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AGH Wealth Advisors’s Apple AAPL Stock Holding History

AGH Wealth Advisors’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 		$5.51M Buy
21,704
+477
+2% +$124K 4.05% 6
2025
Q4 		$5.77M Sell
21,227
-53
-0.2% -$14.2K 4.34% 6
2025
Q3 		$5.42M Sell
21,280
-2,188
-9% -$494K 3.97% 8
2025
Q2 		$4.81M Sell
23,468
-932
-4% -$188K 3.97% 8
2025
Q1 		$5.42M Sell
24,400
-298
-1% -$69K 5.23% 4
2024
Q4 		$6.18M Buy
+24,698
New +$5.82M 5.73% 3

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

AGH Wealth Advisors's AAPL Position: Q1 2026 in Review

AGH Wealth Advisors increased its Apple (AAPL) stake by 2.2% in Q1 2026, buying an estimated $124K and bringing the position to 21,704 shares worth $5.51M. The position accounts for 4.05% of the portfolio, ranked #6.

AGH Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.18M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • AGH Wealth Advisors held 21,704 shares of Apple worth $5.51M as of Q1 2026.
  • AGH Wealth Advisors bought 477 Apple shares in Q1 2026, an estimated $124K.
  • Apple made up 4.05% of AGH Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • AGH Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Apple position peaked at $6.18M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.