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Paces Ferry Wealth Advisors’s Apple AAPL Stock Holding History

Paces Ferry Wealth 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 		$13.7M Sell
54,056
-140
-0.3% -$36.4K 5.69% 4
2025
Q4 		$14.7M Buy
54,196
+179
+0.3% +$48.1K 5.98% 4
2025
Q3 		$13.8M Sell
54,017
-201
-0.4% -$45.4K 5.72% 6
2025
Q2 		$11.1M Sell
54,218
-1,754
-3% -$354K 5.11% 7
2025
Q1 		$12.4M Sell
55,972
-1,081
-2% -$250K 6.19% 5
2024
Q4 		$14.3M Sell
57,053
-4,882
-8% -$1.15M 6.94% 2
2024
Q3 		$14.4M Sell
61,935
-10,056
-14% -$2.25M 8.3% 1
2024
Q2 		$15.2M Buy
71,991
+662
+0.9% +$123K 9.15% 1
2024
Q1 		$12.2M Buy
71,329
+939
+1% +$171K 7.83% 1
2023
Q4 		$13.6M Sell
70,390
-1,564
-2% -$289K 9.43% 1
2023
Q3 		$12.3M Sell
71,954
-893
-1% -$164K 9.76% 1
2023
Q2 		$14.1M Buy
72,847
+823
+1% +$143K 10.61% 1
2023
Q1 		$11.9M Sell
72,024
-580
-0.8% -$85.6K 9.58% 1
2022
Q4 		$9.43M Sell
72,604
-1,924
-3% -$275K 9.18% 1
2022
Q3 		$10.3M Sell
74,528
-8,746
-11% -$1.37M 11.26% 1
2022
Q2 		$11.4M Sell
83,274
-134
-0.2% -$20.3K 11.2% 1
2022
Q1 		$14.6M Sell
83,408
-1,203
-1% -$202K 11.57% 1
2021
Q4 		$15M Sell
84,611
-6,712
-7% -$1.06M 10.77% 1
2021
Q3 		$12.9M Sell
91,323
-1,720
-2% -$253K 10.32% 1
2021
Q2 		$12.7M Buy
93,043
+4,134
+5% +$536K 9.74% 1
2021
Q1 		$10.9M Buy
88,909
+603
+0.7% +$77.4K 9.44% 1
2020
Q4 		$11.7M Sell
88,306
-641
-0.7% -$77.1K 10.7% 1
2020
Q3 		$10.3M Buy
+88,947
New +$9.71M 8.96% 1

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

Paces Ferry Wealth Advisors's AAPL Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Apple (AAPL) stake by 0.26% in Q1 2026, selling an estimated $36.4K and leaving 54,056 shares worth $13.7M. The position accounts for 5.69% of the portfolio, ranked #4.

Paces Ferry Wealth Advisors first reported a position in AAPL in Q3 2020 and has held it in 23 quarters since. The position peaked at $15.2M in Q2 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Paces Ferry Wealth Advisors held 54,056 shares of Apple worth $13.7M as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 140 Apple shares in Q1 2026, an estimated $36.4K.
  • Apple made up 5.69% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Paces Ferry Wealth Advisors first reported a position in Apple in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Apple position peaked at $15.2M in Q2 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.