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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
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 $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

AJ Advisors's AAPL Position: Q1 2026 in Review

AJ Advisors reduced its Apple (AAPL) stake by 1% in Q1 2026, selling an estimated $14.3K and leaving 5,207 shares worth $1.32M. The position accounts for 0.49% of the portfolio, ranked #15.

AJ Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.34M in Q4 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • AJ Advisors held 5,207 shares of Apple worth $1.32M as of Q1 2026.
  • AJ Advisors sold 55 Apple shares in Q1 2026, an estimated $14.3K.
  • Apple made up 0.49% of AJ Advisors's portfolio in Q1 2026, its #15 holding.
  • AJ Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • AJ Advisors's Apple position peaked at $2.34M in Q4 2023.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on AJ Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.