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Tevis Investment Management’s Apple AAPL Stock Holding History

Tevis Investment 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 		$5.88M Sell
23,176
-226
-1% -$58.8K 3.35% 4
2025
Q4 		$5.96M Hold
23,402
– – 3.59% 4
2025
Q3 		$5.96M Sell
23,402
-60
-0.3% -$13.6K 3.59% 4
2025
Q2 		$4.81M Sell
23,462
-1,916
-8% -$387K 3.08% 7
2025
Q1 		$6.36M Hold
25,378
– – 4.72% 3
2024
Q4 		$6.36M Sell
25,378
-142
-0.6% -$33.5K 4.72% 3
2024
Q3 		$5.95M Buy
25,520
+1,024
+4% +$229K 4.4% 3
2024
Q2 		$5.16M Buy
24,496
+103
+0.4% +$19.2K 4.14% 4
2024
Q1 		$4.18M Buy
24,393
+168
+0.7% +$30.5K 3.56% 5
2023
Q4 		$4.66M Buy
24,225
+531
+2% +$98K 4.3% 3
2023
Q3 		$4.06M Sell
23,694
-650
-3% -$119K 4.12% 3
2023
Q2 		$4.72M Sell
24,344
-199
-0.8% -$34.7K 4.61% 3
2023
Q1 		$4.05M Sell
24,543
-24
-0.1% -$3.54K 4.11% 3
2022
Q4 		$3.19M Sell
24,567
-1,915
-7% -$274K 3.4% 4
2022
Q3 		$3.69M Buy
26,482
+82
+0.3% +$12.9K 3.59% 4
2022
Q2 		$3.61M Buy
26,400
+1,172
+5% +$177K 3.45% 4
2022
Q1 		$4.4M Sell
25,228
-571
-2% -$96K 3.98% 3
2021
Q4 		$4.59M Buy
+25,799
New +$4.08M 4% 3

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

Tevis Investment Management's AAPL Position: Q1 2026 in Review

Tevis Investment Management reduced its Apple (AAPL) stake by 0.97% in Q1 2026, selling an estimated $58.8K and leaving 23,176 shares worth $5.88M. The position accounts for 3.35% of the portfolio, ranked #4.

Tevis Investment Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.36M in Q1 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Tevis Investment Management held 23,176 shares of Apple worth $5.88M as of Q1 2026.
  • Tevis Investment Management sold 226 Apple shares in Q1 2026, an estimated $58.8K.
  • Apple made up 3.35% of Tevis Investment Management's portfolio in Q1 2026, its #4 holding.
  • Tevis Investment Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Tevis Investment Management's Apple position peaked at $6.36M in Q1 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.