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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
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

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

Alliance Wealth Advisors (Pennsylvania)'s AAPL Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $52.6K and leaving 16,399 shares worth $4.75M. The position accounts for 1.54% of the portfolio, ranked #11.

Alliance Wealth Advisors (Pennsylvania) first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 16,399 shares of Apple worth $4.75M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 184 Apple shares in Q2 2026, an estimated $52.6K.
  • Apple made up 1.54% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #11 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.