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SAM Advisors’s Apple AAPL Stock Holding History

SAM Advisors’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 		$5.33M Buy
21,013
+140
+0.7% +$36.4K 1.67% 11
2025
Q4 		$5.67M Sell
20,873
-306
-1% -$82.1K 1.8% 11
2025
Q3 		$5.39M Buy
21,179
+440
+2% +$99.4K 1.74% 11
2025
Q2 		$4.26M Buy
20,739
+598
+3% +$121K 1.47% 14
2025
Q1 		$4.47M Sell
20,141
-355
-2% -$82.2K 1.68% 12
2024
Q4 		$5.13M Sell
20,496
-26
-0.1% -$6.13K 1.86% 11
2024
Q3 		$4.78M Sell
20,522
-618
-3% -$138K 1.76% 12
2024
Q2 		$4.45M Buy
21,140
+174
+0.8% +$32.4K 1.61% 12
2024
Q1 		$3.6M Buy
20,966
+278
+1% +$50.5K 1.31% 15
2023
Q4 		$3.98M Sell
20,688
-112
-0.5% -$20.7K 1.57% 12
2023
Q3 		$3.56M Buy
20,800
+371
+2% +$68K 1.55% 13
2023
Q2 		$3.96M Sell
20,429
-2,896
-12% -$505K 1.65% 13
2023
Q1 		$3.85M Sell
23,325
-1,012
-4% -$149K 1.73% 13
2022
Q4 		$3.16M Buy
24,337
+1,477
+6% +$211K 1.39% 14
2022
Q3 		$3.16M Sell
22,860
-1,679
-7% -$264K 1.54% 15
2022
Q2 		$3.38M Buy
24,539
+777
+3% +$118K 1.69% 11
2022
Q1 		$4.15M Buy
23,762
+110
+0.5% +$18.5K 1.79% 11
2021
Q4 		$4.03M Sell
23,652
-1,049
-4% -$166K 1.84% 10
2021
Q3 		$3.48M Buy
+24,701
New +$3.64M 1.68% 13

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM Advisors's AAPL Position: Q1 2026 in Review

SAM Advisors increased its Apple (AAPL) stake by 0.67% in Q1 2026, buying an estimated $36.4K and bringing the position to 21,013 shares worth $5.33M. The position accounts for 1.67% of the portfolio, ranked #11.

SAM Advisors first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.67M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • SAM Advisors held 21,013 shares of Apple worth $5.33M as of Q1 2026.
  • SAM Advisors bought 140 Apple shares in Q1 2026, an estimated $36.4K.
  • Apple made up 1.67% of SAM Advisors's portfolio in Q1 2026, its #11 holding.
  • SAM Advisors first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
  • SAM Advisors's Apple position peaked at $5.67M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SAM Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.