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Helium Advisors’s Apple AAPL Stock Holding History

Helium 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
Q1 		$3.96M Sell
15,614
-1,060
-6% -$276K 3.77% 6
2025
Q4 		$4.53M Sell
16,674
-6,781
-29% -$1.82M 4.59% 6
2025
Q3 		$5.97M Sell
23,455
-5,278
-18% -$1.19M 4.99% 6
2025
Q2 		$5.9M Sell
28,733
-902
-3% -$182K 3.73% 7
2025
Q1 		$6.58M Sell
29,635
-3,040
-9% -$704K 4.79% 7
2024
Q4 		$8.18M Buy
+32,675
New +$7.7M 6.48% 4

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

Helium Advisors's AAPL Position: Q1 2026 in Review

Helium Advisors reduced its Apple (AAPL) stake by 6.4% in Q1 2026, selling an estimated $276K and leaving 15,614 shares worth $3.96M. The position accounts for 3.77% of the portfolio, ranked #6.

Helium Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.18M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Helium Advisors held 15,614 shares of Apple worth $3.96M as of Q1 2026.
  • Helium Advisors sold 1,060 Apple shares in Q1 2026, an estimated $276K.
  • Apple made up 3.77% of Helium Advisors's portfolio in Q1 2026, its #6 holding.
  • Helium Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's Apple position peaked at $8.18M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.