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ADG Wealth Management Group’s Apple AAPL Stock Holding History

ADG Wealth Management 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 		$1.27M Buy
5,008
+508
+11% +$132K 0.88% 16
2025
Q4 		$1.22M Buy
4,500
+59
+1% +$15.8K 0.93% 16
2025
Q3 		$1.13M Buy
4,441
+122
+3% +$27.6K 0.9% 16
2025
Q2 		$886K Buy
4,319
+231
+6% +$46.6K 0.75% 18
2025
Q1 		$908K Buy
4,088
+13
+0.3% +$3.01K 0.86% 16
2024
Q4 		$1.02M Buy
+4,075
New +$960K 0.91% 15

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

ADG Wealth Management Group's AAPL Position: Q1 2026 in Review

ADG Wealth Management Group increased its Apple (AAPL) stake by 11% in Q1 2026, buying an estimated $132K and bringing the position to 5,008 shares worth $1.27M. The position accounts for 0.88% of the portfolio, ranked #16.

ADG Wealth Management Group first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • ADG Wealth Management Group held 5,008 shares of Apple worth $1.27M as of Q1 2026.
  • ADG Wealth Management Group bought 508 Apple shares in Q1 2026, an estimated $132K.
  • Apple made up 0.88% of ADG Wealth Management Group's portfolio in Q1 2026, its #16 holding.
  • ADG Wealth Management Group first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.