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
2025 Q1	–	Sell	-11,700	Closed	-$1	–	534
2024 Q4	$1	Sell	11,700 -11,100	-49%	-$2.62M	﹤0.01%	556
2024 Q3	$5.87K	Buy	+22,800	New	+$5.09M	﹤0.01%	538
2019 Q3	–	Sell	-40,000	Closed	-$3K	–	305
2019 Q2	$3K	Hold	40,000	–	–	﹤0.01%	310
2019 Q1	$1K	Buy	+40,000	New	+$1.7M	﹤0.01%	309
2018 Q3	–	Sell	-162,000	Closed	-$24K	–	938
2018 Q2	$24K	Buy	162,000 +42,000	+35%	+$1.9M	﹤0.01%	754
2018 Q1	$13K	Buy	+120,000	New	+$5.17M	﹤0.01%	823

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.