Stonehage Fleming Financial Services’s Apple AAPL Stock Holding History

Stonehage Fleming Financial Services’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	$3.17M	Buy	12,488 +383	+3%	+$99.7K	0.12%	44
2025 Q4	$3.29M	Sell	12,105 -545	-4%	-$146K	0.1%	34
2025 Q3	$3.22M	Sell	12,650 -1,364	-10%	-$308K	0.09%	35
2025 Q2	$2.88M	Buy	+14,014	New	+$2.83M	0.08%	35
2025 Q1	–	Sell	-19,098	Closed	-$4.78M	–	190
2024 Q4	$4.78M	Sell	19,098 -1,791	-9%	-$422K	0.13%	28
2024 Q3	$4.87M	Sell	20,889 -279	-1%	-$62.3K	0.13%	29
2024 Q2	$4.46M	Buy	+21,168	New	+$3.95M	0.12%	29
2024 Q1	–	Sell	-25,625	Closed	-$4.93M	–	177
2023 Q4	$4.93M	Sell	25,625 -79,883	-76%	-$14.7M	0.14%	27
2023 Q3	$18.1M	Sell	105,508 -14,196	-12%	-$2.6M	1.6%	23
2023 Q2	$22.6M	Buy	+119,704	New	+$20.9M	0.83%	22
2022 Q3	–	Sell	-136,758	Closed	-$18.7M	–	194
2022 Q2	$18.7M	Buy	136,758 +18,835	+16%	+$2.85M	0.75%	26
2022 Q1	$20.6M	Sell	117,923 -60,236	-34%	-$10.1M	0.64%	27
2021 Q4	$31.6M	Buy	178,159 +412	+0.2%	+$65.1K	0.87%	25
2021 Q3	$25.2M	Sell	177,747 -3,674	-2%	-$541K	0.74%	26
2021 Q2	$24.8M	Sell	181,421 -6,341	-3%	-$822K	0.73%	28
2021 Q1	$22.9M	Sell	187,762 -15,985	-8%	-$2.05M	0.76%	28
2020 Q4	$27.1M	Buy	203,747 +12,237	+6%	+$1.47M	0.91%	26
2020 Q3	$22.2M	Buy	191,510 +147,702	+337%	+$16.1M	0.82%	23
2020 Q2	$3.98M	Sell	43,808 -13,384	-23%	-$1.04M	0.27%	25
2020 Q1	$3.64M	Buy	57,192 +2,216	+4%	+$163K	0.18%	28
2019 Q4	$4.03M	Sell	54,976 -8,424	-13%	-$542K	0.18%	29
2019 Q3	$3.55M	Buy	63,400 +15,056	+31%	+$787K	0.17%	29
2019 Q2	$2.39M	Sell	48,344 -100,044	-67%	-$4.87M	0.12%	33
2019 Q1	$7.05K	Sell	148,388 -36,772	-20%	-$1.56M	0.32%	27
2018 Q4	$7.3M	Buy	185,160 +34,764	+23%	+$1.69M	0.41%	24
2018 Q3	$8.47M	Sell	150,396 -69,688	-32%	-$3.63M	0.49%	23
2018 Q2	$10.2M	Buy	220,084 +65,912	+43%	+$2.99M	0.47%	27
2018 Q1	$6.46M	Sell	154,172 -97,476	-39%	-$4.2M	0.42%	26
2017 Q4	$10.7M	Sell	251,648 -35,260	-12%	-$1.47M	0.58%	28
2017 Q3	$11.1M	Buy	286,908 +59,508	+26%	+$2.31M	0.54%	29
2017 Q2	$8.19M	Sell	227,400 -54,600	-19%	-$2.02M	0.5%	33
2017 Q1	$10.1M	Sell	282,000 -282,732	-50%	-$9.31M	0.65%	32
2016 Q4	$16.4M	Buy	564,732 +49,476	+10%	+$1.4M	1.03%	25
2016 Q3	$14.6M	Sell	515,256 -58,356	-10%	-$1.54M	0.86%	26
2016 Q2	$13.7M	Buy	573,612 +4,984	+0.9%	+$124K	0.9%	27
2016 Q1	$15.5M	Buy	568,628 +78,344	+16%	+$1.95M	1.02%	25
2015 Q4	$12.9M	Sell	490,284 -8,736	-2%	-$250K	1.05%	26
2015 Q3	$13.8M	Buy	499,020 +243,416	+95%	+$7.14M	1.47%	22
2015 Q2	$8.02M	Buy	255,604 +49,820	+24%	+$1.59M	0.96%	25
2015 Q1	$6.4M	Buy	205,784 +33,948	+20%	+$1.03M	0.76%	29
2014 Q4	$4.74M	Buy	+171,836	New	+$4.68M	0.56%	31

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

Stonehage Fleming Financial Services's AAPL Position: Q1 2026 in Review

Stonehage Fleming Financial Services increased its Apple (AAPL) stake by 3.2% in Q1 2026, buying an estimated $99.7K and bringing the position to 12,488 shares worth $3.17M. The position accounts for 0.12% of the portfolio, ranked #44.

Stonehage Fleming Financial Services first reported a position in AAPL in Q4 2014 and has held it in 41 quarters since. The position peaked at $31.6M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Stonehage Fleming Financial Services held 12,488 shares of Apple worth $3.17M as of Q1 2026.
Stonehage Fleming Financial Services bought 383 Apple shares in Q1 2026, an estimated $99.7K.
Apple made up 0.12% of Stonehage Fleming Financial Services's portfolio in Q1 2026, its #44 holding.
Stonehage Fleming Financial Services first reported a position in Apple in Q4 2014 and has held it in 41 quarters since.
Stonehage Fleming Financial Services's Apple position peaked at $31.6M in Q4 2021.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2026, filed 13 May 2026.