SC
AAPL icon

Sierra Capital’s Apple AAPL Stock Holding History

Sierra Capital’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 		$27.3M Sell
107,450
-2,538
-2% -$661K 2.97% 6
2025
Q4 		$29.9M Buy
109,988
+5,106
+5% +$1.37M 3.16% 6
2025
Q3 		$26.7M Sell
104,882
-4,173
-4% -$943K 2.93% 5
2025
Q2 		$22.4M Sell
109,055
-1,451
-1% -$293K 2.58% 7
2025
Q1 		$24.5M Sell
110,506
-1,769
-2% -$410K 2.96% 7
2024
Q4 		$28.1M Sell
112,275
-1,169
-1% -$276K 3.33% 3
2024
Q3 		$26.4M Buy
113,444
+46,951
+71% +$10.5M 3.15% 4
2024
Q2 		$14M Sell
66,493
-6,531
-9% -$1.22M 1.87% 14
2024
Q1 		$12.5M Sell
73,024
-2,009
-3% -$365K 1.64% 16
2023
Q4 		$14.4M Sell
75,033
-1,586
-2% -$293K 2.12% 8
2023
Q3 		$13.1M Sell
76,619
-4,550
-6% -$834K 2.11% 10
2023
Q2 		$15.7M Sell
81,169
-1,471
-2% -$256K 2.49% 9
2023
Q1 		$13.6M Sell
82,640
-9,391
-10% -$1.39M 2.21% 11
2022
Q4 		$12M Buy
92,031
+94
+0.1% +$13.4K 2.05% 12
2022
Q3 		$12.7M Sell
91,937
-873
-0.9% -$137K 2.36% 10
2022
Q2 		$12.7M Sell
92,810
-1,883
-2% -$285K 2.3% 9
2022
Q1 		$16.5M Sell
94,693
-4,604
-5% -$774K 2.61% 6
2021
Q4 		$17.6M Buy
99,297
+31,796
+47% +$5.02M 2.62% 7
2021
Q3 		$9.55M Buy
67,501
+16
+0% +$2.36K 1.61% 17
2021
Q2 		$9.24M Sell
67,485
-5,885
-8% -$763K 1.71% 14
2021
Q1 		$8.96M Buy
+73,370
New +$9.42M 1.68% 15

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

Sierra Capital's AAPL Position: Q1 2026 in Review

Sierra Capital reduced its Apple (AAPL) stake by 2.3% in Q1 2026, selling an estimated $661K and leaving 107,450 shares worth $27.3M. The position accounts for 2.97% of the portfolio, ranked #6.

Sierra Capital first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. The position peaked at $29.9M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sierra Capital held 107,450 shares of Apple worth $27.3M as of Q1 2026.
  • Sierra Capital sold 2,538 Apple shares in Q1 2026, an estimated $661K.
  • Apple made up 2.97% of Sierra Capital's portfolio in Q1 2026, its #6 holding.
  • Sierra Capital first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
  • Sierra Capital's Apple position peaked at $29.9M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.