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AdvisorShares Investments’s Apple AAPL Stock Holding History

AdvisorShares Investments’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 		$510K Hold
1,763
– – 0.06% 177
2026
Q1 		$447K Hold
1,763
– – 0.08% 170
2025
Q4 		$479K Sell
1,763
-484
-22% -$130K 0.08% 156
2025
Q3 		$572K Sell
2,247
-28
-1% -$6.33K 0.09% 113
2025
Q2 		$467K Buy
2,275
+275
+14% +$55.5K 0.08% 158
2025
Q1 		$446K Buy
+2,000
New +$463K 0.09% 141
2024
Q3 		– Sell
-2,288
Closed -$496K – 267
2024
Q2 		$496K Sell
2,288
-26
-1% -$4.85K 0.09% 111
2024
Q1 		$397K Hold
2,314
– – 0.07% 190
2023
Q4 		$446K Sell
2,314
-27
-1% -$4.99K 0.1% 150
2023
Q3 		$401K Sell
2,341
-560
-19% -$103K 0.11% 118
2023
Q2 		$563K Sell
2,901
-66
-2% -$11.5K 0.16% 54
2023
Q1 		$489K Buy
+2,967
New +$438K 0.15% 51
2022
Q2 		– Sell
-5,200
Closed -$908K – 231
2022
Q1 		$908K Buy
+5,200
New +$874K 0.15% 69
2021
Q2 		– Sell
-15,607
Closed -$1.91M – 192
2021
Q1 		$1.91M Buy
15,607
+1,233
+9% +$158K 0.24% 51
2020
Q4 		$1.91M Buy
14,374
+2,940
+26% +$354K 0.44% 28
2020
Q3 		$1.32K Sell
11,434
-278
-2% -$30.3K 0.06% 36
2020
Q2 		$1.07M Buy
+11,712
New +$908K 0.45% 32

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

AdvisorShares Investments's AAPL Position: Q2 2026 in Review

AdvisorShares Investments held its Apple (AAPL) position steady in Q2 2026 at 1,763 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #177.

AdvisorShares Investments first reported a position in AAPL in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.91M in Q4 2020. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • AdvisorShares Investments held 1,763 shares of Apple worth $510K as of Q2 2026.
  • AdvisorShares Investments left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.06% of AdvisorShares Investments's portfolio in Q2 2026, its #177 holding.
  • AdvisorShares Investments first reported a position in Apple in Q2 2020 and has held it in 17 quarters since.
  • AdvisorShares Investments's Apple position peaked at $1.91M in Q4 2020.
  • 6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.