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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
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 $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

Accordant Advisory Group's AAPL Position: Q1 2026 in Review

Accordant Advisory Group increased its Apple (AAPL) stake by 32% in Q1 2026, buying an estimated $142K and bringing the position to 2,249 shares worth $571K. The position accounts for 0.35% of the portfolio, ranked #30.

Accordant Advisory Group first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q1 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Accordant Advisory Group held 2,249 shares of Apple worth $571K as of Q1 2026.
  • Accordant Advisory Group bought 545 Apple shares in Q1 2026, an estimated $142K.
  • Apple made up 0.35% of Accordant Advisory Group's portfolio in Q1 2026, its #30 holding.
  • Accordant Advisory Group first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Apple position peaked at $1.83M in Q1 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.