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US Asset Management LLC’s Apple AAPL Stock Holding History

US Asset Management LLC’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 		$9.32M Sell
36,739
-177
-0.5% -$46.1K 8.08% 1
2025
Q4 		$10M Sell
36,916
-342
-0.9% -$91.8K 8.19% 1
2025
Q3 		$9.49M Sell
37,258
-370
-1% -$83.6K 7.79% 2
2025
Q2 		$7.72M Sell
37,628
-59
-0.2% -$11.9K 6.69% 3
2025
Q1 		$8.37M Sell
37,687
-130
-0.3% -$30.1K 7.99% 1
2024
Q4 		$9.47M Sell
37,817
-1,244
-3% -$293K 8.5% 1
2024
Q3 		$8.79M Sell
39,061
-1,770
-4% -$395K 7.77% 2
2024
Q2 		$8.6M Sell
40,831
-1,364
-3% -$254K 7.77% 2
2024
Q1 		$7.24M Sell
42,195
-675
-2% -$123K 6.52% 2
2023
Q4 		$8.25M Buy
+42,870
New +$7.92M 8.16% 1
2023
Q2 		$8.31M Sell
42,834
-949
-2% -$165K 8.78% 1
2023
Q1 		$7.22M Sell
43,783
-192
-0.4% -$28.3K 7.38% 1
2022
Q4 		$5.71M Buy
+43,975
New +$6.28M 6.17% 1
2022
Q2 		$6.4M Sell
46,788
-121
-0.3% -$18.3K 7.02% 1
2022
Q1 		$8.19M Sell
46,909
-1,746
-4% -$294K 7.54% 1
2021
Q4 		$8.64M Sell
48,655
-35
-0.1% -$5.53K 8.27% 1
2021
Q3 		$6.89M Buy
+48,690
New +$7.17M 6.68% 1

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

US Asset Management LLC's AAPL Position: Q1 2026 in Review

US Asset Management LLC reduced its Apple (AAPL) stake by 0.48% in Q1 2026, selling an estimated $46.1K and leaving 36,739 shares worth $9.32M. The position accounts for 8.08% of the portfolio, ranked #1.

US Asset Management LLC first reported a position in AAPL in Q3 2021 and has held it in 17 quarters since. The position peaked at $10M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • US Asset Management LLC held 36,739 shares of Apple worth $9.32M as of Q1 2026.
  • US Asset Management LLC sold 177 Apple shares in Q1 2026, an estimated $46.1K.
  • Apple made up 8.08% of US Asset Management LLC's portfolio in Q1 2026, its #1 holding.
  • US Asset Management LLC first reported a position in Apple in Q3 2021 and has held it in 17 quarters since.
  • US Asset Management LLC's Apple position peaked at $10M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on US Asset Management LLC's 13F filing for Q1 2026, filed 10 Jun 2026.