| Quarter | Score |
|---|---|
| 2022-Q1 | 49.3 |
| 2022-Q3 | 78.3 |
| 2022-Q4 | 56.1 |
| 2023-Q1 | 56.3 |
| 2023-Q2 | 68.8 |
| 2023-Q3 | 50.6 |
| 2023-Q4 | 66.5 |
| 2024-Q1 | 81.1 |
| 2024-Q2 | 73.6 |
| 2024-Q3 | 89.0 |
| 2024-Q4 | 87.3 |
| 2025-Q1 | 87.2 |
| 2025-Q2 | 87.1 |
| 2025-Q3 | 87.2 |
| 2025-Q4 | 87.2 |
| 2026-Q1 | 87.1 |
| 2026-Q2 | 87.3 |
Strong consensus, but price is extended — wait for pullback to funds' basis
Trading +57.5% above funds' purchase price — elevated pullback risk
3 of 18 tracked funds hold AAPL. Avg conviction: 7.7%. Net adding. First tracked at $218.08 (current +57.5% vs tracked).
Berkshire Hathaway has 22.0% in this stock
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Berkshire Hathaway | 22.0% | Hold |
| Himalaya Capital Management | 0.9% | Hold |
| Citadel Advisors | 0.2% | Add |