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NBZ Investment Advisors’s Apple AAPL Stock Holding History

NBZ 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
2026
Q1 		$3.32M Buy
13,081
+1,400
+12% +$364K 1.45% 16
2025
Q4 		$3.18M Sell
11,681
-2,196
-16% -$590K 1.38% 16
2025
Q3 		$3.53M Buy
13,877
+2,581
+23% +$583K 1.84% 13
2025
Q2 		$2.32M Sell
11,296
-2,458
-18% -$496K 1.32% 17
2025
Q1 		$3.06M Buy
13,754
+2,027
+17% +$470K 1.76% 16
2024
Q4 		$2.94M Buy
+11,727
New +$2.76M 1.64% 13

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

NBZ Investment Advisors's AAPL Position: Q1 2026 in Review

NBZ Investment Advisors increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $364K and bringing the position to 13,081 shares worth $3.32M. The position accounts for 1.45% of the portfolio, ranked #16.

NBZ Investment Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.53M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • NBZ Investment Advisors held 13,081 shares of Apple worth $3.32M as of Q1 2026.
  • NBZ Investment Advisors bought 1,400 Apple shares in Q1 2026, an estimated $364K.
  • Apple made up 1.45% of NBZ Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • NBZ Investment Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's Apple position peaked at $3.53M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.