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Elevated Capital Advisors’s Apple AAPL Stock Holding History

Elevated 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
Q2 		$9.5M Sell
32,827
-13,171
-29% -$3.77M 2.61% 6
2026
Q1 		$11.7M Sell
45,998
-4,274
-9% -$1.11M 2.94% 2
2025
Q4 		$13.7M Sell
50,272
-84
-0.2% -$22.6K 3.19% 1
2025
Q3 		$12.8M Buy
50,356
+701
+1% +$158K 3.19% 2
2025
Q2 		$11M Hold
49,655
– – 3.09% 2
2025
Q1 		$11M Buy
49,655
+1,297
+3% +$300K 3.09% 2
2024
Q4 		$12.1M Buy
48,358
+3,488
+8% +$822K 3.3% 2
2024
Q3 		$10.5M Buy
44,870
+9,515
+27% +$2.12M 2.78% 2
2024
Q2 		$7.45M Buy
35,355
+2,163
+7% +$403K 2.09% 7
2024
Q1 		$5.69M Buy
33,192
+1,278
+4% +$232K 1.63% 12
2023
Q4 		$6.14M Buy
31,914
+803
+3% +$148K 1.92% 10
2023
Q3 		$5.33M Buy
31,111
+320
+1% +$58.7K 1.81% 11
2023
Q2 		$5.97M Buy
30,791
+609
+2% +$106K 1.99% 7
2023
Q1 		$4.98M Buy
30,182
+128
+0.4% +$18.9K 1.78% 10
2022
Q4 		$3.9M Buy
30,054
+2,163
+8% +$309K 1.49% 18
2022
Q3 		$3.85M Buy
+27,891
New +$4.38M 1.52% 18
2022
Q1 		$5.75M Buy
+32,911
New +$5.53M 1.9% 6
2021
Q3 		$4.74M Buy
+33,517
New +$4.93M 1.64% 11
2021
Q1 		$4.17M Sell
31,340
-1,825
-6% -$234K 1.62% 12
2020
Q4 		$4.4M Buy
33,165
+1,860
+6% +$224K 1.91% 9
2020
Q3 		$3.63M Sell
31,305
-93,927
-75% -$10.2M 1.7% 12
2020
Q2 		$4.11M Buy
+125,232
New +$9.7M 1.93% 12
2019
Q4 		$2.67M Buy
+36,428
New +$2.34M 2.97% 5
2019
Q1 		$3.1M Buy
+43,612
New +$1.85M 2.05% 8

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Elevated Capital Advisors's AAPL Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Apple (AAPL) stake by 29% in Q2 2026, selling an estimated $3.77M and leaving 32,827 shares worth $9.5M. The position accounts for 2.61% of the portfolio, ranked #6.

Elevated Capital Advisors first reported a position in AAPL in Q1 2019 and has held it in 24 quarters since. The position peaked at $13.7M in Q4 2025. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Elevated Capital Advisors held 32,827 shares of Apple worth $9.5M as of Q2 2026.
  • Elevated Capital Advisors sold 13,171 Apple shares in Q2 2026, an estimated $3.77M.
  • Apple made up 2.61% of Elevated Capital Advisors's portfolio in Q2 2026, its #6 holding.
  • Elevated Capital Advisors first reported a position in Apple in Q1 2019 and has held it in 24 quarters since.
  • Elevated Capital Advisors's Apple position peaked at $13.7M in Q4 2025.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.