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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
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 $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

Alternative Investment Advisors's AAPL Position: Q1 2026 in Review

Alternative Investment Advisors increased its Apple (AAPL) stake by 2.2% in Q1 2026, buying an estimated $37.7K and bringing the position to 6,872 shares worth $1.74M. The position accounts for 0.76% of the portfolio, ranked #17.

Alternative Investment Advisors first reported a position in AAPL in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.06M in Q4 2023. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Alternative Investment Advisors held 6,872 shares of Apple worth $1.74M as of Q1 2026.
  • Alternative Investment Advisors bought 145 Apple shares in Q1 2026, an estimated $37.7K.
  • Apple made up 0.76% of Alternative Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Alternative Investment Advisors first reported a position in Apple in Q3 2023 and has held it in 11 quarters since.
  • Alternative Investment Advisors's Apple position peaked at $3.06M in Q4 2023.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.