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O'Shaughnessy Asset Management’s Apple AAPL Stock Holding History

O'Shaughnessy Asset 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 		$20.5M Buy
+80,800
New +$21M 0.1% 215

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'Shaughnessy Asset Management's AAPL Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Apple (AAPL) stake by 43% in Q1 2026, buying an estimated $279M and bringing the position to 3,561,249 shares worth $904M. The position accounts for 4.49% of the portfolio, ranked #1.

O'Shaughnessy Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • O'Shaughnessy Asset Management held 3,561,249 shares of Apple worth $904M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 1,070,159 Apple shares in Q1 2026, an estimated $279M.
  • Apple made up 4.49% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1 holding.
  • O'Shaughnessy Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.