Asset Allocation Strategies’s Apple AAPL Stock Holding History

Asset Allocation Strategies’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	$2.24M	Buy	8,827 +1,080	+14%	+$281K	0.4%	56
2025 Q4	$2.11M	Buy	7,747 +120	+2%	+$32.2K	0.39%	57
2025 Q3	$1.94M	Buy	7,627 +168	+2%	+$38K	0.38%	61
2025 Q2	$1.53M	Buy	7,459 +154	+2%	+$31.1K	0.34%	64
2025 Q1	$1.62M	Sell	7,305 -243	-3%	-$56.3K	0.4%	63
2024 Q4	$1.79M	Sell	7,548 -33	-0.4%	-$7.78K	0.43%	54
2024 Q3	$1.77M	Buy	7,581 +589	+8%	+$132K	0.5%	47
2024 Q2	$1.47M	Sell	6,992 -240	-3%	-$44.8K	0.5%	37
2024 Q1	$1.24M	Buy	7,232 +520	+8%	+$94.6K	0.44%	40
2023 Q4	$1.29M	Buy	6,712 +2	+0%	+$369	0.5%	37
2023 Q3	$1.15M	Sell	6,710 -46	-0.7%	-$8.44K	0.53%	37
2023 Q2	$1.31M	Buy	+6,756	New	+$1.18M	0.62%	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

Asset Allocation Strategies's AAPL Position: Q1 2026 in Review

Asset Allocation Strategies increased its Apple (AAPL) stake by 14% in Q1 2026, buying an estimated $281K and bringing the position to 8,827 shares worth $2.24M. The position accounts for 0.4% of the portfolio, ranked #56.

Asset Allocation Strategies first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Asset Allocation Strategies held 8,827 shares of Apple worth $2.24M as of Q1 2026.
Asset Allocation Strategies bought 1,080 Apple shares in Q1 2026, an estimated $281K.
Apple made up 0.4% of Asset Allocation Strategies's portfolio in Q1 2026, its #56 holding.
Asset Allocation Strategies first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.