Old West Investment Management’s Apple AAPL Stock Holding History

Old West 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	$2.46M	Sell	9,685 -3,150	-25%	-$820K	0.27%	80
2025 Q4	$3.49M	Sell	12,835 -79	-0.6%	-$21.2K	0.62%	42
2025 Q3	$3.29M	Hold	12,914	–	–	0.75%	40
2025 Q2	$2.65M	Hold	12,914	–	–	0.87%	38
2025 Q1	$2.87M	Hold	12,914	–	–	1.03%	29
2024 Q4	$3.23M	Hold	12,914	–	–	1.31%	24
2024 Q3	$3.01M	Sell	12,914 -500	-4%	-$112K	1.16%	24
2024 Q2	$2.83M	Sell	13,414 -1,250	-9%	-$233K	1.25%	25
2024 Q1	$2.51M	Sell	14,664 -909	-6%	-$165K	1.27%	25
2023 Q4	$3M	Hold	15,573	–	–	1.54%	21
2023 Q3	$2.67M	Hold	15,573	–	–	1.35%	22
2023 Q2	$3.02M	Sell	15,573 -200	-1%	-$34.9K	1.58%	18
2023 Q1	$2.6M	Hold	15,773	–	–	1.4%	19
2022 Q4	$2.05M	Sell	15,773 -1,626	-9%	-$232K	1.28%	22
2022 Q3	$2.4M	Hold	17,399	–	–	1.7%	17
2022 Q2	$2.38M	Sell	17,399 -120	-0.7%	-$18.2K	1.66%	19
2022 Q1	$3.06M	Sell	17,519 -300	-2%	-$50.4K	1.64%	15
2021 Q4	$3.16M	Hold	17,819	–	–	1.55%	19
2021 Q3	$2.52M	Hold	17,819	–	–	0.66%	25
2021 Q2	$2.44M	Hold	17,819	–	–	0.5%	29
2021 Q1	$2.18M	Hold	17,819	–	–	0.46%	27
2020 Q4	$2.36M	Sell	17,819 -200	-1%	-$24.1K	0.54%	27
2020 Q3	$2.09M	Buy	18,019 +6,087	+51%	+$664K	0.48%	27
2020 Q2	$1.09M	Hold	11,932	–	–	0.32%	27
2020 Q1	$758K	Buy	11,932 +400	+3%	+$29.4K	0.57%	32
2019 Q4	$846K	Hold	11,532	–	–	0.31%	45
2019 Q3	$645K	Hold	11,532	–	–	0.38%	45
2019 Q2	$570K	Sell	11,532 -400	-3%	-$19.5K	0.27%	53
2019 Q1	$566K	Hold	11,932	–	–	0.2%	54
2018 Q4	$470K	Buy	11,932 +400	+3%	+$19.4K	0.13%	56
2018 Q3	$650K	Hold	11,532	–	–	0.27%	60
2018 Q2	$533K	Hold	11,532	–	–	0.27%	60
2018 Q1	$483K	Sell	11,532 -6,484	-36%	-$279K	0.28%	62
2017 Q4	$762K	Buy	18,016 +4,016	+29%	+$168K	0.43%	53
2017 Q3	$539K	Buy	14,000 +424	+3%	+$16.4K	0.28%	53
2017 Q2	$488K	Buy	13,576 +724	+6%	+$26.8K	0.26%	53
2017 Q1	$461K	Buy	12,852 +24	+0.2%	+$790	0.24%	51
2016 Q4	$371K	Buy	12,828 +32	+0.3%	+$907	0.23%	44
2016 Q3	$361K	Buy	12,796 +32	+0.3%	+$847	0.26%	44
2016 Q2	$305K	Buy	12,764 +36	+0.3%	+$895	0.22%	51
2016 Q1	$346K	Buy	12,728 +1,152	+10%	+$28.7K	0.29%	54
2015 Q4	$304K	Buy	11,576 +2,900	+33%	+$82.9K	0.27%	60
2015 Q3	$239K	Buy	8,676 +20	+0.2%	+$587	0.18%	66
2015 Q2	$271K	Buy	+8,656	New	+$277K	0.19%	67

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

Old West Investment Management's AAPL Position: Q1 2026 in Review

Old West Investment Management reduced its Apple (AAPL) stake by 25% in Q1 2026, selling an estimated $820K and leaving 9,685 shares worth $2.46M. The position accounts for 0.27% of the portfolio, ranked #80.

Old West Investment Management first reported a position in AAPL in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.49M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Old West Investment Management held 9,685 shares of Apple worth $2.46M as of Q1 2026.
Old West Investment Management sold 3,150 Apple shares in Q1 2026, an estimated $820K.
Apple made up 0.27% of Old West Investment Management's portfolio in Q1 2026, its #80 holding.
Old West Investment Management first reported a position in Apple in Q2 2015 and has held it in 44 quarters since.
Old West Investment Management's Apple position peaked at $3.49M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Old West Investment Management's 13F filing for Q1 2026, filed 12 May 2026.