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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IMA Advisory Services's AAPL Position: Q2 2026 in Review

IMA Advisory Services increased its Apple (AAPL) stake by 4.7% in Q2 2026, buying an estimated $530K and bringing the position to 41,707 shares worth $12.1M. The position accounts for 0.75% of the portfolio, ranked #35.

IMA Advisory Services first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

IMA Advisory Services held 41,707 shares of Apple worth $12.1M as of Q2 2026.
IMA Advisory Services bought 1,854 Apple shares in Q2 2026, an estimated $530K.
Apple made up 0.75% of IMA Advisory Services's portfolio in Q2 2026, its #35 holding.
IMA Advisory Services first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.