Advisory Alpha’s Apple AAPL Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-10	Closed	-$4K	–	110
2020 Q3	$4K	Buy	+10	New	+$1.09K	﹤0.01%	533

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisory Alpha's AAPL Position: Q2 2026 in Review

Advisory Alpha increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $622K and bringing the position to 147,592 shares worth $42.7M. The position accounts for 1.05% of the portfolio, ranked #22.

Advisory Alpha first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Advisory Alpha held 147,592 shares of Apple worth $42.7M as of Q2 2026.
Advisory Alpha bought 2,175 Apple shares in Q2 2026, an estimated $622K.
Apple made up 1.05% of Advisory Alpha's portfolio in Q2 2026, its #22 holding.
Advisory Alpha first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.