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Sandbox Financial Partners’s Apple AAPL Stock Holding History

Sandbox Financial Partners’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 		$34.4M Sell
135,362
-4,995
-4% -$1.3M 9.66% 2
2025
Q4 		$38.2M Buy
140,357
+85
+0.1% +$22.8K 10.56% 2
2025
Q3 		$35.7M Buy
140,272
+749
+0.5% +$169K 10.23% 2
2025
Q2 		$28.6M Sell
139,523
-11,306
-7% -$2.28M 9.03% 2
2025
Q1 		$33.5M Sell
150,829
-2,270
-1% -$526K 11.83% 1
2024
Q4 		$38.3M Sell
153,099
-3,905
-2% -$920K 12.79% 1
2024
Q3 		$36.6M Sell
157,004
-3,263
-2% -$729K 12.95% 1
2024
Q2 		$33.8M Sell
160,267
-25,363
-14% -$4.73M 12.94% 1
2024
Q1 		$31.8M Sell
185,630
-8,721
-4% -$1.59M 13.37% 1
2023
Q4 		$37.4M Buy
194,351
+721
+0.4% +$133K 17.56% 1
2023
Q3 		$33.2M Sell
193,630
-19
-0% -$3.48K 17.53% 1
2023
Q2 		$37.6M Sell
193,649
-5,184
-3% -$903K 19.61% 1
2023
Q1 		$32.8M Sell
198,833
-605
-0.3% -$89.3K 19.79% 1
2022
Q4 		$25.9M Sell
199,438
-3,715
-2% -$531K 17.93% 1
2022
Q3 		$28.1M Sell
203,153
-7,527
-4% -$1.18M 20.54% 1
2022
Q2 		$28.8M Sell
210,680
-2,673
-1% -$405K 20.53% 1
2022
Q1 		$37.3M Buy
213,353
+1,744
+0.8% +$293K 21.29% 1
2021
Q4 		$37.6M Buy
211,609
+8,836
+4% +$1.4M 23.58% 1
2021
Q3 		$28.7M Buy
202,773
+11,564
+6% +$1.7M 20.46% 1
2021
Q2 		$26.2M Buy
191,209
+1,072
+0.6% +$139K 19.5% 1
2021
Q1 		$24M Buy
190,137
+77
+0% +$9.88K 19.57% 1
2020
Q4 		$25.2M Buy
+190,060
New +$22.9M 23.03% 1

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

Sandbox Financial Partners's AAPL Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Apple (AAPL) stake by 3.6% in Q1 2026, selling an estimated $1.3M and leaving 135,362 shares worth $34.4M. The position accounts for 9.66% of the portfolio, ranked #2.

Sandbox Financial Partners first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $38.3M in Q4 2024. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sandbox Financial Partners held 135,362 shares of Apple worth $34.4M as of Q1 2026.
  • Sandbox Financial Partners sold 4,995 Apple shares in Q1 2026, an estimated $1.3M.
  • Apple made up 9.66% of Sandbox Financial Partners's portfolio in Q1 2026, its #2 holding.
  • Sandbox Financial Partners first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's Apple position peaked at $38.3M in Q4 2024.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.