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Innovative Advisory Group, LLC’s Apple AAPL Stock Holding History

Innovative Advisory Group, LLC’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
Q2 		$3.98M Sell
13,749
-149
-1% -$42.6K 3.02% 4
2026
Q1 		$3.53M Sell
13,898
-23,749
-63% -$6.18M 2.9% 5
2025
Q4 		$10.2M Sell
37,647
-99
-0.3% -$26.6K 6.51% 6
2025
Q3 		$9.61M Sell
37,746
-63
-0.2% -$14.2K 5.91% 6
2025
Q2 		$7.76M Sell
37,809
-1,380
-4% -$279K 6.55% 5
2025
Q1 		$8.7M Sell
39,189
-885
-2% -$205K 8.26% 3
2024
Q4 		$10M Buy
+40,074
New +$9.44M 8.71% 3

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 $3.38T AUM 44.17% 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

Innovative Advisory Group, LLC's AAPL Position: Q2 2026 in Review

Innovative Advisory Group, LLC reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $42.6K and leaving 13,749 shares worth $3.98M. The position accounts for 3.02% of the portfolio, ranked #4.

Innovative Advisory Group, LLC first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q4 2025. 6,145 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Innovative Advisory Group, LLC held 13,749 shares of Apple worth $3.98M as of Q2 2026.
  • Innovative Advisory Group, LLC sold 149 Apple shares in Q2 2026, an estimated $42.6K.
  • Apple made up 3.02% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #4 holding.
  • Innovative Advisory Group, LLC first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Innovative Advisory Group, LLC's Apple position peaked at $10.2M in Q4 2025.
  • 6,145 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.