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Stephenson & Company’s Apple AAPL Stock Holding History

Stephenson & Company’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 		$1.94M Sell
7,645
-25
-0.3% -$6.51K 1.05% 15
2025
Q4 		$2.09M Hold
7,670
– – 1.15% 13
2025
Q3 		$1.95M Sell
7,670
-13
-0.2% -$2.94K 1.12% 13
2025
Q2 		$1.58M Buy
7,683
+511
+7% +$103K 0.96% 16
2025
Q1 		$1.59M Buy
7,172
+98
+1% +$22.7K 1.04% 17
2024
Q4 		$1.77M Buy
7,074
+110
+2% +$25.9K 1.19% 14
2024
Q3 		$1.62M Sell
6,964
-24
-0.3% -$5.36K 1.1% 16
2024
Q2 		$1.47M Sell
6,988
-1,790
-20% -$334K 1.09% 16
2024
Q1 		$1.51M Sell
8,778
-122
-1% -$22.2K 1.1% 16
2023
Q4 		$1.71M Buy
+8,900
New +$1.64M 1.44% 13

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

Stephenson & Company's AAPL Position: Q1 2026 in Review

Stephenson & Company reduced its Apple (AAPL) stake by 0.33% in Q1 2026, selling an estimated $6.51K and leaving 7,645 shares worth $1.94M. The position accounts for 1.05% of the portfolio, ranked #15.

Stephenson & Company first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.09M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stephenson & Company held 7,645 shares of Apple worth $1.94M as of Q1 2026.
  • Stephenson & Company sold 25 Apple shares in Q1 2026, an estimated $6.51K.
  • Apple made up 1.05% of Stephenson & Company's portfolio in Q1 2026, its #15 holding.
  • Stephenson & Company first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Stephenson & Company's Apple position peaked at $2.09M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stephenson & Company's 13F filing for Q1 2026, filed 12 May 2026.