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Investment Advisory Group’s Apple AAPL Stock Holding History

Investment 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 		$9.24M Buy
31,944
+1,258
+4% +$360K 2.01% 8
2026
Q1 		$7.79M Sell
30,686
-342
-1% -$89K 1.98% 9
2025
Q4 		$8.44M Sell
31,028
-966
-3% -$259K 2.17% 8
2025
Q3 		$8.15M Buy
31,994
+654
+2% +$148K 2.22% 8
2025
Q2 		$6.43M Sell
31,340
-610
-2% -$123K 1.95% 10
2025
Q1 		$7.1M Sell
31,950
-351
-1% -$81.3K 2.37% 7
2024
Q4 		$8.09M Sell
32,301
-708
-2% -$167K 2.71% 7
2024
Q3 		$7.69M Buy
33,009
+286
+0.9% +$63.9K 2.67% 6
2024
Q2 		$6.89M Sell
32,723
-253
-0.8% -$47.2K 2.66% 6
2024
Q1 		$5.65M Buy
32,976
+205
+0.6% +$37.3K 2.34% 8
2023
Q4 		$6.31M Sell
32,771
-777
-2% -$143K 2.9% 6
2023
Q3 		$5.74M Sell
33,548
-549
-2% -$101K 2.98% 6
2023
Q2 		$6.61M Buy
34,097
+3,975
+13% +$693K 3.39% 6
2023
Q1 		$4.97M Buy
30,122
+508
+2% +$75K 2.86% 7
2022
Q4 		$3.85M Sell
29,614
-561
-2% -$80.2K 2.36% 10
2022
Q3 		$4.17M Sell
30,175
-259
-0.9% -$40.6K 2.89% 8
2022
Q2 		$4.16M Buy
30,434
+206
+0.7% +$31.2K 2.83% 9
2022
Q1 		$5.28M Buy
30,228
+678
+2% +$114K 3.2% 7
2021
Q4 		$5.09M Buy
+29,550
New +$4.67M 3.26% 7

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

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

Investment Advisory Group increased its Apple (AAPL) stake by 4.1% in Q2 2026, buying an estimated $360K and bringing the position to 31,944 shares worth $9.24M. The position accounts for 2.01% of the portfolio, ranked #8.

Investment Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Investment Advisory Group held 31,944 shares of Apple worth $9.24M as of Q2 2026.
  • Investment Advisory Group bought 1,258 Apple shares in Q2 2026, an estimated $360K.
  • Apple made up 2.01% of Investment Advisory Group's portfolio in Q2 2026, its #8 holding.
  • Investment Advisory Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.