Systematic Alpha Investments’s Apple AAPL Stock Holding History

Systematic Alpha 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	$146M	Hold	576,144	–	–	5.14%	4
2025 Q4	$157M	Hold	576,144	–	–	4.89%	5
2025 Q3	$147M	Hold	576,144	–	–	4.83%	5
2025 Q2	$118M	Hold	576,144	–	–	4.2%	6
2025 Q1	$128M	Hold	576,144	–	–	4.89%	4
2024 Q4	$144M	Hold	576,144	–	–	5.32%	4
2024 Q3	$134M	Hold	576,144	–	–	4.91%	4
2024 Q2	$121M	Hold	576,144	–	–	4.63%	4
2024 Q1	$98.8M	Hold	576,144	–	–	3.96%	5
2023 Q4	$111M	Hold	576,144	–	–	4.97%	4
2023 Q3	$98.6M	Hold	576,144	–	–	4.91%	4
2023 Q2	$112M	Hold	576,144	–	–	5.42%	4
2023 Q1	$95M	Hold	576,144	–	–	4.99%	4
2022 Q4	$74.9M	Hold	576,144	–	–	3.79%	5
2022 Q3	$79.6M	Hold	576,144	–	–	4.8%	4
2022 Q2	$78.8M	Hold	576,144	–	–	4.46%	4
2022 Q1	$101M	Buy	576,144 +9,300	+2%	+$1.56M	4.9%	3
2021 Q4	$101M	Hold	566,844	–	–	4.68%	3
2021 Q3	$84.9M	Hold	566,844	–	–	3.72%	4
2021 Q2	$82.5M	Buy	566,844 +92,084	+19%	+$11.9M	3.75%	4
2021 Q1	$58M	Buy	474,760 +93,360	+24%	+$12M	3.72%	3
2020 Q4	$50.6M	Buy	+381,400	New	+$45.9M	5.51%	2

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

Systematic Alpha Investments's AAPL Position: Q1 2026 in Review

Systematic Alpha Investments held its Apple (AAPL) position steady in Q1 2026 at 576,144 shares worth $146M. The position accounts for 5.14% of the portfolio, ranked #4.

Systematic Alpha Investments first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $157M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Systematic Alpha Investments held 576,144 shares of Apple worth $146M as of Q1 2026.
Systematic Alpha Investments left its Apple share count unchanged in Q1 2026.
Apple made up 5.14% of Systematic Alpha Investments's portfolio in Q1 2026, its #4 holding.
Systematic Alpha Investments first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's Apple position peaked at $157M in Q4 2025.
6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.