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Vancity Investment Management’s Apple AAPL Stock Holding History

Vancity 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 		$32.4M Sell
127,787
-7,203
-5% -$1.87M 5.15% 5
2025
Q4 		$36.7M Sell
134,990
-7,509
-5% -$2.02M 4.99% 6
2025
Q3 		$36.3M Sell
142,499
-21,964
-13% -$4.96M 4.83% 6
2025
Q2 		$33.7M Sell
164,463
-14,666
-8% -$2.96M 4.26% 6
2025
Q1 		$39.8M Buy
+179,129
New +$41.5M 5.45% 4
2024
Q3 		$52.8M Sell
226,689
-236,518
-51% -$52.8M 6.33% 2
2024
Q2 		$89.1M Buy
463,207
+229,017
+98% +$42.7M 5.64% 2
2024
Q1 		$40.2M Buy
234,190
+37,586
+19% +$6.83M 4.79% 3
2023
Q4 		$37.9M Sell
196,604
-67,308
-26% -$12.4M 5.54% 2
2023
Q3 		$45.2M Hold
263,912
– – 5.86% 3
2023
Q2 		$51.2M Hold
263,912
– – 6.59% 2
2023
Q1 		$43.5M Sell
263,912
-2,272
-0.9% -$335K 6.1% 2
2022
Q4 		$34.6M Sell
266,184
-7,883
-3% -$1.13M 5.18% 2
2022
Q3 		$37.9M Sell
274,067
-23,757
-8% -$3.73M 6.02% 2
2022
Q2 		$40.7M Sell
297,824
-49,773
-14% -$7.54M 5.8% 2
2022
Q1 		$60.7M Sell
347,597
-19,364
-5% -$3.26M 7.18% 1
2021
Q4 		$65.2M Buy
366,961
+4,238
+1% +$670K 7.48% 1
2021
Q3 		$51.3M Buy
362,723
+2,533
+0.7% +$373K 6.56% 1
2021
Q2 		$49.3M Buy
360,190
+36,952
+11% +$4.79M 6.89% 1
2021
Q1 		$39.5M Sell
323,238
-16
-0% -$2.05K 7.27% 1
2020
Q4 		$42.9M Buy
+323,254
New +$38.9M 8.56% 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

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

Vancity Investment Management reduced its Apple (AAPL) stake by 5.3% in Q1 2026, selling an estimated $1.87M and leaving 127,787 shares worth $32.4M. The position accounts for 5.15% of the portfolio, ranked #5.

Vancity Investment Management first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $89.1M in Q2 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Vancity Investment Management held 127,787 shares of Apple worth $32.4M as of Q1 2026.
  • Vancity Investment Management sold 7,203 Apple shares in Q1 2026, an estimated $1.87M.
  • Apple made up 5.15% of Vancity Investment Management's portfolio in Q1 2026, its #5 holding.
  • Vancity Investment Management first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • Vancity Investment Management's Apple position peaked at $89.1M in Q2 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.