Nicholas Investment Partners’s Apple AAPL Stock Holding History

Nicholas Investment Partners’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	$3.64M	Buy	14,341 +1,977	+16%	+$515K	0.26%	123
2025 Q4	$3.36M	Hold	12,364	–	–	0.24%	134
2025 Q3	$3.15M	Sell	12,364 -1,196	-9%	-$270K	0.24%	140
2025 Q2	$2.78M	Sell	13,560 -8,383	-38%	-$1.69M	0.25%	137
2025 Q1	$4.87M	Buy	21,943 +1,100	+5%	+$255K	0.5%	81
2024 Q4	$5.22M	Buy	20,843 +1,336	+7%	+$315K	0.46%	76
2024 Q3	$4.55M	Buy	19,507 +4,591	+31%	+$1.03M	0.42%	91
2024 Q2	$3.14M	Buy	14,916 +6,279	+73%	+$1.17M	0.33%	118
2024 Q1	$1.48M	Sell	8,637 -24,762	-74%	-$4.5M	0.15%	164
2023 Q4	$6.43M	Buy	33,399 +852	+3%	+$157K	0.75%	43
2023 Q3	$5.57M	Buy	32,547 +1,015	+3%	+$186K	0.42%	64
2023 Q2	$6.12M	Buy	31,532 +8,659	+38%	+$1.51M	0.42%	65
2023 Q1	$3.77M	Sell	22,873 -40,316	-64%	-$5.95M	0.29%	89
2022 Q4	$8.21M	Sell	63,189 -15,017	-19%	-$2.15M	0.72%	49
2022 Q3	$10.8M	Buy	78,206 +12,203	+18%	+$1.92M	1%	39
2022 Q2	$9.02M	Buy	66,003 +17,997	+37%	+$2.73M	0.85%	39
2022 Q1	$8.38M	Buy	48,006 +31,791	+196%	+$5.35M	0.6%	55
2021 Q4	$2.88M	Buy	+16,215	New	+$2.56M	0.18%	147
2021 Q1	–	Sell	-25,347	Closed	-$3.36M	–	185
2020 Q4	$3.36M	Hold	25,347	–	–	0.26%	112
2020 Q3	$2.94M	Sell	25,347 -9,629	-28%	-$1.05M	0.32%	90
2020 Q2	$3.19M	Hold	34,976	–	–	0.65%	57
2020 Q1	$2.22M	Sell	34,976 -16,756	-32%	-$1.23M	0.43%	90
2019 Q4	$3.8M	Buy	+51,732	New	+$3.33M	0.39%	89
2019 Q1	–	Sell	-28,708	Closed	-$1.13M	–	209
2018 Q4	$1.13M	Sell	28,708 -27,216	-49%	-$1.32M	0.12%	200
2018 Q3	$3.16M	Sell	55,924 -1,188	-2%	-$61.9K	0.25%	156
2018 Q2	$2.64M	Sell	57,112 -29,136	-34%	-$1.32M	0.19%	163
2018 Q1	$3.62M	Buy	86,248 +2,952	+4%	+$127K	0.26%	130
2017 Q4	$3.52M	Sell	83,296 -21,148	-20%	-$884K	0.23%	145
2017 Q3	$4.02M	Hold	104,444	–	–	0.28%	115
2017 Q2	$3.76M	Sell	104,444 -21,328	-17%	-$789K	0.27%	128
2017 Q1	$4.52M	Buy	+125,772	New	+$4.14M	0.32%	113
2016 Q4	–	Sell	-166,352	Closed	-$4.7M	–	268
2016 Q3	$4.7M	Buy	166,352 +74,256	+81%	+$1.97M	0.31%	108
2016 Q2	$2.2M	Hold	92,096	–	–	0.15%	246
2016 Q1	$2.51M	Buy	+92,096	New	+$2.29M	0.18%	210
2015 Q4	–	Sell	-140,952	Closed	-$3.89M	–	282
2015 Q3	$3.89M	Buy	140,952 +20,008	+17%	+$587K	0.28%	148
2015 Q2	$3.79M	Buy	120,944 +18,796	+18%	+$601K	0.24%	158
2015 Q1	$3.18M	Buy	102,148 +17,672	+21%	+$534K	0.2%	209
2014 Q4	$2.33M	Hold	84,476	–	–	0.15%	231
2014 Q3	$2.13M	Sell	84,476 -7,412	-8%	-$182K	0.13%	232
2014 Q2	$2.13M	Buy	+91,888	New	+$1.96M	0.13%	227

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

Nicholas Investment Partners's AAPL Position: Q1 2026 in Review

Nicholas Investment Partners increased its Apple (AAPL) stake by 16% in Q1 2026, buying an estimated $515K and bringing the position to 14,341 shares worth $3.64M. The position accounts for 0.26% of the portfolio, ranked #123.

Nicholas Investment Partners first reported a position in AAPL in Q2 2014 and has held it in 40 quarters since. The position peaked at $10.8M in Q3 2022. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Nicholas Investment Partners held 14,341 shares of Apple worth $3.64M as of Q1 2026.
Nicholas Investment Partners bought 1,977 Apple shares in Q1 2026, an estimated $515K.
Apple made up 0.26% of Nicholas Investment Partners's portfolio in Q1 2026, its #123 holding.
Nicholas Investment Partners first reported a position in Apple in Q2 2014 and has held it in 40 quarters since.
Nicholas Investment Partners's Apple position peaked at $10.8M in Q3 2022.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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