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Balanced Rock Investment Advisors’s Apple AAPL Stock Holding History

Balanced Rock Investment Advisors’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 		$784K Buy
3,088
+689
+29% +$179K 0.55% 42
2025
Q4 		$652K Buy
2,399
+31
+1% +$8.32K 0.46% 46
2025
Q3 		$603K Buy
2,368
+75
+3% +$16.9K 0.44% 46
2025
Q2 		$470K Buy
2,293
+141
+7% +$28.5K 0.37% 58
2025
Q1 		$478K Buy
2,152
+3
+0.1% +$695 0.38% 49
2024
Q4 		$538K Buy
2,149
+98
+5% +$23.1K 0.43% 42
2024
Q3 		$478K Sell
2,051
-34
-2% -$7.59K 0.37% 51
2024
Q2 		$439K Sell
2,085
-73
-3% -$13.6K 0.37% 55
2024
Q1 		$370K Buy
2,158
+90
+4% +$16.4K 0.32% 62
2023
Q4 		$398K Buy
+2,068
New +$382K 0.35% 63

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

Balanced Rock Investment Advisors's AAPL Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Apple (AAPL) stake by 29% in Q1 2026, buying an estimated $179K and bringing the position to 3,088 shares worth $784K. The position accounts for 0.55% of the portfolio, ranked #42.

Balanced Rock Investment Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Balanced Rock Investment Advisors held 3,088 shares of Apple worth $784K as of Q1 2026.
  • Balanced Rock Investment Advisors bought 689 Apple shares in Q1 2026, an estimated $179K.
  • Apple made up 0.55% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #42 holding.
  • Balanced Rock Investment Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.