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Smartleaf Asset Management’s Apple AAPL Stock Holding History

Smartleaf Asset 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 		$78.5M Buy
318,269
+30,611
+11% +$7.97M 2.84% 4
2025
Q4 		$78.6M Buy
287,658
+94,970
+49% +$25.5M 2.98% 4
2025
Q3 		$49M Buy
192,688
+48,138
+33% +$10.9M 3.03% 3
2025
Q2 		$29.1M Sell
144,550
-21,922
-13% -$4.43M 2.56% 3
2025
Q1 		$36.3M Buy
166,472
+5,467
+3% +$1.27M 3.5% 1
2024
Q4 		$40.6M Buy
161,005
+27,852
+21% +$6.56M 4.14% 1
2024
Q3 		$30.3M Buy
133,153
+34,961
+36% +$7.81M 3.68% 1
2024
Q2 		$21M Buy
98,192
+19,221
+24% +$3.58M 3.45% 2
2024
Q1 		$13.7M Buy
78,971
+22,289
+39% +$4.05M 2.65% 3
2023
Q4 		$10.5M Buy
+56,682
New +$10.5M 2.8% 2

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

Smartleaf Asset Management's AAPL Position: Q1 2026 in Review

Smartleaf Asset Management increased its Apple (AAPL) stake by 11% in Q1 2026, buying an estimated $7.97M and bringing the position to 318,269 shares worth $78.5M. The position accounts for 2.84% of the portfolio, ranked #4.

Smartleaf Asset Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $78.6M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Smartleaf Asset Management held 318,269 shares of Apple worth $78.5M as of Q1 2026.
  • Smartleaf Asset Management bought 30,611 Apple shares in Q1 2026, an estimated $7.97M.
  • Apple made up 2.84% of Smartleaf Asset Management's portfolio in Q1 2026, its #4 holding.
  • Smartleaf Asset Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Apple position peaked at $78.6M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.