R Squared’s Apple AAPL Stock Holding History

R Squared’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	$4.78M	Buy	+18,818	New	+$4.9M	2.62%	2
2025 Q3	–	Sell	-2,742	Closed	-$563K	–	538
2025 Q2	$563K	Buy	+2,742	New	+$554K	0.31%	87

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

R Squared's AAPL Position: Q1 2026 in Review

R Squared opened a new position in Apple (AAPL) in Q1 2026: 18,818 shares worth $4.78M. The stake represents 2.62% of the portfolio and ranks #2 among its holdings. This is a return to the name: R Squared previously reported a position in AAPL as recently as Q2 2025.

R Squared first reported a position in AAPL in Q2 2025 and has held it in 2 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

R Squared held 18,818 shares of Apple worth $4.78M as of Q1 2026.
Apple was a new R Squared position in Q1 2026.
Apple made up 2.62% of R Squared's portfolio in Q1 2026, its #2 holding.
R Squared first reported a position in Apple in Q2 2025 and has held it in 2 quarters since.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.