Mount Yale Investment Advisors’s Apple AAPL Stock Holding History

Mount Yale Investment Advisors’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
2024 Q1	–	Sell	-2,600	Closed	-$300K	–	533
2023 Q4	$300K	Hold	2,600	–	–	0.03%	410
2023 Q3	$242K	Hold	2,600	–	–	0.03%	437
2023 Q2	$302K	Hold	2,600	–	–	0.03%	389
2023 Q1	$226K	Sell	2,600 -4,800	-65%	-$708K	0.03%	439
2022 Q4	$961K	Buy	+7,400	New	+$1.06M	0.11%	191
2022 Q1	–	Sell	-1,600	Closed	-$284K	–	463
2021 Q4	$284K	Hold	1,600	–	–	0.03%	387
2021 Q3	$226K	Hold	1,600	–	–	0.03%	421
2021 Q2	$220K	Hold	1,600	–	–	0.03%	394
2021 Q1	$196K	Hold	1,600	–	–	0.03%	399
2020 Q4	$212K	Sell	1,600 -158,400	-99%	-$19.1M	0.03%	367
2020 Q3	$18.5M	Buy	+160,000	New	+$17.5M	2.64%	3

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Yale Investment Advisors's AAPL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Apple (AAPL) stake by 137% in Q1 2026, buying an estimated $88.7M and bringing the position to 590,038 shares worth $150M. The position accounts for 3.47% of the portfolio, ranked #1.

Mount Yale Investment Advisors first reported a position in AAPL in Q1 2018 and has held it in 33 quarters since. The position peaked at $197M in Q2 2024. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Mount Yale Investment Advisors held 590,038 shares of Apple worth $150M as of Q1 2026.
Mount Yale Investment Advisors bought 340,950 Apple shares in Q1 2026, an estimated $88.7M.
Apple made up 3.47% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1 holding.
Mount Yale Investment Advisors first reported a position in Apple in Q1 2018 and has held it in 33 quarters since.
Mount Yale Investment Advisors's Apple position peaked at $197M in Q2 2024.
6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.