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Elevate Wealth Advisory’s Apple AAPL Stock Holding History

Elevate Wealth Advisory’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 		$643K Buy
2,533
+305
+14% +$79.4K 0.41% 37
2025
Q4 		$606K Buy
2,228
+144
+7% +$38.7K 0.41% 39
2025
Q3 		$531K Sell
2,084
-7,666
-79% -$1.73M 0.39% 38
2025
Q2 		$2M Sell
9,750
-654
-6% -$132K 1.42% 17
2025
Q1 		$2.31M Buy
10,404
+1,684
+19% +$390K 1.64% 16
2024
Q4 		$2.18M Buy
8,720
+376
+5% +$88.6K 1.64% 15
2024
Q3 		$1.94M Buy
8,344
+2
+0% +$447 1.44% 18
2024
Q2 		$1.76M Buy
8,342
+20
+0.2% +$3.73K 1.43% 19
2024
Q1 		$1.43M Sell
8,322
-482
-5% -$87.6K 1.24% 21
2023
Q4 		$1.7M Buy
+8,804
New +$1.63M 1.55% 19

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 Wealth Advisory's AAPL Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Apple (AAPL) stake by 14% in Q1 2026, buying an estimated $79.4K and bringing the position to 2,533 shares worth $643K. The position accounts for 0.41% of the portfolio, ranked #37.

Elevate Wealth Advisory first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q1 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Elevate Wealth Advisory held 2,533 shares of Apple worth $643K as of Q1 2026.
  • Elevate Wealth Advisory bought 305 Apple shares in Q1 2026, an estimated $79.4K.
  • Apple made up 0.41% of Elevate Wealth Advisory's portfolio in Q1 2026, its #37 holding.
  • Elevate Wealth Advisory first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Elevate Wealth Advisory's Apple position peaked at $2.31M in Q1 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.