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Portfolio Design Labs’s Apple AAPL Stock Holding History

Portfolio Design Labs’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 		$25.5M Sell
100,667
-15,144
-13% -$3.94M 4.54% 3
2025
Q4 		$31.5M Buy
115,811
+909
+0.8% +$244K 5.19% 3
2025
Q3 		$29.3M Buy
114,902
+67,547
+143% +$15.3M 5.02% 4
2025
Q2 		$9.72M Sell
47,355
-29,235
-38% -$5.9M 1.91% 12
2025
Q1 		$17M Sell
76,590
-22,798
-23% -$5.28M 3.51% 4
2024
Q4 		$24.9M Buy
99,388
+19,850
+25% +$4.68M 5.11% 2
2024
Q3 		$18.5M Sell
79,538
-6,069
-7% -$1.36M 5.17% 2
2024
Q2 		$18M Buy
85,607
+6,006
+8% +$1.12M 5.57% 3
2024
Q1 		$13.6M Buy
79,601
+9,134
+13% +$1.66M 4.59% 3
2023
Q4 		$13.6M Buy
+70,467
New +$13M 5.14% 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

Portfolio Design Labs's AAPL Position: Q1 2026 in Review

Portfolio Design Labs reduced its Apple (AAPL) stake by 13% in Q1 2026, selling an estimated $3.94M and leaving 100,667 shares worth $25.5M. The position accounts for 4.54% of the portfolio, ranked #3.

Portfolio Design Labs first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.5M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Portfolio Design Labs held 100,667 shares of Apple worth $25.5M as of Q1 2026.
  • Portfolio Design Labs sold 15,144 Apple shares in Q1 2026, an estimated $3.94M.
  • Apple made up 4.54% of Portfolio Design Labs's portfolio in Q1 2026, its #3 holding.
  • Portfolio Design Labs first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Portfolio Design Labs's Apple position peaked at $31.5M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.