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SFI Advisors’s Apple AAPL Stock Holding History

SFI Advisors’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 		$6.96M Hold
27,432
– – 7.31% 2
2025
Q4 		$7.46M Sell
27,432
-57
-0.2% -$15.3K 4.78% 3
2025
Q3 		$7M Sell
27,489
-128
-0.5% -$28.9K 4.46% 4
2025
Q2 		$5.67M Sell
27,617
-100
-0.4% -$20.2K 3.92% 9
2025
Q1 		$6.16M Buy
27,717
+39
+0.1% +$9.04K 4.55% 3
2024
Q4 		$6.93M Buy
27,678
+8
+0% +$1.89K 4.87% 1
2024
Q3 		$6.45M Sell
27,670
-22
-0.1% -$4.91K 4.6% 2
2024
Q2 		$5.83M Buy
27,692
+100
+0.4% +$18.6K 4.49% 2
2024
Q1 		$4.73M Sell
27,592
-74
-0.3% -$13.5K 3.71% 7
2023
Q4 		$5.33M Hold
27,666
– – 4.55% 1
2023
Q3 		$4.74M Buy
27,666
+230
+0.8% +$42.2K 4.63% 1
2023
Q2 		$5.32M Sell
27,436
-262
-0.9% -$45.7K 5.05% 1
2023
Q1 		$4.57M Buy
27,698
+262
+1% +$38.7K 4.58% 2
2022
Q4 		$3.56M Sell
27,436
-2
-0% -$286 3.87% 7
2022
Q3 		$3.79M Hold
27,438
– – 4.4% 6
2022
Q2 		$3.75M Sell
27,438
-412
-1% -$62.4K 4.16% 9
2022
Q1 		$4.86K Hold
27,850
– – 2.96% 9
2021
Q4 		$5.06M Buy
+27,850
New +$4.4M 4.47% 7

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

SFI Advisors's AAPL Position: Q1 2026 in Review

SFI Advisors held its Apple (AAPL) position steady in Q1 2026 at 27,432 shares worth $6.96M. The position accounts for 7.31% of the portfolio, ranked #2.

SFI Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.46M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • SFI Advisors held 27,432 shares of Apple worth $6.96M as of Q1 2026.
  • SFI Advisors left its Apple share count unchanged in Q1 2026.
  • Apple made up 7.31% of SFI Advisors's portfolio in Q1 2026, its #2 holding.
  • SFI Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • SFI Advisors's Apple position peaked at $7.46M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.