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Advance Capital Management’s Apple AAPL Stock Holding History

Advance Capital Management’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 		$7.99M Sell
31,498
-28
-0.1% -$7.29K 0.3% 23
2025
Q4 		$8.57M Sell
31,526
-733
-2% -$197K 0.36% 22
2025
Q3 		$8.21M Sell
32,259
-158
-0.5% -$35.7K 0.36% 21
2025
Q2 		$6.65M Sell
32,417
-1,880
-5% -$380K 0.3% 24
2025
Q1 		$7.62M Buy
34,297
+415
+1% +$96.1K 0.36% 23
2024
Q4 		$8.48M Buy
33,882
+3,977
+13% +$937K 0.39% 17
2024
Q3 		$6.97M Buy
29,905
+689
+2% +$154K 0.31% 19
2024
Q2 		$6.15M Sell
29,216
-583
-2% -$109K 0.29% 17
2024
Q1 		$5.11M Sell
29,799
-2,510
-8% -$456K 0.35% 18
2023
Q4 		$6.22M Sell
32,309
-1,681
-5% -$310K 0.49% 14
2023
Q3 		$5.82M Buy
33,990
+3,155
+10% +$579K 0.54% 12
2023
Q2 		$5.98M Buy
30,835
+6,321
+26% +$1.1M 0.68% 13
2023
Q1 		$4.04M Buy
24,514
+72
+0.3% +$10.6K 0.72% 15
2022
Q4 		$3.18M Sell
24,442
-394
-2% -$56.3K 0.42% 17
2022
Q3 		$3.43M Sell
24,836
-15
-0.1% -$2.35K 0.42% 14
2022
Q2 		$3.4M Buy
24,851
+3,477
+16% +$527K 0.41% 12
2022
Q1 		$3.73M Buy
21,374
+1,025
+5% +$172K 0.45% 11
2021
Q4 		$3.61M Buy
+20,349
New +$3.22M 0.74% 9

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

Advance Capital Management's AAPL Position: Q1 2026 in Review

Advance Capital Management reduced its Apple (AAPL) stake by 0.09% in Q1 2026, selling an estimated $7.29K and leaving 31,498 shares worth $7.99M. The position accounts for 0.3% of the portfolio, ranked #23.

Advance Capital Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.57M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Advance Capital Management held 31,498 shares of Apple worth $7.99M as of Q1 2026.
  • Advance Capital Management sold 28 Apple shares in Q1 2026, an estimated $7.29K.
  • Apple made up 0.3% of Advance Capital Management's portfolio in Q1 2026, its #23 holding.
  • Advance Capital Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's Apple position peaked at $8.57M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.