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Ipsen Advisor Group’s Apple AAPL Stock Holding History

Ipsen Advisor 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 		$2.53M Buy
9,969
+4
+0% +$1.04K 1.77% 16
2025
Q4 		$2.71M Sell
9,965
-867
-8% -$233K 1.93% 14
2025
Q3 		$2.76M Buy
10,832
+139
+1% +$31.4K 1.98% 13
2025
Q2 		$2.19M Buy
10,693
+4,053
+61% +$819K 1.67% 14
2025
Q1 		$1.47M Buy
6,640
+283
+4% +$65.6K 1.27% 19
2024
Q4 		$1.59M Buy
+6,357
New +$1.5M 1.36% 18
2022
Q4 		$899K Buy
+6,916
New +$988K 1.04% 22

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

Ipsen Advisor Group's AAPL Position: Q1 2026 in Review

Ipsen Advisor Group increased its Apple (AAPL) stake by 0.04% in Q1 2026, buying an estimated $1.04K and bringing the position to 9,969 shares worth $2.53M. The position accounts for 1.77% of the portfolio, ranked #16.

Ipsen Advisor Group first reported a position in AAPL in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.76M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ipsen Advisor Group held 9,969 shares of Apple worth $2.53M as of Q1 2026.
  • Ipsen Advisor Group bought 4 Apple shares in Q1 2026, an estimated $1.04K.
  • Apple made up 1.77% of Ipsen Advisor Group's portfolio in Q1 2026, its #16 holding.
  • Ipsen Advisor Group first reported a position in Apple in Q4 2022 and has held it in 7 quarters since.
  • Ipsen Advisor Group's Apple position peaked at $2.76M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.