Pathstone Holdings
AAPL icon

Pathstone Holdings’s Apple AAPL Stock Holding History

Pathstone 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
2025
Q3 		– Sell
-600
Closed -$15.9K – 2327
2025
Q2 		$15.9K Sell
600
-14,500
-96% -$2.93M ﹤0.01% 2175
2025
Q1 		$744K Buy
+15,100
New +$3.5M ﹤0.01% 1522
2024
Q4 		– Sell
-16,000
Closed -$1.01M – 2299
2024
Q3 		$1.01M Hold
16,000
– – ﹤0.01% 1366
2024
Q2 		$520K Buy
16,000
+6,000
+60% +$1.12M ﹤0.01% 1667
2024
Q1 		$243K Buy
+10,000
New +$1.82M ﹤0.01% 2044

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

Pathstone Holdings's AAPL Position: Q1 2026 in Review

Pathstone Holdings increased its Apple (AAPL) stake by 5.3% in Q1 2026, buying an estimated $37.9M and bringing the position to 2,910,646 shares worth $739M. The position accounts for 2.94% of the portfolio, ranked #4.

Pathstone Holdings first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $751M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Pathstone Holdings held 2,910,646 shares of Apple worth $739M as of Q1 2026.
  • Pathstone Holdings bought 145,752 Apple shares in Q1 2026, an estimated $37.9M.
  • Apple made up 2.94% of Pathstone Holdings's portfolio in Q1 2026, its #4 holding.
  • Pathstone Holdings first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Apple position peaked at $751M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.