MYIA
AAPL icon

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
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

Mount Yale Investment Advisors's AAPL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Apple (AAPL) stake by 0.49% in Q2 2026, selling an estimated $822K and leaving 587,164 shares worth $170M. The position accounts for 3.15% of the portfolio, ranked #1.

Mount Yale Investment Advisors first reported a position in AAPL in Q1 2018 and has held it in 34 quarters since. The position peaked at $197M in Q2 2024. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mount Yale Investment Advisors held 587,164 shares of Apple worth $170M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,874 Apple shares in Q2 2026, an estimated $822K.
  • Apple made up 3.15% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Mount Yale Investment Advisors first reported a position in Apple in Q1 2018 and has held it in 34 quarters since.
  • Mount Yale Investment Advisors's Apple position peaked at $197M in Q2 2024.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.