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Scholtz & Company’s Apple AAPL Stock Holding History

Scholtz & Company’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 		$382K Sell
1,505
-191
-11% -$49.7K 0.2% 41
2025
Q4 		$461K Hold
1,696
– – 0.2% 43
2025
Q3 		$432K Buy
1,696
+30
+2% +$6.78K 0.19% 43
2025
Q2 		$342K Sell
1,666
-154
-8% -$31.1K 0.15% 44
2025
Q1 		$404K Sell
1,820
-487
-21% -$113K 0.2% 42
2024
Q4 		$578K Sell
2,307
-1,143
-33% -$269K 0.28% 36
2024
Q3 		$804K Buy
3,450
+1,215
+54% +$271K 0.38% 35
2024
Q2 		$471K Sell
2,235
-225
-9% -$42K 0.2% 41
2024
Q1 		$422K Sell
2,460
-7,945
-76% -$1.44M 0.19% 44
2023
Q4 		$2M Buy
+10,405
New +$1.92M 0.99% 30
2023
Q1 		– Sell
-7,921
Closed -$1.03M – 35
2022
Q4 		$1.03M Buy
7,921
+3,029
+62% +$433K 0.73% 31
2022
Q3 		$732K Sell
4,892
-12,562
-72% -$1.97M 0.52% 35
2022
Q2 		$2.39M Sell
17,454
-1,549
-8% -$235K 1.47% 25
2022
Q1 		$3.32M Buy
19,003
+2,252
+13% +$379K 1.31% 28
2021
Q4 		$2.97M Buy
16,751
+3,850
+30% +$608K 0.96% 32
2021
Q3 		$1.82M Buy
12,901
+2,089
+19% +$308K 0.65% 39
2021
Q2 		$1.48M Buy
10,812
+316
+3% +$40.9K 0.51% 43
2021
Q1 		$1.28M Sell
10,496
-4,720
-31% -$606K 0.49% 44
2020
Q4 		$2.02M Sell
15,216
-1,930
-11% -$232K 0.79% 40
2020
Q3 		$1.99M Buy
17,146
+1,786
+12% +$195K 0.87% 36
2020
Q2 		$1.4M Buy
15,360
+524
+4% +$40.6K 0.7% 39
2020
Q1 		$943K Buy
+14,836
New +$1.09M 0.72% 33
2016
Q1 		– Sell
-74,024
Closed -$1.95M – 38
2015
Q4 		$1.95M Buy
74,024
+980
+1% +$28K 2.05% 20
2015
Q3 		$2.01M Buy
+73,044
New +$2.14M 2.15% 19

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

Scholtz & Company's AAPL Position: Q1 2026 in Review

Scholtz & Company reduced its Apple (AAPL) stake by 11% in Q1 2026, selling an estimated $49.7K and leaving 1,505 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #41.

Scholtz & Company first reported a position in AAPL in Q3 2015 and has held it in 24 quarters since. The position peaked at $3.32M in Q1 2022. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Scholtz & Company held 1,505 shares of Apple worth $382K as of Q1 2026.
  • Scholtz & Company sold 191 Apple shares in Q1 2026, an estimated $49.7K.
  • Apple made up 0.2% of Scholtz & Company's portfolio in Q1 2026, its #41 holding.
  • Scholtz & Company first reported a position in Apple in Q3 2015 and has held it in 24 quarters since.
  • Scholtz & Company's Apple position peaked at $3.32M in Q1 2022.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.