Symmetry Investments’s Apple AAPL Stock Holding History

Symmetry Investments’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	–	Sell	-8,900	Closed	-$2.42M	–	124
2025 Q4	$2.42M	Sell	8,900 -27,101	-75%	-$7.28M	0.21%	91
2025 Q3	$9.17M	Sell	36,001 -14,931	-29%	-$3.37M	0.44%	43
2025 Q2	$10.4M	Buy	50,932 +20,642	+68%	+$4.17M	0.72%	16
2025 Q1	$6.73M	Buy	30,290 +2,240	+8%	+$519K	0.47%	38
2024 Q4	$7.02M	Buy	28,050 +3,807	+16%	+$897K	0.37%	48
2024 Q3	$5.65M	Sell	24,243 -76,452	-76%	-$17.1M	0.79%	36
2024 Q2	$21.2M	Buy	100,695 +76,945	+324%	+$14.3M	2.38%	9
2024 Q1	$4.07M	Sell	23,750 -30,826	-56%	-$5.61M	0.24%	58
2023 Q4	$10.5M	Buy	+54,576	New	+$10.1M	0.76%	24
2023 Q3	–	Sell	-5,500	Closed	-$1.07M	–	143
2023 Q2	$1.07M	Buy	+5,500	New	+$958K	0.16%	86
2021 Q4	–	Sell	-49,600	Closed	-$7.02M	–	93
2021 Q3	$7.02M	Buy	+49,600	New	+$7.3M	1.07%	28

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

Symmetry Investments's AAPL Position: Q1 2026 in Review

Symmetry Investments sold out of Apple (AAPL) in Q1 2026, closing a stake of 8,900 shares — an estimated $2.42M sold.

Symmetry Investments first reported a position in AAPL in Q3 2021 and held it in 11 quarters. The position peaked at $21.2M in Q2 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Symmetry Investments reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
Symmetry Investments sold 8,900 Apple shares in Q1 2026, an estimated $2.42M.
Symmetry Investments first reported a position in Apple in Q3 2021 and held it in 11 quarters.
Symmetry Investments's Apple position peaked at $21.2M in Q2 2024.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Symmetry Investments's 13F filing for Q1 2026, filed 15 May 2026.