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Petredis Investment Advisors’s Apple AAPL Stock Holding History

Petredis Investment 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 		$52.2M Sell
205,631
-1,677
-0.8% -$436K 4.27% 6
2025
Q4 		$56.4M Sell
207,308
-2,777
-1% -$745K 4.41% 5
2025
Q3 		$53.5M Sell
210,085
-2,212
-1% -$500K 4.29% 5
2025
Q2 		$43.6M Buy
212,297
+2,542
+1% +$513K 3.81% 7
2025
Q1 		$46.6M Buy
209,755
+2,386
+1% +$553K 4.87% 4
2024
Q4 		$51.9M Sell
207,369
-3,918
-2% -$923K 5.37% 5
2024
Q3 		$49.2M Buy
211,287
+575
+0.3% +$128K 5.23% 5
2024
Q2 		$44.4M Sell
210,712
-684
-0.3% -$128K 4.96% 6
2024
Q1 		$36.3M Buy
211,396
+4,596
+2% +$836K 4.35% 7
2023
Q4 		$39.8M Sell
206,800
-6,612
-3% -$1.22M 5.23% 5
2023
Q3 		$36.5M Sell
213,412
-18,687
-8% -$3.43M 5.2% 4
2023
Q2 		$45M Sell
232,099
-542
-0.2% -$94.4K 6.19% 3
2023
Q1 		$38.4M Buy
232,641
+6,078
+3% +$897K 5.98% 3
2022
Q4 		$29.4M Buy
+226,563
New +$32.4M 5.34% 3

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

Petredis Investment Advisors's AAPL Position: Q1 2026 in Review

Petredis Investment Advisors reduced its Apple (AAPL) stake by 0.81% in Q1 2026, selling an estimated $436K and leaving 205,631 shares worth $52.2M. The position accounts for 4.27% of the portfolio, ranked #6.

Petredis Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $56.4M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Petredis Investment Advisors held 205,631 shares of Apple worth $52.2M as of Q1 2026.
  • Petredis Investment Advisors sold 1,677 Apple shares in Q1 2026, an estimated $436K.
  • Apple made up 4.27% of Petredis Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • Petredis Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Petredis Investment Advisors's Apple position peaked at $56.4M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Petredis Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.