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Archvest Wealth Advisors’s Apple AAPL Stock Holding History

Archvest Wealth 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 		$4.82M Sell
18,983
-880
-4% -$229K 3.11% 8
2025
Q4 		$5.4M Sell
19,863
-1,183
-6% -$318K 3.45% 8
2025
Q3 		$5.36M Sell
21,046
-3,184
-13% -$719K 4.75% 7
2025
Q2 		$4.97M Sell
24,230
-611
-2% -$123K 4.33% 7
2025
Q1 		$5.52M Sell
24,841
-1,124
-4% -$260K 4.57% 8
2024
Q4 		$6.5M Buy
25,965
+929
+4% +$219K 4.71% 8
2024
Q3 		$5.83M Sell
25,036
-1,162
-4% -$259K 3.7% 5
2024
Q2 		$5.68M Sell
26,198
-143
-0.5% -$26.7K 3.76% 5
2024
Q1 		$4.48M Buy
26,341
+1,217
+5% +$221K 3.17% 9
2023
Q4 		$4.84M Sell
25,124
-1,071
-4% -$198K 3.64% 7
2023
Q3 		$4.48M Sell
26,195
-232
-0.9% -$42.5K 3.65% 8
2023
Q2 		$5.13M Sell
26,427
-1,227
-4% -$214K 4.2% 8
2023
Q1 		$4.56M Buy
27,654
+1,793
+7% +$265K 4.04% 8
2022
Q4 		$3.36M Buy
25,861
+317
+1% +$45.3K 3.32% 11
2022
Q3 		$3.53M Sell
25,544
-24
-0.1% -$3.77K 3.62% 8
2022
Q2 		$3.5M Buy
25,568
+877
+4% +$133K 3.48% 10
2022
Q1 		$4.31M Sell
24,691
-258
-1% -$43.4K 3.89% 9
2021
Q4 		$4.43M Buy
+24,949
New +$3.94M 3.84% 9

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

Archvest Wealth Advisors's AAPL Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its Apple (AAPL) stake by 4.4% in Q1 2026, selling an estimated $229K and leaving 18,983 shares worth $4.82M. The position accounts for 3.11% of the portfolio, ranked #8.

Archvest Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.5M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Archvest Wealth Advisors held 18,983 shares of Apple worth $4.82M as of Q1 2026.
  • Archvest Wealth Advisors sold 880 Apple shares in Q1 2026, an estimated $229K.
  • Apple made up 3.11% of Archvest Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Archvest Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Archvest Wealth Advisors's Apple position peaked at $6.5M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.