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Sippican Capital Advisors’s Apple AAPL Stock Holding History

Sippican Capital 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 		$1.52M Sell
6,008
-650
-10% -$169K 1.04% 41
2025
Q4 		$1.81M Sell
6,658
-725
-10% -$195K 1.16% 30
2025
Q3 		$1.88M Buy
7,383
+75
+1% +$16.9K 1.24% 27
2025
Q2 		$1.5M Sell
7,308
-2
-0% -$404 1.09% 37
2025
Q1 		$1.62M Sell
7,310
-126
-2% -$29.2K 1.22% 33
2024
Q4 		$1.86M Hold
7,436
– – 1.36% 24
2024
Q3 		$1.73M Hold
7,436
– – 1.21% 31
2024
Q2 		$1.57M Hold
7,436
– – 1.24% 28
2024
Q1 		$1.28M Sell
7,436
-514
-6% -$93.5K 0.99% 38
2023
Q4 		$1.53M Buy
7,950
+385
+5% +$71.1K 1.2% 32
2023
Q3 		$1.3M Buy
7,565
+531
+8% +$97.4K 1.17% 34
2023
Q2 		$1.36M Sell
7,034
-60
-0.8% -$10.5K 1.26% 33
2023
Q1 		$1.17M Sell
7,094
-80
-1% -$11.8K 1.12% 38
2022
Q4 		$932K Sell
7,174
-110
-2% -$15.7K 0.89% 50
2022
Q3 		$1.01M Sell
7,284
-471
-6% -$73.9K 1.05% 42
2022
Q2 		$1.06M Sell
7,755
-636
-8% -$96.3K 1.05% 42
2022
Q1 		$1.47M Sell
8,391
-390
-4% -$65.6K 1.22% 35
2021
Q4 		$1.56M Sell
8,781
-115
-1% -$18.2K 1.32% 30
2021
Q3 		$1.26M Sell
8,896
-60
-0.7% -$8.83K 1.09% 36
2021
Q2 		$1.23M Sell
8,956
-50
-0.6% -$6.48K 1.07% 36
2021
Q1 		$1.1M Sell
9,006
-258
-3% -$33.1K 1.02% 36
2020
Q4 		$1.23M Sell
9,264
-232
-2% -$27.9K 1.33% 27
2020
Q3 		$1.1M Sell
9,496
-1,692
-15% -$185K 1.37% 27
2020
Q2 		$1.02M Sell
11,188
-2,060
-16% -$160K 1.37% 29
2020
Q1 		$842K Sell
13,248
-1,344
-9% -$98.8K 1.37% 29
2019
Q4 		$1.07M Sell
14,592
-220
-1% -$14.2K 1.19% 31
2019
Q3 		$829K Sell
14,812
-428
-3% -$22.4K 1% 38
2019
Q2 		$754K Sell
15,240
-536
-3% -$26.1K 0.89% 43
2019
Q1 		$749K Sell
15,776
-224
-1% -$9.5K 0.89% 41
2018
Q4 		$631K Buy
16,000
+160
+1% +$7.76K 0.85% 44
2018
Q3 		$826K Sell
15,840
-872
-5% -$45.4K 0.96% 39
2018
Q2 		$773K Sell
16,712
-1,236
-7% -$56.1K 0.77% 48
2018
Q1 		$753K Sell
17,948
-2,056
-10% -$88.5K 0.78% 50
2017
Q4 		$846K Sell
20,004
-384
-2% -$16K 0.83% 52
2017
Q3 		$786K Buy
20,388
+740
+4% +$28.7K 0.81% 52
2017
Q2 		$707K Hold
19,648
– – 0.77% 52
2017
Q1 		$706K Buy
19,648
+104
+0.5% +$3.42K 0.75% 52
2016
Q4 		$566K Sell
19,544
-152
-0.8% -$4.31K 0.59% 58
2016
Q3 		$557K Sell
19,696
-1,540
-7% -$40.8K 0.64% 56
2016
Q2 		$508K Buy
21,236
+984
+5% +$24.5K 0.6% 58
2016
Q1 		$552K Buy
20,252
+2,828
+16% +$70.5K 0.7% 51
2015
Q4 		$459K Buy
17,424
+3,212
+23% +$91.8K 0.58% 57
2015
Q3 		$392K Buy
14,212
+404
+3% +$11.8K 0.5% 65
2015
Q2 		$433K Buy
13,808
+164
+1% +$5.25K 0.44% 71
2015
Q1 		$424K Buy
13,644
+64
+0.5% +$1.93K 0.43% 73
2014
Q4 		$375K Buy
13,580
+120
+0.9% +$3.27K 0.37% 80
2014
Q3 		$339K Buy
+13,460
New +$330K 0.34% 85

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

Sippican Capital Advisors's AAPL Position: Q1 2026 in Review

Sippican Capital Advisors reduced its Apple (AAPL) stake by 9.8% in Q1 2026, selling an estimated $169K and leaving 6,008 shares worth $1.52M. The position accounts for 1.04% of the portfolio, ranked #41.

Sippican Capital Advisors first reported a position in AAPL in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.88M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sippican Capital Advisors held 6,008 shares of Apple worth $1.52M as of Q1 2026.
  • Sippican Capital Advisors sold 650 Apple shares in Q1 2026, an estimated $169K.
  • Apple made up 1.04% of Sippican Capital Advisors's portfolio in Q1 2026, its #41 holding.
  • Sippican Capital Advisors first reported a position in Apple in Q3 2014 and has held it in 47 quarters since.
  • Sippican Capital Advisors's Apple position peaked at $1.88M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.