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William Allan Corp’s Apple AAPL Stock Holding History

William Allan Corp’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 		$9.46M Sell
37,274
-88
-0.2% -$22.9K 5.6% 3
2025
Q4 		$10.2M Sell
37,362
-844
-2% -$227K 5.76% 3
2025
Q3 		$9.73M Sell
38,206
-645
-2% -$146K 5.46% 2
2025
Q2 		$7.97M Buy
38,851
+571
+1% +$115K 4.64% 3
2025
Q1 		$8.5M Buy
38,280
+19
+0% +$4.4K 5.33% 2
2024
Q4 		$9.58M Sell
38,261
-1,560
-4% -$368K 5.89% 1
2024
Q3 		$9.28M Sell
39,821
-3,723
-9% -$831K 5.76% 2
2024
Q2 		$9.17M Sell
43,544
-2,076
-5% -$387K 6.13% 2
2024
Q1 		$7.82M Buy
45,620
+891
+2% +$162K 5.2% 3
2023
Q4 		$8.61M Sell
44,729
-4,802
-10% -$887K 6.18% 2
2023
Q3 		$8.48M Sell
49,531
-1,139
-2% -$209K 6.71% 1
2023
Q2 		$9.83M Sell
50,670
-1,070
-2% -$186K 7.53% 1
2023
Q1 		$8.53M Sell
51,740
-58
-0.1% -$8.56K 6.77% 1
2022
Q4 		$6.73M Sell
51,798
-1,537
-3% -$220K 5.66% 1
2022
Q3 		$7.37M Sell
53,335
-3,920
-7% -$615K 6.81% 1
2022
Q2 		$7.83M Buy
57,255
+543
+1% +$82.2K 6.96% 1
2022
Q1 		$9.9M Sell
56,712
-23
-0% -$3.87K 7.46% 1
2021
Q4 		$10.1M Buy
+56,735
New +$8.97M 7.16% 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

William Allan Corp's AAPL Position: Q1 2026 in Review

William Allan Corp reduced its Apple (AAPL) stake by 0.24% in Q1 2026, selling an estimated $22.9K and leaving 37,274 shares worth $9.46M. The position accounts for 5.6% of the portfolio, ranked #3.

William Allan Corp first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.2M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • William Allan Corp held 37,274 shares of Apple worth $9.46M as of Q1 2026.
  • William Allan Corp sold 88 Apple shares in Q1 2026, an estimated $22.9K.
  • Apple made up 5.6% of William Allan Corp's portfolio in Q1 2026, its #3 holding.
  • William Allan Corp first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • William Allan Corp's Apple position peaked at $10.2M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on William Allan Corp's 13F filing for Q1 2026, filed 14 May 2026.