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Alliance Wealth Advisors (Pennsylvania)’s Apple AAPL Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
Q3 		$5.36M Sell
16,094
-305
-2% -$98K 1.69% 11
2026
Q2 		$4.75M Sell
16,399
-184
-1% -$52.6K 1.54% 11
2026
Q1 		$4.21M Sell
16,583
-171
-1% -$44.5K 1.84% 9
2025
Q4 		$4.55M Sell
16,754
-346
-2% -$92.9K 1.98% 9
2025
Q3 		$4.35M Buy
17,100
+57
+0.3% +$12.9K 1.95% 11
2025
Q2 		$3.5M Sell
17,043
-440
-3% -$88.9K 1.79% 11
2025
Q1 		$3.88M Sell
17,483
-693
-4% -$161K 2.2% 9
2024
Q4 		$4.55M Sell
18,176
-513
-3% -$121K 2.54% 6
2024
Q3 		$4.35M Buy
18,689
+33
+0.2% +$7.37K 2.49% 6
2024
Q2 		$3.93M Sell
18,656
-1,003
-5% -$187K 2.47% 7
2024
Q1 		$3.37M Sell
19,659
-332
-2% -$60.4K 2.13% 7
2023
Q4 		$3.85M Sell
19,991
-506
-2% -$93.4K 2.54% 7
2023
Q3 		$3.51M Sell
20,497
-1,275
-6% -$234K 2.54% 7
2023
Q2 		$4.22M Sell
21,772
-771
-3% -$134K 3% 7
2023
Q1 		$3.72M Buy
22,543
+1,963
+10% +$290K 2.79% 6
2022
Q4 		$2.67M Sell
20,580
-909
-4% -$130K 2.23% 8
2022
Q3 		$2.97M Sell
21,489
-183
-0.8% -$28.7K 2.76% 7
2022
Q2 		$2.96M Sell
21,672
-250
-1% -$37.9K 2.56% 8
2022
Q1 		$3.83M Sell
21,922
-207
-0.9% -$34.8K 3.17% 5
2021
Q4 		$3.93M Sell
22,129
-1,074
-5% -$170K 3.2% 6
2021
Q3 		$3.28M Sell
23,203
-100
-0.4% -$14.7K 2.91% 6
2021
Q2 		$3.19M Buy
23,303
+124
+0.5% +$16.1K 2.87% 6
2021
Q1 		$2.83M Buy
23,179
+454
+2% +$58.3K 2.79% 6
2020
Q4 		$3.02M Buy
+22,725
New +$2.73M 3.16% 5

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s AAPL Position: Q3 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Apple (AAPL) stake by 1.9% in Q3 2026, selling an estimated $98K and leaving 16,094 shares worth $5.36M. The position accounts for 1.69% of the portfolio, ranked #11.

Alliance Wealth Advisors (Pennsylvania) first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 16,094 shares of Apple worth $5.36M as of Q3 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 305 Apple shares in Q3 2026, an estimated $98K.
  • Apple made up 1.69% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q3 2026, its #11 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2026, filed 14 Oct 2026.