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Elevation Capital Advisory’s Apple AAPL Stock Holding History

Elevation Capital 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 		– Sell
-743
Closed -$202K – 66
2025
Q4 		$202K Buy
+743
New +$199K 0.08% 64
2025
Q3 		– Sell
-2,166
Closed -$444K – 60
2025
Q2 		$444K Buy
+2,166
New +$437K 0.18% 48

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

Elevation Capital Advisory's AAPL Position: Q1 2026 in Review

Elevation Capital Advisory sold out of Apple (AAPL) in Q1 2026, closing a stake of 743 shares — an estimated $202K sold.

Elevation Capital Advisory first reported a position in AAPL in Q2 2025 and held it in 2 quarters. The position peaked at $444K in Q2 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Elevation Capital Advisory reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 743 Apple shares in Q1 2026, an estimated $202K.
  • Elevation Capital Advisory first reported a position in Apple in Q2 2025 and held it in 2 quarters.
  • Elevation Capital Advisory's Apple position peaked at $444K in Q2 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.