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Advisors Management Group’s Apple AAPL Stock Holding History

Advisors Management Group’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 		$8.24M Sell
32,491
-7,304
-18% -$1.9M 1.5% 18
2025
Q4 		$10.8M Sell
39,795
-6,533
-14% -$1.75M 1.97% 9
2025
Q3 		$11.8M Sell
46,328
-204
-0.4% -$46.1K 2.07% 7
2025
Q2 		$9.55M Sell
46,532
-465
-1% -$93.9K 1.8% 10
2025
Q1 		$10.4M Sell
46,997
-445
-0.9% -$103K 2.27% 7
2024
Q4 		$11.9M Buy
47,442
+3,186
+7% +$751K 2.81% 8
2024
Q3 		$10.3M Sell
44,256
-344
-0.8% -$76.8K 2.44% 9
2024
Q2 		$9.39M Buy
44,600
+647
+1% +$121K 2.35% 9
2024
Q1 		$7.54M Buy
43,953
+1,717
+4% +$312K 1.87% 15
2023
Q4 		$8.13M Buy
42,236
+508
+1% +$93.8K 2.21% 12
2023
Q3 		$7.14M Sell
41,728
-203
-0.5% -$37.2K 2.16% 13
2023
Q2 		$8.13M Sell
41,931
-332
-0.8% -$57.9K 2.43% 10
2023
Q1 		$6.97M Sell
42,263
-3,084
-7% -$455K 2.22% 15
2022
Q4 		$5.89M Buy
45,347
+10
+0% +$1.43K 2.23% 15
2022
Q3 		$6.27M Sell
45,337
-334
-0.7% -$52.4K 2.49% 12
2022
Q2 		$6.24M Buy
45,671
+5,451
+14% +$825K 2.19% 15
2022
Q1 		$7.02M Sell
40,220
-56
-0.1% -$9.42K 2.37% 15
2021
Q4 		$7.15M Sell
40,276
-126
-0.3% -$19.9K 2.14% 11
2021
Q3 		$5.72M Sell
40,402
-7,970
-16% -$1.17M 1.77% 16
2021
Q2 		$6.63M Buy
48,372
+2,011
+4% +$261K 1.98% 13
2021
Q1 		$5.66M Buy
46,361
+34,793
+301% +$4.47M 1.78% 15
2020
Q4 		$1.53M Sell
11,568
-62
-0.5% -$7.46K 0.63% 50
2020
Q3 		$1.35M Buy
11,630
+346
+3% +$37.8K 0.56% 51
2020
Q2 		$1.03M Sell
11,284
-444
-4% -$34.4K 0.46% 52
2020
Q1 		$746K Buy
11,728
+500
+4% +$36.8K 0.36% 53
2019
Q4 		$824K Buy
11,228
+152
+1% +$9.78K 0.33% 52
2019
Q3 		$620K Sell
11,076
-404
-4% -$21.1K 0.26% 59
2019
Q2 		$568K Sell
11,480
-140
-1% -$6.82K 0.25% 58
2019
Q1 		$552K Buy
11,620
+1,504
+15% +$63.8K 0.25% 59
2018
Q4 		$399K Buy
10,116
+172
+2% +$8.34K 0.21% 60
2018
Q3 		$561K Buy
9,944
+8
+0.1% +$417 0.26% 58
2018
Q2 		$460K Sell
9,936
-248
-2% -$11.2K 0.22% 60
2018
Q1 		$424K Sell
10,184
-36
-0.4% -$1.55K 0.22% 59
2017
Q4 		$432K Buy
10,220
+16
+0.2% +$669 0.22% 59
2017
Q3 		$393K Buy
10,204
+512
+5% +$19.9K 0.21% 56
2017
Q2 		$349K Sell
9,692
-184
-2% -$6.8K 0.19% 61
2017
Q1 		$355K Buy
9,876
+556
+6% +$18.3K 0.22% 54
2016
Q4 		$270K Sell
9,320
-684
-7% -$19.4K 0.18% 60
2016
Q3 		$283K Buy
10,004
+700
+8% +$18.5K 0.19% 57
2016
Q2 		$222K Sell
9,304
-724
-7% -$18K 0.15% 61
2016
Q1 		$273K Buy
+10,028
New +$250K 0.2% 57

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

Advisors Management Group's AAPL Position: Q1 2026 in Review

Advisors Management Group reduced its Apple (AAPL) stake by 18% in Q1 2026, selling an estimated $1.9M and leaving 32,491 shares worth $8.24M. The position accounts for 1.5% of the portfolio, ranked #18.

Advisors Management Group first reported a position in AAPL in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.9M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Advisors Management Group held 32,491 shares of Apple worth $8.24M as of Q1 2026.
  • Advisors Management Group sold 7,304 Apple shares in Q1 2026, an estimated $1.9M.
  • Apple made up 1.5% of Advisors Management Group's portfolio in Q1 2026, its #18 holding.
  • Advisors Management Group first reported a position in Apple in Q1 2016 and has held it in 41 quarters since.
  • Advisors Management Group's Apple position peaked at $11.9M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.