AF
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Aviso Financial’s Apple AAPL Stock Holding History

Aviso Financial’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 		$17.4M Buy
68,410
+995
+1% +$259K 0.62% 35
2025
Q4 		$18.3M Buy
67,415
+4,290
+7% +$1.15M 0.7% 30
2025
Q3 		$16.1M Buy
63,125
+9,170
+17% +$2.07M 0.65% 31
2025
Q2 		$11.1M Sell
53,955
-4,555
-8% -$920K 0.5% 36
2025
Q1 		$13M Sell
58,510
-4,018
-6% -$931K 0.64% 31
2024
Q4 		$15.7M Sell
62,528
-134
-0.2% -$31.6K 0.79% 30
2024
Q3 		$14.6M Buy
62,662
+4,601
+8% +$1.03M 0.72% 30
2024
Q2 		$12.2M Buy
+58,061
New +$10.8M 0.68% 31

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

Aviso Financial's AAPL Position: Q1 2026 in Review

Aviso Financial increased its Apple (AAPL) stake by 1.5% in Q1 2026, buying an estimated $259K and bringing the position to 68,410 shares worth $17.4M. The position accounts for 0.62% of the portfolio, ranked #35.

Aviso Financial first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.3M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Aviso Financial held 68,410 shares of Apple worth $17.4M as of Q1 2026.
  • Aviso Financial bought 995 Apple shares in Q1 2026, an estimated $259K.
  • Apple made up 0.62% of Aviso Financial's portfolio in Q1 2026, its #35 holding.
  • Aviso Financial first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Apple position peaked at $18.3M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.