Richard Bernstein Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26M | Sell |
102,435
-3,977
| -4% | -$1.04M | 0.75% | 16 |
|
|
2025
Q4 | $28.9M | Sell |
106,412
-11,784
| -10% | -$3.16M | 0.85% | 18 |
|
|
2025
Q3 | $30.1M | Sell |
118,196
-139,413
| -54% | -$31.5M | 0.86% | 20 |
|
|
2025
Q2 | $52.9M | Sell |
257,609
-26,314
| -9% | -$5.31M | 1.3% | 18 |
|
|
2025
Q1 | $63.1M | Sell |
283,923
-11,349
| -4% | -$2.63M | 1.53% | 17 |
|
|
2024
Q4 | $73.9M | Sell |
295,272
-10,935
| -4% | -$2.58M | 1.68% | 15 |
|
|
2024
Q3 | $71.3M | Sell |
306,207
-2,311
| -0.7% | -$516K | 1.53% | 17 |
|
|
2024
Q2 | $65M | Sell |
308,518
-30,993
| -9% | -$5.78M | 1.44% | 19 |
|
|
2024
Q1 | $58.2M | Sell |
339,511
-8,253
| -2% | -$1.5M | 1.25% | 21 |
|
|
2023
Q4 | $67M | Sell |
347,764
-13,572
| -4% | -$2.51M | 1.48% | 19 |
|
|
2023
Q3 | $61.9M | Sell |
361,336
-19,851
| -5% | -$3.64M | 1.38% | 22 |
|
|
2023
Q2 | $73.9M | Sell |
381,187
-9,915
| -3% | -$1.73M | 1.56% | 20 |
|
|
2023
Q1 | $64.5M | Hold |
391,102
| – | – | 1.37% | 20 |
|
|
2022
Q4 | $50.8M | Sell |
391,102
-47,694
| -11% | -$6.82M | 1.14% | 23 |
|
|
2022
Q3 | $60.6M | Sell |
438,796
-23,682
| -5% | -$3.72M | 1.51% | 21 |
|
|
2022
Q2 | $63.2M | Buy |
462,478
+4,894
| +1% | +$741K | 1.37% | 23 |
|
|
2022
Q1 | $79.9M | Buy |
457,584
+5,397
| +1% | +$908K | 1.58% | 21 |
|
|
2021
Q4 | $80.3M | Sell |
452,187
-19,387
| -4% | -$3.06M | 1.55% | 18 |
|
|
2021
Q3 | $66.7M | Buy |
471,574
+25,905
| +6% | +$3.81M | 1.35% | 23 |
|
|
2021
Q2 | $61M | Hold |
445,669
| – | – | 1.27% | 24 |
|
|
2021
Q1 | $54.4M | Sell |
445,669
-20,739
| -4% | -$2.66M | 1.24% | 23 |
|
|
2020
Q4 | $61.9M | Hold |
466,408
| – | – | 1.52% | 19 |
|
|
2020
Q3 | $54M | Hold |
466,408
| – | – | 1.52% | 14 |
|
|
2020
Q2 | $42.5M | Sell |
466,408
-13,664
| -3% | -$1.06M | 1.33% | 15 |
|
|
2020
Q1 | $30.5M | Sell |
480,072
-36,232
| -7% | -$2.66M | 1.08% | 17 |
|
|
2019
Q4 | $37.9M | Sell |
516,304
-37,028
| -7% | -$2.38M | 1.23% | 14 |
|
|
2019
Q3 | $31M | Sell |
553,332
-12,756
| -2% | -$667K | 1.01% | 14 |
|
|
2019
Q2 | $28M | Sell |
566,088
-80,952
| -13% | -$3.94M | 0.93% | 16 |
|
|
2019
Q1 | $30.7M | Sell |
647,040
-157,332
| -20% | -$6.67M | 1% | 12 |
|
|
2018
Q4 | $31.7M | Hold |
804,372
| – | – | 1.17% | 15 |
|
|
2018
Q3 | $45.4M | Sell |
804,372
-26,672
| -3% | -$1.39M | 1.31% | 13 |
|
|
2018
Q2 | $38.5M | Sell |
831,044
-2,440
| -0.3% | -$111K | 1.23% | 13 |
|
|
2018
Q1 | $35M | Sell |
833,484
-86,720
| -9% | -$3.73M | 1.24% | 13 |
|
|
2017
Q4 | $38.9M | Buy |
920,204
+153,940
| +20% | +$6.43M | 1.71% | 11 |
|
|
2017
Q3 | $29.5M | Hold |
766,264
| – | – | 2.04% | 10 |
|
|
2017
Q2 | $27.6M | Buy |
766,264
+20,376
| +3% | +$753K | 2.11% | 9 |
|
|
2017
Q1 | $26.8M | Sell |
745,888
-90,420
| -11% | -$2.98M | 2.07% | 7 |
|
|
2016
Q4 | $24.2M | Hold |
836,308
| – | – | 2.03% | 5 |
|
|
2016
Q3 | $23.6M | Hold |
836,308
| – | – | 2.25% | 3 |
|
|
2016
Q2 | $20M | Hold |
836,308
| – | – | 1.9% | 5 |
|
|
2016
Q1 | $22.8M | Sell |
836,308
-31,240
| -4% | -$778K | 2.28% | 3 |
|
|
2015
Q4 | $22.8M | Hold |
867,548
| – | – | 2.92% | 2 |
|
|
2015
Q3 | $23.9M | Buy |
867,548
+17,680
| +2% | +$518K | 3.27% | 2 |
|
|
2015
Q2 | $26.6M | Sell |
849,868
-32,860
| -4% | -$1.05M | 3.22% | 2 |
|
|
2015
Q1 | $27.5M | Hold |
882,728
| – | – | 3.6% | 2 |
|
|
2014
Q4 | $24.4M | Hold |
882,728
| – | – | 2.52% | 3 |
|
|
2014
Q3 | $22.2M | Hold |
882,728
| – | – | 2.34% | 4 |
|
|
2014
Q2 | $20.5M | Buy |
882,728
+25,284
| +3% | +$538K | 2.41% | 2 |
|
|
2014
Q1 | $16.4M | Buy |
857,444
+225,232
| +36% | +$4.28M | 2.33% | 2 |
|
|
2013
Q4 | $12.7M | Buy |
+632,212
| New | +$11.9M | 2.56% | 2 |
|
Other funds holding AAPL
VCM
VPM
Richard Bernstein Advisors's AAPL Position: Q1 2026 in Review
Richard Bernstein Advisors reduced its Apple (AAPL) stake by 3.7% in Q1 2026, selling an estimated $1.04M and leaving 102,435 shares worth $26M. The position accounts for 0.75% of the portfolio, ranked #16.
Richard Bernstein Advisors first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $80.3M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Richard Bernstein Advisors held 102,435 shares of Apple worth $26M as of Q1 2026.
- Richard Bernstein Advisors sold 3,977 Apple shares in Q1 2026, an estimated $1.04M.
- Apple made up 0.75% of Richard Bernstein Advisors's portfolio in Q1 2026, its #16 holding.
- Richard Bernstein Advisors first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Richard Bernstein Advisors's Apple position peaked at $80.3M in Q4 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.