NA
AAPL icon

Note Advisors’s Apple AAPL Stock Holding History

Note 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 		$983K Hold
3,871
– – 0.49% 38
2025
Q4 		$959K Sell
3,871
-230
-6% -$61.7K 0.49% 38
2025
Q3 		$1.04M Buy
4,101
+315
+8% +$71.2K 0.62% 35
2025
Q2 		$777K Buy
3,786
+11
+0.3% +$2.22K 0.54% 39
2025
Q1 		$839K Buy
3,775
+1
+0% +$232 0.69% 34
2024
Q4 		$945K Buy
+3,774
New +$889K 0.84% 31

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

Note Advisors's AAPL Position: Q1 2026 in Review

Note Advisors held its Apple (AAPL) position steady in Q1 2026 at 3,871 shares worth $983K. The position accounts for 0.49% of the portfolio, ranked #38.

Note Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Note Advisors held 3,871 shares of Apple worth $983K as of Q1 2026.
  • Note Advisors left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.49% of Note Advisors's portfolio in Q1 2026, its #38 holding.
  • Note Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Note Advisors's Apple position peaked at $1.04M in Q3 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.