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
2023 Q1	–	Sell	-200	Closed	-$640	–	699
2022 Q4	$640	Buy	+200	New	+$28.6K	﹤0.01%	698

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Great Valley Advisor Group's AAPL Position: Q2 2026 in Review

Great Valley Advisor Group increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $1.73M and bringing the position to 433,052 shares worth $125M. The position accounts for 1.98% of the portfolio, ranked #4.

Great Valley Advisor Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Great Valley Advisor Group held 433,052 shares of Apple worth $125M as of Q2 2026.
Great Valley Advisor Group bought 6,042 Apple shares in Q2 2026, an estimated $1.73M.
Apple made up 1.98% of Great Valley Advisor Group's portfolio in Q2 2026, its #4 holding.
Great Valley Advisor Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.