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Syntax Research’s Apple AAPL Stock Holding History

Syntax Research’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 		$7.3M Sell
28,780
-46
-0.2% -$12K 4.65% 4
2025
Q4 		$7.84M Buy
28,826
+1
+0% +$268 4.83% 4
2025
Q3 		$7.34M Buy
28,825
+17
+0.1% +$3.84K 4.72% 4
2025
Q2 		$5.91M Sell
28,808
-83
-0.3% -$16.8K 4.2% 5
2025
Q1 		$6.42M Sell
28,891
-379
-1% -$87.8K 4.43% 4
2024
Q4 		$7.33M Buy
29,270
+16
+0.1% +$3.77K 5.26% 3
2024
Q3 		$6.82M Sell
29,254
-990
-3% -$221K 4.6% 4
2024
Q2 		$6.37M Buy
30,244
+21
+0.1% +$3.92K 5.04% 4
2024
Q1 		$5.18M Buy
30,223
+40
+0.1% +$7.27K 3.96% 6
2023
Q4 		$5.81M Sell
30,183
-734
-2% -$136K 4.86% 4
2023
Q3 		$5.29M Buy
+30,917
New +$5.67M 4.29% 6

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

Syntax Research's AAPL Position: Q1 2026 in Review

Syntax Research reduced its Apple (AAPL) stake by 0.16% in Q1 2026, selling an estimated $12K and leaving 28,780 shares worth $7.3M. The position accounts for 4.65% of the portfolio, ranked #4.

Syntax Research first reported a position in AAPL in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.84M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Syntax Research held 28,780 shares of Apple worth $7.3M as of Q1 2026.
  • Syntax Research sold 46 Apple shares in Q1 2026, an estimated $12K.
  • Apple made up 4.65% of Syntax Research's portfolio in Q1 2026, its #4 holding.
  • Syntax Research first reported a position in Apple in Q3 2023 and has held it in 11 quarters since.
  • Syntax Research's Apple position peaked at $7.84M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.