IVC Wealth Advisors
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IVC Wealth Advisors’s Apple AAPL Stock Holding History

IVC 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
Q3 		$16.1M Sell
48,468
-6,451
-12% -$2.07M 6.48% 3
2026
Q2 		$15.9M Sell
54,919
-954
-2% -$273K 6.2% 3
2026
Q1 		$14.2M Sell
55,873
-313
-0.6% -$81.5K 6.16% 3
2025
Q4 		$15.3M Sell
56,186
-2,457
-4% -$660K 6.64% 2
2025
Q3 		$14.9M Sell
58,643
-1,191
-2% -$269K 6.67% 2
2025
Q2 		$12.3M Buy
59,834
+154
+0.3% +$31.1K 5.99% 2
2025
Q1 		$13.3M Sell
59,680
-2,029
-3% -$470K 7.13% 2
2024
Q4 		$15.5M Sell
61,709
-1,811
-3% -$427K 8.65% 2
2024
Q3 		$14.8M Sell
63,520
-4,407
-6% -$984K 8.1% 2
2024
Q2 		$14.3M Sell
67,927
-1,200
-2% -$224K 8% 2
2024
Q1 		$11.9M Sell
69,127
-1,531
-2% -$278K 6.84% 2
2023
Q4 		$13.6M Sell
70,658
-1,614
-2% -$298K 8.46% 2
2023
Q3 		$12.4M Sell
72,272
-218
-0.3% -$40K 8.27% 2
2023
Q2 		$14.1M Sell
72,490
-1,660
-2% -$289K 8.91% 2
2023
Q1 		$12.2M Sell
74,150
-926
-1% -$137K 8.66% 2
2022
Q4 		$9.8M Sell
75,076
-1,028
-1% -$147K 7.19% 3
2022
Q3 		$10.5M Sell
76,104
-517
-0.7% -$81.1K 8.47% 3
2022
Q2 		$10.5M Sell
76,621
-2,486
-3% -$376K 8.11% 3
2022
Q1 		$13.8M Sell
79,107
-888
-1% -$149K 9.08% 2
2021
Q4 		$14.2M Sell
79,995
-6,214
-7% -$982K 9.15% 2
2021
Q3 		$12.2M Buy
86,209
+2,359
+3% +$347K 8.41% 3
2021
Q2 		$11.5M Sell
83,850
-1,529
-2% -$198K 8.07% 3
2021
Q1 		$10.4M Sell
85,379
-3,748
-4% -$481K 8.21% 3
2020
Q4 		$11.8M Buy
+89,127
New +$10.7M 11.28% 1

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

IVC Wealth Advisors's AAPL Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Apple (AAPL) stake by 12% in Q3 2026, selling an estimated $2.07M and leaving 48,468 shares worth $16.1M. The position accounts for 6.48% of the portfolio, ranked #3.

IVC Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • IVC Wealth Advisors held 48,468 shares of Apple worth $16.1M as of Q3 2026.
  • IVC Wealth Advisors sold 6,451 Apple shares in Q3 2026, an estimated $2.07M.
  • Apple made up 6.48% of IVC Wealth Advisors's portfolio in Q3 2026, its #3 holding.
  • IVC Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.