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Waratah Capital Advisors’s Apple AAPL Stock Holding History

Waratah Capital 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
2024
Q4 		– Sell
-22,100
Closed -$5.15M – 148
2024
Q3 		$5.15M Buy
+22,100
New +$4.94M 0.1% 83
2021
Q3 		– Sell
-800,000
Closed -$110M – 257
2021
Q2 		$110M Buy
+800,000
New +$104M 1.54% 7

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

Waratah Capital Advisors's AAPL Position: Q1 2026 in Review

Waratah Capital Advisors opened a new position in Apple (AAPL) in Q1 2026: 27,664 shares worth $7.02M. The stake represents 0.27% of the portfolio and ranks #62 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in AAPL as recently as Q1 2025.

Waratah Capital Advisors first reported a position in AAPL in Q3 2013 and has held it in 25 quarters since. The position peaked at $30.4M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Waratah Capital Advisors held 27,664 shares of Apple worth $7.02M as of Q1 2026.
  • Apple was a new Waratah Capital Advisors position in Q1 2026.
  • Apple made up 0.27% of Waratah Capital Advisors's portfolio in Q1 2026, its #62 holding.
  • Waratah Capital Advisors first reported a position in Apple in Q3 2013 and has held it in 25 quarters since.
  • Waratah Capital Advisors's Apple position peaked at $30.4M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.