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ABLE Financial Group’s Apple AAPL Stock Holding History

ABLE Financial 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 		$11.1M Sell
43,647
-2,486
-5% -$647K 2.17% 10
2025
Q4 		$12.5M Buy
46,133
+456
+1% +$122K 2.55% 8
2025
Q3 		$11.6M Sell
45,677
-687
-1% -$155K 2.52% 10
2025
Q2 		$9.51M Buy
46,364
+1,756
+4% +$355K 2.3% 10
2025
Q1 		$9.91M Sell
44,608
-201
-0.4% -$46.6K 2.78% 8
2024
Q4 		$11.2M Buy
44,809
+1,446
+3% +$341K 3.31% 6
2024
Q3 		$10.1M Sell
43,363
-276
-0.6% -$61.6K 3.12% 7
2024
Q2 		$9.19M Buy
43,639
+460
+1% +$85.8K 3.32% 6
2024
Q1 		$7.4M Sell
43,179
-1,951
-4% -$355K 2.91% 9
2023
Q4 		$8.69M Buy
45,130
+1,216
+3% +$225K 3.76% 5
2023
Q3 		$7.52M Buy
43,914
+2,079
+5% +$381K 3.76% 7
2023
Q2 		$8.11M Buy
41,835
+2,093
+5% +$365K 4.2% 4
2023
Q1 		$6.55M Buy
+39,742
New +$5.86M 4.27% 4

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

ABLE Financial Group's AAPL Position: Q1 2026 in Review

ABLE Financial Group reduced its Apple (AAPL) stake by 5.4% in Q1 2026, selling an estimated $647K and leaving 43,647 shares worth $11.1M. The position accounts for 2.17% of the portfolio, ranked #10.

ABLE Financial Group first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.5M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • ABLE Financial Group held 43,647 shares of Apple worth $11.1M as of Q1 2026.
  • ABLE Financial Group sold 2,486 Apple shares in Q1 2026, an estimated $647K.
  • Apple made up 2.17% of ABLE Financial Group's portfolio in Q1 2026, its #10 holding.
  • ABLE Financial Group first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's Apple position peaked at $12.5M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.