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 $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

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.