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PYA Waltman Capital’s Apple AAPL Stock Holding History

PYA Waltman 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
2026
Q1 		$2.52M Buy
9,920
+420
+4% +$109K 0.7% 33
2025
Q4 		$2.58M Sell
9,500
-310
-3% -$83.2K 0.69% 29
2025
Q3 		$2.5M Sell
9,810
-1,181
-11% -$267K 0.67% 33
2025
Q2 		$2.26M Buy
10,991
+15
+0.1% +$3.03K 0.65% 36
2025
Q1 		$2.44M Sell
10,976
-416
-4% -$96.4K 0.77% 31
2024
Q4 		$2.85M Buy
11,392
+579
+5% +$136K 0.92% 28
2024
Q3 		$2.52M Buy
10,813
+2,827
+35% +$631K 0.82% 30
2024
Q2 		$1.68M Buy
7,986
+1
+0% +$186 0.62% 39
2024
Q1 		$1.37M Buy
7,985
+13
+0.2% +$2.36K 0.51% 40
2023
Q4 		$1.53M Sell
7,972
-15
-0.2% -$2.77K 0.64% 35
2023
Q3 		$1.37M Hold
7,987
– – 0.58% 34
2023
Q2 		$1.43M Sell
7,987
-15
-0.2% -$2.61K 0.62% 32
2023
Q1 		$1.32M Buy
8,002
+15
+0.2% +$2.21K 0.66% 23
2022
Q4 		$1.04M Buy
7,987
+6
+0.1% +$857 0.54% 22
2022
Q3 		$1.1M Buy
7,981
+70
+0.9% +$11K 0.65% 22
2022
Q2 		$1.08M Hold
7,911
– – 0.6% 23
2022
Q1 		$1.38M Buy
7,911
+6
+0.1% +$1.01K 0.68% 23
2021
Q4 		$1.4M Hold
7,905
– – 0.72% 21
2021
Q3 		$1.12M Hold
7,905
– – 0.61% 22
2021
Q2 		$1.08M Buy
7,905
+40
+0.5% +$5.18K 0.56% 22
2021
Q1 		$961K Buy
7,865
+9
+0.1% +$1.16K 0.55% 22
2020
Q4 		$1.04M Buy
7,856
+4,400
+127% +$529K 0.62% 21
2020
Q3 		$400K Buy
3,456
+60
+2% +$6.55K 0.28% 27
2020
Q2 		$310K Buy
3,396
+68
+2% +$5.27K 0.26% 25
2020
Q1 		$212K Sell
3,328
-616
-16% -$45.3K 0.22% 27
2019
Q4 		$290K Buy
+3,944
New +$254K 0.26% 26

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

PYA Waltman Capital's AAPL Position: Q1 2026 in Review

PYA Waltman Capital increased its Apple (AAPL) stake by 4.4% in Q1 2026, buying an estimated $109K and bringing the position to 9,920 shares worth $2.52M. The position accounts for 0.7% of the portfolio, ranked #33.

PYA Waltman Capital first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.85M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • PYA Waltman Capital held 9,920 shares of Apple worth $2.52M as of Q1 2026.
  • PYA Waltman Capital bought 420 Apple shares in Q1 2026, an estimated $109K.
  • Apple made up 0.7% of PYA Waltman Capital's portfolio in Q1 2026, its #33 holding.
  • PYA Waltman Capital first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • PYA Waltman Capital's Apple position peaked at $2.85M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.