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IFS Advisors’s Apple AAPL Stock Holding History

IFS 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 		$461K Buy
1,816
+47
+3% +$12.2K 0.24% 19
2025
Q4 		$481K Sell
1,769
-125
-7% -$33.6K 0.25% 19
2025
Q3 		$482K Buy
1,894
+18
+1% +$4.07K 0.28% 18
2025
Q2 		$385K Sell
1,876
-100
-5% -$20.2K 0.29% 12
2025
Q1 		$439K Sell
1,976
-20
-1% -$4.63K 0.36% 11
2024
Q4 		$500K Buy
1,996
+226
+13% +$53.3K 0.39% 10
2024
Q3 		$413K Hold
1,770
– – 0.33% 10
2024
Q2 		$373K Hold
1,770
– – 0.31% 10
2024
Q1 		$304K Hold
1,770
– – 0.27% 11
2023
Q4 		$341K Buy
1,770
+20
+1% +$3.69K 0.41% 10
2023
Q3 		$300K Sell
1,750
-170
-9% -$31.2K 0.56% 9
2023
Q2 		$372K Buy
1,920
+839
+78% +$146K 0.92% 5
2023
Q1 		$178K Hold
1,081
– – 0.73% 6
2022
Q4 		$141K Hold
1,081
– – 0.24% 11
2022
Q3 		$149K Buy
1,081
+560
+107% +$87.9K 0.27% 9
2022
Q2 		$71K Hold
521
– – 0.19% 15
2022
Q1 		$90K Buy
521
+1
+0.2% +$168 0.08% 18
2021
Q4 		$92K Buy
+520
New +$82.2K 0.06% 31
2021
Q1 		– Sell
-721
Closed -$95K – 25
2020
Q4 		$95K Buy
+721
New +$86.7K 0.07% 27

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

IFS Advisors's AAPL Position: Q1 2026 in Review

IFS Advisors increased its Apple (AAPL) stake by 2.7% in Q1 2026, buying an estimated $12.2K and bringing the position to 1,816 shares worth $461K. The position accounts for 0.24% of the portfolio, ranked #19.

IFS Advisors first reported a position in AAPL in Q4 2020 and has held it in 19 quarters since. The position peaked at $500K in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • IFS Advisors held 1,816 shares of Apple worth $461K as of Q1 2026.
  • IFS Advisors bought 47 Apple shares in Q1 2026, an estimated $12.2K.
  • Apple made up 0.24% of IFS Advisors's portfolio in Q1 2026, its #19 holding.
  • IFS Advisors first reported a position in Apple in Q4 2020 and has held it in 19 quarters since.
  • IFS Advisors's Apple position peaked at $500K in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.