Standard Family Office’s Apple AAPL Stock Holding History

Standard Family Office’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	$507K	Hold	1,996	–	–	0.52%	4
2025 Q4	$543K	Hold	1,996	–	–	0.58%	3
2025 Q3	$508K	Hold	1,996	–	–	0.55%	3
2025 Q2	$410K	Hold	1,996	–	–	0.48%	5
2025 Q1	$443K	Sell	1,996 -1,497	-43%	-$347K	0.58%	3
2024 Q4	$875K	Hold	3,493	–	–	1.06%	3
2024 Q3	$814K	Hold	3,493	–	–	0.99%	3
2024 Q2	$736K	Hold	3,493	–	–	0.95%	3
2024 Q1	$599K	Buy	+3,493	New	+$635K	0.8%	5
2022 Q4	–	Sell	-8,008	Closed	-$1.11M	–	11
2022 Q3	$1.11M	Buy	+8,008	New	+$1.26M	0.49%	7
2021 Q4	–	Sell	-2,660	Closed	-$376K	–	209
2021 Q3	$376K	Sell	2,660 -15,764	-86%	-$2.32M	0.11%	7
2021 Q2	$2.52M	Buy	18,424 +2,614	+17%	+$339K	0.52%	12
2021 Q1	$1.93M	Sell	15,810 -2,660	-14%	-$341K	0.46%	15
2020 Q4	$2.45M	Buy	+18,470	New	+$2.22M	0.59%	11

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

Standard Family Office's AAPL Position: Q1 2026 in Review

Standard Family Office held its Apple (AAPL) position steady in Q1 2026 at 1,996 shares worth $507K. The position accounts for 0.52% of the portfolio, ranked #4.

Standard Family Office first reported a position in AAPL in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.52M in Q2 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Standard Family Office held 1,996 shares of Apple worth $507K as of Q1 2026.
Standard Family Office left its Apple share count unchanged in Q1 2026.
Apple made up 0.52% of Standard Family Office's portfolio in Q1 2026, its #4 holding.
Standard Family Office first reported a position in Apple in Q4 2020 and has held it in 14 quarters since.
Standard Family Office's Apple position peaked at $2.52M in Q2 2021.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Standard Family Office's 13F filing for Q1 2026, filed 14 May 2026.