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Stokes Family Office’s Apple AAPL Stock Holding History

Stokes 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 		$49.5M Sell
194,962
-32,316
-14% -$8.41M 5.11% 2
2025
Q4 		$61.8M Buy
227,278
+1,017
+0.4% +$273K 5.65% 2
2025
Q3 		$57.6M Buy
226,261
+106
+0% +$23.9K 5.47% 2
2025
Q2 		$46.4M Sell
226,155
-2,754
-1% -$556K 4.87% 2
2025
Q1 		$50.8M Sell
228,909
-27,464
-11% -$6.36M 5.72% 2
2024
Q4 		$64.2M Buy
256,373
+1,919
+0.8% +$452K 6.86% 2
2024
Q3 		$59.3M Sell
254,454
-2,341
-0.9% -$523K 6.49% 2
2024
Q2 		$54.1M Buy
256,795
+7,260
+3% +$1.35M 6.34% 2
2024
Q1 		$42.8M Sell
249,535
-5,033
-2% -$915K 5.35% 2
2023
Q4 		$49M Sell
254,568
-30,485
-11% -$5.63M 6.62% 3
2023
Q3 		$48.8M Sell
285,053
-4,728
-2% -$867K 5.73% 3
2023
Q2 		$56.2M Buy
289,781
+15,490
+6% +$2.7M 6.49% 2
2023
Q1 		$45.2M Buy
274,291
+5,474
+2% +$808K 5.64% 2
2022
Q4 		$34.9M Sell
268,817
-9,608
-3% -$1.37M 4.5% 3
2022
Q3 		$38.5M Sell
278,425
-3,041
-1% -$477K 5.49% 3
2022
Q2 		$38.5M Buy
281,466
+11,165
+4% +$1.69M 5.25% 3
2022
Q1 		$47.2M Sell
270,301
-2,322
-0.9% -$390K 6.26% 2
2021
Q4 		$48.4M Buy
272,623
+2,083
+0.8% +$329K 6.02% 2
2021
Q3 		$38.3M Sell
270,540
-565
-0.2% -$83.2K 5.31% 3
2021
Q2 		$37.1M Buy
271,105
+2,161
+0.8% +$280K 5.26% 2
2021
Q1 		$32.9M Buy
268,944
+1,897
+0.7% +$243K 5.11% 3
2020
Q4 		$35.4M Buy
267,047
+1,914
+0.7% +$230K 6.99% 2
2020
Q3 		$30.7M Sell
265,133
-13,167
-5% -$1.44M 6.96% 2
2020
Q2 		$25.4M Sell
278,300
-548
-0.2% -$42.5K 6.4% 2
2020
Q1 		$17.7M Sell
278,848
-2,272
-0.8% -$167K 4.73% 4
2019
Q4 		$20.6M Buy
+281,120
New +$18.1M 4.58% 4

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

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

Stokes Family Office reduced its Apple (AAPL) stake by 14% in Q1 2026, selling an estimated $8.41M and leaving 194,962 shares worth $49.5M. The position accounts for 5.11% of the portfolio, ranked #2.

Stokes Family Office first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $64.2M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stokes Family Office held 194,962 shares of Apple worth $49.5M as of Q1 2026.
  • Stokes Family Office sold 32,316 Apple shares in Q1 2026, an estimated $8.41M.
  • Apple made up 5.11% of Stokes Family Office's portfolio in Q1 2026, its #2 holding.
  • Stokes Family Office first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Apple position peaked at $64.2M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.