Independent Advisor Alliance’s Apple AAPL Stock Holding History

Independent Advisor Alliance’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
2021 Q4	–	Sell	-150	Closed	-$225K	–	676
2021 Q3	$225K	Hold	150	–	–	0.01%	564
2021 Q2	$207K	Buy	+150	New	+$19.4K	0.01%	584
2021 Q1	–	Sell	-326	Closed	-$666K	–	591
2020 Q4	$666K	Buy	+326	New	+$39.2K	0.05%	293
2020 Q3	–	Sell	-4	Closed	-$1K	–	492
2020 Q2	$1K	Sell	4 -16	-80%	-$1.24K	﹤0.01%	486
2020 Q1	$4K	Buy	20 +12	+150%	+$883	﹤0.01%	418
2019 Q4	$2K	Hold	8	–	–	﹤0.01%	885
2019 Q3	$3K	Buy	+8	New	+$418	﹤0.01%	452
2018 Q4	–	Sell	-562,500	Closed	-$30.3M	–	400
2018 Q3	$30.3M	Buy	562,500 +27,292	+5%	+$1.42M	5.46%	2
2018 Q2	$23.5M	Buy	+535,208	New	+$24.3M	4.9%	1

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Independent Advisor Alliance's AAPL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Apple (AAPL) stake by 6.1% in Q1 2026, selling an estimated $14.7M and leaving 871,524 shares worth $221M. The position accounts for 2.37% of the portfolio, ranked #3.

Independent Advisor Alliance first reported a position in AAPL in Q4 2016 and has held it in 36 quarters since. The position peaked at $252M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Independent Advisor Alliance held 871,524 shares of Apple worth $221M as of Q1 2026.
Independent Advisor Alliance sold 56,469 Apple shares in Q1 2026, an estimated $14.7M.
Apple made up 2.37% of Independent Advisor Alliance's portfolio in Q1 2026, its #3 holding.
Independent Advisor Alliance first reported a position in Apple in Q4 2016 and has held it in 36 quarters since.
Independent Advisor Alliance's Apple position peaked at $252M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.