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Prudent Man Advisors’s Apple AAPL Stock Holding History

Prudent Man Advisors’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 		$11.2M Buy
43,648
+15,358
+54% +$4M 3.35% 4
2025
Q4 		$7.82M Sell
28,290
-485
-2% -$130K 2.85% 7
2025
Q3 		$7.45M Sell
28,775
-4,550
-14% -$1.03M 2.74% 8
2025
Q2 		$6.93M Buy
33,325
+7,435
+29% +$1.5M 2.2% 9
2025
Q1 		$5.86M Buy
25,890
+1,101
+4% +$255K 2.13% 7
2024
Q4 		$6.33M Sell
24,789
-1,667
-6% -$393K 2.3% 6
2024
Q3 		$6.28M Sell
26,456
-1,711
-6% -$382K 2.09% 6
2024
Q2 		$6.03M Buy
28,167
+951
+3% +$177K 2.13% 7
2024
Q1 		$4.75M Sell
27,216
-237
-0.9% -$43.1K 1.78% 7
2023
Q4 		$5.38M Sell
27,453
-1,514
-5% -$280K 2.01% 8
2023
Q3 		$5.04M Sell
28,967
-1,313
-4% -$241K 2% 7
2023
Q2 		$5.87M Sell
30,280
-484
-2% -$84.3K 2.21% 7
2023
Q1 		$5.07M Buy
30,764
+115
+0.4% +$17K 1.98% 7
2022
Q4 		$3.98M Buy
30,649
+10,021
+49% +$1.43M 1.61% 8
2022
Q3 		$2.85M Buy
20,628
+27
+0.1% +$4.24K 1.35% 10
2022
Q2 		$2.82M Sell
20,601
-2,026
-9% -$307K 1.31% 11
2022
Q1 		$3.95M Sell
22,627
-802
-3% -$135K 1.6% 10
2021
Q4 		$4.16M Sell
23,429
-1,266
-5% -$200K 1.58% 10
2021
Q3 		$3.49M Sell
24,695
-237
-1% -$34.9K 1.32% 11
2021
Q2 		$3.42M Sell
24,932
-59
-0.2% -$7.64K 1.32% 10
2021
Q1 		$3.05M Buy
24,991
+1,114
+5% +$143K 1.28% 9
2020
Q4 		$3.17M Sell
23,877
-34
-0.1% -$4.09K 1.33% 9
2020
Q3 		$2.77M Buy
23,911
+747
+3% +$81.5K 1.47% 9
2020
Q2 		$2.11M Buy
+23,164
New +$1.8M 1.88% 6

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

Prudent Man Advisors's AAPL Position: Q1 2026 in Review

Prudent Man Advisors increased its Apple (AAPL) stake by 54% in Q1 2026, buying an estimated $4M and bringing the position to 43,648 shares worth $11.2M. The position accounts for 3.35% of the portfolio, ranked #4.

Prudent Man Advisors first reported a position in AAPL in Q2 2020 and has held it in 24 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Prudent Man Advisors held 43,648 shares of Apple worth $11.2M as of Q1 2026.
  • Prudent Man Advisors bought 15,358 Apple shares in Q1 2026, an estimated $4M.
  • Apple made up 3.35% of Prudent Man Advisors's portfolio in Q1 2026, its #4 holding.
  • Prudent Man Advisors first reported a position in Apple in Q2 2020 and has held it in 24 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.