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Integrity Wealth Advisors’s Apple AAPL Stock Holding History

Integrity Wealth Advisors’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
Q1 		$3.18M Buy
12,514
+1,675
+15% +$436K 1.89% 16
2025
Q4 		$2.95M Sell
10,839
-9,553
-47% -$2.56M 2.01% 13
2025
Q3 		$4.78M Buy
20,392
+4,568
+29% +$1.03M 1.72% 13
2025
Q2 		$3.25M Sell
15,824
-2,652
-14% -$536K 2.27% 9
2025
Q1 		$4.1M Sell
18,476
-1,704
-8% -$395K 3.01% 8
2024
Q4 		$5.05M Buy
+20,180
New +$4.76M 3.68% 9

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

Integrity Wealth Advisors's AAPL Position: Q1 2026 in Review

Integrity Wealth Advisors increased its Apple (AAPL) stake by 15% in Q1 2026, buying an estimated $436K and bringing the position to 12,514 shares worth $3.18M. The position accounts for 1.89% of the portfolio, ranked #16.

Integrity Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.05M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Integrity Wealth Advisors held 12,514 shares of Apple worth $3.18M as of Q1 2026.
  • Integrity Wealth Advisors bought 1,675 Apple shares in Q1 2026, an estimated $436K.
  • Apple made up 1.89% of Integrity Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Integrity Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Integrity Wealth Advisors's Apple position peaked at $5.05M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.