Sugar Maple Asset Management’s Apple AAPL Stock Holding History

Sugar Maple Asset Management’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	$515K	Buy	2,029 +40	+2%	+$10.4K	0.31%	50
2025 Q4	$541K	Buy	1,989 +19	+1%	+$5.1K	0.36%	49
2025 Q3	$502K	Buy	1,970 +13	+0.7%	+$2.94K	0.36%	47
2025 Q2	$401K	Sell	1,957 -23	-1%	-$4.64K	0.31%	51
2025 Q1	$440K	Sell	1,980 -650	-25%	-$151K	0.35%	43
2024 Q4	$659K	Sell	2,630 -1,947	-43%	-$459K	0.5%	31
2024 Q3	$1.07M	Buy	4,577 +2,110	+86%	+$471K	0.93%	21
2024 Q2	$520K	Buy	2,467 +16	+0.7%	+$2.98K	0.5%	32
2024 Q1	$420K	Buy	+2,451	New	+$446K	0.41%	36

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

Sugar Maple Asset Management's AAPL Position: Q1 2026 in Review

Sugar Maple Asset Management increased its Apple (AAPL) stake by 2% in Q1 2026, buying an estimated $10.4K and bringing the position to 2,029 shares worth $515K. The position accounts for 0.31% of the portfolio, ranked #50.

Sugar Maple Asset Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Sugar Maple Asset Management held 2,029 shares of Apple worth $515K as of Q1 2026.
Sugar Maple Asset Management bought 40 Apple shares in Q1 2026, an estimated $10.4K.
Apple made up 0.31% of Sugar Maple Asset Management's portfolio in Q1 2026, its #50 holding.
Sugar Maple Asset Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
Sugar Maple Asset Management's Apple position peaked at $1.07M in Q3 2024.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.