Joel Adams & Associates’s Apple AAPL Stock Holding History

Joel Adams & Associates’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	$1.36M	Hold	5,349	–	–	1.01%	21
2025 Q4	$1.45M	Hold	5,349	–	–	1.09%	18
2025 Q3	$1.36M	Hold	5,349	–	–	1.1%	18
2025 Q2	$1.1M	Hold	5,349	–	–	0.97%	19
2025 Q1	$1.19M	Sell	5,349 -214	-4%	-$49.6K	1.07%	19
2024 Q4	$1.39M	Buy	+5,563	New	+$1.31M	1.27%	16

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Joel Adams & Associates's AAPL Position: Q1 2026 in Review

Joel Adams & Associates held its Apple (AAPL) position steady in Q1 2026 at 5,349 shares worth $1.36M. The position accounts for 1.01% of the portfolio, ranked #21.

Joel Adams & Associates first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Joel Adams & Associates held 5,349 shares of Apple worth $1.36M as of Q1 2026.
Joel Adams & Associates left its Apple share count unchanged in Q1 2026.
Apple made up 1.01% of Joel Adams & Associates's portfolio in Q1 2026, its #21 holding.
Joel Adams & Associates first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's Apple position peaked at $1.45M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.