Altiora Financial Group’s Apple AAPL Stock Holding History

Altiora Financial 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	$2.58M	Sell	10,181 -20	-0.2%	-$5.21K	0.43%	38
2025 Q4	$2.77M	Sell	10,201 -436	-4%	-$117K	0.48%	37
2025 Q3	$2.71M	Buy	10,637 +47	+0.4%	+$10.6K	0.5%	31
2025 Q2	$2.17M	Hold	10,590	–	–	0.42%	35
2025 Q1	$2.35M	Sell	10,590 -125	-1%	-$29K	0.5%	31
2024 Q4	$2.68M	Buy	10,715 +4,209	+65%	+$992K	0.58%	32
2024 Q3	$1.52M	Hold	6,506	–	–	0.34%	37
2024 Q2	$1.37M	Hold	6,506	–	–	0.33%	39
2024 Q1	$1.12M	Hold	6,506	–	–	0.3%	36
2023 Q4	$1.25M	Buy	6,506 +2,144	+49%	+$396K	0.36%	32
2023 Q3	$747K	Buy	4,362 +68	+2%	+$12.5K	0.35%	30
2023 Q2	$833K	Sell	4,294 -200	-4%	-$34.9K	0.37%	30
2023 Q1	$741K	Buy	4,494 +751	+20%	+$111K	0.34%	29
2022 Q4	$486K	Buy	+3,743	New	+$535K	0.24%	35

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altiora Financial Group's AAPL Position: Q1 2026 in Review

Altiora Financial Group reduced its Apple (AAPL) stake by 0.2% in Q1 2026, selling an estimated $5.21K and leaving 10,181 shares worth $2.58M. The position accounts for 0.43% of the portfolio, ranked #38.

Altiora Financial Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.77M in Q4 2025. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Altiora Financial Group held 10,181 shares of Apple worth $2.58M as of Q1 2026.
Altiora Financial Group sold 20 Apple shares in Q1 2026, an estimated $5.21K.
Apple made up 0.43% of Altiora Financial Group's portfolio in Q1 2026, its #38 holding.
Altiora Financial Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's Apple position peaked at $2.77M in Q4 2025.
6,079 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.