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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
Q2 		$4.87M Sell
16,837
-64
-0.4% -$18.3K 2.53% 9
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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

M3 Advisory Group's AAPL Position: Q2 2026 in Review

M3 Advisory Group reduced its Apple (AAPL) stake by 0.38% in Q2 2026, selling an estimated $18.3K and leaving 16,837 shares worth $4.87M. The position accounts for 2.53% of the portfolio, ranked #9.

M3 Advisory Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • M3 Advisory Group held 16,837 shares of Apple worth $4.87M as of Q2 2026.
  • M3 Advisory Group sold 64 Apple shares in Q2 2026, an estimated $18.3K.
  • Apple made up 2.53% of M3 Advisory Group's portfolio in Q2 2026, its #9 holding.
  • M3 Advisory Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.