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Alpha Financial Advisors’s Apple AAPL Stock Holding History

Alpha 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 		$955K Sell
3,764
-99
-3% -$25.8K 0.29% 25
2025
Q4 		$1.05M Buy
3,863
+186
+5% +$49.9K 0.32% 24
2025
Q3 		$936K Buy
3,677
+65
+2% +$14.7K 0.33% 22
2025
Q2 		$741K Buy
3,612
+918
+34% +$185K 0.29% 24
2025
Q1 		$598K Buy
2,694
+56
+2% +$13K 0.27% 20
2024
Q4 		$661K Sell
2,638
-189
-7% -$44.5K 0.3% 19
2024
Q3 		$659K Buy
2,827
+292
+12% +$65.2K 0.29% 18
2024
Q2 		$534K Buy
2,535
+41
+2% +$7.65K 0.26% 19
2024
Q1 		$428K Buy
2,494
+4
+0.2% +$727 0.2% 26
2023
Q4 		$479K Buy
2,490
+1,155
+87% +$213K 0.24% 20
2023
Q3 		$229K Buy
1,335
+300
+29% +$55K 0.14% 38
2023
Q2 		$201K Buy
+1,035
New +$180K 0.13% 40

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

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

Alpha Financial Advisors reduced its Apple (AAPL) stake by 2.6% in Q1 2026, selling an estimated $25.8K and leaving 3,764 shares worth $955K. The position accounts for 0.29% of the portfolio, ranked #25.

Alpha Financial Advisors first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Alpha Financial Advisors held 3,764 shares of Apple worth $955K as of Q1 2026.
  • Alpha Financial Advisors sold 99 Apple shares in Q1 2026, an estimated $25.8K.
  • Apple made up 0.29% of Alpha Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • Alpha Financial Advisors first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
  • Alpha Financial Advisors's Apple position peaked at $1.05M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.