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World Investment Advisors’s Apple AAPL Stock Holding History

World 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 		$221M Sell
870,139
-7,047
-0.8% -$1.83M 3.56% 1
2025
Q4 		$238M Buy
877,186
+142,701
+19% +$38.3M 3.87% 1
2025
Q3 		$187M Buy
734,485
+27,445
+4% +$6.2M 3.82% 1
2025
Q2 		$145M Buy
707,040
+91,508
+15% +$18.5M 3.29% 1
2025
Q1 		$137M Buy
615,532
+9,762
+2% +$2.26M 3.55% 1
2024
Q4 		$152M Buy
605,770
+91,995
+18% +$21.7M 4.15% 1
2024
Q3 		$120M Buy
513,775
+152,262
+42% +$34M 3.75% 1
2024
Q2 		$76.1M Buy
361,513
+319,971
+770% +$59.7M 4.74% 2
2024
Q1 		$10.1M Sell
41,542
-34,642
-45% -$6.3M 1.44% 9
2023
Q4 		$14.7M Buy
76,184
+55,090
+261% +$10.2M 1.91% 12
2023
Q3 		$3.61M Buy
21,094
+1,010
+5% +$185K 0.72% 29
2023
Q2 		$3.9M Buy
20,084
+418
+2% +$72.8K 0.75% 25
2023
Q1 		$3.24M Buy
19,666
+170
+0.9% +$25.1K 0.68% 29
2022
Q4 		$2.53M Sell
19,496
-11,720
-38% -$1.67M 0.58% 38
2022
Q3 		$4.31M Buy
31,216
+335
+1% +$52.6K 1.02% 23
2022
Q2 		$5.13M Buy
30,881
+327
+1% +$49.5K 1.08% 21
2022
Q1 		$5.33M Buy
30,554
+323
+1% +$54.3K 1.11% 20
2021
Q4 		$5.2M Buy
30,231
+941
+3% +$149K 1.09% 21
2021
Q3 		$4.14M Buy
29,290
+165
+0.6% +$24.3K 0.94% 21
2021
Q2 		$3.99M Buy
29,125
+55
+0.2% +$7.13K 0.91% 20
2021
Q1 		$3.63M Buy
29,070
+1,111
+4% +$143K 0.88% 20
2020
Q4 		$3.79M Sell
27,959
-7,482
-21% -$900K 0.96% 20
2020
Q3 		$4.1M Buy
35,441
+2,921
+9% +$319K 1.4% 17
2020
Q2 		$3.68M Sell
32,520
-600
-2% -$46.5K 1.29% 18
2020
Q1 		$2.11M Buy
33,120
+212
+0.6% +$15.6K 0.98% 23
2019
Q4 		$2.42M Buy
32,908
+928
+3% +$59.7K 0.94% 23
2019
Q3 		$1.79M Sell
31,980
-155,700
-83% -$8.14M 0.77% 20
2019
Q2 		$1.65M Buy
187,680
+156,300
+498% +$7.62M 0.73% 21
2019
Q1 		$1.49M Sell
31,380
-27,244
-46% -$1.16M 0.68% 25
2018
Q4 		$2.5M Buy
+58,624
New +$2.84M 1.12% 19

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

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

World Investment Advisors reduced its Apple (AAPL) stake by 0.8% in Q1 2026, selling an estimated $1.83M and leaving 870,139 shares worth $221M. The position accounts for 3.56% of the portfolio, ranked #1.

World Investment Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $238M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • World Investment Advisors held 870,139 shares of Apple worth $221M as of Q1 2026.
  • World Investment Advisors sold 7,047 Apple shares in Q1 2026, an estimated $1.83M.
  • Apple made up 3.56% of World Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • World Investment Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's Apple position peaked at $238M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.