Roble Belko & Company’s Apple AAPL Stock Holding History

Roble Belko & Company’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	$1.41M	Sell	5,570 -238	-4%	-$61.9K	0.18%	50
2025 Q4	$1.58M	Buy	5,808 +789	+16%	+$212K	0.21%	44
2025 Q3	$1.28M	Buy	5,019 +715	+17%	+$162K	0.17%	47
2025 Q2	$883K	Buy	4,304 +1,137	+36%	+$230K	0.13%	54
2025 Q1	$703K	Sell	3,167 -759	-19%	-$176K	0.11%	65
2024 Q4	$983K	Buy	3,926 +145	+4%	+$34.2K	0.16%	52
2024 Q3	$881K	Hold	3,781	–	–	0.14%	56
2024 Q2	$796K	Buy	3,781 +11	+0.3%	+$2.05K	0.13%	57
2024 Q1	$646K	Buy	3,770 +354	+10%	+$64.4K	0.11%	63
2023 Q4	$658K	Sell	3,416 -6	-0.2%	-$1.11K	0.12%	54
2023 Q3	$586K	Buy	3,422 +56	+2%	+$10.3K	0.12%	57
2023 Q2	$653K	Sell	3,366 -3,428	-50%	-$597K	0.13%	53
2023 Q1	$1.12M	Sell	6,794 -2,902	-30%	-$428K	0.23%	46
2022 Q4	$1.26M	Sell	9,696 -380	-4%	-$54.3K	0.27%	47
2022 Q3	$1.39M	Sell	10,076 -79	-0.8%	-$12.4K	0.34%	39
2022 Q2	$1.39M	Sell	10,155 -158	-2%	-$23.9K	0.32%	40
2022 Q1	$1.8M	Sell	10,313 -433	-4%	-$72.8K	0.34%	40
2021 Q4	$1.91M	Hold	10,746	–	–	0.36%	36
2021 Q3	$1.52M	Hold	10,746	–	–	0.31%	37
2021 Q2	$1.47M	Sell	10,746 -454	-4%	-$58.8K	0.33%	39
2021 Q1	$1.37M	Buy	11,200 +376	+3%	+$48.3K	0.33%	40
2020 Q4	$1.44M	Sell	10,824 -540	-5%	-$65K	0.37%	35
2020 Q3	$1.32M	Sell	11,364 -3,204	-22%	-$350K	0.39%	35
2020 Q2	$1.33M	Sell	14,568 -1,008	-6%	-$78.1K	0.4%	38
2020 Q1	$990K	Sell	15,576 -3,980	-20%	-$293K	0.32%	44
2019 Q4	$1.44M	Sell	19,556 -28	-0.1%	-$1.8K	0.4%	38
2019 Q3	$1.1M	Sell	19,584 -28	-0.1%	-$1.46K	0.32%	38
2019 Q2	$970K	Sell	19,612 -1,400	-7%	-$68.2K	0.3%	38
2019 Q1	$998K	Sell	21,012 -4,508	-18%	-$191K	0.34%	36
2018 Q4	$1.01M	Buy	25,520 +21,720	+572%	+$1.05M	0.39%	35
2018 Q3	$214K	Hold	3,800	–	–	0.08%	60
2018 Q2	$176K	Sell	3,800 -60	-2%	-$2.72K	0.07%	64
2018 Q1	$162K	Hold	3,860	–	–	0.06%	69
2017 Q4	$163K	Hold	3,860	–	–	0.07%	62
2017 Q3	$149K	Sell	3,860 -40	-1%	-$1.55K	0.07%	62
2017 Q2	$140K	Buy	3,900 +40	+1%	+$1.48K	0.07%	59
2017 Q1	$139K	Sell	3,860 -2,392	-38%	-$78.8K	0.07%	59
2016 Q4	$181K	Buy	6,252 +540	+9%	+$15.3K	0.09%	51
2016 Q3	$161K	Sell	5,712 -1,500	-21%	-$39.7K	0.09%	54
2016 Q2	$172K	Buy	7,212 +2,720	+61%	+$67.6K	0.1%	50
2016 Q1	$122K	Buy	4,492 +2,152	+92%	+$53.6K	0.07%	58
2015 Q4	$62K	Hold	2,340	–	–	0.04%	87
2015 Q3	$65K	Buy	2,340 +144	+7%	+$4.22K	0.04%	80
2015 Q2	$69K	Sell	2,196 -12	-0.5%	-$384	0.04%	82
2015 Q1	$69K	Buy	+2,208	New	+$66.7K	0.04%	81

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

Roble Belko & Company's AAPL Position: Q1 2026 in Review

Roble Belko & Company reduced its Apple (AAPL) stake by 4.1% in Q1 2026, selling an estimated $61.9K and leaving 5,570 shares worth $1.41M. The position accounts for 0.18% of the portfolio, ranked #50.

Roble Belko & Company first reported a position in AAPL in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.91M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Roble Belko & Company held 5,570 shares of Apple worth $1.41M as of Q1 2026.
Roble Belko & Company sold 238 Apple shares in Q1 2026, an estimated $61.9K.
Apple made up 0.18% of Roble Belko & Company's portfolio in Q1 2026, its #50 holding.
Roble Belko & Company first reported a position in Apple in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's Apple position peaked at $1.91M in Q4 2021.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.