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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Accordant Advisory Group's AAPL Position: Q2 2026 in Review

Accordant Advisory Group reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $7.15K and leaving 2,224 shares worth $644K. The position accounts for 0.43% of the portfolio, ranked #36.

Accordant Advisory Group first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.83M in Q1 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Accordant Advisory Group held 2,224 shares of Apple worth $644K as of Q2 2026.
  • Accordant Advisory Group sold 25 Apple shares in Q2 2026, an estimated $7.15K.
  • Apple made up 0.43% of Accordant Advisory Group's portfolio in Q2 2026, its #36 holding.
  • Accordant Advisory Group first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • Accordant Advisory Group's Apple position peaked at $1.83M in Q1 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.