AO
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Advisor OS’s Apple AAPL Stock Holding History

Advisor OS’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 		$47.5M Sell
164,263
-4,574
-3% -$1.31M 3.17% 6
2026
Q1 		$42.8M Sell
168,837
-1,004
-0.6% -$261K 3.1% 7
2025
Q4 		$46.2M Buy
169,841
+1,720
+1% +$462K 3.72% 5
2025
Q3 		$42.8M Buy
168,121
+8,443
+5% +$1.91M 3.69% 5
2025
Q2 		$32.8M Buy
159,678
+6,373
+4% +$1.29M 3.22% 7
2025
Q1 		$34.1M Sell
153,305
-3,869
-2% -$896K 3.88% 5
2024
Q4 		$39.4M Buy
157,174
+14,516
+10% +$3.42M 4.56% 3
2024
Q3 		$33.2M Buy
142,658
+6,916
+5% +$1.54M 3.31% 4
2024
Q2 		$28.6M Sell
135,742
-1,922
-1% -$358K 3.13% 4
2024
Q1 		$23.6M Sell
137,664
-14,536
-10% -$2.64M 2.71% 5
2023
Q4 		$29.3M Buy
152,200
+60,273
+66% +$11.1M 3.81% 5
2023
Q3 		$15.7M Buy
91,927
+8,859
+11% +$1.62M 2.36% 8
2023
Q2 		$16.1M Buy
83,068
+43,085
+108% +$7.51M 2.64% 6
2023
Q1 		$6.59M Buy
39,983
+4,250
+12% +$627K 1.58% 9
2022
Q4 		$4.64M Buy
35,733
+19,611
+122% +$2.8M 1.23% 16
2022
Q3 		$2.23M Sell
16,122
-2,003
-11% -$314K 0.67% 29
2022
Q2 		$2.48M Sell
18,125
-757
-4% -$115K 0.72% 29
2022
Q1 		$3.3M Sell
18,882
-25,704
-58% -$4.32M 0.95% 22
2021
Q4 		$7.92M Buy
44,586
+5,190
+13% +$820K 1.62% 11
2021
Q3 		$5.58M Sell
39,396
-1,226
-3% -$180K 1.21% 15
2021
Q2 		$5.56M Sell
40,622
-2,960
-7% -$384K 1.15% 18
2021
Q1 		$5.32M Buy
43,582
+1,141
+3% +$146K 1.21% 18
2020
Q4 		$5.63M Buy
42,441
+32,047
+308% +$3.85M 1.51% 16
2020
Q3 		$1.2M Sell
10,394
-6,258
-38% -$683K 0.51% 27
2020
Q2 		$1.52M Buy
+16,652
New +$1.29M 0.91% 26

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

Advisor OS's AAPL Position: Q2 2026 in Review

Advisor OS reduced its Apple (AAPL) stake by 2.7% in Q2 2026, selling an estimated $1.31M and leaving 164,263 shares worth $47.5M. The position accounts for 3.17% of the portfolio, ranked #6.

Advisor OS first reported a position in AAPL in Q2 2020 and has held it in 25 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Advisor OS held 164,263 shares of Apple worth $47.5M as of Q2 2026.
  • Advisor OS sold 4,574 Apple shares in Q2 2026, an estimated $1.31M.
  • Apple made up 3.17% of Advisor OS's portfolio in Q2 2026, its #6 holding.
  • Advisor OS first reported a position in Apple in Q2 2020 and has held it in 25 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.