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Innovative Asset Advisors Group’s Apple AAPL Stock Holding History

Innovative Asset Advisors Group’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
2026
Q2 		$10.4M Buy
35,827
+1,138
+3% +$326K 4.54% 3
2026
Q1 		$8.8M Buy
+34,689
New +$9.03M 5.08% 2

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Innovative Asset Advisors Group's AAPL Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $326K and bringing the position to 35,827 shares worth $10.4M. The position accounts for 4.54% of the portfolio, ranked #3.

Innovative Asset Advisors Group first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Innovative Asset Advisors Group held 35,827 shares of Apple worth $10.4M as of Q2 2026.
  • Innovative Asset Advisors Group bought 1,138 Apple shares in Q2 2026, an estimated $326K.
  • Apple made up 4.54% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #3 holding.
  • Innovative Asset Advisors Group first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.