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SGL Investment Advisors’s Apple AAPL Stock Holding History

SGL Investment 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 		$11.3M Sell
38,624
-6,653
-15% -$1.73M 4.24% 1
2025
Q4 		$12.5M Buy
45,277
+860
+2% +$231K 5% 1
2025
Q3 		$12M Buy
44,417
+1,707
+4% +$386K 4.98% 1
2025
Q2 		$8.97M Buy
42,710
+726
+2% +$147K 4.27% 2
2025
Q1 		$8.29M Buy
41,984
+1,159
+3% +$269K 4.28% 2
2024
Q4 		$9.67M Buy
40,825
+209
+0.5% +$49.3K 4.88% 1
2024
Q3 		$9.27M Buy
+40,616
New +$9.07M 4.76% 1

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

SGL Investment Advisors's AAPL Position: Q1 2026 in Review

SGL Investment Advisors reduced its Apple (AAPL) stake by 15% in Q1 2026, selling an estimated $1.73M and leaving 38,624 shares worth $11.3M. The position accounts for 4.24% of the portfolio, ranked #1.

SGL Investment Advisors first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • SGL Investment Advisors held 38,624 shares of Apple worth $11.3M as of Q1 2026.
  • SGL Investment Advisors sold 6,653 Apple shares in Q1 2026, an estimated $1.73M.
  • Apple made up 4.24% of SGL Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • SGL Investment Advisors first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Apple position peaked at $12.5M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.