Payden & Rygel’s Apple AAPL Stock Holding History

Payden & Rygel’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	$9.34M	Buy	36,800 +20,000	+119%	+$5.21M	0.72%	56
2025 Q4	$4.57M	Sell	16,800 -2,000	-11%	-$537K	0.32%	71
2025 Q3	$4.79M	Sell	18,800 -5,000	-21%	-$1.13M	0.4%	67
2025 Q2	$4.88M	Sell	23,800 -36,700	-61%	-$7.41M	0.4%	69
2025 Q1	$13.4M	Buy	60,500 +10,400	+21%	+$2.41M	1.15%	40
2024 Q4	$12.5M	Hold	50,100	–	–	1.08%	45
2024 Q3	$11.7M	Sell	50,100 -47,800	-49%	-$10.7M	0.9%	57
2024 Q2	$20.6M	Buy	97,900 +7,800	+9%	+$1.45M	1.67%	15
2024 Q1	$15.4M	Buy	90,100 +77,200	+598%	+$14M	0.73%	48
2023 Q4	$2.48M	Sell	12,900 -550	-4%	-$102K	0.17%	84
2023 Q3	$2.3M	Sell	13,450 -80,700	-86%	-$14.8M	0.16%	85
2023 Q2	$18.3M	Sell	94,150 -94,200	-50%	-$16.4M	1.29%	29
2023 Q1	$31.1M	Sell	188,350 -58,600	-24%	-$8.65M	1.84%	11
2022 Q4	$32.1M	Buy	246,950 +92,090	+59%	+$13.2M	1.71%	17
2022 Q3	$21.4M	Buy	154,860 +7,900	+5%	+$1.24M	1.25%	34
2022 Q2	$20.1M	Sell	146,960 -129,230	-47%	-$19.6M	1.21%	38
2022 Q1	$48.2M	Buy	276,190 +114,290	+71%	+$19.2M	2.43%	4
2021 Q4	$28.7M	Sell	161,900 -1,000	-0.6%	-$158K	1.33%	30
2021 Q3	$23.1M	Sell	162,900 -57,600	-26%	-$8.48M	1.2%	39
2021 Q2	$30.2M	Sell	220,500 -7,600	-3%	-$985K	1.44%	23
2021 Q1	$27.9M	Sell	228,100 -14,100	-6%	-$1.81M	1.3%	35
2020 Q4	$32.1M	Buy	242,200 +1,500	+0.6%	+$180K	1.65%	22
2020 Q3	$27.9M	Sell	240,700 -106,100	-31%	-$11.6M	1.65%	26
2020 Q2	$31.6M	Buy	346,800 +760	+0.2%	+$58.9K	2.02%	14
2020 Q1	$22M	Buy	346,040 +340,440	+6,079%	+$25M	1.59%	29
2019 Q4	$411K	Hold	5,600	–	–	0.03%	71
2019 Q3	$314K	Hold	5,600	–	–	0.02%	72
2019 Q2	$277K	Hold	5,600	–	–	0.02%	80
2019 Q1	$266K	Hold	5,600	–	–	0.02%	82
2018 Q4	$221K	Hold	5,600	–	–	0.02%	81
2018 Q3	$316K	Hold	5,600	–	–	0.02%	78
2018 Q2	$259K	Hold	5,600	–	–	0.02%	79
2018 Q1	$235K	Hold	5,600	–	–	0.02%	83
2017 Q4	$237K	Hold	5,600	–	–	0.02%	84
2017 Q3	$216K	Hold	5,600	–	–	0.02%	85
2017 Q2	$202K	Hold	5,600	–	–	0.02%	75
2017 Q1	$201K	Hold	5,600	–	–	0.02%	73
2016 Q4	$162K	Hold	5,600	–	–	0.01%	76
2016 Q3	$158K	Hold	5,600	–	–	0.02%	71
2016 Q2	$134K	Hold	5,600	–	–	0.02%	71
2016 Q1	$153K	Sell	5,600 -728	-12%	-$18.1K	0.02%	72
2015 Q4	$167K	Buy	6,328 +728	+13%	+$20.8K	0.02%	77
2015 Q3	$154K	Hold	5,600	–	–	0.02%	77
2015 Q2	$176K	Hold	5,600	–	–	0.02%	78
2015 Q1	$174K	Hold	5,600	–	–	0.02%	80
2014 Q4	$155K	Hold	5,600	–	–	0.03%	75
2014 Q3	$141K	Hold	5,600	–	–	0.03%	82
2014 Q2	$130K	Hold	5,600	–	–	0.03%	90
2014 Q1	$107K	Hold	5,600	–	–	0.04%	87
2013 Q4	$112K	Hold	5,600	–	–	0.04%	117
2013 Q3	$95K	Hold	5,600	–	–	0.03%	112
2013 Q2	$79K	Buy	+5,600	New	+$86.2K	0.03%	115

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

Payden & Rygel's AAPL Position: Q1 2026 in Review

Payden & Rygel increased its Apple (AAPL) stake by 119% in Q1 2026, buying an estimated $5.21M and bringing the position to 36,800 shares worth $9.34M. The position accounts for 0.72% of the portfolio, ranked #56.

Payden & Rygel first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $48.2M in Q1 2022. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Payden & Rygel held 36,800 shares of Apple worth $9.34M as of Q1 2026.
Payden & Rygel bought 20,000 Apple shares in Q1 2026, an estimated $5.21M.
Apple made up 0.72% of Payden & Rygel's portfolio in Q1 2026, its #56 holding.
Payden & Rygel first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Payden & Rygel's Apple position peaked at $48.2M in Q1 2022.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Payden & Rygel's 13F filing for Q1 2026, filed 12 May 2026.