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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
2018
Q4 		– Sell
-40,000
Closed -$2.26M – 1169
2018
Q3 		$2.26M Buy
+40,000
New +$2.08M 0.74% 24
2018
Q2 		– Sell
-40,000
Closed -$1.68M – 1273
2018
Q1 		$1.68M Buy
+40,000
New +$1.72M 0.49% 35

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.