ZIG
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Zuckerman Investment Group’s Apple AAPL Stock Holding History

Zuckerman Investment Group’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 		$25.6M Buy
100,958
+4,277
+4% +$1.11M 2.4% 14
2025
Q4 		$26.3M Sell
96,681
-1,463
-1% -$393K 2.35% 13
2025
Q3 		$25M Sell
98,144
-868
-0.9% -$196K 2.31% 14
2025
Q2 		$20.3M Buy
99,012
+3,411
+4% +$689K 1.97% 22
2025
Q1 		$21.2M Sell
95,601
-317
-0.3% -$73.4K 2.28% 17
2024
Q4 		$21.9M Sell
95,918
-459
-0.5% -$108K 2.1% 18
2024
Q3 		$22.5M Buy
96,377
+2,129
+2% +$475K 2.31% 16
2024
Q2 		$19.9M Buy
94,248
+241
+0.3% +$44.9K 2.3% 13
2024
Q1 		$16.1M Buy
94,007
+3,363
+4% +$611K 1.83% 19
2023
Q4 		$17.5M Buy
90,644
+3,280
+4% +$606K 2.25% 14
2023
Q3 		$15M Sell
87,364
-4,608
-5% -$845K 2.14% 20
2023
Q2 		$17.8M Buy
91,972
+56
+0.1% +$9.76K 2.55% 13
2023
Q1 		$15.2M Buy
91,916
+291
+0.3% +$42.9K 2.3% 16
2022
Q4 		$11.9M Buy
91,625
+1,271
+1% +$182K 1.88% 20
2022
Q3 		$12.5M Buy
90,354
+401
+0.4% +$62.9K 2.34% 16
2022
Q2 		$12.3M Buy
89,953
+3,632
+4% +$550K 2.24% 16
2022
Q1 		$15.1M Buy
86,321
+11
+0% +$1.85K 2.43% 11
2021
Q4 		$15.3M Buy
86,310
+637
+0.7% +$101K 2.38% 12
2021
Q3 		$12.1M Sell
85,673
-1,145
-1% -$169K 2.01% 19
2021
Q2 		$11.9M Buy
86,818
+1,007
+1% +$130K 1.88% 22
2021
Q1 		$10.5M Buy
85,811
+1,880
+2% +$241K 1.72% 21
2020
Q4 		$11.1M Sell
83,931
-260
-0.3% -$31.3K 2.05% 19
2020
Q3 		$9.75M Buy
84,191
+383
+0.5% +$41.8K 2.16% 20
2020
Q2 		$7.64M Buy
83,808
+71,528
+582% +$5.54M 1.81% 22
2020
Q1 		$781K Buy
12,280
+2,036
+20% +$150K 0.23% 44
2019
Q4 		$752K Sell
10,244
-228
-2% -$14.7K 0.16% 44
2019
Q3 		$586K Buy
10,472
+172
+2% +$8.99K 0.14% 44
2019
Q2 		$510K Buy
10,300
+160
+2% +$7.8K 0.11% 46
2019
Q1 		$482K Sell
10,140
-440
-4% -$18.7K 0.11% 47
2018
Q4 		$417K Hold
10,580
– – 0.12% 45
2018
Q3 		$597K Buy
10,580
+144
+1% +$7.5K 0.13% 44
2018
Q2 		$483K Sell
10,436
-132
-1% -$5.99K 0.11% 43
2018
Q1 		$443K Buy
10,568
+840
+9% +$36.2K 0.11% 45
2017
Q4 		$412K Hold
9,728
– – 0.1% 46
2017
Q3 		$375K Hold
9,728
– – 0.09% 42
2017
Q2 		$350K Hold
9,728
– – 0.09% 42
2017
Q1 		$349K Buy
9,728
+1,180
+14% +$38.9K 0.08% 50
2016
Q4 		$248K Hold
8,548
– – 0.06% 52
2016
Q3 		$242K Buy
+8,548
New +$226K 0.06% 54
2015
Q3 		– Sell
-6,504
Closed -$204K – 46
2015
Q2 		$204K Hold
6,504
– – 0.05% 43
2015
Q1 		$202K Buy
+6,504
New +$196K 0.04% 50

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

Zuckerman Investment Group's AAPL Position: Q1 2026 in Review

Zuckerman Investment Group increased its Apple (AAPL) stake by 4.4% in Q1 2026, buying an estimated $1.11M and bringing the position to 100,958 shares worth $25.6M. The position accounts for 2.4% of the portfolio, ranked #14.

Zuckerman Investment Group first reported a position in AAPL in Q1 2015 and has held it in 41 quarters since. The position peaked at $26.3M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Zuckerman Investment Group held 100,958 shares of Apple worth $25.6M as of Q1 2026.
  • Zuckerman Investment Group bought 4,277 Apple shares in Q1 2026, an estimated $1.11M.
  • Apple made up 2.4% of Zuckerman Investment Group's portfolio in Q1 2026, its #14 holding.
  • Zuckerman Investment Group first reported a position in Apple in Q1 2015 and has held it in 41 quarters since.
  • Zuckerman Investment Group's Apple position peaked at $26.3M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.