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Mayfair Advisory Group’s Applied Digital APLD Stock Holding History

Mayfair Advisory Group’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Hold
9,282
– – 0.08% 161
2025
Q4 		$261K Hold
9,282
– – 0.1% 150
2025
Q3 		$213K Buy
+9,282
New +$137K 0.09% 180
2025
Q2 		– Sell
-12,097
Closed -$68K – 176
2025
Q1 		$68K Buy
+12,097
New +$95K 0.04% 158

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mayfair Advisory Group held its Applied Digital (APLD) position steady in Q1 2026 at 9,282 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #161.

Mayfair Advisory Group first reported a position in APLD in Q1 2025 and has held it in 4 quarters since. The position peaked at $261K in Q4 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Mayfair Advisory Group held 9,282 shares of Applied Digital worth $220K as of Q1 2026.
  • Mayfair Advisory Group left its Applied Digital share count unchanged in Q1 2026.
  • Applied Digital made up 0.08% of Mayfair Advisory Group's portfolio in Q1 2026, its #161 holding.
  • Mayfair Advisory Group first reported a position in Applied Digital in Q1 2025 and has held it in 4 quarters since.
  • Mayfair Advisory Group's Applied Digital position peaked at $261K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

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