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AssuredPartners Investment Advisors’s Apple AAPL Stock Holding History

AssuredPartners Investment 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 		$21.2M Buy
81,715
+18,778
+30% +$4.89M 2.3% 5
2025
Q4 		$17.1M Buy
62,937
+31,759
+102% +$8.53M 2.55% 6
2025
Q3 		$7.94M Buy
31,178
+252
+0.8% +$56.9K 1.77% 14
2025
Q2 		$6.35M Sell
30,926
-34,849
-53% -$7.04M 1.55% 18
2025
Q1 		$14.6M Sell
65,775
-1,627
-2% -$377K 2.82% 4
2024
Q4 		$16.9M Buy
+67,402
New +$15.9M 3.29% 3

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

AssuredPartners Investment Advisors's AAPL Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Apple (AAPL) stake by 30% in Q1 2026, buying an estimated $4.89M and bringing the position to 81,715 shares worth $21.2M. The position accounts for 2.3% of the portfolio, ranked #5.

AssuredPartners Investment Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • AssuredPartners Investment Advisors held 81,715 shares of Apple worth $21.2M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 18,778 Apple shares in Q1 2026, an estimated $4.89M.
  • Apple made up 2.3% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #5 holding.
  • AssuredPartners Investment Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.