Savant Capital’s Apple AAPL Stock Holding History

Savant Capital’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
2024 Q3	–	Sell	-643,500	Closed	-$2.51K	–	1381
2024 Q2	$2.51K	Buy	+643,500	New	+$120M	﹤0.01%	1261

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

Savant Capital's AAPL Position: Q1 2026 in Review

Savant Capital increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $23.5M and bringing the position to 795,367 shares worth $202M. The position accounts for 0.98% of the portfolio, ranked #19.

Savant Capital first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Savant Capital held 795,367 shares of Apple worth $202M as of Q1 2026.
Savant Capital bought 90,284 Apple shares in Q1 2026, an estimated $23.5M.
Apple made up 0.98% of Savant Capital's portfolio in Q1 2026, its #19 holding.
Savant Capital first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.