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Guardian Wealth Advisors (North Carolina)’s Apple AAPL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$27.3M Sell
107,707
-4,535
-4% -$1.18M 1.72% 14
2025
Q4 		$30.5M Buy
112,242
+4,704
+4% +$1.26M 1.9% 13
2025
Q3 		$27.4M Buy
107,538
+484
+0.5% +$109K 1.78% 13
2025
Q2 		$22M Buy
107,054
+9,853
+10% +$1.99M 1.55% 14
2025
Q1 		$21.6M Buy
97,201
+4,129
+4% +$957K 1.73% 11
2024
Q4 		$23.3M Buy
93,072
+7,776
+9% +$1.83M 1.84% 10
2024
Q3 		$19.9M Sell
85,296
-2,884
-3% -$644K 2.11% 10
2024
Q2 		$18.6M Buy
88,180
+1,691
+2% +$315K 2.17% 11
2024
Q1 		$14.8M Sell
86,489
-389
-0.4% -$70.7K 1.81% 11
2023
Q4 		$16.7M Sell
86,878
-1,520
-2% -$281K 2.54% 9
2023
Q3 		$15.1M Sell
88,398
-1,159
-1% -$213K 2.57% 8
2023
Q2 		$17.4M Buy
89,557
+4,170
+5% +$727K 2.98% 7
2023
Q1 		$14.1M Buy
85,387
+322
+0.4% +$47.5K 2.47% 10
2022
Q4 		$11.1M Sell
85,065
-1,711
-2% -$245K 2.12% 11
2022
Q3 		$12M Sell
86,776
-1,003
-1% -$157K 2.24% 10
2022
Q2 		$12M Buy
87,779
+42,816
+95% +$6.48M 2.19% 10
2022
Q1 		$7.85M Buy
44,963
+2,469
+6% +$415K 3.39% 6
2021
Q4 		$7.55M Buy
+42,494
New +$6.72M 3.24% 6

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

Guardian Wealth Advisors (North Carolina)'s AAPL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Apple (AAPL) stake by 4% in Q1 2026, selling an estimated $1.18M and leaving 107,707 shares worth $27.3M. The position accounts for 1.72% of the portfolio, ranked #14.

Guardian Wealth Advisors (North Carolina) first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.5M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 107,707 shares of Apple worth $27.3M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 4,535 Apple shares in Q1 2026, an estimated $1.18M.
  • Apple made up 1.72% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #14 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Apple position peaked at $30.5M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.