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O'Neil Global Advisors’s Apple AAPL Stock Holding History

O'Neil Global Advisors’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 		– Sell
-9,730
Closed -$2.65M – 13
2025
Q4 		$2.65M Buy
+9,730
New +$2.61M 0.91% 21
2025
Q1 		– Sell
-2,190
Closed -$548K – 20
2024
Q4 		$548K Sell
2,190
-34,650
-94% -$8.17M 0.16% 32
2024
Q3 		$8.58M Buy
36,840
+25,090
+214% +$5.6M 2.19% 8
2024
Q2 		$2.48M Buy
+11,750
New +$2.19M 1.16% 14
2023
Q3 		– Sell
-76,266
Closed -$14.8M – 54
2023
Q2 		$14.8M Buy
76,266
+62,851
+469% +$11M 3.07% 9
2023
Q1 		$2.21M Buy
13,415
+8,800
+191% +$1.3M 1.14% 23
2022
Q4 		$600K Sell
4,615
-1,893
-29% -$271K 2.77% 7
2022
Q3 		$899K Buy
6,508
+68
+1% +$10.7K 3.56% 7
2022
Q2 		$880K Sell
6,440
-14,975
-70% -$2.27M 3.74% 8
2022
Q1 		$3.74M Buy
21,415
+17,613
+463% +$2.96M 1.93% 11
2021
Q4 		$675K Sell
3,802
-1,895
-33% -$299K 1.11% 15
2021
Q3 		$806K Sell
5,697
-1,409
-20% -$207K 0.62% 22
2021
Q2 		$973K Buy
+7,106
New +$921K 0.3% 36

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

O'Neil Global Advisors's AAPL Position: Q1 2026 in Review

O'Neil Global Advisors sold out of Apple (AAPL) in Q1 2026, closing a stake of 9,730 shares — an estimated $2.65M sold.

O'Neil Global Advisors first reported a position in AAPL in Q2 2021 and held it in 13 quarters. The position peaked at $14.8M in Q2 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • O'Neil Global Advisors reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • O'Neil Global Advisors sold 9,730 Apple shares in Q1 2026, an estimated $2.65M.
  • O'Neil Global Advisors first reported a position in Apple in Q2 2021 and held it in 13 quarters.
  • O'Neil Global Advisors's Apple position peaked at $14.8M in Q2 2023.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.