AA
AAPL icon

AJ Advisors’s Apple AAPL Stock Holding History

AJ 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
Q2 		$1.49M Sell
5,157
-50
-1% -$14.3K 0.46% 17
2026
Q1 		$1.32M Sell
5,207
-55
-1% -$14.3K 0.49% 15
2025
Q4 		$1.43M Buy
5,262
+203
+4% +$54.5K 0.53% 16
2025
Q3 		$1.29M Sell
5,059
-777
-13% -$176K 0.53% 18
2025
Q2 		$1.2M Buy
5,836
+432
+8% +$87.2K 0.53% 17
2025
Q1 		$1.2M Buy
5,404
+857
+19% +$199K 0.61% 14
2024
Q4 		$1.14M Buy
4,547
+2
+0% +$471 0.59% 13
2024
Q3 		$1.06M Buy
4,545
+67
+1% +$15K 0.54% 16
2024
Q2 		$943K Sell
4,478
-7,612
-63% -$1.42M 0.52% 16
2024
Q1 		$2.07M Sell
12,090
-83
-0.7% -$15.1K 1.14% 11
2023
Q4 		$2.34M Buy
12,173
+1,494
+14% +$276K 1.44% 11
2023
Q3 		$1.83M Sell
10,679
-58
-0.5% -$10.6K 1.37% 10
2023
Q2 		$2.08M Sell
10,737
-14
-0.1% -$2.44K 1.45% 13
2023
Q1 		$1.77M Sell
10,751
-263
-2% -$38.8K 1.3% 13
2022
Q4 		$1.43M Buy
+11,014
New +$1.57M 1.15% 12

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

AJ Advisors's AAPL Position: Q2 2026 in Review

AJ Advisors reduced its Apple (AAPL) stake by 0.96% in Q2 2026, selling an estimated $14.3K and leaving 5,157 shares worth $1.49M. The position accounts for 0.46% of the portfolio, ranked #17.

AJ Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q4 2023. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • AJ Advisors held 5,157 shares of Apple worth $1.49M as of Q2 2026.
  • AJ Advisors sold 50 Apple shares in Q2 2026, an estimated $14.3K.
  • Apple made up 0.46% of AJ Advisors's portfolio in Q2 2026, its #17 holding.
  • AJ Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • AJ Advisors's Apple position peaked at $2.34M in Q4 2023.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.