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Arkadios Wealth Advisors’s Apple AAPL Stock Holding History

Arkadios 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
2025
Q3 		– Sell
-1,700
Closed -$349K – 1475
2025
Q2 		$349K Buy
+1,700
New +$343K 0.01% 998
2023
Q1 		– Sell
-2,500
Closed -$325 – 605
2022
Q4 		$325 Buy
+2,500
New +$357K ﹤0.01% 562

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

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

Arkadios Wealth Advisors increased its Apple (AAPL) stake by 6.7% in Q1 2026, buying an estimated $11.3M and bringing the position to 691,690 shares worth $176M. The position accounts for 2.86% of the portfolio, ranked #1.

Arkadios Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $176M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Arkadios Wealth Advisors held 691,690 shares of Apple worth $176M as of Q1 2026.
  • Arkadios Wealth Advisors bought 43,242 Apple shares in Q1 2026, an estimated $11.3M.
  • Apple made up 2.86% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Arkadios Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Apple position peaked at $176M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.