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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
Q2 		$10.2M Buy
35,225
+3,727
+12% +$1.07M 0.33% 24
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 $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

Advance Capital Management's AAPL Position: Q2 2026 in Review

Advance Capital Management increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $1.07M and bringing the position to 35,225 shares worth $10.2M. The position accounts for 0.33% of the portfolio, ranked #24.

Advance Capital Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Advance Capital Management held 35,225 shares of Apple worth $10.2M as of Q2 2026.
  • Advance Capital Management bought 3,727 Apple shares in Q2 2026, an estimated $1.07M.
  • Apple made up 0.33% of Advance Capital Management's portfolio in Q2 2026, its #24 holding.
  • Advance Capital Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.