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Reflection Asset Management’s Apple AAPL Stock Holding History

Reflection Asset Management’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 Buy
54,029
+26,429
+96% +$6.88M 8.71% 1
2025
Q4 		$7.5M Buy
+27,600
New +$7.41M 5.33% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Reflection Asset Management's AAPL Position: Q1 2026 in Review

Reflection Asset Management increased its Apple (AAPL) stake by 96% in Q1 2026, buying an estimated $6.88M and bringing the position to 54,029 shares worth $14.2M. The position accounts for 8.71% of the portfolio, ranked #1.

Reflection Asset Management first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Reflection Asset Management held 54,029 shares of Apple worth $14.2M as of Q1 2026.
  • Reflection Asset Management bought 26,429 Apple shares in Q1 2026, an estimated $6.88M.
  • Apple made up 8.71% of Reflection Asset Management's portfolio in Q1 2026, its #1 holding.
  • Reflection Asset Management first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.