ZIM
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Zacks Investment Management’s Apple AAPL Stock Holding History

Zacks 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 		$437M Buy
1,720,858
+140,770
+9% +$36.6M 3.5% 2
2025
Q4 		$430M Sell
1,580,088
-16,204
-1% -$4.35M 3.38% 4
2025
Q3 		$406M Buy
1,596,292
+83,734
+6% +$18.9M 3.24% 3
2025
Q2 		$310M Buy
1,512,558
+29,759
+2% +$6.01M 2.65% 4
2025
Q1 		$329M Buy
1,482,799
+40,480
+3% +$9.38M 3.08% 2
2024
Q4 		$361M Buy
1,442,319
+24,149
+2% +$5.69M 3.34% 3
2024
Q3 		$330M Buy
+1,418,170
New +$317M 2.87% 3
2024
Q2 		– Sell
-1,349,097
Closed -$231M – 610
2024
Q1 		$231M Sell
1,349,097
-48,097
-3% -$8.75M 2.47% 3
2023
Q4 		$269M Sell
1,397,194
-43,154
-3% -$7.97M 3.31% 2
2023
Q3 		$247M Sell
1,440,348
-4,562
-0.3% -$837K 3.19% 2
2023
Q2 		$280M Buy
1,444,910
+6,141
+0.4% +$1.07M 3.52% 2
2023
Q1 		$237M Buy
1,438,769
+138,120
+11% +$20.4M 3.18% 2
2022
Q4 		$169M Sell
1,300,649
-57,370
-4% -$8.2M 2.36% 3
2022
Q3 		$188M Buy
1,358,019
+94,153
+7% +$14.8M 3% 2
2022
Q2 		$173M Buy
1,263,866
+40,183
+3% +$6.09M 2.64% 2
2022
Q1 		$214M Buy
1,223,683
+126,827
+12% +$21.3M 2.97% 2
2021
Q4 		$195M Buy
1,096,856
+60,339
+6% +$9.54M 2.74% 2
2021
Q3 		$147M Buy
1,036,517
+57,727
+6% +$8.5M 2.32% 3
2021
Q2 		$134M Buy
978,790
+34,291
+4% +$4.44M 2.17% 3
2021
Q1 		$115M Buy
944,499
+7,540
+0.8% +$968K 2.05% 4
2020
Q4 		$124M Buy
936,959
+5,708
+0.6% +$687K 2.29% 4
2020
Q3 		$108M Sell
931,251
-4,933
-0.5% -$538K 2.19% 5
2020
Q2 		$85.4M Buy
936,184
+47,460
+5% +$3.68M 1.88% 7
2020
Q1 		$56.5M Sell
888,724
-31,236
-3% -$2.3M 1.39% 16
2019
Q4 		$67.5M Buy
919,960
+1,028
+0.1% +$66.1K 1.27% 20
2019
Q3 		$51.5M Buy
918,932
+8,372
+0.9% +$438K 1.03% 29
2019
Q2 		$45.1M Sell
910,560
-7,584
-0.8% -$370K 0.92% 40
2019
Q1 		$43.6M Sell
918,144
-133,424
-13% -$5.66M 0.94% 32
2018
Q4 		$41.5M Buy
1,051,568
+49,376
+5% +$2.39M 1% 31
2018
Q3 		$56.6M Buy
1,002,192
+95,516
+11% +$4.97M 1.18% 23
2018
Q2 		$42M Sell
906,676
-2,856
-0.3% -$130K 0.91% 29
2018
Q1 		$38.1M Buy
909,532
+6,344
+0.7% +$273K 0.85% 38
2017
Q4 		$38.2M Buy
903,188
+10,660
+1% +$445K 0.83% 39
2017
Q3 		$34.4M Buy
892,528
+19,808
+2% +$768K 0.81% 39
2017
Q2 		$31.4M Buy
872,720
+19,864
+2% +$734K 0.78% 38
2017
Q1 		$30.6M Buy
852,856
+10,808
+1% +$356K 0.78% 38
2016
Q4 		$24.4M Sell
842,048
-52,320
-6% -$1.48M 0.7% 45
2016
Q3 		$25.3M Buy
894,368
+120,664
+16% +$3.19M 0.72% 44
2016
Q2 		$18.5M Sell
773,704
-25,896
-3% -$644K 0.56% 51
2016
Q1 		$21.8M Sell
799,600
-172,168
-18% -$4.29M 0.69% 42
2015
Q4 		$25.6M Sell
971,768
-3,512
-0.4% -$100K 0.84% 37
2015
Q3 		$26.9M Sell
975,280
-53,412
-5% -$1.57M 0.94% 30
2015
Q2 		$32.3M Sell
1,028,692
-55,076
-5% -$1.76M 1.02% 23
2015
Q1 		$33.7M Buy
1,083,768
+172,740
+19% +$5.22M 1.07% 20
2014
Q4 		$25.1M Buy
911,028
+55,224
+6% +$1.5M 0.81% 36
2014
Q3 		$21.6M Buy
855,804
+153,292
+22% +$3.76M 0.75% 41
2014
Q2 		$16.3M Sell
702,512
-84,456
-11% -$1.8M 0.58% 53
2014
Q1 		$15.1M Buy
786,968
+88,788
+13% +$1.69M 0.56% 54
2013
Q4 		$14M Buy
698,180
+455,700
+188% +$8.61M 0.55% 58
2013
Q3 		$4.13M Sell
242,480
-41,412
-15% -$687K 0.18% 147
2013
Q2 		$4.02M Buy
+283,892
New +$4.37M 0.18% 153

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

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

Zacks Investment Management increased its Apple (AAPL) stake by 8.9% in Q1 2026, buying an estimated $36.6M and bringing the position to 1,720,858 shares worth $437M. The position accounts for 3.5% of the portfolio, ranked #2.

Zacks Investment Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Zacks Investment Management held 1,720,858 shares of Apple worth $437M as of Q1 2026.
  • Zacks Investment Management bought 140,770 Apple shares in Q1 2026, an estimated $36.6M.
  • Apple made up 3.5% of Zacks Investment Management's portfolio in Q1 2026, its #2 holding.
  • Zacks Investment Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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