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Vickerman Investment Advisors’s Apple AAPL Stock Holding History

Vickerman Investment Advisors’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 		$6.14M Sell
24,181
-303
-1% -$78.9K 1.29% 16
2025
Q4 		$6.66M Sell
24,484
-4,029
-14% -$1.08M 1.33% 16
2025
Q3 		$7.26M Buy
28,513
+1,844
+7% +$417K 1.47% 17
2025
Q2 		$5.47M Buy
26,669
+1,004
+4% +$203K 1.18% 17
2025
Q1 		$5.7M Buy
25,665
+4,418
+21% +$1.02M 1.29% 16
2024
Q4 		$5.32M Sell
21,247
-2,121
-9% -$500K 1.45% 15
2024
Q3 		$5.44M Sell
23,368
-672
-3% -$150K 1.6% 14
2024
Q2 		$5.06M Sell
24,040
-1,263
-5% -$236K 1.63% 16
2024
Q1 		$4.34M Buy
25,303
+126
+0.5% +$22.9K 1.4% 21
2023
Q4 		$4.85M Sell
25,177
-2,407
-9% -$444K 1.65% 12
2023
Q3 		$4.72M Sell
27,584
-1,748
-6% -$321K 1.93% 12
2023
Q2 		$5.69M Buy
29,332
+778
+3% +$136K 2.22% 12
2023
Q1 		$4.71M Buy
28,554
+645
+2% +$95.2K 1.86% 13
2022
Q4 		$3.63M Buy
27,909
+1,561
+6% +$223K 1.65% 16
2022
Q3 		$3.64M Buy
26,348
+895
+4% +$140K 1.76% 15
2022
Q2 		$3.48M Buy
25,453
+1,374
+6% +$208K 1.65% 17
2022
Q1 		$3.79M Sell
24,079
-1,946
-7% -$327K 1.68% 18
2021
Q4 		$4.62M Buy
26,025
+2,352
+10% +$372K 1.87% 16
2021
Q3 		$3.35M Buy
+23,673
New +$3.49M 1.34% 23

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

Vickerman Investment Advisors's AAPL Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its Apple (AAPL) stake by 1.2% in Q1 2026, selling an estimated $78.9K and leaving 24,181 shares worth $6.14M. The position accounts for 1.29% of the portfolio, ranked #16.

Vickerman Investment Advisors first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.26M in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Vickerman Investment Advisors held 24,181 shares of Apple worth $6.14M as of Q1 2026.
  • Vickerman Investment Advisors sold 303 Apple shares in Q1 2026, an estimated $78.9K.
  • Apple made up 1.29% of Vickerman Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Vickerman Investment Advisors first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's Apple position peaked at $7.26M in Q3 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.