AWAU
AAPL icon

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

Alliance Wealth Advisors (Utah)’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 		$7.81M Buy
26,997
+10,988
+69% +$3.14M 1.47% 15
2026
Q1 		$4.06M Buy
16,009
+149
+0.9% +$38.8K 0.88% 19
2025
Q4 		$4.31M Buy
15,860
+3,966
+33% +$1.06M 0.93% 21
2025
Q3 		$3.03M Buy
11,894
+5,006
+73% +$1.13M 0.71% 43
2025
Q2 		$1.41M Sell
6,888
-9,038
-57% -$1.83M 0.34% 80
2025
Q1 		$3.54M Sell
15,926
-9,995
-39% -$2.32M 0.92% 35
2024
Q4 		$6.49M Sell
25,921
-928
-3% -$219K 1.67% 8
2024
Q3 		$6.26M Buy
26,849
+18,062
+206% +$4.03M 1.64% 6
2024
Q2 		$1.85M Buy
8,787
+93
+1% +$17.3K 0.54% 56
2024
Q1 		$1.49M Buy
8,694
+1,171
+16% +$213K 0.44% 65
2023
Q4 		$1.45M Buy
7,523
+152
+2% +$28.1K 0.49% 61
2023
Q3 		$1.26M Sell
7,371
-811
-10% -$149K 0.47% 62
2023
Q2 		$1.59M Buy
8,182
+192
+2% +$33.5K 0.59% 57
2023
Q1 		$1.32M Buy
7,990
+370
+5% +$54.6K 0.53% 57
2022
Q4 		$990K Buy
+7,620
New +$1.09M 0.44% 63

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 (Utah)'s AAPL Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its Apple (AAPL) stake by 69% in Q2 2026, buying an estimated $3.14M and bringing the position to 26,997 shares worth $7.81M. The position accounts for 1.47% of the portfolio, ranked #15.

Alliance Wealth Advisors (Utah) first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 26,997 shares of Apple worth $7.81M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 10,988 Apple shares in Q2 2026, an estimated $3.14M.
  • Apple made up 1.47% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #15 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.