New Age Alpha Advisors’s Apple AAPL Stock Holding History

New Age Alpha 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	$68.8M	Sell	271,282 -8,008	-3%	-$2.08M	3.21%	1
2025 Q4	$75.9M	Sell	279,290 -11,558	-4%	-$3.1M	3.27%	1
2025 Q3	$74.1M	Sell	290,848 -11,579	-4%	-$2.62M	3.1%	2
2025 Q2	$62M	Sell	302,427 -31,270	-9%	-$6.31M	2.73%	2
2025 Q1	$74.1M	Buy	333,697 +107,860	+48%	+$25M	3.32%	1
2024 Q4	$56.6M	Buy	225,837 +225,732	+214,983%	+$53.2M	2.29%	2
2024 Q3	$24.5K	Buy	105 +50	+91%	+$11.2K	0.01%	71
2024 Q2	$11.6K	Buy	+55	New	+$10.3K	0.01%	62

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

New Age Alpha Advisors's AAPL Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $2.08M and leaving 271,282 shares worth $68.8M. The position accounts for 3.21% of the portfolio, ranked #1.

New Age Alpha Advisors first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $75.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

New Age Alpha Advisors held 271,282 shares of Apple worth $68.8M as of Q1 2026.
New Age Alpha Advisors sold 8,008 Apple shares in Q1 2026, an estimated $2.08M.
Apple made up 3.21% of New Age Alpha Advisors's portfolio in Q1 2026, its #1 holding.
New Age Alpha Advisors first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
New Age Alpha Advisors's Apple position peaked at $75.9M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.