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Stillwater Capital Advisors’s Apple AAPL Stock Holding History

Stillwater 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 		$60.3M Sell
237,492
-4,481
-2% -$1.17M 6.88% 1
2025
Q4 		$65.8M Sell
241,973
-1,108
-0.5% -$297K 7.07% 2
2025
Q3 		$61.9M Sell
243,081
-2,800
-1% -$633K 6.97% 3
2025
Q2 		$50.4M Sell
245,881
-532
-0.2% -$107K 6.42% 4
2025
Q1 		$54.7M Sell
246,413
-5,277
-2% -$1.22M 7.64% 1
2024
Q4 		$63M Sell
251,690
-1,491
-0.6% -$351K 7.8% 3
2024
Q3 		$59M Sell
253,181
-961
-0.4% -$215K 7.62% 2
2024
Q2 		$53.5M Sell
254,142
-3,798
-1% -$708K 7.47% 2
2024
Q1 		$44.2M Sell
257,940
-2,605
-1% -$474K 6.55% 3
2023
Q4 		$50.2M Sell
260,545
-1,558
-0.6% -$288K 8.04% 1
2023
Q3 		$44.9M Sell
262,103
-4,335
-2% -$795K 8.17% 1
2023
Q2 		$51.7M Sell
266,438
-1,865
-0.7% -$325K 9.14% 1
2023
Q1 		$44.2M Sell
268,303
-9,608
-3% -$1.42M 8.59% 1
2022
Q4 		$36.1M Sell
277,911
-7,707
-3% -$1.1M 7.62% 1
2022
Q3 		$39.5M Sell
285,618
-24,544
-8% -$3.85M 9.01% 1
2022
Q2 		$42.4M Buy
310,162
+1,194
+0.4% +$181K 7.88% 1
2022
Q1 		$53.9M Sell
308,968
-9,806
-3% -$1.65M 8.67% 1
2021
Q4 		$56.6M Sell
318,774
-11,616
-4% -$1.84M 8.62% 1
2021
Q3 		$46.8M Sell
330,390
-4,683
-1% -$689K 7.7% 1
2021
Q2 		$45.9M Sell
335,073
-6,881
-2% -$892K 7.59% 1
2021
Q1 		$41.8M Sell
341,954
-6,829
-2% -$877K 7.58% 1
2020
Q4 		$46.3M Sell
348,783
-9,217
-3% -$1.11M 8.87% 1
2020
Q3 		$41.5M Sell
358,000
-1,308
-0.4% -$143K 9.04% 1
2020
Q2 		$32.8M Sell
359,308
-2,984
-0.8% -$231K 7.9% 1
2020
Q1 		$23M Buy
362,292
+128
+0% +$9.41K 6.77% 2
2019
Q4 		$26.6M Sell
362,164
-292
-0.1% -$18.8K 6.01% 1
2019
Q3 		$20.3M Sell
362,456
-1,516
-0.4% -$79.3K 5.15% 2
2019
Q2 		$18M Sell
363,972
-41,296
-10% -$2.01M 4.45% 4
2019
Q1 		$19.2M Sell
405,268
-6,272
-2% -$266K 4.19% 4
2018
Q4 		$16.2M Sell
411,540
-11,500
-3% -$558K 4.05% 4
2018
Q3 		$23.9M Buy
423,040
+2,672
+0.6% +$139K 4.96% 1
2018
Q2 		$19.5M Sell
420,368
-7,448
-2% -$338K 4.64% 2
2018
Q1 		$17.9M Sell
427,816
-2,840
-0.7% -$122K 4.31% 2
2017
Q4 		$18.2M Buy
430,656
+1,420
+0.3% +$59.3K 4.29% 1
2017
Q3 		$16.5M Buy
429,236
+9,304
+2% +$361K 4.28% 2
2017
Q2 		$15.1M Buy
419,932
+1,472
+0.4% +$54.4K 3.83% 1
2017
Q1 		$15M Sell
418,460
-109,680
-21% -$3.61M 4% 1
2016
Q4 		$15.3M Buy
528,140
+14,676
+3% +$416K 4.09% 2
2016
Q3 		$14.5M Sell
513,464
-4,348
-0.8% -$115K 4.23% 2
2016
Q2 		$12.4M Sell
517,812
-1,800
-0.3% -$44.7K 3.69% 4
2016
Q1 		$14.2M Sell
519,612
-9,828
-2% -$245K 4.18% 2
2015
Q4 		$13.9M Sell
529,440
-5,136
-1% -$147K 4.27% 2
2015
Q3 		$14.7M Buy
534,576
+5,448
+1% +$160K 5.03% 1
2015
Q2 		$16.6M Buy
529,128
+3,464
+0.7% +$111K 4.8% 1
2015
Q1 		$16.4M Buy
525,664
+6,436
+1% +$194K 4.97% 1
2014
Q4 		$14.3M Buy
519,228
+11,244
+2% +$306K 4.3% 1
2014
Q3 		$12.8M Buy
507,984
+17,212
+4% +$422K 4.28% 1
2014
Q2 		$11.4M Buy
490,772
+3,908
+0.8% +$83.2K 3.88% 1
2014
Q1 		$9.33M Buy
486,864
+5,208
+1% +$99.1K 3.39% 7
2013
Q4 		$9.65M Buy
481,656
+101,864
+27% +$1.92M 3.74% 5
2013
Q3 		$6.47M Sell
379,792
-5,740
-1% -$95.2K 3.82% 7
2013
Q2 		$5.46M Buy
+385,532
New +$5.93M 3.38% 18

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

Stillwater Capital Advisors's AAPL Position: Q1 2026 in Review

Stillwater Capital Advisors reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $1.17M and leaving 237,492 shares worth $60.3M. The position accounts for 6.88% of the portfolio, ranked #1.

Stillwater Capital Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $65.8M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stillwater Capital Advisors held 237,492 shares of Apple worth $60.3M as of Q1 2026.
  • Stillwater Capital Advisors sold 4,481 Apple shares in Q1 2026, an estimated $1.17M.
  • Apple made up 6.88% of Stillwater Capital Advisors's portfolio in Q1 2026, its #1 holding.
  • Stillwater Capital Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Stillwater Capital Advisors's Apple position peaked at $65.8M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.