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Wittenberg Investment Management’s Apple AAPL Stock Holding History

Wittenberg 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 		$26.1M Sell
102,778
-1,890
-2% -$492K 9.7% 2
2025
Q4 		$28.5M Sell
104,668
-1,819
-2% -$488K 10.91% 2
2025
Q3 		$27.1M Sell
106,487
-1,310
-1% -$296K 10.76% 2
2025
Q2 		$22.1M Sell
107,797
-450
-0.4% -$90.9K 9.66% 3
2025
Q1 		$24M Sell
108,247
-18,954
-15% -$4.39M 10.84% 3
2024
Q4 		$31.9M Sell
127,201
-14,944
-11% -$3.52M 12.5% 2
2024
Q3 		$33.1M Sell
142,145
-16,150
-10% -$3.61M 10.63% 2
2024
Q2 		$33.3M Sell
158,295
-1,290
-0.8% -$241K 11.36% 2
2024
Q1 		$27.4M Hold
159,585
– – 9.33% 2
2023
Q4 		$30.7M Sell
159,585
-19,140
-11% -$3.53M 10.67% 2
2023
Q3 		$30.6M Sell
178,725
-4,790
-3% -$878K 11.21% 2
2023
Q2 		$35.6M Sell
183,515
-8,910
-5% -$1.55M 12.88% 2
2023
Q1 		$31.7M Buy
192,425
+350
+0.2% +$51.6K 11.81% 2
2022
Q4 		$25M Buy
192,075
+2,080
+1% +$297K 10.16% 2
2022
Q3 		$26.3M Sell
189,995
-1,126
-0.6% -$177K 11.17% 2
2022
Q2 		$26.1M Sell
191,121
-210
-0.1% -$31.8K 11.05% 2
2022
Q1 		$33.4M Sell
191,331
-12,690
-6% -$2.13M 12.6% 2
2021
Q4 		$36.2M Sell
204,021
-11,750
-5% -$1.86M 13.15% 2
2021
Q3 		$30.5M Hold
215,771
– – 11.73% 2
2021
Q2 		$29.6M Buy
215,771
+2,560
+1% +$332K 11.91% 2
2021
Q1 		$26M Sell
213,211
-8,510
-4% -$1.09M 11.96% 2
2020
Q4 		$29.4M Sell
221,721
-330
-0.1% -$39.7K 14.35% 2
2020
Q3 		$25.7M Sell
222,051
-25,377
-10% -$2.77M 13.8% 2
2020
Q2 		$22.6M Sell
247,428
-66,396
-21% -$5.15M 12.6% 2
2020
Q1 		$20M Sell
313,824
-142,308
-31% -$10.5M 10.91% 2
2019
Q4 		$33.5M Sell
456,132
-40,384
-8% -$2.6M 12.99% 2
2019
Q3 		$27.8M Sell
496,516
-52,300
-10% -$2.73M 12.12% 2
2019
Q2 		$27.2M Sell
548,816
-18,240
-3% -$889K 11.6% 2
2019
Q1 		$26.9M Buy
567,056
+17,436
+3% +$740K 11.4% 2
2018
Q4 		$21.7M Buy
549,620
+53,852
+11% +$2.61M 10.2% 2
2018
Q3 		$28M Sell
495,768
-139,740
-22% -$7.28M 11.45% 2
2018
Q2 		$29.4M Sell
635,508
-10,208
-2% -$463K 12.41% 2
2018
Q1 		$27.1M Sell
645,716
-36,232
-5% -$1.56M 11.66% 2
2017
Q4 		$28.9M Sell
681,948
-11,456
-2% -$479K 12.56% 2
2017
Q3 		$26.7M Sell
693,404
-41,024
-6% -$1.59M 11.49% 2
2017
Q2 		$26.4M Sell
734,428
-56,060
-7% -$2.07M 12.02% 2
2017
Q1 		$28.4M Sell
790,488
-89,864
-10% -$2.96M 13.7% 2
2016
Q4 		$25.6M Buy
+880,352
New +$25M 11.63% 2

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

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

Wittenberg Investment Management reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $492K and leaving 102,778 shares worth $26.1M. The position accounts for 9.7% of the portfolio, ranked #2.

Wittenberg Investment Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $36.2M in Q4 2021. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wittenberg Investment Management held 102,778 shares of Apple worth $26.1M as of Q1 2026.
  • Wittenberg Investment Management sold 1,890 Apple shares in Q1 2026, an estimated $492K.
  • Apple made up 9.7% of Wittenberg Investment Management's portfolio in Q1 2026, its #2 holding.
  • Wittenberg Investment Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
  • Wittenberg Investment Management's Apple position peaked at $36.2M in Q4 2021.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.