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M3 Advisory Group’s Apple AAPL Stock Holding History

M3 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 		$4.29M Sell
16,901
-5
-0% -$1.3K 2.64% 10
2025
Q4 		$4.6M Buy
16,906
+556
+3% +$149K 2.8% 9
2025
Q3 		$4.16M Sell
16,350
-298
-2% -$67.3K 2.6% 10
2025
Q2 		$3.42M Buy
16,648
+844
+5% +$170K 2.36% 10
2025
Q1 		$3.51M Sell
15,804
-1,721
-10% -$399K 2.77% 8
2024
Q4 		$4.39M Buy
17,525
+289
+2% +$68.1K 3.14% 6
2024
Q3 		$4.02M Buy
17,236
+1,148
+7% +$256K 2.95% 6
2024
Q2 		$3.39M Buy
16,088
+2,081
+15% +$388K 2.79% 9
2024
Q1 		$2.4M Buy
14,007
+1,860
+15% +$338K 2.18% 11
2023
Q4 		$2.34M Buy
+12,147
New +$2.24M 2.74% 10

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

M3 Advisory Group's AAPL Position: Q1 2026 in Review

M3 Advisory Group reduced its Apple (AAPL) stake by 0.03% in Q1 2026, selling an estimated $1.3K and leaving 16,901 shares worth $4.29M. The position accounts for 2.64% of the portfolio, ranked #10.

M3 Advisory Group first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.6M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • M3 Advisory Group held 16,901 shares of Apple worth $4.29M as of Q1 2026.
  • M3 Advisory Group sold 5 Apple shares in Q1 2026, an estimated $1.3K.
  • Apple made up 2.64% of M3 Advisory Group's portfolio in Q1 2026, its #10 holding.
  • M3 Advisory Group first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • M3 Advisory Group's Apple position peaked at $4.6M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.