Rice Hall James & Associates’s Apple AAPL Stock Holding History

Rice Hall James & Associates’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	$575K	Sell	2,265 -120	-5%	-$31.2K	0.03%	218
2025 Q4	$648K	Hold	2,385	–	–	0.04%	210
2025 Q3	$607K	Hold	2,385	–	–	0.03%	216
2025 Q2	$489K	Hold	2,385	–	–	0.03%	221
2025 Q1	$530K	Sell	2,385 -125	-5%	-$29K	0.03%	218
2024 Q4	$629K	Hold	2,510	–	–	0.03%	215
2024 Q3	$585K	Hold	2,510	–	–	0.03%	224
2024 Q2	$529K	Sell	2,510 -150	-6%	-$28K	0.03%	228
2024 Q1	$456K	Sell	2,660 -140	-5%	-$25.5K	0.03%	238
2023 Q4	$539K	Hold	2,800	–	–	0.03%	244
2023 Q3	$479K	Hold	2,800	–	–	0.03%	241
2023 Q2	$543K	Hold	2,800	–	–	0.03%	242
2023 Q1	$462K	Hold	2,800	–	–	0.03%	245
2022 Q4	$364K	Sell	2,800 -3,300	-54%	-$472K	0.02%	253
2022 Q3	$843K	Hold	6,100	–	–	0.05%	236
2022 Q2	$834K	Hold	6,100	–	–	0.04%	234
2022 Q1	$1.06M	Sell	6,100 -1,468	-19%	-$247K	0.04%	240
2021 Q4	$1.34M	Hold	7,568	–	–	0.05%	233
2021 Q3	$1.07M	Hold	7,568	–	–	0.04%	246
2021 Q2	$1.04M	Hold	7,568	–	–	0.04%	248
2021 Q1	$924K	Hold	7,568	–	–	0.03%	250
2020 Q4	$1M	Sell	7,568 -200	-3%	-$24.1K	0.04%	244
2020 Q3	$900K	Buy	7,768 +400	+5%	+$43.6K	0.04%	231
2020 Q2	$672K	Buy	7,368 +200	+3%	+$15.5K	0.03%	231
2020 Q1	$456K	Hold	7,168	–	–	0.03%	243
2019 Q4	$526K	Hold	7,168	–	–	0.02%	249
2019 Q3	$401K	Hold	7,168	–	–	0.01%	251
2019 Q2	$355K	Hold	7,168	–	–	0.01%	259
2019 Q1	$340K	Hold	7,168	–	–	0.01%	277
2018 Q4	$283K	Buy	7,168 +3,568	+99%	+$173K	0.01%	282
2018 Q3	$203K	Hold	3,600	–	–	0.01%	297
2018 Q2	$167K	Hold	3,600	–	–	0.01%	295
2018 Q1	$151K	Hold	3,600	–	–	0.01%	292
2017 Q4	$152K	Sell	3,600 -2,100	-37%	-$87.8K	0.01%	296
2017 Q3	$220K	Hold	5,700	–	–	0.01%	282
2017 Q2	$205K	Hold	5,700	–	–	0.01%	284
2017 Q1	$205K	Sell	5,700 -336	-6%	-$11.1K	0.01%	291
2016 Q4	$175K	Sell	6,036 -18,200	-75%	-$516K	0.01%	293
2016 Q3	$685K	Hold	24,236	–	–	0.04%	248
2016 Q2	$579K	Hold	24,236	–	–	0.03%	250
2016 Q1	$660K	Hold	24,236	–	–	0.04%	245
2015 Q4	$638K	Hold	24,236	–	–	0.04%	250
2015 Q3	$668K	Hold	24,236	–	–	0.04%	251
2015 Q2	$760K	Hold	24,236	–	–	0.04%	255
2015 Q1	$754K	Buy	24,236 +400	+2%	+$12.1K	0.04%	259
2014 Q4	$658K	Buy	23,836 +400	+2%	+$10.9K	0.04%	258
2014 Q3	$590K	Sell	23,436 -2,100	-8%	-$51.5K	0.04%	255
2014 Q2	$593K	Sell	25,536 -3,500	-12%	-$74.5K	0.04%	258
2014 Q1	$557K	Buy	29,036 +2,800	+11%	+$53.3K	0.04%	255
2013 Q4	$526K	Buy	26,236 +2,800	+12%	+$52.9K	0.04%	252
2013 Q3	$399K	Hold	23,436	–	–	0.04%	243
2013 Q2	$332K	Buy	+23,436	New	+$361K	0.03%	248

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

Rice Hall James & Associates's AAPL Position: Q1 2026 in Review

Rice Hall James & Associates reduced its Apple (AAPL) stake by 5% in Q1 2026, selling an estimated $31.2K and leaving 2,265 shares worth $575K. The position accounts for 0.03% of the portfolio, ranked #218.

Rice Hall James & Associates first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.34M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Rice Hall James & Associates held 2,265 shares of Apple worth $575K as of Q1 2026.
Rice Hall James & Associates sold 120 Apple shares in Q1 2026, an estimated $31.2K.
Apple made up 0.03% of Rice Hall James & Associates's portfolio in Q1 2026, its #218 holding.
Rice Hall James & Associates first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Rice Hall James & Associates's Apple position peaked at $1.34M in Q4 2021.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Rice Hall James & Associates's 13F filing for Q1 2026, filed 15 May 2026.