South Shore Capital Advisors’s Apple AAPL Stock Holding History

South Shore 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	$4.62M	Sell	18,198 -766	-4%	-$199K	3.38%	5
2025 Q4	$5.16M	Buy	+18,964	New	+$5.09M	3.77%	5
2022 Q3	$3M	Buy	21,740 +76	+0.4%	+$11.9K	6.99%	2
2022 Q2	$2.96M	Sell	21,664 -135	-0.6%	-$20.4K	6.19%	2
2022 Q1	$3.81M	Sell	21,799 -689	-3%	-$116K	6.2%	2
2021 Q4	$3.99M	Buy	22,488 +1,047	+5%	+$165K	6.52%	2
2021 Q3	$3.04M	Buy	21,441 +200	+0.9%	+$29.4K	5.5%	3
2021 Q2	$2.91M	Sell	21,241 -35,461	-63%	-$4.59M	5.15%	3
2021 Q1	$6.93M	Sell	56,702 -1,561	-3%	-$200K	6.89%	1
2020 Q4	$7.73M	Buy	+58,263	New	+$7.01M	7.65%	1

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

South Shore Capital Advisors's AAPL Position: Q1 2026 in Review

South Shore Capital Advisors reduced its Apple (AAPL) stake by 4% in Q1 2026, selling an estimated $199K and leaving 18,198 shares worth $4.62M. The position accounts for 3.38% of the portfolio, ranked #5.

South Shore Capital Advisors first reported a position in AAPL in Q4 2020 and has held it in 10 quarters since. The position peaked at $7.73M in Q4 2020. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

South Shore Capital Advisors held 18,198 shares of Apple worth $4.62M as of Q1 2026.
South Shore Capital Advisors sold 766 Apple shares in Q1 2026, an estimated $199K.
Apple made up 3.38% of South Shore Capital Advisors's portfolio in Q1 2026, its #5 holding.
South Shore Capital Advisors first reported a position in Apple in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's Apple position peaked at $7.73M in Q4 2020.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.