Advisor Resource Council’s Apple AAPL Stock Holding History

Advisor Resource Council’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
2025 Q3	–	Sell	-1,900	Closed	-$390K	–	42
2025 Q2	$390K	Hold	1,900	–	–	0.15%	106
2025 Q1	$8	Buy	+1,900	New	+$440K	﹤0.01%	593
2023 Q4	–	Sell	-500	Closed	-$85.6K	–	485
2023 Q3	$85.6K	Hold	500	–	–	0.04%	151
2023 Q2	$97K	Buy	+500	New	+$87.1K	0.04%	155
2021 Q4	–	Sell	-300	Closed	-$3K	–	573
2021 Q3	$3K	Buy	+300	New	+$44.2K	﹤0.01%	225

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisor Resource Council's AAPL Position: Q1 2026 in Review

Advisor Resource Council reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $90.6K and leaving 27,280 shares worth $6.92M. The position accounts for 2.24% of the portfolio, ranked #4.

Advisor Resource Council first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. The position peaked at $25.3M in Q1 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Advisor Resource Council held 27,280 shares of Apple worth $6.92M as of Q1 2026.
Advisor Resource Council sold 348 Apple shares in Q1 2026, an estimated $90.6K.
Apple made up 2.24% of Advisor Resource Council's portfolio in Q1 2026, its #4 holding.
Advisor Resource Council first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
Advisor Resource Council's Apple position peaked at $25.3M in Q1 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.