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
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 $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

Advisor OS's AAPL Position: Q1 2026 in Review

Advisor OS reduced its Apple (AAPL) stake by 0.59% in Q1 2026, selling an estimated $261K and leaving 168,837 shares worth $42.8M. The position accounts for 3.1% of the portfolio, ranked #7.

Advisor OS first reported a position in AAPL in Q2 2020 and has held it in 24 quarters since. The position peaked at $46.2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Advisor OS held 168,837 shares of Apple worth $42.8M as of Q1 2026.
  • Advisor OS sold 1,004 Apple shares in Q1 2026, an estimated $261K.
  • Apple made up 3.1% of Advisor OS's portfolio in Q1 2026, its #7 holding.
  • Advisor OS first reported a position in Apple in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's Apple position peaked at $46.2M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.