Accordant Advisory Group
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Accordant Advisory Group’s Apple AAPL Stock Holding History

Accordant Advisory 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
Q3 		$741K Hold
2,224
– – 0.46% 34
2026
Q2 		$644K Sell
2,224
-25
-1% -$7.15K 0.43% 36
2026
Q1 		$571K Buy
2,249
+545
+32% +$142K 0.35% 30
2025
Q4 		$463K Buy
1,704
+100
+6% +$26.8K 0.32% 35
2025
Q3 		$408K Hold
1,604
– – 0.28% 41
2025
Q2 		$329K Hold
1,604
– – 0.25% 44
2025
Q1 		$356K Buy
1,604
+420
+35% +$97.3K 0.35% 26
2024
Q4 		$296K Sell
1,184
-200
-14% -$47.1K 0.29% 37
2024
Q3 		$322K Buy
1,384
+135
+11% +$30.1K 0.26% 40
2024
Q2 		$263K Sell
1,249
-9,399
-88% -$1.75M 0.25% 50
2024
Q1 		$1.83M Buy
+10,648
New +$1.94M 1.36% 24

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Accordant Advisory Group's AAPL Position: Q3 2026 in Review

Accordant Advisory Group held its Apple (AAPL) position steady in Q3 2026 at 2,224 shares worth $741K. The position accounts for 0.46% of the portfolio, ranked #34.

Accordant Advisory Group first reported a position in AAPL in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2024. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Accordant Advisory Group held 2,224 shares of Apple worth $741K as of Q3 2026.
  • Accordant Advisory Group left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.46% of Accordant Advisory Group's portfolio in Q3 2026, its #34 holding.
  • Accordant Advisory Group first reported a position in Apple in Q1 2024 and has held it in 11 quarters since.
  • Accordant Advisory Group's Apple position peaked at $1.83M in Q1 2024.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.