Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2023   Q3 0 0.00 Sell 100.00% 0.09 $165.67–192.93 · VW $182.85i SEC
2023   Q2 31,850 0.09 $193.97 $6,177,945 SEC
2023   Q1 31,850 0.08 $164.90 $5,252,065 SEC
2022   Q4 31,850 0.06 $129.93 $4,138,271 SEC
2022   Q3 31,850 0.07 $138.21 $4,402,000 SEC
2022   Q2 31,850 0.07 $136.73 $4,355,000 SEC
2022   Q1 31,850 0.07 Reduce 7.22% <0.01 $132.61–179.61 · VW $153.69i $5,561,000 SEC
2021   Q4 34,327 0.08 Reduce 0.84% <0.01 $152.00–182.94 · VW $166.69i $6,095,000 SEC
2021   Q3 34,617 0.06 $141.49 $4,898,000 SEC
2021   Q2 34,617 0.06 Reduce 2.07% <0.01 $123.13–153.49 · VW $142.82i $4,741,000 SEC
2021   Q1 35,350 0.06 Reduce 5.37% <0.01 $116.21–137.07 · VW $125.96i $4,318,000 SEC
2020   Q4 37,355 0.06 Reduce 5.13% <0.01 $118.39–145.09 · VW $128.25i $4,957,000 SEC
2020   Q3 39,375 0.06 Reduce 2.59% <0.01 $103.10–137.98 · VW $120.04i $4,560,000 SEC
2020   Q2 40,420 0.05 Reduce 1.75% <0.01 $79.30–131.00 · VW $113.11i $3,686,000 SEC
2020   Q1 41,140 0.04 Reduce 6.50% <0.01 $53.15–81.06 · VW $71.23i $2,615,000 SEC
2019   Q4 44,000 0.03 Reduce 14.20% <0.01 $64.07–81.96 · VW $71.46i $3,230,000 SEC
2019   Q3 51,280 0.03 Reduce 3.61% <0.01 $51.06–67.00 · VW $61.62i $2,871,000 SEC
2019   Q2 53,200 0.02 Reduce 9.52% <0.01 $42.57–55.34 · VW $50.03i $2,632,000 SEC
2019   Q1 58,800 0.02 Reduce 25.82% <0.01 $42.38–53.83 · VW $46.66i $2,792,000 SEC
2018   Q4 79,268 0.03 Add 16.57% <0.01 $35.50–46.24 · VW $41.67i $3,126,000 SEC
2018   Q3 68,000 0.03 $56.44 $3,838,000 SEC
2018   Q2 68,000 0.02 $46.28 $3,147,000 SEC
2018   Q1 68,000 0.02 Add 24.09% <0.01 $40.16–47.59 · VW $44.82i $2,852,000 SEC
2017   Q4 54,800 0.02 Add 12.30% <0.01 $37.56–45.15 · VW $42.41i $2,318,000 SEC
2017   Q3 48,800 0.02 Reduce 21.79% <0.01 $37.29–44.06 · VW $41.44i $1,880,000 SEC
2017   Q2 62,400 0.02 $36.01 $2,247,000 SEC
2017   Q1 62,400 0.02 $35.91 $2,241,000 SEC
2016   Q4 62,400 0.02 Buy 0.02 $27.06–34.37 · VW $31.89i $1,807,000 SEC
2016   Q2 0 0.00 Sell 100.00% 0.03 $22.88–27.56 · VW $25.65i SEC
2016   Q1 122,000 0.03 Reduce 4.69% <0.01 $22.37–28.10 · VW $25.14i $3,324,000 SEC
2015   Q4 128,000 0.03 Buy 0.03 $23.10–29.97 · VW $25.75i $3,368,000 SEC
Price snapshot:
Current price$317.31
52-week low$200.70
52-week high$323.45