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Allium Financial Advisors’s Apple AAPL Stock Holding History

Allium Financial Advisors’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 		$5.74M Buy
22,631
+889
+4% +$231K 4.61% 4
2025
Q4 		$5.91M Sell
21,742
-1,717
-7% -$461K 4.69% 6
2025
Q3 		$5.97M Sell
23,459
-1,622
-6% -$366K 4.94% 5
2025
Q2 		$5.15M Sell
25,081
-793
-3% -$160K 4.48% 6
2025
Q1 		$5.75M Buy
+25,874
New +$5.99M 5.24% 4

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

Allium Financial Advisors's AAPL Position: Q1 2026 in Review

Allium Financial Advisors increased its Apple (AAPL) stake by 4.1% in Q1 2026, buying an estimated $231K and bringing the position to 22,631 shares worth $5.74M. The position accounts for 4.61% of the portfolio, ranked #4.

Allium Financial Advisors first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.97M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Allium Financial Advisors held 22,631 shares of Apple worth $5.74M as of Q1 2026.
  • Allium Financial Advisors bought 889 Apple shares in Q1 2026, an estimated $231K.
  • Apple made up 4.61% of Allium Financial Advisors's portfolio in Q1 2026, its #4 holding.
  • Allium Financial Advisors first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Apple position peaked at $5.97M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.