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Advyzon Investment Management’s Apple AAPL Stock Holding History

Advyzon Investment Management’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 		$14.5M Buy
49,998
+6,276
+14% +$1.8M 1.05% 16
2026
Q1 		$11.1M Buy
43,722
+2,388
+6% +$621K 0.99% 18
2025
Q4 		$11.2M Buy
41,334
+14,220
+52% +$3.82M 1.3% 10
2025
Q3 		$6.9M Buy
27,114
+6,591
+32% +$1.49M 1.19% 12
2025
Q2 		$4.21M Buy
20,523
+6,257
+44% +$1.26M 0.93% 20
2025
Q1 		$3.17M Buy
14,266
+5,155
+57% +$1.19M 1.12% 16
2024
Q4 		$2.28M Buy
+9,111
New +$2.15M 0.88% 22

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

Advyzon Investment Management's AAPL Position: Q2 2026 in Review

Advyzon Investment Management increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $1.8M and bringing the position to 49,998 shares worth $14.5M. The position accounts for 1.05% of the portfolio, ranked #16.

Advyzon Investment Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Advyzon Investment Management held 49,998 shares of Apple worth $14.5M as of Q2 2026.
  • Advyzon Investment Management bought 6,276 Apple shares in Q2 2026, an estimated $1.8M.
  • Apple made up 1.05% of Advyzon Investment Management's portfolio in Q2 2026, its #16 holding.
  • Advyzon Investment Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.