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Plato Investment Management’s Apple AAPL Stock Holding History

Plato Investment 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 		$92.8M Buy
365,355
+6,630
+2% +$1.73M 6.23% 2
2025
Q4 		$98M Sell
358,725
-1,056
-0.3% -$283K 6.4% 2
2025
Q3 		$90.9M Buy
359,781
+6,648
+2% +$1.5M 6.16% 2
2025
Q2 		$72.2M Buy
353,133
+11,295
+3% +$2.28M 5.43% 3
2025
Q1 		$76.8M Sell
341,838
-39,539
-10% -$9.16M 6.47% 1
2024
Q4 		$95.9M Buy
381,377
+25,617
+7% +$6.04M 7.05% 1
2024
Q3 		$82.8M Buy
355,760
+6,237
+2% +$1.39M 6.72% 1
2024
Q2 		$73.6M Buy
349,523
+15,285
+5% +$2.85M 6.86% 2
2024
Q1 		$57.3M Buy
334,238
+302,653
+958% +$55M 5.93% 2
2023
Q4 		$6.08M Buy
+31,585
New +$5.83M 7.46% 1

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

Plato Investment Management's AAPL Position: Q1 2026 in Review

Plato Investment Management increased its Apple (AAPL) stake by 1.8% in Q1 2026, buying an estimated $1.73M and bringing the position to 365,355 shares worth $92.8M. The position accounts for 6.23% of the portfolio, ranked #2.

Plato Investment Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $98M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Plato Investment Management held 365,355 shares of Apple worth $92.8M as of Q1 2026.
  • Plato Investment Management bought 6,630 Apple shares in Q1 2026, an estimated $1.73M.
  • Apple made up 6.23% of Plato Investment Management's portfolio in Q1 2026, its #2 holding.
  • Plato Investment Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Apple position peaked at $98M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.