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Elevate Capital Advisors’s Apple AAPL Stock Holding History

Elevate Capital 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 		$2.42M Sell
9,546
-6,192
-39% -$1.61M 1.57% 19
2025
Q4 		$4.28M Buy
15,738
+1,013
+7% +$272K 2.83% 7
2025
Q3 		$3.75M Buy
14,725
+704
+5% +$159K 2.61% 9
2025
Q2 		$2.88M Sell
14,021
-4,412
-24% -$891K 2.29% 13
2025
Q1 		$4.09M Sell
18,433
-1,650
-8% -$382K 3.79% 5
2024
Q4 		$5.03M Buy
+20,083
New +$4.73M 4.43% 1

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

Elevate Capital Advisors's AAPL Position: Q1 2026 in Review

Elevate Capital Advisors reduced its Apple (AAPL) stake by 39% in Q1 2026, selling an estimated $1.61M and leaving 9,546 shares worth $2.42M. The position accounts for 1.57% of the portfolio, ranked #19.

Elevate Capital Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.03M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Elevate Capital Advisors held 9,546 shares of Apple worth $2.42M as of Q1 2026.
  • Elevate Capital Advisors sold 6,192 Apple shares in Q1 2026, an estimated $1.61M.
  • Apple made up 1.57% of Elevate Capital Advisors's portfolio in Q1 2026, its #19 holding.
  • Elevate Capital Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Elevate Capital Advisors's Apple position peaked at $5.03M in Q4 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.