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Paladin Advisory Group’s Apple AAPL Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-21,507
Closed -$2.79M – 268
2022
Q4 		$2.79M Buy
21,507
+24
+0.1% +$3.43K 2.39% 8
2022
Q3 		$2.97M Buy
21,483
+18
+0.1% +$2.83K 2.71% 8
2022
Q2 		$2.93M Buy
+21,465
New +$3.25M 2.52% 10
2022
Q1 		– Sell
-21,465
Closed -$3.81M – 278
2021
Q4 		$3.81M Buy
+21,465
New +$3.39M 3.09% 6

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

Paladin Advisory Group's AAPL Position: Q1 2026 in Review

Paladin Advisory Group reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $76.5K and leaving 16,324 shares worth $4.14M. The position accounts for 3.15% of the portfolio, ranked #8.

Paladin Advisory Group first reported a position in AAPL in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.7M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Paladin Advisory Group held 16,324 shares of Apple worth $4.14M as of Q1 2026.
  • Paladin Advisory Group sold 294 Apple shares in Q1 2026, an estimated $76.5K.
  • Apple made up 3.15% of Paladin Advisory Group's portfolio in Q1 2026, its #8 holding.
  • Paladin Advisory Group first reported a position in Apple in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Apple position peaked at $4.7M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.