AC
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Avant Capital’s Apple AAPL Stock Holding History

Avant Capital’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
Q2 		$1.45M Buy
5,003
+106
+2% +$30.3K 0.91% 27
2026
Q1 		$1.24M Buy
4,897
+198
+4% +$51.5K 0.87% 30
2025
Q4 		$1.28M Sell
4,699
-115
-2% -$30.9K 0.88% 29
2025
Q3 		$1.23M Buy
4,814
+43
+0.9% +$9.71K 0.86% 30
2025
Q2 		$979K Buy
4,771
+19
+0.4% +$3.84K 0.76% 30
2025
Q1 		$1.06M Sell
4,752
-48
-1% -$11.1K 0.88% 27
2024
Q4 		$1.2M Buy
+4,800
New +$1.13M 1% 28
2023
Q3 		$826K Buy
4,825
+147
+3% +$27K 0.94% 28
2023
Q2 		$907K Sell
4,678
-115
-2% -$20K 1% 28
2023
Q1 		$790K Sell
4,793
-99
-2% -$14.6K 0.91% 29
2022
Q4 		$636K Sell
4,892
-418
-8% -$59.7K 0.78% 30
2022
Q3 		$734K Buy
5,310
+486
+10% +$76.3K 0.99% 29
2022
Q2 		$660K Buy
4,824
+3
+0.1% +$454 0.85% 29
2022
Q1 		$842K Buy
4,821
+105
+2% +$17.7K 0.94% 29
2021
Q4 		$837K Buy
+4,716
New +$745K 0.92% 28

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avant Capital's AAPL Position: Q2 2026 in Review

Avant Capital increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $30.3K and bringing the position to 5,003 shares worth $1.45M. The position accounts for 0.91% of the portfolio, ranked #27.

Avant Capital first reported a position in AAPL in Q4 2021 and has held it in 15 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Avant Capital held 5,003 shares of Apple worth $1.45M as of Q2 2026.
  • Avant Capital bought 106 Apple shares in Q2 2026, an estimated $30.3K.
  • Apple made up 0.91% of Avant Capital's portfolio in Q2 2026, its #27 holding.
  • Avant Capital first reported a position in Apple in Q4 2021 and has held it in 15 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.