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Proficio Capital Partners’s Apple AAPL Stock Holding History

Proficio Capital Partners’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 		$14.2M Sell
55,789
-9
-0% -$2.34K 0.76% 29
2025
Q4 		$15.2M Sell
55,798
-2,568
-4% -$689K 1.06% 20
2025
Q3 		$14.9M Sell
58,366
-68,634
-54% -$15.5M 1.02% 21
2025
Q2 		$26.1M Buy
127,000
+16,844
+15% +$3.4M 1.62% 11
2025
Q1 		$24.5M Buy
110,156
+1,909
+2% +$442K 1.89% 9
2024
Q4 		$27.1M Buy
108,247
+19,239
+22% +$4.53M 2.2% 10
2024
Q3 		$20.7M Sell
89,008
-17,342
-16% -$3.87M 2.06% 10
2024
Q2 		$22.4M Buy
106,350
+3,386
+3% +$631K 2.35% 11
2024
Q1 		$17.7M Buy
102,964
+877
+0.9% +$159K 1.94% 11
2023
Q4 		$19.7M Buy
102,087
+3,792
+4% +$700K 2.43% 10
2023
Q3 		$16.8M Sell
98,295
-2,492
-2% -$457K 2.24% 10
2023
Q2 		$19.5M Buy
100,787
+3,964
+4% +$691K 2.66% 8
2023
Q1 		$16M Sell
96,823
-1,379
-1% -$203K 2.53% 9
2022
Q4 		$12.7M Buy
98,202
+3,340
+4% +$477K 2.41% 6
2022
Q3 		$13.1M Buy
94,862
+3,352
+4% +$526K 2.41% 8
2022
Q2 		$12.5M Buy
91,510
+22,548
+33% +$3.41M 2.34% 8
2022
Q1 		$12M Sell
68,962
-13,250
-16% -$2.23M 1.8% 13
2021
Q4 		$14.6M Sell
82,212
-1,906
-2% -$301K 2.03% 10
2021
Q3 		$11.9M Buy
84,118
+94
+0.1% +$13.8K 1.57% 18
2021
Q2 		$11.5M Buy
84,024
+490
+0.6% +$63.5K 1.4% 21
2021
Q1 		$10.2M Buy
83,534
+11,097
+15% +$1.42M 1.32% 19
2020
Q4 		$9.61M Sell
72,437
-3,277
-4% -$394K 1.51% 15
2020
Q3 		$8.68M Buy
75,714
+646
+0.9% +$70.5K 1.54% 15
2020
Q2 		$6.85M Buy
75,068
+1,336
+2% +$104K 1.4% 18
2020
Q1 		$4.84M Buy
73,732
+14,720
+25% +$1.08M 1.21% 19
2019
Q4 		$4.33M Buy
59,012
+1,672
+3% +$108K 1.25% 21
2019
Q3 		$3.21M Sell
57,340
-8,584
-13% -$449K 1.2% 20
2019
Q2 		$3.26M Sell
65,924
-77,880
-54% -$3.79M 1.12% 18
2019
Q1 		$6.83M Buy
143,804
+10,804
+8% +$458K 2.43% 8
2018
Q4 		$5.25M Sell
133,000
-192
-0.1% -$9.31K 2.33% 9
2018
Q3 		$7.52M Sell
133,192
-936
-0.7% -$48.7K 2.47% 8
2018
Q2 		$6.21M Buy
134,128
+700
+0.5% +$31.7K 2.55% 8
2018
Q1 		$5.6M Sell
133,428
-11,948
-8% -$514K 1.64% 9
2017
Q4 		$6.15M Sell
145,376
-9,600
-6% -$401K 1.98% 7
2017
Q3 		$5.97M Sell
154,976
-116
-0.1% -$4.5K 2.42% 6
2017
Q2 		$6.09M Sell
155,092
-112
-0.1% -$4.14K 2.53% 4
2017
Q1 		$5.95M Buy
155,204
+89,572
+136% +$2.95M 2.6% 3
2016
Q4 		$1.9M Sell
65,632
-95,240
-59% -$2.7M 0.81% 26
2016
Q3 		$4.55M Buy
160,872
+99,036
+160% +$2.62M 2.63% 4
2016
Q2 		$1.61M Buy
61,836
+1,656
+3% +$41.2K 1.01% 23
2016
Q1 		$1.64M Buy
60,180
+9,132
+18% +$228K 1.37% 16
2015
Q4 		$1.34M Buy
+51,048
New +$1.46M 1.32% 20

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

Proficio Capital Partners's AAPL Position: Q1 2026 in Review

Proficio Capital Partners reduced its Apple (AAPL) stake by 0.02% in Q1 2026, selling an estimated $2.34K and leaving 55,789 shares worth $14.2M. The position accounts for 0.76% of the portfolio, ranked #29.

Proficio Capital Partners first reported a position in AAPL in Q4 2015 and has held it in 42 quarters since. The position peaked at $27.1M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Proficio Capital Partners held 55,789 shares of Apple worth $14.2M as of Q1 2026.
  • Proficio Capital Partners sold 9 Apple shares in Q1 2026, an estimated $2.34K.
  • Apple made up 0.76% of Proficio Capital Partners's portfolio in Q1 2026, its #29 holding.
  • Proficio Capital Partners first reported a position in Apple in Q4 2015 and has held it in 42 quarters since.
  • Proficio Capital Partners's Apple position peaked at $27.1M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.