Sheridan Capital Management’s Apple AAPL Stock Holding History

Sheridan Capital Management’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	$1.45M	Sell	5,732 -336	-6%	-$87.4K	0.77%	21
2025 Q4	$1.65M	Buy	6,068 +68	+1%	+$18.3K	0.84%	24
2025 Q3	$1.53M	Buy	6,000 +135	+2%	+$30.5K	0.81%	23
2025 Q2	$1.2M	Buy	5,865 +736	+14%	+$149K	0.83%	19
2025 Q1	$1.14M	Buy	5,129 +84	+2%	+$19.5K	0.83%	20
2024 Q4	$1.26M	Buy	5,045 +18	+0.4%	+$4.24K	0.89%	19
2024 Q3	$1.17M	Buy	5,027 +4	+0.1%	+$893	0.83%	20
2024 Q2	$1.09M	Sell	5,023 -20	-0.4%	-$3.73K	0.81%	19
2024 Q1	$865K	Buy	5,043 +933	+23%	+$170K	0.65%	19
2023 Q4	$791K	Buy	+4,110	New	+$759K	0.64%	18

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

Sheridan Capital Management's AAPL Position: Q1 2026 in Review

Sheridan Capital Management reduced its Apple (AAPL) stake by 5.5% in Q1 2026, selling an estimated $87.4K and leaving 5,732 shares worth $1.45M. The position accounts for 0.77% of the portfolio, ranked #21.

Sheridan Capital Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.65M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Sheridan Capital Management held 5,732 shares of Apple worth $1.45M as of Q1 2026.
Sheridan Capital Management sold 336 Apple shares in Q1 2026, an estimated $87.4K.
Apple made up 0.77% of Sheridan Capital Management's portfolio in Q1 2026, its #21 holding.
Sheridan Capital Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Sheridan Capital Management's Apple position peaked at $1.65M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.