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Avanda Investment Management’s Apple AAPL Stock Holding History

Avanda Investment 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 		$736K Buy
2,900
+300
+12% +$78.1K 1.17% 18
2025
Q4 		$707K Buy
+2,600
New +$698K 0.7% 23
2024
Q4 		– Sell
-41,450
Closed -$9.66M – 24
2024
Q3 		$9.66M Sell
41,450
-45,180
-52% -$10.1M 1.88% 10
2024
Q2 		$18.2M Sell
86,630
-8,131
-9% -$1.52M 2.76% 10
2024
Q1 		$16.2M Sell
94,761
-94,572
-50% -$17.2M 2.18% 11
2023
Q4 		$36.5M Buy
+189,333
New +$35M 3.56% 6

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

Avanda Investment Management's AAPL Position: Q1 2026 in Review

Avanda Investment Management increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $78.1K and bringing the position to 2,900 shares worth $736K. The position accounts for 1.17% of the portfolio, ranked #18.

Avanda Investment Management first reported a position in AAPL in Q4 2023 and has held it in 6 quarters since. The position peaked at $36.5M in Q4 2023. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Avanda Investment Management held 2,900 shares of Apple worth $736K as of Q1 2026.
  • Avanda Investment Management bought 300 Apple shares in Q1 2026, an estimated $78.1K.
  • Apple made up 1.17% of Avanda Investment Management's portfolio in Q1 2026, its #18 holding.
  • Avanda Investment Management first reported a position in Apple in Q4 2023 and has held it in 6 quarters since.
  • Avanda Investment Management's Apple position peaked at $36.5M in Q4 2023.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Avanda Investment Management's 13F filing for Q1 2026, filed 5 May 2026.