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Alternative Investment Advisors’s Apple AAPL Stock Holding History

Alternative Investment 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
Q2 		$2.06M Buy
7,129
+257
+4% +$73.5K 0.78% 19
2026
Q1 		$1.74M Buy
6,872
+145
+2% +$37.7K 0.76% 17
2025
Q4 		$1.83M Buy
6,727
+731
+12% +$196K 0.79% 17
2025
Q3 		$1.53M Buy
5,996
+114
+2% +$25.8K 0.69% 17
2025
Q2 		$1.21M Buy
5,882
+35
+0.6% +$7.07K 0.6% 20
2025
Q1 		$1.3M Sell
5,847
-580
-9% -$134K 0.69% 21
2024
Q4 		$1.61M Buy
6,427
+596
+10% +$140K 0.84% 18
2024
Q3 		$1.36M Buy
5,831
+366
+7% +$81.7K 0.71% 24
2024
Q2 		$1.15M Buy
5,465
+199
+4% +$37.1K 0.66% 23
2024
Q1 		$895K Sell
5,266
-10,606
-67% -$1.93M 0.54% 29
2023
Q4 		$3.06M Sell
15,872
-1,085
-6% -$200K 1.99% 16
2023
Q3 		$2.9M Buy
+16,957
New +$3.11M 2.03% 18

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

Alternative Investment Advisors's AAPL Position: Q2 2026 in Review

Alternative Investment Advisors increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $73.5K and bringing the position to 7,129 shares worth $2.06M. The position accounts for 0.78% of the portfolio, ranked #19.

Alternative Investment Advisors first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q4 2023. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alternative Investment Advisors held 7,129 shares of Apple worth $2.06M as of Q2 2026.
  • Alternative Investment Advisors bought 257 Apple shares in Q2 2026, an estimated $73.5K.
  • Apple made up 0.78% of Alternative Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Alternative Investment Advisors first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • Alternative Investment Advisors's Apple position peaked at $3.06M in Q4 2023.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.