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Paragon Advisors’s Apple AAPL Stock Holding History

Paragon 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 		$1.52M Sell
5,995
-111
-2% -$28.9K 0.41% 55
2025
Q4 		$1.66M Sell
6,106
-139
-2% -$37.3K 0.45% 54
2025
Q3 		$1.59M Sell
6,245
-15,052
-71% -$3.4M 0.41% 51
2025
Q2 		$4.37M Buy
21,297
+13,179
+162% +$2.66M 1.14% 25
2025
Q1 		$1.8M Sell
8,118
-567
-7% -$131K 0.68% 49
2024
Q4 		$2.17M Buy
8,685
+1,557
+22% +$367K 0.75% 39
2024
Q3 		$1.66M Buy
7,128
+370
+5% +$82.6K 0.54% 53
2024
Q2 		$1.42M Sell
6,758
-11,425
-63% -$2.13M 0.52% 55
2024
Q1 		$3.12M Buy
18,183
+4,793
+36% +$872K 1.26% 23
2023
Q4 		$2.58M Sell
13,390
-284
-2% -$52.4K 1.09% 18
2023
Q3 		$2.34M Buy
13,674
+1,107
+9% +$203K 0.97% 25
2023
Q2 		$2.44M Sell
12,567
-2,463
-16% -$429K 0.79% 38
2023
Q1 		$2.48M Buy
15,030
+6,873
+84% +$1.01M 0.83% 32
2022
Q4 		$1.06M Buy
8,157
+329
+4% +$47K 0.47% 52
2022
Q3 		$1.08M Sell
7,828
-8,861
-53% -$1.39M 0.55% 41
2022
Q2 		$2.28M Sell
16,689
-7,720
-32% -$1.17M 1.14% 23
2022
Q1 		$4.26M Buy
24,409
+15,288
+168% +$2.57M 1.78% 10
2021
Q4 		$1.62M Buy
9,121
+127
+1% +$20.1K 0.79% 38
2021
Q3 		$1.27M Buy
8,994
+839
+10% +$124K 0.62% 45
2021
Q2 		$1.12M Buy
8,155
+996
+14% +$129K 0.52% 51
2021
Q1 		$874K Sell
7,159
-834
-10% -$107K 0.48% 56
2020
Q4 		$1.03M Sell
7,993
-151
-2% -$18.2K 0.56% 51
2020
Q3 		$943K Sell
8,144
-276
-3% -$30.1K 0.63% 41
2020
Q2 		$768K Sell
8,420
-920
-10% -$71.3K 0.62% 42
2020
Q1 		$594K Sell
9,340
-300
-3% -$22.1K 0.79% 25
2019
Q4 		$748K Buy
+9,640
New +$620K 0.81% 27

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

Paragon Advisors's AAPL Position: Q1 2026 in Review

Paragon Advisors reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $28.9K and leaving 5,995 shares worth $1.52M. The position accounts for 0.41% of the portfolio, ranked #55.

Paragon Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.37M in Q2 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Paragon Advisors held 5,995 shares of Apple worth $1.52M as of Q1 2026.
  • Paragon Advisors sold 111 Apple shares in Q1 2026, an estimated $28.9K.
  • Apple made up 0.41% of Paragon Advisors's portfolio in Q1 2026, its #55 holding.
  • Paragon Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Paragon Advisors's Apple position peaked at $4.37M in Q2 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Paragon Advisors's 13F filing for Q1 2026, filed 4 May 2026.