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Sloy Dahl & Holst’s Apple AAPL Stock Holding History

Sloy Dahl & Holst’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 		$44.6M Sell
175,566
-5,722
-3% -$1.49M 6.12% 2
2025
Q4 		$49.3M Sell
181,288
-4,236
-2% -$1.14M 5.92% 2
2025
Q3 		$47.2M Sell
185,524
-7,704
-4% -$1.74M 5.01% 2
2025
Q2 		$39.6M Sell
193,228
-28,552
-13% -$5.77M 5.51% 2
2025
Q1 		$49.3M Sell
221,780
-31,661
-12% -$7.33M 8.61% 2
2024
Q4 		$63.5M Sell
253,441
-82,947
-25% -$19.5M 8.05% 2
2024
Q3 		$78.4M Sell
336,388
-25,077
-7% -$5.6M 13.38% 2
2024
Q2 		$76.1M Sell
361,465
-2,159
-0.6% -$403K 15.99% 2
2024
Q1 		$62.4M Sell
363,624
-35,948
-9% -$6.54M 14.72% 2
2023
Q4 		$76.9M Sell
399,572
-12,047
-3% -$2.22M 15.78% 2
2023
Q3 		$70.5M Sell
411,619
-22,364
-5% -$4.1M 15.33% 2
2023
Q2 		$84.2M Buy
433,983
+294
+0.1% +$51.2K 15.38% 2
2023
Q1 		$71.5M Buy
433,689
+30,907
+8% +$4.56M 16.16% 2
2022
Q4 		$52.3M Sell
402,782
-24,254
-6% -$3.47M 18.27% 2
2022
Q3 		$59M Sell
427,036
-1,132
-0.3% -$178K 12.45% 2
2022
Q2 		$58.5M Sell
428,168
-955
-0.2% -$145K 13.97% 2
2022
Q1 		$74.9M Buy
429,123
+2,755
+0.6% +$463K 12.44% 2
2021
Q4 		$60.3M Hold
426,368
– – 12.83% 2
2021
Q3 		$60.3M Sell
426,368
-15,390
-3% -$2.27M 12.83% 2
2021
Q2 		$60.5M Sell
441,758
-173,299
-28% -$22.5M 8.14% 4
2021
Q1 		$75.1M Buy
615,057
+428,837
+230% +$55M 10.74% 4
2020
Q4 		$45.4M Sell
186,220
-314,749
-63% -$37.9M 21.75% 2
2020
Q3 		$58.5M Sell
500,969
-87,495
-15% -$9.55M 22.29% 2
2020
Q2 		$55.2M Buy
588,464
+19,636
+3% +$1.52M 26.13% 2
2020
Q1 		$36.2M Buy
568,828
+100,872
+22% +$7.42M 27.59% 2
2019
Q4 		$34.4M Buy
+467,956
New +$30.1M 31.97% 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

Sloy Dahl & Holst's AAPL Position: Q1 2026 in Review

Sloy Dahl & Holst reduced its Apple (AAPL) stake by 3.2% in Q1 2026, selling an estimated $1.49M and leaving 175,566 shares worth $44.6M. The position accounts for 6.12% of the portfolio, ranked #2.

Sloy Dahl & Holst first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $84.2M in Q2 2023. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sloy Dahl & Holst held 175,566 shares of Apple worth $44.6M as of Q1 2026.
  • Sloy Dahl & Holst sold 5,722 Apple shares in Q1 2026, an estimated $1.49M.
  • Apple made up 6.12% of Sloy Dahl & Holst's portfolio in Q1 2026, its #2 holding.
  • Sloy Dahl & Holst first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Sloy Dahl & Holst's Apple position peaked at $84.2M in Q2 2023.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.