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Schear Investment Advisers’s Apple AAPL Stock Holding History

Schear Investment Advisers’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 		$7.42M Buy
29,220
+33
+0.1% +$8.59K 3.27% 6
2025
Q4 		$7.93M Buy
29,187
+20
+0.1% +$5.37K 3.41% 7
2025
Q3 		$7.43M Sell
29,167
-3
-0% -$678 3.31% 6
2025
Q2 		$5.98M Sell
29,170
-2,229
-7% -$450K 2.96% 8
2025
Q1 		$6.97M Sell
31,399
-1,273
-4% -$295K 4.02% 4
2024
Q4 		$8.18M Buy
32,672
+1,362
+4% +$321K 4.36% 5
2024
Q3 		$7.3M Buy
31,310
+2,361
+8% +$527K 4.51% 3
2024
Q2 		$6.1M Sell
28,949
-798
-3% -$149K 4.4% 3
2024
Q1 		$5.1M Sell
29,747
-412
-1% -$74.9K 4.1% 4
2023
Q4 		$5.81M Buy
30,159
+65
+0.2% +$12K 5.6% 2
2023
Q3 		$5.15M Sell
30,094
-898
-3% -$165K 5.56% 2
2023
Q2 		$6.01M Buy
30,992
+900
+3% +$157K 6.35% 1
2023
Q1 		$4.96M Buy
30,092
+53
+0.2% +$7.82K 5.94% 1
2022
Q4 		$3.9M Buy
+30,039
New +$4.29M 4.81% 2

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

Schear Investment Advisers's AAPL Position: Q1 2026 in Review

Schear Investment Advisers increased its Apple (AAPL) stake by 0.11% in Q1 2026, buying an estimated $8.59K and bringing the position to 29,220 shares worth $7.42M. The position accounts for 3.27% of the portfolio, ranked #6.

Schear Investment Advisers first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.18M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Schear Investment Advisers held 29,220 shares of Apple worth $7.42M as of Q1 2026.
  • Schear Investment Advisers bought 33 Apple shares in Q1 2026, an estimated $8.59K.
  • Apple made up 3.27% of Schear Investment Advisers's portfolio in Q1 2026, its #6 holding.
  • Schear Investment Advisers first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Schear Investment Advisers's Apple position peaked at $8.18M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.