SRH Advisors’s Apple AAPL Stock Holding History

SRH 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	$1.72M	Hold	6,766	–	–	0.49%	16
2025 Q4	$1.84M	Buy	6,766 +1	+0%	+$268	0.53%	16
2025 Q3	$1.72M	Buy	6,765 +1	+0%	+$226	0.5%	16
2025 Q2	$1.39M	Buy	6,764 +1	+0%	+$202	0.42%	18
2025 Q1	$1.5M	Buy	6,763 +1	+0%	+$232	0.46%	19
2024 Q4	$1.69M	Buy	6,762 +1	+0%	+$236	0.5%	18
2024 Q3	$1.58M	Buy	6,761 +1	+0%	+$223	0.48%	18
2024 Q2	$1.42M	Buy	6,760 +1	+0%	+$186	0.48%	18
2024 Q1	$1.16M	Buy	6,759 +1	+0%	+$182	0.37%	23
2023 Q4	$1.3M	Hold	6,758	–	–	0.45%	19
2023 Q3	$1.16M	Buy	6,758 +527	+8%	+$96.6K	0.56%	18
2023 Q2	$1.03M	Hold	6,231	–	–	0.55%	24
2023 Q1	$1.03M	Buy	6,231 +1	+0%	+$148	0.55%	24
2022 Q4	$810K	Buy	6,230 +1	+0%	+$143	0.45%	27
2022 Q3	$861K	Buy	6,229 +1	+0%	+$157	1.12%	24
2022 Q2	$852K	Buy	6,228 +1	+0%	+$151	1.05%	26
2022 Q1	$1.09M	Buy	6,227 +301	+5%	+$50.6K	1.21%	24
2021 Q4	$1.05M	Buy	5,926 +350	+6%	+$55.3K	1.19%	25
2021 Q3	$789K	Hold	5,576	–	–	0.96%	28
2021 Q2	$764K	Buy	5,576 +40	+0.7%	+$5.18K	0.95%	27
2021 Q1	$676K	Buy	5,536 +200	+4%	+$25.7K	0.96%	23
2020 Q4	$708K	Sell	5,336 -15	-0.3%	-$1.8K	1.17%	19
2020 Q3	$620K	Buy	5,351 +639	+14%	+$69.7K	1.19%	19
2020 Q2	$430K	Hold	4,712	–	–	1.07%	19
2020 Q1	$300K	Buy	4,712 +400	+9%	+$29.4K	0.83%	24
2019 Q4	$317K	Hold	4,312	–	–	1.02%	21
2019 Q3	$241K	Hold	4,312	–	–	0.81%	30
2019 Q2	$213K	Hold	4,312	–	–	0.73%	32
2019 Q1	$205K	Hold	4,312	–	–	0.73%	32
2018 Q4	$170K	Hold	4,312	–	–	0.65%	36
2018 Q3	$243K	Hold	4,312	–	–	0.83%	27
2018 Q2	$200K	Hold	4,312	–	–	0.75%	33
2018 Q1	$181K	Hold	4,312	–	–	0.72%	36
2017 Q4	$182K	Hold	4,312	–	–	0.72%	36
2017 Q3	$166K	Hold	4,312	–	–	0.7%	40
2017 Q2	$155K	Hold	4,312	–	–	0.74%	35
2017 Q1	$155K	Hold	4,312	–	–	0.72%	34
2016 Q4	$125K	Hold	4,312	–	–	0.62%	37
2016 Q3	$122K	Hold	4,312	–	–	0.64%	38
2016 Q2	$103K	Hold	4,312	–	–	0.55%	42
2016 Q1	$117K	Hold	4,312	–	–	0.64%	38
2015 Q4	$113K	Hold	4,312	–	–	0.66%	39
2015 Q3	$119K	Hold	4,312	–	–	0.7%	37
2015 Q2	$135K	Hold	4,312	–	–	0.85%	30
2015 Q1	$134K	Hold	4,312	–	–	0.89%	28
2014 Q4	$119K	Hold	4,312	–	–	0.81%	32
2014 Q3	$109K	Buy	4,312 +112	+3%	+$2.75K	0.84%	29
2014 Q2	$98K	Hold	4,200	–	–	0.77%	29
2014 Q1	$81K	Hold	4,200	–	–	0.65%	31
2013 Q4	$84K	Buy	+4,200	New	+$79.3K	0.83%	27

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

SRH Advisors's AAPL Position: Q1 2026 in Review

SRH Advisors held its Apple (AAPL) position steady in Q1 2026 at 6,766 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #16.

SRH Advisors first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.84M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

SRH Advisors held 6,766 shares of Apple worth $1.72M as of Q1 2026.
SRH Advisors left its Apple share count unchanged in Q1 2026.
Apple made up 0.49% of SRH Advisors's portfolio in Q1 2026, its #16 holding.
SRH Advisors first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Apple position peaked at $1.84M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.