AA
AAPL icon

Addison Advisors’s Apple AAPL Stock Holding History

Addison Advisors’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 		$6.37M Buy
25,082
+476
+2% +$124K 1.41% 14
2025
Q4 		$6.69M Buy
24,606
+67
+0.3% +$18K 1.5% 13
2025
Q3 		$6.25M Buy
24,539
+854
+4% +$193K 1.45% 14
2025
Q2 		$4.86M Sell
23,685
-1,001
-4% -$202K 1.21% 17
2025
Q1 		$5.48M Sell
24,686
-959
-4% -$222K 1.5% 14
2024
Q4 		$6.42M Sell
25,645
-959
-4% -$226K 1.79% 12
2024
Q3 		$6.2M Sell
26,604
-2,121
-7% -$474K 1.72% 12
2024
Q2 		$6.05M Buy
28,725
+382
+1% +$71.2K 1.95% 11
2024
Q1 		$4.86M Sell
28,343
-141
-0.5% -$25.6K 1.67% 13
2023
Q4 		$5.48M Buy
28,484
+122
+0.4% +$22.5K 2.14% 11
2023
Q3 		$4.86M Buy
28,362
+138
+0.5% +$25.3K 2.26% 9
2023
Q2 		$5.47M Sell
28,224
-119
-0.4% -$20.7K 2.7% 5
2023
Q1 		$4.67M Buy
28,343
+102
+0.4% +$15.1K 2.62% 6
2022
Q4 		$3.67M Sell
28,241
-4,350
-13% -$622K 2.2% 8
2022
Q3 		$4.5M Buy
32,591
+498
+2% +$78.2K 2.79% 5
2022
Q2 		$4.39M Buy
32,093
+62
+0.2% +$9.39K 2.66% 5
2022
Q1 		$5.59M Buy
32,031
+4,647
+17% +$781K 3.06% 4
2021
Q4 		$4.86M Buy
27,384
+8,841
+48% +$1.4M 3.01% 5
2021
Q3 		$2.62M Sell
18,543
-234
-1% -$34.5K 2.1% 13
2021
Q2 		$2.57M Buy
+18,777
New +$2.43M 2.08% 14
2020
Q4 		$2.73M Buy
+20,572
New +$2.47M 2.62% 6

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

Addison Advisors's AAPL Position: Q1 2026 in Review

Addison Advisors increased its Apple (AAPL) stake by 1.9% in Q1 2026, buying an estimated $124K and bringing the position to 25,082 shares worth $6.37M. The position accounts for 1.41% of the portfolio, ranked #14.

Addison Advisors first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.69M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Addison Advisors held 25,082 shares of Apple worth $6.37M as of Q1 2026.
  • Addison Advisors bought 476 Apple shares in Q1 2026, an estimated $124K.
  • Apple made up 1.41% of Addison Advisors's portfolio in Q1 2026, its #14 holding.
  • Addison Advisors first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Apple position peaked at $6.69M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.