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Avaii Wealth Management’s Apple AAPL Stock Holding History

Avaii Wealth Management’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 		$4.7M Buy
18,521
+232
+1% +$60.4K 1.64% 21
2025
Q4 		$4.97M Buy
18,289
+643
+4% +$173K 1.8% 20
2025
Q3 		$4.49M Buy
17,646
+670
+4% +$151K 1.71% 19
2025
Q2 		$3.48M Sell
16,976
-238
-1% -$48.1K 1.55% 19
2025
Q1 		$3.82M Buy
17,214
+801
+5% +$186K 2.04% 16
2024
Q4 		$4.11M Sell
16,413
-142
-0.9% -$33.5K 2.02% 17
2024
Q3 		$3.86M Sell
16,555
-1,030
-6% -$230K 1.95% 18
2024
Q2 		$3.7M Buy
17,585
+998
+6% +$186K 2.05% 16
2024
Q1 		$2.84M Sell
16,587
-677
-4% -$123K 1.67% 17
2023
Q4 		$3.32M Sell
17,264
-1,075
-6% -$198K 2.17% 9
2023
Q3 		$3.14M Buy
18,339
+1,423
+8% +$261K 2.38% 8
2023
Q2 		$3.28M Sell
16,916
-911
-5% -$159K 2.52% 8
2023
Q1 		$2.94M Buy
17,827
+2,196
+14% +$324K 2.56% 7
2022
Q4 		$2.03M Buy
15,631
+206
+1% +$29.4K 1.82% 13
2022
Q3 		$2.13M Sell
15,425
-973
-6% -$153K 2.21% 12
2022
Q2 		$2.24M Sell
16,398
-1,740
-10% -$264K 2.4% 10
2022
Q1 		$3.17M Buy
18,138
+3,352
+23% +$564K 2.93% 9
2021
Q4 		$2.63M Buy
+14,786
New +$2.34M 2.63% 8

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

Avaii Wealth Management's AAPL Position: Q1 2026 in Review

Avaii Wealth Management increased its Apple (AAPL) stake by 1.3% in Q1 2026, buying an estimated $60.4K and bringing the position to 18,521 shares worth $4.7M. The position accounts for 1.64% of the portfolio, ranked #21.

Avaii Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.97M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Avaii Wealth Management held 18,521 shares of Apple worth $4.7M as of Q1 2026.
  • Avaii Wealth Management bought 232 Apple shares in Q1 2026, an estimated $60.4K.
  • Apple made up 1.64% of Avaii Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Avaii Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Avaii Wealth Management's Apple position peaked at $4.97M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.