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 Q1	–	Sell	-200	Closed	-$50.1K	–	1135
2024 Q4	$50.1K	Hold	200	–	–	﹤0.01%	905
2024 Q3	$46.6K	Buy	+200	New	+$44.7K	﹤0.01%	891
2024 Q2	–	Sell	-200	Closed	-$34	–	859
2024 Q1	$34	Hold	200	–	–	﹤0.01%	730
2023 Q4	$39	Buy	200 +100	+100%	+$18.5K	﹤0.01%	736
2023 Q3	$17	Buy	+100	New	+$18.3K	﹤0.01%	716
2022 Q3	–	Sell	-1,000	Closed	-$137K	–	526
2022 Q2	$137K	Buy	+1,000	New	+$151K	0.02%	523

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

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.