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Great Valley Advisor Group’s Apple AAPL Stock Holding History

Great Valley Advisor Group’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 		$108M Buy
427,010
+11,967
+3% +$3.11M 1.97% 5
2025
Q4 		$113M Buy
415,043
+4,157
+1% +$1.12M 2.17% 5
2025
Q3 		$105M Sell
410,886
-751
-0.2% -$170K 2.1% 4
2025
Q2 		$84.5M Sell
411,637
-25,966
-6% -$5.24M 1.87% 5
2025
Q1 		$97.2M Sell
437,603
-4,530
-1% -$1.05M 2.09% 4
2024
Q4 		$111M Sell
442,133
-7,217
-2% -$1.7M 2.48% 3
2024
Q3 		$105M Sell
449,350
-2,715
-0.6% -$606K 2.57% 3
2024
Q2 		$95.2M Buy
452,065
+14,189
+3% +$2.65M 2.66% 3
2024
Q1 		$75.1M Sell
437,876
-3,245
-0.7% -$590K 2.28% 3
2023
Q4 		$84.9M Buy
441,121
+14,501
+3% +$2.68M 2.98% 2
2023
Q3 		$73M Buy
426,620
+6,283
+1% +$1.15M 3.03% 2
2023
Q2 		$81.5M Sell
420,337
-2,544
-0.6% -$443K 3.42% 1
2023
Q1 		$69.7M Sell
422,881
-3,068
-0.7% -$453K 3.25% 2
2022
Q4 		$55.3M Sell
425,949
-18,217
-4% -$2.6M 2.83% 2
2022
Q3 		$61.4M Sell
444,166
-23,388
-5% -$3.67M 3.44% 1
2022
Q2 		$63.9M Buy
467,554
+188,837
+68% +$28.6M 3.51% 1
2022
Q1 		$48.8M Buy
278,717
+3,999
+1% +$672K 2.85% 1
2021
Q4 		$46.6M Buy
274,718
+6,220
+2% +$983K 2.88% 1
2021
Q3 		$38M Buy
268,498
+13,988
+5% +$2.06M 2.62% 2
2021
Q2 		$34M Buy
254,510
+14,872
+6% +$1.93M 2.51% 3
2021
Q1 		$29.3M Sell
239,638
-664
-0.3% -$85.2K 2.82% 3
2020
Q4 		$31.9M Buy
240,302
+2,929
+1% +$352K 3.3% 3
2020
Q3 		$27.5M Buy
237,373
+17,397
+8% +$1.9M 3.37% 3
2020
Q2 		$20.1M Buy
219,976
+16,032
+8% +$1.24M 3.28% 2
2020
Q1 		$13M Sell
203,944
-10,320
-5% -$759K 3.43% 2
2019
Q4 		$15.7M Buy
214,264
+18,832
+10% +$1.21M 3.5% 1
2019
Q3 		$10.9M Buy
195,432
+11,420
+6% +$597K 2.64% 3
2019
Q2 		$9.11M Buy
184,012
+37,656
+26% +$1.83M 2.29% 3
2019
Q1 		$6.95M Buy
146,356
+7,236
+5% +$307K 2.21% 3
2018
Q4 		$5.42M Buy
+139,120
New +$6.74M 2.03% 8

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

Great Valley Advisor Group's AAPL Position: Q1 2026 in Review

Great Valley Advisor Group increased its Apple (AAPL) stake by 2.9% in Q1 2026, buying an estimated $3.11M and bringing the position to 427,010 shares worth $108M. The position accounts for 1.97% of the portfolio, ranked #5.

Great Valley Advisor Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $113M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Great Valley Advisor Group held 427,010 shares of Apple worth $108M as of Q1 2026.
  • Great Valley Advisor Group bought 11,967 Apple shares in Q1 2026, an estimated $3.11M.
  • Apple made up 1.97% of Great Valley Advisor Group's portfolio in Q1 2026, its #5 holding.
  • Great Valley Advisor Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Apple position peaked at $113M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.