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Journey Advisory Group’s Apple AAPL Stock Holding History

Journey 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
Q1 		$36.8M Sell
145,063
-2,582
-2% -$672K 3.14% 4
2025
Q4 		$40.1M Sell
147,645
-5,446
-4% -$1.46M 3.38% 5
2025
Q3 		$39M Sell
153,091
-2,556
-2% -$577K 2.89% 4
2025
Q2 		$31.9M Sell
155,647
-4,023
-3% -$812K 2.48% 6
2025
Q1 		$35.5M Sell
159,670
-5,339
-3% -$1.24M 2.9% 4
2024
Q4 		$34.8M Hold
165,009
– – 4.16% 3
2024
Q3 		$34.8M Buy
165,009
+757
+0.5% +$169K 4.16% 3
2024
Q2 		$34.6M Sell
164,252
-6,201
-4% -$1.16M 4.13% 3
2024
Q1 		$29.2M Sell
170,453
-250
-0.1% -$45.5K 3.6% 4
2023
Q4 		$32.9M Sell
170,703
-976
-0.6% -$180K 4.47% 2
2023
Q3 		$29.4M Sell
171,679
-1,506
-0.9% -$276K 4.39% 2
2023
Q2 		$33.6M Sell
173,185
-6,692
-4% -$1.17M 5% 1
2023
Q1 		$29.7M Sell
179,877
-1,588
-0.9% -$234K 4.65% 1
2022
Q4 		$23.6M Buy
181,465
+6,227
+4% +$890K 5.87% 2
2022
Q3 		$24.2M Sell
175,238
-3,645
-2% -$572K 6.18% 1
2022
Q2 		$28.9M Buy
178,883
+16,464
+10% +$2.49M 6.64% 1
2022
Q1 		$28.4M Buy
162,419
+1,264
+0.8% +$213K 7.18% 1
2021
Q4 		$28.6M Sell
161,155
-1,341
-0.8% -$212K 7.91% 1
2021
Q3 		$23M Sell
162,496
-181
-0.1% -$26.6K 7.45% 1
2021
Q2 		$22.3M Buy
162,677
+4,863
+3% +$630K 7.08% 1
2021
Q1 		$19.3M Buy
157,814
+1,358
+0.9% +$174K 6.74% 1
2020
Q4 		$20.8M Buy
+156,456
New +$18.8M 7.77% 1

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

Journey Advisory Group's AAPL Position: Q1 2026 in Review

Journey Advisory Group reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $672K and leaving 145,063 shares worth $36.8M. The position accounts for 3.14% of the portfolio, ranked #4.

Journey Advisory Group first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $40.1M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Journey Advisory Group held 145,063 shares of Apple worth $36.8M as of Q1 2026.
  • Journey Advisory Group sold 2,582 Apple shares in Q1 2026, an estimated $672K.
  • Apple made up 3.14% of Journey Advisory Group's portfolio in Q1 2026, its #4 holding.
  • Journey Advisory Group first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's Apple position peaked at $40.1M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.