	30,750 -2,250	-7%	-$415K	0.75%	39
2023 Q3	$5.65M	Hold	33,000	–	–	0.96%	29
2023 Q2	$6.4M	Sell	33,000 -1,250	-4%	-$218K	1.05%	28
2023 Q1	$5.65M	Sell	34,250 -2,050	-6%	-$302K	0.97%	32
2022 Q4	$4.72M	Sell	36,300 -3,700	-9%	-$529K	0.85%	39
2022 Q3	$5.53M	Hold	40,000	–	–	1.08%	36
2022 Q2	$5.47M	Hold	40,000	–	–	1.02%	35
2022 Q1	$6.98M	Hold	40,000	–	–	1.01%	32
2021 Q4	$7.1M	Sell	40,000 -9,000	-18%	-$1.42M	0.89%	42
2021 Q3	$6.93M	Hold	49,000	–	–	0.93%	39
2021 Q2	$6.71M	Sell	49,000 -14,300	-23%	-$1.85M	0.98%	36
2021 Q1	$7.73M	Hold	63,300	–	–	1.06%	39
2020 Q4	$8.4M	Sell	63,300 -3,500	-5%	-$421K	1.41%	24
2020 Q3	$7.74M	Sell	66,800 -8,000	-11%	-$873K	1.54%	22
2020 Q2	$6.82M	Sell	74,800 -2,000	-3%	-$155K	1.46%	26
2020 Q1	$4.88M	Sell	76,800 -14,000	-15%	-$1.03M	1.38%	22
2019 Q4	$6.67M	Hold	90,800	–	–	1.82%	20
2019 Q3	$5.08M	Hold	90,800	–	–	1.63%	23
2019 Q2	$4.49M	Hold	90,800	–	–	1.48%	27
2019 Q1	$4.31M	Hold	90,800	–	–	1.47%	23
2018 Q4	$3.58M	Sell	90,800 -3,000	-3%	-$145K	1.34%	27
2018 Q3	$5.29M	Hold	93,800	–	–	1.59%	25
2018 Q2	$4.34M	Sell	93,800 -2,000	-2%	-$90.7K	1.22%	30
2018 Q1	$4.02M	Hold	95,800	–	–	1.15%	29
2017 Q4	$4.05M	Sell	95,800 -22,200	-19%	-$928K	1.08%	31
2017 Q3	$4.55M	Hold	118,000	–	–	1.15%	29
2017 Q2	$4.25M	Hold	118,000	–	–	1.13%	31
2017 Q1	$4.24M	Hold	118,000	–	–	1.09%	30
2016 Q4	$3.42M	Buy	118,000 +1,000	+0.9%	+$28.4K	0.87%	36
2016 Q3	$3.31M	Sell	117,000 -8,000	-6%	-$212K	0.87%	38
2016 Q2	$2.99M	Buy	125,000 +36,000	+40%	+$895K	0.82%	39
2016 Q1	$2.42M	Hold	89,000	–	–	0.63%	44
2015 Q4	$2.34M	Hold	89,000	–	–	0.58%	44
2015 Q3	$2.45M	Sell	89,000 -3,000	-3%	-$88K	0.61%	43
2015 Q2	$2.88M	Sell	92,000 -4,000	-4%	-$128K	0.63%	46
2015 Q1	$2.99M	Sell	96,000 -47,000	-33%	-$1.42M	0.64%	44
2014 Q4	$3.95M	Sell	143,000 -6,800	-5%	-$185K	0.83%	37
2014 Q3	$3.77M	Hold	149,800	–	–	0.83%	37
2014 Q2	$3.48M	Hold	149,800	–	–	0.73%	38
2014 Q1	$2.87M	Sell	149,800 -2,800	-2%	-$53.3K	0.61%	45
2013 Q4	$3.06M	Hold	152,600	–	–	0.63%	46
2013 Q3	$2.6M	Hold	152,600	–	–	0.58%	45
2013 Q2	$2.16M	Buy	+152,600	New	+$2.35M	0.5%	52

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

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

Needham Investment Management held its Apple (AAPL) position steady in Q1 2026 at 18,450 shares worth $4.68M. The position accounts for 0.24% of the portfolio, ranked #98.

Needham Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.4M in Q4 2020. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Needham Investment Management held 18,450 shares of Apple worth $4.68M as of Q1 2026.
Needham Investment Management left its Apple share count unchanged in Q1 2026.
Apple made up 0.24% of Needham Investment Management's portfolio in Q1 2026, its #98 holding.
Needham Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Needham Investment Management's Apple position peaked at $8.4M in Q4 2020.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.