AA
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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
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

Advisory Alpha's AAPL Position: Q1 2026 in Review

Advisory Alpha increased its Apple (AAPL) stake by 5.8% in Q1 2026, buying an estimated $2.06M and bringing the position to 145,417 shares worth $36.9M. The position accounts for 1.01% of the portfolio, ranked #27.

Advisory Alpha first reported a position in AAPL in Q4 2018 and has held it in 29 quarters since. The position peaked at $37.4M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Advisory Alpha held 145,417 shares of Apple worth $36.9M as of Q1 2026.
  • Advisory Alpha bought 7,917 Apple shares in Q1 2026, an estimated $2.06M.
  • Apple made up 1.01% of Advisory Alpha's portfolio in Q1 2026, its #27 holding.
  • Advisory Alpha first reported a position in Apple in Q4 2018 and has held it in 29 quarters since.
  • Advisory Alpha's Apple position peaked at $37.4M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.