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Unified Investment Management’s Apple AAPL Stock Holding History

Unified 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 		$1.8M Sell
7,106
-27
-0.4% -$7.03K 1.84% 8
2025
Q4 		$1.94M Sell
7,133
-26
-0.4% -$6.98K 1.94% 9
2025
Q3 		$1.82M Sell
7,159
-25
-0.3% -$5.65K 1.82% 10
2025
Q2 		$1.47M Buy
7,184
+228
+3% +$46K 1.58% 15
2025
Q1 		$1.55M Sell
6,956
-1,211
-15% -$281K 1.83% 8
2024
Q4 		$2.05M Buy
+8,167
New +$1.92M 2.32% 7

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

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

Unified Investment Management reduced its Apple (AAPL) stake by 0.38% in Q1 2026, selling an estimated $7.03K and leaving 7,106 shares worth $1.8M. The position accounts for 1.84% of the portfolio, ranked #8.

Unified Investment Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2024. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Unified Investment Management held 7,106 shares of Apple worth $1.8M as of Q1 2026.
  • Unified Investment Management sold 27 Apple shares in Q1 2026, an estimated $7.03K.
  • Apple made up 1.84% of Unified Investment Management's portfolio in Q1 2026, its #8 holding.
  • Unified Investment Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Unified Investment Management's Apple position peaked at $2.05M in Q4 2024.
  • 6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.