PCA Investment Advisory Services’s Apple AAPL Stock Holding History

PCA Investment Advisory Services’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	$7.22M	Sell	28,441 -436	-2%	-$113K	2.41%	11
2025 Q4	$7.85M	Buy	28,877 +89	+0.3%	+$23.9K	2.74%	11
2025 Q3	$7.33M	Buy	28,788 +519	+2%	+$117K	2.71%	12
2025 Q2	$5.8M	Buy	28,269 +831	+3%	+$168K	2.44%	13
2025 Q1	$6.09M	Buy	27,438 +4,616	+20%	+$1.07M	3.22%	10
2024 Q4	$5.72M	Sell	22,822 -24	-0.1%	-$5.66K	2.65%	10
2024 Q3	$5.32M	Sell	22,846 -596	-3%	-$133K	2.51%	10
2024 Q2	$4.94M	Buy	23,442 +386	+2%	+$72K	2.59%	9
2024 Q1	$3.95M	Buy	23,056 +3,763	+20%	+$684K	2.22%	12
2023 Q4	$3.71M	Sell	19,293 -26	-0.1%	-$4.8K	2.45%	11
2023 Q3	$3.31M	Sell	19,319 -203	-1%	-$37.2K	2.36%	10
2023 Q2	$3.79M	Buy	19,522 +71	+0.4%	+$12.4K	2.26%	10
2023 Q1	$3.21M	Buy	+19,451	New	+$2.87M	2.27%	10

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PCA Investment Advisory Services's AAPL Position: Q1 2026 in Review

PCA Investment Advisory Services reduced its Apple (AAPL) stake by 1.5% in Q1 2026, selling an estimated $113K and leaving 28,441 shares worth $7.22M. The position accounts for 2.41% of the portfolio, ranked #11.

PCA Investment Advisory Services first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.85M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

PCA Investment Advisory Services held 28,441 shares of Apple worth $7.22M as of Q1 2026.
PCA Investment Advisory Services sold 436 Apple shares in Q1 2026, an estimated $113K.
Apple made up 2.41% of PCA Investment Advisory Services's portfolio in Q1 2026, its #11 holding.
PCA Investment Advisory Services first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
PCA Investment Advisory Services's Apple position peaked at $7.85M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.