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IBEX Wealth Advisors’s Apple AAPL Stock Holding History

IBEX Wealth 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
2019
Q3 		– Sell
-100
Closed -$12K – 95
2019
Q2 		$12K Buy
+100
New +$4.87K ﹤0.01% 310

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

IBEX Wealth Advisors's AAPL Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Apple (AAPL) stake by 3.7% in Q1 2026, buying an estimated $1.09M and bringing the position to 117,630 shares worth $29.9M. The position accounts for 2.78% of the portfolio, ranked #3.

IBEX Wealth Advisors first reported a position in AAPL in Q4 2016 and has held it in 35 quarters since. The position peaked at $31.9M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • IBEX Wealth Advisors held 117,630 shares of Apple worth $29.9M as of Q1 2026.
  • IBEX Wealth Advisors bought 4,181 Apple shares in Q1 2026, an estimated $1.09M.
  • Apple made up 2.78% of IBEX Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • IBEX Wealth Advisors first reported a position in Apple in Q4 2016 and has held it in 35 quarters since.
  • IBEX Wealth Advisors's Apple position peaked at $31.9M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.