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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
Q2 		$12.3M Buy
42,460
+193
+0.5% +$55.2K 4.67% 3
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Investmark Advisory Group's AAPL Position: Q2 2026 in Review

Investmark Advisory Group increased its Apple (AAPL) stake by 0.46% in Q2 2026, buying an estimated $55.2K and bringing the position to 42,460 shares worth $12.3M. The position accounts for 4.67% of the portfolio, ranked #3.

Investmark Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Investmark Advisory Group held 42,460 shares of Apple worth $12.3M as of Q2 2026.
  • Investmark Advisory Group bought 193 Apple shares in Q2 2026, an estimated $55.2K.
  • Apple made up 4.67% of Investmark Advisory Group's portfolio in Q2 2026, its #3 holding.
  • Investmark Advisory Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.