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 		$6 Sell
100
-11,200
-99% -$2.91M ﹤0.01% 575
2025
Q4 		$34.8K Sell
11,300
-50,000
-82% -$13.4M ﹤0.01% 490
2025
Q3 		$567K Hold
61,300
– – 0.05% 240
2025
Q2 		$107K Buy
61,300
+100
+0.2% +$20.2K 0.01% 448
2025
Q1 		$24.9K Buy
+61,200
New +$14.2M ﹤0.01% 424
2024
Q3 		– Sell
-100
Closed -$1.31K – 410
2024
Q2 		$1.31K Buy
+100
New +$18.6K ﹤0.01% 388

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.