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Panoramic Investment Advisors’s Apple AAPL Stock Holding History

Panoramic Investment 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 		$2.43M Buy
9,560
+756
+9% +$197K 1.31% 23
2025
Q4 		$2.39M Sell
8,804
-623
-7% -$167K 1.3% 23
2025
Q3 		$2.4M Sell
9,427
-713
-7% -$161K 1.35% 24
2025
Q2 		$2.08M Sell
10,140
-1,249
-11% -$252K 1.28% 23
2025
Q1 		$2.53M Sell
11,389
-853
-7% -$198K 1.71% 17
2024
Q4 		$3.07M Buy
12,242
+2,054
+20% +$484K 2% 11
2024
Q3 		$2.37M Buy
+10,188
New +$2.28M 1.64% 16
2024
Q1 		$1.67M Buy
9,747
+2,066
+27% +$376K 1.23% 24
2023
Q4 		$1.48M Buy
7,681
+167
+2% +$30.8K 1.28% 25
2023
Q3 		$1.29M Buy
+7,514
New +$1.38M 1.18% 26
2022
Q4 		$1.04M Buy
+7,989
New +$1.14M 1.06% 28

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

Panoramic Investment Advisors's AAPL Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Apple (AAPL) stake by 8.6% in Q1 2026, buying an estimated $197K and bringing the position to 9,560 shares worth $2.43M. The position accounts for 1.31% of the portfolio, ranked #23.

Panoramic Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.07M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Panoramic Investment Advisors held 9,560 shares of Apple worth $2.43M as of Q1 2026.
  • Panoramic Investment Advisors bought 756 Apple shares in Q1 2026, an estimated $197K.
  • Apple made up 1.31% of Panoramic Investment Advisors's portfolio in Q1 2026, its #23 holding.
  • Panoramic Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 11 quarters since.
  • Panoramic Investment Advisors's Apple position peaked at $3.07M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.