Poplar Forest Capital’s Apple AAPL Stock Holding History

Poplar Forest Capital’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 Q1	$1.13M	Hold	5,067	–	–	0.2%	38
2024 Q4	$1.27M	Hold	5,067	–	–	0.23%	37
2024 Q3	$1.18M	Hold	5,067	–	–	0.16%	36
2024 Q2	$1.07M	Hold	5,067	–	–	0.15%	36
2024 Q1	$869K	Hold	5,067	–	–	0.12%	42
2023 Q4	$976K	Sell	5,067 -800	-14%	-$148K	0.14%	40
2023 Q3	$1M	Sell	5,867 -133	-2%	-$24.4K	0.12%	40
2023 Q2	$1.16M	Sell	6,000 -5,100	-46%	-$889K	0.15%	37
2023 Q1	$1.83M	Sell	11,100 -1,550	-12%	-$229K	0.22%	34
2022 Q4	$1.64M	Sell	12,650 -126	-1%	-$18K	0.2%	36
2022 Q3	$1.77M	Sell	12,776 -700	-5%	-$110K	0.23%	33
2022 Q2	$1.84M	Hold	13,476	–	–	0.21%	36
2022 Q1	$2.35M	Sell	13,476 -2,300	-15%	-$387K	0.24%	36
2021 Q4	$2.8M	Sell	15,776 -1,116	-7%	-$176K	0.29%	32
2021 Q3	$2.39M	Hold	16,892	–	–	0.25%	30
2021 Q2	$2.31M	Hold	16,892	–	–	0.23%	34
2021 Q1	$2.06M	Hold	16,892	–	–	0.21%	34
2020 Q4	$2.24M	Hold	16,892	–	–	0.26%	34
2020 Q3	$1.96M	Buy	16,892 +120	+0.7%	+$13.1K	0.24%	34
2020 Q2	$1.53M	Sell	16,772 -2,456	-13%	-$190K	0.18%	35
2020 Q1	$1.22M	Hold	19,228	–	–	0.17%	40
2019 Q4	$1.41M	Buy	19,228 +15,560	+424%	+$1M	0.12%	36
2019 Q3	$205K	Buy	+3,668	New	+$192K	0.02%	52
2018 Q4	–	Sell	-3,668	Closed	-$207K	–	59
2018 Q3	$207K	Buy	+3,668	New	+$191K	0.02%	63

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Poplar Forest Capital's AAPL Position: Q1 2025 in Review

Poplar Forest Capital held its Apple (AAPL) position steady in Q1 2025 at 5,067 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #38.

Poplar Forest Capital first reported a position in AAPL in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.8M in Q4 2021. 5,590 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

Poplar Forest Capital held 5,067 shares of Apple worth $1.13M as of Q1 2025.
Poplar Forest Capital left its Apple share count unchanged in Q1 2025.
Apple made up 0.2% of Poplar Forest Capital's portfolio in Q1 2025, its #38 holding.
Poplar Forest Capital first reported a position in Apple in Q3 2018 and has held it in 24 quarters since.
Poplar Forest Capital's Apple position peaked at $2.8M in Q4 2021.
5,590 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.