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Unison Asset Management’s Apple AAPL Stock Holding History

Unison Asset 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 		$5.57M Buy
21,957
+454
+2% +$118K 2.55% 16
2025
Q4 		$5.85M Buy
21,503
+487
+2% +$131K 2.62% 17
2025
Q3 		$5.35M Hold
21,016
– – 2.5% 17
2025
Q2 		$4.31M Buy
21,016
+261
+1% +$52.7K 2.17% 17
2025
Q1 		$3.93M Sell
20,755
-8,901
-30% -$2.06M 2.32% 17
2024
Q4 		$7.43M Buy
29,656
+699
+2% +$165K 3.64% 14
2024
Q3 		$6.75M Sell
28,957
-45
-0.2% -$10K 3.21% 13
2024
Q2 		$6.11M Buy
29,002
+189
+0.7% +$35.2K 3.09% 16
2024
Q1 		$4.94M Buy
28,813
+903
+3% +$164K 2.59% 16
2023
Q4 		$5.37M Hold
27,910
– – 3.15% 14
2023
Q3 		$4.78M Buy
27,910
+1,201
+4% +$220K 3.14% 13
2023
Q2 		$5.18M Buy
26,709
+88
+0.3% +$15.3K 3.46% 13
2023
Q1 		$4.39M Buy
26,621
+6
+0% +$885 3.32% 14
2022
Q4 		$3.46M Buy
26,615
+228
+0.9% +$32.6K 2.87% 18
2022
Q3 		$3.65M Buy
26,387
+7,778
+42% +$1.22M 3.28% 16
2022
Q2 		$2.54M Buy
18,609
+1,644
+10% +$249K 2.48% 20
2022
Q1 		$2.96M Hold
16,965
– – 2.54% 20
2021
Q4 		$3.01M Hold
16,965
– – 2.48% 20
2021
Q3 		$2.4M Sell
16,965
-53
-0.3% -$7.8K 2.14% 22
2021
Q2 		$2.33M Hold
17,018
– – 2.03% 23
2021
Q1 		$2.08M Sell
17,018
-10,170
-37% -$1.31M 1.92% 23
2020
Q4 		$3.61M Buy
+27,188
New +$3.27M 3.58% 10

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

Unison Asset Management's AAPL Position: Q1 2026 in Review

Unison Asset Management increased its Apple (AAPL) stake by 2.1% in Q1 2026, buying an estimated $118K and bringing the position to 21,957 shares worth $5.57M. The position accounts for 2.55% of the portfolio, ranked #16.

Unison Asset Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.43M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Unison Asset Management held 21,957 shares of Apple worth $5.57M as of Q1 2026.
  • Unison Asset Management bought 454 Apple shares in Q1 2026, an estimated $118K.
  • Apple made up 2.55% of Unison Asset Management's portfolio in Q1 2026, its #16 holding.
  • Unison Asset Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Unison Asset Management's Apple position peaked at $7.43M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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