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AllGen Financial Advisors’s Apple AAPL Stock Holding History

AllGen Financial 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 		$1.58M Hold
6,225
– – 0.37% 25
2025
Q4 		$1.69M Sell
6,225
-2,802
-31% -$752K 0.4% 22
2025
Q3 		$2.3M Sell
9,027
-2
-0% -$452 0.56% 24
2025
Q2 		$1.85M Buy
9,029
+119
+1% +$24K 0.5% 28
2025
Q1 		$1.98M Buy
8,910
+152
+2% +$35.2K 0.59% 26
2024
Q4 		$2.19M Hold
8,758
– – 0.74% 27
2024
Q3 		$2.04M Buy
8,758
+1,268
+17% +$283K 0.66% 26
2024
Q2 		$1.58M Buy
7,490
+1
+0% +$186 0.6% 32
2024
Q1 		$1.28M Hold
7,489
– – 0.52% 32
2023
Q4 		$1.44M Sell
7,489
-174
-2% -$32.1K 0.75% 29
2023
Q3 		$1.31M Sell
7,663
-2,829
-27% -$519K 0.93% 26
2023
Q2 		$2.04M Buy
10,492
+2,831
+37% +$493K 1.28% 24
2023
Q1 		$1.26M Hold
7,661
– – 0.88% 29
2022
Q4 		$995K Sell
7,661
-1,632
-18% -$233K 0.71% 28
2022
Q3 		$1.28M Sell
9,293
-202
-2% -$31.7K 1% 28
2022
Q2 		$1.3M Buy
9,495
+2
+0% +$303 1.07% 25
2022
Q1 		$1.66M Buy
9,493
+764
+9% +$128K 1.38% 22
2021
Q4 		$1.55M Buy
8,729
+852
+11% +$135K 1.15% 24
2021
Q3 		$1.11M Sell
7,877
-1,315
-14% -$194K 0.91% 24
2021
Q2 		$1.26M Buy
9,192
+726
+9% +$94.1K 0.97% 25
2021
Q1 		$1.03M Sell
8,466
-839
-9% -$108K 0.85% 28
2020
Q4 		$1.23M Buy
+9,305
New +$1.12M 1.14% 22

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

AllGen Financial Advisors's AAPL Position: Q1 2026 in Review

AllGen Financial Advisors held its Apple (AAPL) position steady in Q1 2026 at 6,225 shares worth $1.58M. The position accounts for 0.37% of the portfolio, ranked #25.

AllGen Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.3M in Q3 2025. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • AllGen Financial Advisors held 6,225 shares of Apple worth $1.58M as of Q1 2026.
  • AllGen Financial Advisors left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.37% of AllGen Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • AllGen Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • AllGen Financial Advisors's Apple position peaked at $2.3M in Q3 2025.
  • 6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.