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Investmark Advisory Group’s Apple AAPL Stock Holding History

Investmark Advisory 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
Q1 		$10.7M Sell
42,267
-1,264
-3% -$329K 4.59% 3
2025
Q4 		$11.8M Sell
43,531
-786
-2% -$211K 5.04% 2
2025
Q3 		$11.3M Buy
44,317
+174
+0.4% +$39.3K 4.89% 2
2025
Q2 		$9.06M Sell
44,143
-256
-0.6% -$51.7K 4.24% 3
2025
Q1 		$9.86M Sell
44,399
-2,344
-5% -$543K 4.87% 3
2024
Q4 		$11.7M Sell
46,743
-281
-0.6% -$66.2K 5.74% 3
2024
Q3 		$11M Buy
47,024
+20
+0% +$4.47K 5.32% 3
2024
Q2 		$9.9M Buy
47,004
+1,190
+3% +$222K 5.28% 3
2024
Q1 		$7.86M Sell
45,814
-735
-2% -$134K 4.31% 3
2023
Q4 		$8.96M Sell
46,549
-366
-0.8% -$67.6K 5.26% 3
2023
Q3 		$8.03M Buy
46,915
+121
+0.3% +$22.2K 5.44% 3
2023
Q2 		$9.08M Buy
46,794
+288
+0.6% +$50.2K 6.05% 3
2023
Q1 		$7.67M Sell
46,506
-289
-0.6% -$42.6K 5.63% 3
2022
Q4 		$6.08M Buy
46,795
+1,118
+2% +$160K 4.51% 3
2022
Q3 		$6.31M Buy
45,677
+2,548
+6% +$400K 5.67% 3
2022
Q2 		$5.9M Buy
43,129
+2,271
+6% +$344K 5.83% 3
2022
Q1 		$7.13M Sell
40,858
-483
-1% -$81.2K 7.36% 2
2021
Q4 		$7.34M Buy
+41,341
New +$6.53M 6.86% 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

Investmark Advisory Group's AAPL Position: Q1 2026 in Review

Investmark Advisory Group reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $329K and leaving 42,267 shares worth $10.7M. The position accounts for 4.59% of the portfolio, ranked #3.

Investmark Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.8M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Investmark Advisory Group held 42,267 shares of Apple worth $10.7M as of Q1 2026.
  • Investmark Advisory Group sold 1,264 Apple shares in Q1 2026, an estimated $329K.
  • Apple made up 4.59% of Investmark Advisory Group's portfolio in Q1 2026, its #3 holding.
  • Investmark Advisory Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's Apple position peaked at $11.8M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.