Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Apple Inc. (AAPL)
← All AAPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 15,040 0.14 Reduce 8.95% 0.01 $245.51–315.00 · VW $290.86i $3,817,002 SEC
2025   Q4 16,518 0.15 Reduce 2.12% <0.01 $243.42–288.62 · VW $265.41i $4,490,583 SEC
2025   Q3 16,875 0.15 Reduce 0.59% <0.01 $225.95–280.38 · VW $261.73i $4,296,881 SEC
2025   Q2 16,976 0.12 Add 81.23% 0.05 $195.07–235.12 · VW $220.78i $3,482,966 SEC
2025   Q1 9,367 0.08 Reduce 44.82% 0.07 $169.21–244.03 · VW $204.70i $2,080,692 SEC
2024   Q4 16,976 0.16 Add 72.31% 0.07 $219.38–260.10 · VW $240.44i $4,251,130 SEC
2024   Q3 9,852 0.09 Reduce 1.75% <0.01 $213.92–237.81 · VW $229.69i $2,295,516 SEC
2024   Q2 10,027 0.09 $210.62 $2,111,887 SEC
2024   Q1 10,027 0.07 Reduce 1.51% <0.01 $164.08–193.00 · VW $183.11i $1,719,430 SEC
2023   Q4 10,181 0.09 Reduce 29.05% 0.04 $179.25–199.62 · VW $186.54i $1,960,148 SEC
2023   Q3 14,349 0.13 Add 0.08% <0.01 $165.67–192.93 · VW $182.85i $2,456,692 SEC
2023   Q2 14,338 0.15 Reduce 2.05% <0.01 $171.96–198.23 · VW $186.02i $2,781,142 SEC
2023   Q1 14,638 0.15 $164.90 $2,413,806 SEC
2022   Q4 14,638 0.12 $129.93 $1,901,915 SEC
2022   Q3 14,638 0.14 $138.20 $2,023,000 SEC
2022   Q2 14,638 0.13 $136.70 $2,001,000 SEC
2022   Q1 14,638 0.14 Reduce 10.06% 0.02 $132.61–179.61 · VW $153.69i $2,556,000 SEC
2021   Q4 16,276 0.15 Add 42.30% 0.04 $152.00–182.94 · VW $166.69i $2,890,000 SEC
2021   Q3 11,438 0.10 Reduce 3.25% <0.01 $138.27–165.70 · VW $156.42i $1,618,000 SEC
2021   Q2 11,822 0.10 Add 0.03% $123.13–153.49 · VW $142.82i $1,619,000 SEC
2021   Q1 11,819 0.10 Reduce 0.71% <0.01 $116.21–137.07 · VW $125.96i $1,444,000 SEC
2020   Q4 11,904 0.12 Add 26.21% 0.02 $118.39–145.09 · VW $128.25i $1,580,000 SEC
2020   Q3 9,432 0.10 Reduce 14.69% 0.01 $103.10–137.98 · VW $120.04i $1,092,000 SEC
2020   Q2 11,056 0.10 Add 17.22% 0.01 $79.30–131.00 · VW $113.11i $1,008,000 SEC
2020   Q1 9,432 0.08 Add 10.86% <0.01 $53.15–81.06 · VW $71.23i $600,000 SEC
2019   Q4 8,508 0.06 $73.46 $625,000 SEC
2019   Q3 8,508 0.05 $55.95 $476,000 SEC
2019   Q2 8,508 0.04 $49.48 $421,000 SEC
2019   Q1 8,508 0.05 Reduce 2.34% <0.01 $42.38–53.83 · VW $46.66i $404,000 SEC
2018   Q4 8,712 0.05 Add 2.40% <0.01 $35.50–46.24 · VW $41.67i $344,000 SEC
2018   Q3 8,508 0.06 Buy 0.06 $42.56–58.37 · VW $48.53i $480,000 SEC
Price snapshot:
Current price$317.31
Avg. buy price$184.09
+/- since buy72.36%
52-week low$200.70
52-week high$323.45