Osaic Holdings
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Osaic Holdings’s Apple AAPL Stock Holding History

Osaic Holdings’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 		$369K Buy
244
+200
+455% +$52K ﹤0.01% 3640
2025
Q4 		$403K Buy
44
+33
+300% +$8.86K ﹤0.01% 3536
2025
Q3 		$87.5K Hold
11
– – ﹤0.01% 4903
2025
Q2 		$63.6K Sell
11
-14
-56% -$2.83K ﹤0.01% 4869
2025
Q1 		$152K Buy
25
+1
+4% +$232 ﹤0.01% 3860
2024
Q4 		$209K Sell
24
-9
-27% -$2.12K ﹤0.01% 3559
2024
Q3 		$162K Buy
33
+7
+27% +$1.56K ﹤0.01% 3832
2024
Q2 		$136K Sell
26
-5
-16% -$932 ﹤0.01% 3891
2024
Q1 		$94.1K Buy
31
+10
+48% +$1.82K ﹤0.01% 4296
2023
Q4 		$116K Buy
21
+3
+17% +$554 ﹤0.01% 4326
2023
Q3 		$103K Buy
18
+7
+64% +$1.28K ﹤0.01% 4489
2023
Q2 		$84.6K Sell
11
-1
-8% -$174 ﹤0.01% 4562
2023
Q1 		$61.3K Sell
12
-1
-8% -$148 ﹤0.01% 4814
2022
Q4 		$34K Buy
13
+5
+63% +$715 ﹤0.01% 5200
2022
Q3 		$28K Sell
8
-13
-62% -$2.04K ﹤0.01% 5338
2022
Q2 		$115K Buy
21
+11
+110% +$1.67K ﹤0.01% 4296
2022
Q1 		$68K Sell
10
-8
-44% -$1.34K ﹤0.01% 4858
2021
Q4 		$207K Buy
18
+2
+13% +$316 ﹤0.01% 3905
2021
Q3 		$141K Sell
16
-8
-33% -$1.18K ﹤0.01% 4226
2021
Q2 		$188K Sell
24
-80
-77% -$10.4K ﹤0.01% 3902
2021
Q1 		$833K Sell
104
-52
-33% -$6.67K ﹤0.01% 2394
2020
Q4 		$1.44M Buy
156
+60
+63% +$7.22K ﹤0.01% 1727
2020
Q3 		$705K Sell
96
-40
-29% -$4.37K ﹤0.01% 2105
2020
Q2 		$786K Buy
136
+4
+3% +$310 ﹤0.01% 1943
2020
Q1 		$422K Buy
+132
New +$9.71K ﹤0.01% 2239

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

Osaic Holdings's AAPL Position: Q1 2026 in Review

Osaic Holdings increased its Apple (AAPL) stake by 7.3% in Q1 2026, buying an estimated $142M and bringing the position to 8,075,691 shares worth $2.05B. The position accounts for 3% of the portfolio, ranked #1.

Osaic Holdings first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Osaic Holdings held 8,075,691 shares of Apple worth $2.05B as of Q1 2026.
  • Osaic Holdings bought 547,018 Apple shares in Q1 2026, an estimated $142M.
  • Apple made up 3% of Osaic Holdings's portfolio in Q1 2026, its #1 holding.
  • Osaic Holdings first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.