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Mayfair Advisory Group’s Apple AAPL Stock Holding History

Mayfair 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 		$7.31M Buy
28,793
+117
+0.4% +$30.4K 2.55% 10
2025
Q4 		$7.77M Sell
28,676
-251
-0.9% -$67.4K 3.02% 10
2025
Q3 		$7.37M Sell
28,927
-270
-0.9% -$61K 3.16% 7
2025
Q2 		$6.7M Sell
29,197
-404
-1% -$81.6K 3.16% 7
2025
Q1 		$6.58M Sell
29,601
-720
-2% -$167K 3.79% 5
2024
Q4 		$7.59M Sell
30,321
-69
-0.2% -$16.3K 4.47% 5
2024
Q3 		$6.89M Buy
30,390
+289
+1% +$64.5K 4.35% 6
2024
Q2 		$6.94M Sell
30,101
-537
-2% -$100K 4.7% 6
2024
Q1 		$5.25M Buy
30,638
+733
+2% +$133K 3.81% 7
2023
Q4 		$5.55M Sell
29,905
-2,335
-7% -$431K 4.73% 6
2023
Q3 		$5.75M Buy
32,240
+280
+0.9% +$51.3K 5.55% 3
2023
Q2 		$6.09M Sell
31,960
-1,824
-5% -$318K 6.09% 2
2023
Q1 		$5.58M Buy
33,784
+2,393
+8% +$353K 6.05% 2
2022
Q4 		$4.09M Sell
31,391
-3,008
-9% -$430K 5.2% 2
2022
Q3 		$4.9M Buy
34,399
+7,139
+26% +$1.12M 6.92% 2
2022
Q2 		$4.43M Sell
27,260
-6,076
-18% -$920K 5.83% 2
2022
Q1 		$5.81M Sell
33,336
-71
-0.2% -$11.9K 7.45% 3
2021
Q4 		$5.84M Buy
33,407
+507
+2% +$80.1K 7.75% 3
2021
Q3 		$4.58M Buy
32,900
+10
+0% +$1.47K 7.02% 3
2021
Q2 		$4.5M Buy
32,890
+278
+0.9% +$36K 7.14% 3
2021
Q1 		$4.01M Buy
32,612
+704
+2% +$90.4K 7.17% 3
2020
Q4 		$4.23M Buy
31,908
+4,054
+15% +$488K 8.29% 2
2020
Q3 		$3.23M Buy
27,854
+598
+2% +$65.3K 8.32% 2
2020
Q2 		$2.49M Buy
27,256
+740
+3% +$57.3K 8.02% 4
2020
Q1 		$1.69M Sell
26,516
-496
-2% -$36.5K 7.65% 5
2019
Q4 		$1.98M Buy
+27,012
New +$1.74M 6.09% 6

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

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

Mayfair Advisory Group increased its Apple (AAPL) stake by 0.41% in Q1 2026, buying an estimated $30.4K and bringing the position to 28,793 shares worth $7.31M. The position accounts for 2.55% of the portfolio, ranked #10.

Mayfair Advisory Group first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.77M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mayfair Advisory Group held 28,793 shares of Apple worth $7.31M as of Q1 2026.
  • Mayfair Advisory Group bought 117 Apple shares in Q1 2026, an estimated $30.4K.
  • Apple made up 2.55% of Mayfair Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Mayfair Advisory Group first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Mayfair Advisory Group's Apple position peaked at $7.77M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.