SAM
AAPL icon

Satovsky Asset Management’s Apple AAPL Stock Holding History

Satovsky Asset Management’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 		$13.6M Sell
53,461
-284
-0.5% -$73.9K 2.4% 11
2025
Q4 		$14.6M Sell
53,745
-10
-0% -$2.69K 2.83% 9
2025
Q3 		$13.7M Buy
53,755
+117
+0.2% +$26.4K 2.73% 9
2025
Q2 		$11M Sell
53,638
-166
-0.3% -$33.5K 2.34% 9
2025
Q1 		$12M Sell
53,804
-2,923
-5% -$677K 2.69% 9
2024
Q4 		$14.3M Sell
56,727
-423
-0.7% -$99.7K 3.27% 8
2024
Q3 		$13.3M Buy
57,150
+1,443
+3% +$322K 3% 8
2024
Q2 		$11.7M Buy
55,707
+72
+0.1% +$13.4K 2.82% 8
2024
Q1 		$9.54M Sell
55,635
-3,154
-5% -$573K 2.79% 9
2023
Q4 		$11.3M Sell
58,789
-552
-0.9% -$102K 3.52% 8
2023
Q3 		$10.2M Buy
59,341
+1,395
+2% +$256K 3.44% 7
2023
Q2 		$11.2M Buy
57,946
+136
+0.2% +$23.7K 3.8% 7
2023
Q1 		$9.53M Buy
57,810
+1,096
+2% +$162K 3.55% 6
2022
Q4 		$7.37M Sell
56,714
-878
-2% -$125K 3.06% 7
2022
Q3 		$7.96M Buy
57,592
+1,868
+3% +$293K 4.58% 5
2022
Q2 		$7.62M Buy
55,724
+59
+0.1% +$8.94K 4.45% 4
2022
Q1 		$9.72M Sell
55,665
-738
-1% -$124K 6.49% 3
2021
Q4 		$10M Sell
56,403
-20
-0% -$3.16K 6.72% 3
2021
Q3 		$7.98M Buy
56,423
+34
+0.1% +$5.01K 5.96% 3
2021
Q2 		$7.72M Buy
56,389
+3,794
+7% +$492K 5.89% 3
2021
Q1 		$6.42M Buy
52,595
+6
+0% +$770 5.69% 3
2020
Q4 		$6.98M Buy
+52,589
New +$6.33M 6.56% 3

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

Satovsky Asset Management's AAPL Position: Q1 2026 in Review

Satovsky Asset Management reduced its Apple (AAPL) stake by 0.53% in Q1 2026, selling an estimated $73.9K and leaving 53,461 shares worth $13.6M. The position accounts for 2.4% of the portfolio, ranked #11.

Satovsky Asset Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Satovsky Asset Management held 53,461 shares of Apple worth $13.6M as of Q1 2026.
  • Satovsky Asset Management sold 284 Apple shares in Q1 2026, an estimated $73.9K.
  • Apple made up 2.4% of Satovsky Asset Management's portfolio in Q1 2026, its #11 holding.
  • Satovsky Asset Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Satovsky Asset Management's Apple position peaked at $14.6M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.