Richmond Brothers’s Apple AAPL Stock Holding History

Richmond Brothers’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	$2.94M	Sell	11,585 -1,112	-9%	-$289K	1.96%	15
2025 Q4	$3.45M	Sell	12,697 -141	-1%	-$37.9K	2.2%	14
2025 Q3	$3.27M	Sell	12,838 -337	-3%	-$76.1K	2.06%	18
2025 Q2	$2.7M	Sell	13,175 -1,574	-11%	-$318K	1.77%	19
2025 Q1	$3.28M	Sell	14,749 -1,865	-11%	-$432K	2.07%	19
2024 Q4	$4.16M	Sell	16,614 -7,404	-31%	-$1.74M	2.67%	14
2024 Q3	$5.6M	Sell	24,018 -3,740	-13%	-$835K	3.45%	13
2024 Q2	$5.85M	Sell	27,758 -2,381	-8%	-$444K	11.56%	3
2024 Q1	$5.17M	Sell	30,139 -2,591	-8%	-$471K	9.58%	4
2023 Q4	$6.3M	Sell	32,730 -1,665	-5%	-$307K	10.98%	3
2023 Q3	$5.89M	Sell	34,395 -3,994	-10%	-$732K	11.06%	3
2023 Q2	$7.45M	Sell	38,389 -11,050	-22%	-$1.93M	12.06%	3
2023 Q1	$8.15M	Sell	49,439 -15,775	-24%	-$2.33M	13.76%	2
2022 Q4	$8.47M	Sell	65,214 -13,854	-18%	-$1.98M	11.89%	3
2022 Q3	$10.9M	Sell	79,068 -3,186	-4%	-$500K	12.15%	3
2022 Q2	$11.3M	Sell	82,254 -1,107	-1%	-$168K	11.51%	3
2022 Q1	$14.5M	Sell	83,361 -1,672	-2%	-$281K	11.2%	3
2021 Q4	$15.1M	Buy	+85,033	New	+$13.4M	10.84%	3

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

Richmond Brothers's AAPL Position: Q1 2026 in Review

Richmond Brothers reduced its Apple (AAPL) stake by 8.8% in Q1 2026, selling an estimated $289K and leaving 11,585 shares worth $2.94M. The position accounts for 1.96% of the portfolio, ranked #15.

Richmond Brothers first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.1M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Richmond Brothers held 11,585 shares of Apple worth $2.94M as of Q1 2026.
Richmond Brothers sold 1,112 Apple shares in Q1 2026, an estimated $289K.
Apple made up 1.96% of Richmond Brothers's portfolio in Q1 2026, its #15 holding.
Richmond Brothers first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Richmond Brothers's Apple position peaked at $15.1M in Q4 2021.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Richmond Brothers's 13F filing for Q1 2026, filed 11 May 2026.