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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AAPL Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) increased its Apple (AAPL) stake by 0.94% in Q1 2026, buying an estimated $38.8K and bringing the position to 16,009 shares worth $4.06M. The position accounts for 0.88% of the portfolio, ranked #19.

Alliance Wealth Advisors (Utah) first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.49M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Alliance Wealth Advisors (Utah) held 16,009 shares of Apple worth $4.06M as of Q1 2026.
Alliance Wealth Advisors (Utah) bought 149 Apple shares in Q1 2026, an estimated $38.8K.
Apple made up 0.88% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #19 holding.
Alliance Wealth Advisors (Utah) first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Alliance Wealth Advisors (Utah)'s Apple position peaked at $6.49M in Q4 2024.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.