Diversify Advisory Services’s Apple AAPL Stock Holding History

Diversify Advisory Services’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	$35.7M	Sell	132,290 -222,356	-63%	-$57.9M	5.46%	2
2025 Q4	$90.6M	Buy	354,646 +23,605	+7%	+$6.34M	2.87%	5
2025 Q3	$89.1M	Buy	331,041 +34,918	+12%	+$7.89M	2.99%	5
2025 Q2	$68M	Buy	296,123 +61,817	+26%	+$12.5M	2.6%	7
2025 Q1	$49.5M	Sell	234,306 -24,517	-9%	-$5.68M	3.09%	6
2024 Q4	$61.3M	Sell	258,823 -29,526	-10%	-$6.96M	3.38%	5
2024 Q3	$68M	Sell	288,349 -418	-0.1%	-$93.3K	3.66%	4
2024 Q2	$66M	Buy	288,767 +10,951	+4%	+$2.04M	3.62%	4
2024 Q1	$47.2M	Buy	+277,816	New	+$50.5M	2.78%	5

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diversify Advisory Services's AAPL Position: Q1 2026 in Review

Diversify Advisory Services reduced its Apple (AAPL) stake by 63% in Q1 2026, selling an estimated $57.9M and leaving 132,290 shares worth $35.7M. The position accounts for 5.46% of the portfolio, ranked #2.

Diversify Advisory Services first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $90.6M in Q4 2025. 6,081 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Diversify Advisory Services held 132,290 shares of Apple worth $35.7M as of Q1 2026.
Diversify Advisory Services sold 222,356 Apple shares in Q1 2026, an estimated $57.9M.
Apple made up 5.46% of Diversify Advisory Services's portfolio in Q1 2026, its #2 holding.
Diversify Advisory Services first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Apple position peaked at $90.6M in Q4 2025.
6,081 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.