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Spectrum Advisors, Inc.’s Apple AAPL Stock Holding History

Spectrum Advisors, Inc.’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 		$1.06M Buy
+4,162
New +$1.08M 0.83% 22

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spectrum Advisors, Inc.'s AAPL Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in Apple (AAPL) in Q1 2026: 4,162 shares worth $1.06M. The stake represents 0.83% of the portfolio and ranks #22 among its holdings.

6,123 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Spectrum Advisors, Inc. held 4,162 shares of Apple worth $1.06M as of Q1 2026.
  • Apple was a new Spectrum Advisors, Inc. position in Q1 2026.
  • Apple made up 0.83% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #22 holding.
  • 6,123 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.