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Neo Ivy Capital Management’s Apple AAPL Stock Holding History

Neo Ivy Capital 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 		$3.66M Sell
14,440
-7,974
-36% -$2.08M 0.97% 11
2025
Q4 		$6.09M Buy
22,414
+8,110
+57% +$2.18M 0.96% 25
2025
Q3 		$3.64M Buy
14,304
+6,148
+75% +$1.39M 0.89% 16
2025
Q2 		$1.67M Sell
8,156
-10,702
-57% -$2.16M 0.53% 66
2025
Q1 		$4.19M Sell
18,858
-2,439
-11% -$565K 1.33% 4
2024
Q4 		$5.33M Buy
21,297
+8,581
+67% +$2.02M 1.07% 14
2024
Q3 		$2.96M Sell
12,716
-13,428
-51% -$3M 0.96% 13
2024
Q2 		$5.51M Buy
+26,144
New +$4.88M 1.08% 15
2023
Q4 		$989K Sell
5,139
-13,081
-72% -$2.42M 2.21% 2
2023
Q3 		$3.12M Buy
18,220
+15,739
+634% +$2.89M 1.37% 12
2023
Q2 		$481K Buy
+2,481
New +$432K 0.25% 129
2022
Q4 		$484K Buy
3,726
+1,287
+53% +$184K 0.33% 126
2022
Q3 		$337K Buy
2,439
+62
+3% +$9.73K 0.89% 21
2022
Q2 		$324K Sell
2,377
-1,701
-42% -$258K 0.87% 15
2022
Q1 		$712K Buy
4,078
+614
+18% +$103K 0.64% 19
2021
Q4 		$615K Buy
3,464
+2,615
+308% +$413K 0.88% 12
2021
Q3 		$310K Sell
849
-2,560
-75% -$377K 0.36% 100
2021
Q2 		$467K Sell
3,409
-292
-8% -$37.8K 0.47% 67
2021
Q1 		$452K Buy
3,701
+789
+27% +$101K 0.5% 59
2020
Q4 		$386K Buy
2,912
+1,713
+143% +$206K 0.43% 76
2020
Q3 		$138K Sell
1,199
-2,197
-65% -$240K 0.14% 242
2020
Q2 		$310K Buy
3,396
+1,156
+52% +$89.6K 0.36% 100
2020
Q1 		$142K Buy
+2,240
New +$165K 0.23% 175
2019
Q4 		– Sell
-3,768
Closed -$197K – 252
2019
Q3 		$197K Sell
3,768
-25,416
-87% -$1.33M 0.13% 204
2019
Q2 		$1.44M Buy
+29,184
New +$1.42M 0.81% 13

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

Neo Ivy Capital Management's AAPL Position: Q1 2026 in Review

Neo Ivy Capital Management reduced its Apple (AAPL) stake by 36% in Q1 2026, selling an estimated $2.08M and leaving 14,440 shares worth $3.66M. The position accounts for 0.97% of the portfolio, ranked #11.

Neo Ivy Capital Management first reported a position in AAPL in Q2 2019 and has held it in 25 quarters since. The position peaked at $6.09M in Q4 2025. 6,082 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Neo Ivy Capital Management held 14,440 shares of Apple worth $3.66M as of Q1 2026.
  • Neo Ivy Capital Management sold 7,974 Apple shares in Q1 2026, an estimated $2.08M.
  • Apple made up 0.97% of Neo Ivy Capital Management's portfolio in Q1 2026, its #11 holding.
  • Neo Ivy Capital Management first reported a position in Apple in Q2 2019 and has held it in 25 quarters since.
  • Neo Ivy Capital Management's Apple position peaked at $6.09M in Q4 2025.
  • 6,082 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.