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Invera Wealth Advisors’s Apple AAPL Stock Holding History

Invera 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 		$5.74M Sell
22,601
-1,167
-5% -$304K 3.68% 3
2025
Q4 		$6.46M Sell
23,768
-1,262
-5% -$339K 4.08% 3
2025
Q3 		$6.37M Sell
25,030
-169
-0.7% -$38.2K 3.93% 3
2025
Q2 		$5.17M Sell
25,199
-542
-2% -$109K 3.37% 5
2025
Q1 		$5.72M Buy
+25,741
New +$5.96M 3.7% 2
2024
Q2 		– Sell
-30,410
Closed -$5.08M – 46
2024
Q1 		$5.08M Buy
30,410
+618
+2% +$112K 4.31% 2
2023
Q4 		$5.74M Buy
+29,792
New +$5.5M 3.59% 3

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

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

Invera Wealth Advisors reduced its Apple (AAPL) stake by 4.9% in Q1 2026, selling an estimated $304K and leaving 22,601 shares worth $5.74M. The position accounts for 3.68% of the portfolio, ranked #3.

Invera Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.46M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Invera Wealth Advisors held 22,601 shares of Apple worth $5.74M as of Q1 2026.
  • Invera Wealth Advisors sold 1,167 Apple shares in Q1 2026, an estimated $304K.
  • Apple made up 3.68% of Invera Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Invera Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 7 quarters since.
  • Invera Wealth Advisors's Apple position peaked at $6.46M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.