Smart Portfolios LLC’s Apple AAPL Stock Holding History

Smart Portfolios LLC’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	$2.59M	Sell	10,190 -50	-0.5%	-$13K	2.58%	8
2025 Q4	$2.78M	Sell	10,240 -109	-1%	-$29.3K	2.77%	7
2025 Q3	$2.64M	Sell	10,349 -255	-2%	-$57.6K	2.54%	7
2025 Q2	$2.18M	Sell	10,604 -35	-0.3%	-$7.07K	2.19%	11
2025 Q1	$2.36M	Buy	10,639 +499	+5%	+$116K	2.57%	6
2024 Q4	$2.54M	Sell	10,140 -281	-3%	-$66.2K	2.66%	6
2024 Q3	$2.43M	Sell	10,421 -373	-3%	-$83.3K	2.48%	6
2024 Q2	$2.27M	Buy	10,794 +503	+5%	+$93.8K	2.29%	9
2024 Q1	$1.76M	Hold	10,291	–	–	1.86%	13
2023 Q4	$1.93M	Buy	+10,291	New	+$1.9M	2.26%	12
2020 Q4	–	Sell	-3,270	Closed	-$379K	–	31
2020 Q3	$379K	Buy	3,270 +18	+0.6%	+$1.96K	0.43%	26
2020 Q2	$361K	Buy	3,252 +52	+2%	+$4.03K	0.4%	27
2020 Q1	$203K	Hold	3,200	–	–	0.29%	30
2019 Q4	$235K	Hold	3,200	–	–	0.21%	40
2019 Q3	$208K	Buy	+3,200	New	+$167K	0.18%	43
2019 Q2	–	Sell	-3,200	Closed	-$152K	–	45
2019 Q1	$152K	Hold	3,200	–	–	0.13%	57
2018 Q4	$126K	Hold	3,200	–	–	0.1%	58
2018 Q3	$181K	Hold	3,200	–	–	0.11%	49
2018 Q2	$148K	Hold	3,200	–	–	0.1%	54
2018 Q1	$134K	Buy	+3,200	New	+$138K	0.09%	50

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

Smart Portfolios LLC's AAPL Position: Q1 2026 in Review

Smart Portfolios LLC reduced its Apple (AAPL) stake by 0.49% in Q1 2026, selling an estimated $13K and leaving 10,190 shares worth $2.59M. The position accounts for 2.58% of the portfolio, ranked #8.

Smart Portfolios LLC first reported a position in AAPL in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.78M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Smart Portfolios LLC held 10,190 shares of Apple worth $2.59M as of Q1 2026.
Smart Portfolios LLC sold 50 Apple shares in Q1 2026, an estimated $13K.
Apple made up 2.58% of Smart Portfolios LLC's portfolio in Q1 2026, its #8 holding.
Smart Portfolios LLC first reported a position in Apple in Q1 2018 and has held it in 20 quarters since.
Smart Portfolios LLC's Apple position peaked at $2.78M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.