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Valley Forge Investment Consultants’s Apple AAPL Stock Holding History

Valley Forge Investment Consultants’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 		$1.43M Buy
5,633
+3
+0.1% +$781 0.43% 26
2025
Q4 		$1.53M Sell
5,630
-1,714
-23% -$460K 0.45% 22
2025
Q3 		$1.87M Sell
7,344
-1,133
-13% -$256K 0.55% 20
2025
Q2 		$1.74M Buy
8,477
+318
+4% +$64.2K 0.56% 19
2025
Q1 		$1.81M Sell
8,159
-1,591
-16% -$369K 0.65% 20
2024
Q4 		$2.44M Buy
9,750
+63
+0.7% +$14.8K 0.84% 14
2024
Q3 		$2.26M Buy
9,687
+685
+8% +$153K 0.79% 16
2024
Q2 		$1.9M Buy
9,002
+89
+1% +$16.6K 0.72% 17
2024
Q1 		$1.53M Buy
8,913
+6
+0.1% +$1.09K 0.6% 20
2023
Q4 		$1.71M Sell
8,907
-2,428
-21% -$448K 0.76% 16
2023
Q3 		$1.94M Buy
11,335
+887
+8% +$163K 0.88% 16
2023
Q2 		$2.03M Buy
10,448
+8
+0.1% +$1.39K 1% 16
2023
Q1 		$1.72M Buy
10,440
+9
+0.1% +$1.33K 0.89% 17
2022
Q4 		$1.36M Sell
10,431
-789
-7% -$113K 0.71% 19
2022
Q3 		$1.55M Buy
11,220
+9
+0.1% +$1.41K 0.85% 18
2022
Q2 		$1.53M Buy
11,211
+219
+2% +$33.2K 0.76% 18
2022
Q1 		$1.92M Buy
10,992
+36
+0.3% +$6.05K 0.79% 19
2021
Q4 		$1.95M Sell
10,956
-1,005
-8% -$159K 0.86% 18
2021
Q3 		$1.69M Buy
11,961
+101
+0.9% +$14.9K 0.91% 21
2021
Q2 		$1.62M Buy
11,860
+1,198
+11% +$155K 0.88% 21
2021
Q1 		$1.3M Buy
10,662
+7,008
+192% +$900K 0.89% 20
2020
Q4 		$485K Buy
+3,654
New +$440K 0.42% 41

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

Valley Forge Investment Consultants's AAPL Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Apple (AAPL) stake by 0.05% in Q1 2026, buying an estimated $781 and bringing the position to 5,633 shares worth $1.43M. The position accounts for 0.43% of the portfolio, ranked #26.

Valley Forge Investment Consultants first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.44M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Valley Forge Investment Consultants held 5,633 shares of Apple worth $1.43M as of Q1 2026.
  • Valley Forge Investment Consultants bought 3 Apple shares in Q1 2026, an estimated $781.
  • Apple made up 0.43% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #26 holding.
  • Valley Forge Investment Consultants first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's Apple position peaked at $2.44M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.