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Alliance Wealth Management Group’s Apple AAPL Stock Holding History

Alliance Wealth Management Group’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 		$7.19M Buy
28,314
+84
+0.3% +$21.9K 1.57% 21
2025
Q4 		$7.67M Sell
28,230
-702
-2% -$188K 1.68% 20
2025
Q3 		$7.37M Sell
28,932
-1,157
-4% -$261K 1.64% 21
2025
Q2 		$6.17M Sell
30,089
-119
-0.4% -$24K 1.57% 21
2025
Q1 		$6.71M Sell
30,208
-1,600
-5% -$371K 1.81% 19
2024
Q4 		$7.97M Buy
31,808
+3,331
+12% +$785K 2.13% 16
2024
Q3 		$6.64M Buy
28,477
+420
+1% +$93.8K 1.77% 18
2024
Q2 		$5.91M Sell
28,057
-2,037
-7% -$380K 1.69% 19
2024
Q1 		$5.16M Buy
30,094
+755
+3% +$137K 1.51% 21
2023
Q4 		$5.65M Buy
+29,339
New +$5.42M 1.76% 18
2023
Q2 		$5.7M Sell
29,379
-783
-3% -$136K 1.85% 17
2023
Q1 		$4.97M Sell
30,162
-29
-0.1% -$4.28K 1.69% 17
2022
Q4 		$3.92M Buy
30,191
+2
+0% +$286 1.43% 20
2022
Q3 		$4.17M Hold
30,189
– – 1.62% 17
2022
Q2 		$4.13M Buy
30,189
+41
+0.1% +$6.21K 1.52% 19
2022
Q1 		$5.26M Buy
30,148
+412
+1% +$69.3K 1.71% 18
2021
Q4 		$5.28M Sell
29,736
-489
-2% -$77.3K 1.64% 17
2021
Q3 		$4.28M Buy
30,225
+2,290
+8% +$337K 1.39% 19
2021
Q2 		$3.83M Buy
27,935
+86
+0.3% +$11.1K 1.27% 21
2021
Q1 		$3.4M Sell
27,849
-110
-0.4% -$14.1K 1.28% 19
2020
Q4 		$3.71M Sell
27,959
-1,329
-5% -$160K 1.46% 19
2020
Q3 		$3.39M Sell
29,288
-448
-2% -$48.9K 1.46% 19
2020
Q2 		$2.71M Buy
29,736
+1,140
+4% +$88.3K 1.24% 20
2020
Q1 		$1.82M Buy
28,596
+120
+0.4% +$8.82K 0.97% 22
2019
Q4 		$2.09M Buy
28,476
+1,004
+4% +$64.6K 0.93% 22
2019
Q3 		$1.54M Sell
27,472
-2,100
-7% -$110K 0.74% 25
2019
Q2 		$1.46M Buy
29,572
+500
+2% +$24.4K 0.72% 26
2019
Q1 		$1.38M Buy
29,072
+8,164
+39% +$346K 0.73% 27
2018
Q4 		$825K Buy
20,908
+13,404
+179% +$650K 0.49% 31
2018
Q3 		$424K Sell
7,504
-520
-6% -$27.1K 0.23% 40
2018
Q2 		$371K Sell
8,024
-3,332
-29% -$151K 0.21% 46
2018
Q1 		$476K Sell
11,356
-3,292
-22% -$142K 0.22% 50
2017
Q4 		$620K Sell
14,648
-14,528
-50% -$607K 0.31% 42
2017
Q3 		$1.12M Buy
29,176
+14,984
+106% +$581K 0.29% 43
2017
Q2 		$511K Buy
14,192
+3,624
+34% +$134K 0.29% 46
2017
Q1 		$381K Sell
10,568
-1,444
-12% -$47.5K 0.22% 52
2016
Q4 		$348K Buy
12,012
+40
+0.3% +$1.13K 0.26% 27
2016
Q3 		$340K Buy
11,972
+40
+0.3% +$1.06K 0.24% 20
2016
Q2 		$285K Buy
11,932
+1,704
+17% +$42.3K 0.2% 21
2016
Q1 		$278K Sell
10,228
-56
-0.5% -$1.4K 0.24% 19
2015
Q4 		$271K Buy
+10,284
New +$294K 0.26% 27

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

Alliance Wealth Management Group's AAPL Position: Q1 2026 in Review

Alliance Wealth Management Group increased its Apple (AAPL) stake by 0.3% in Q1 2026, buying an estimated $21.9K and bringing the position to 28,314 shares worth $7.19M. The position accounts for 1.57% of the portfolio, ranked #21.

Alliance Wealth Management Group first reported a position in AAPL in Q4 2015 and has held it in 41 quarters since. The position peaked at $7.97M in Q4 2024. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Alliance Wealth Management Group held 28,314 shares of Apple worth $7.19M as of Q1 2026.
  • Alliance Wealth Management Group bought 84 Apple shares in Q1 2026, an estimated $21.9K.
  • Apple made up 1.57% of Alliance Wealth Management Group's portfolio in Q1 2026, its #21 holding.
  • Alliance Wealth Management Group first reported a position in Apple in Q4 2015 and has held it in 41 quarters since.
  • Alliance Wealth Management Group's Apple position peaked at $7.97M in Q4 2024.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.