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
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 $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

Avant Capital's AAPL Position: Q1 2026 in Review

Avant Capital increased its Apple (AAPL) stake by 4.2% in Q1 2026, buying an estimated $51.5K and bringing the position to 4,897 shares worth $1.24M. The position accounts for 0.87% of the portfolio, ranked #30.

Avant Capital first reported a position in AAPL in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Avant Capital held 4,897 shares of Apple worth $1.24M as of Q1 2026.
  • Avant Capital bought 198 Apple shares in Q1 2026, an estimated $51.5K.
  • Apple made up 0.87% of Avant Capital's portfolio in Q1 2026, its #30 holding.
  • Avant Capital first reported a position in Apple in Q4 2021 and has held it in 14 quarters since.
  • Avant Capital's Apple position peaked at $1.28M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.