AAG
AAPL icon

Avalon Advisory Group’s Apple AAPL Stock Holding History

Avalon Advisory Group’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 		$369K Hold
1,452
– – 0.15% 10
2025
Q4 		$395K Sell
1,452
-1,161
-44% -$312K 0.16% 10
2025
Q3 		$665K Sell
2,613
-15
-0.6% -$3.39K 0.27% 14
2025
Q2 		$539K Buy
2,628
+6
+0.2% +$1.21K 0.23% 13
2025
Q1 		$582K Hold
2,622
– – 0.27% 12
2024
Q4 		$657K Hold
2,622
– – 0.3% 11
2024
Q3 		$611K Hold
2,622
– – 0.28% 11
2024
Q2 		$552K Sell
2,622
-191
-7% -$35.6K 0.26% 12
2024
Q1 		$482K Buy
+2,813
New +$511K 0.23% 11
2022
Q4 		– Sell
-1,852
Closed -$256K – 8
2022
Q3 		$256K Buy
1,852
+4
+0.2% +$628 0.16% 9
2022
Q2 		$253K Buy
+1,848
New +$280K 0.15% 9

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

Avalon Advisory Group's AAPL Position: Q1 2026 in Review

Avalon Advisory Group held its Apple (AAPL) position steady in Q1 2026 at 1,452 shares worth $369K. The position accounts for 0.15% of the portfolio, ranked #10.

Avalon Advisory Group first reported a position in AAPL in Q2 2022 and has held it in 11 quarters since. The position peaked at $665K in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Avalon Advisory Group held 1,452 shares of Apple worth $369K as of Q1 2026.
  • Avalon Advisory Group left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.15% of Avalon Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Avalon Advisory Group first reported a position in Apple in Q2 2022 and has held it in 11 quarters since.
  • Avalon Advisory Group's Apple position peaked at $665K in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Avalon Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.