IAA
AAPL icon

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
2018
Q2 		– Sell
-523,876
Closed -$21.8M – 354
2018
Q1 		$21.8M Buy
+523,876
New +$22.6M 4.86% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Advisor Alliance's AAPL Position: Q2 2026 in Review

Independent Advisor Alliance increased its Apple (AAPL) stake by 1.9% in Q2 2026, buying an estimated $4.64M and bringing the position to 887,758 shares worth $257M. The position accounts for 6.02% of the portfolio, ranked #2.

Independent Advisor Alliance first reported a position in AAPL in Q4 2016 and has held it in 37 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Independent Advisor Alliance held 887,758 shares of Apple worth $257M as of Q2 2026.
  • Independent Advisor Alliance bought 16,234 Apple shares in Q2 2026, an estimated $4.64M.
  • Apple made up 6.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #2 holding.
  • Independent Advisor Alliance first reported a position in Apple in Q4 2016 and has held it in 37 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.