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IMA Advisory Services’s Apple AAPL Stock Holding History

IMA Advisory Services’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
2017
Q3 		– Sell
-8,000
Closed -$288K – 123
2017
Q2 		$288K Buy
+8,000
New +$296K 0.14% 121

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

IMA Advisory Services's AAPL Position: Q1 2026 in Review

IMA Advisory Services reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $196K and leaving 39,853 shares worth $10.1M. The position accounts for 0.99% of the portfolio, ranked #23.

IMA Advisory Services first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $11M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • IMA Advisory Services held 39,853 shares of Apple worth $10.1M as of Q1 2026.
  • IMA Advisory Services sold 754 Apple shares in Q1 2026, an estimated $196K.
  • Apple made up 0.99% of IMA Advisory Services's portfolio in Q1 2026, its #23 holding.
  • IMA Advisory Services first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • IMA Advisory Services's Apple position peaked at $11M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.