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Petra Financial Advisors’s Apple AAPL Stock Holding History

Petra Financial 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 		$330K Sell
1,300
-1,778
-58% -$463K 0.2% 93
2025
Q4 		$837K Sell
3,078
-475
-13% -$128K 0.49% 54
2025
Q3 		$905K Buy
3,553
+27
+0.8% +$6.1K 0.53% 50
2025
Q2 		$724K Buy
3,526
+371
+12% +$74.9K 0.46% 57
2025
Q1 		$701K Sell
3,155
-1,624
-34% -$376K 0.57% 40
2024
Q4 		$1.2M Buy
4,779
+26
+0.5% +$6.13K 0.81% 33
2024
Q3 		$1.11M Buy
4,753
+216
+5% +$48.2K 0.73% 40
2024
Q2 		$955K Sell
4,537
-108
-2% -$20.1K 0.69% 46
2024
Q1 		$846K Sell
4,645
-398
-8% -$72.4K 0.62% 48
2023
Q4 		$971K Sell
5,043
-1,001
-17% -$185K 0.81% 37
2023
Q3 		$1.03M Buy
6,044
+2,040
+51% +$374K 0.86% 34
2023
Q2 		$777K Sell
4,004
-2,198
-35% -$383K 0.69% 45
2023
Q1 		$1.02M Buy
6,202
+2,549
+70% +$376K 1.01% 25
2022
Q4 		$475K Buy
+3,653
New +$522K 0.52% 50

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

Petra Financial Advisors's AAPL Position: Q1 2026 in Review

Petra Financial Advisors reduced its Apple (AAPL) stake by 58% in Q1 2026, selling an estimated $463K and leaving 1,300 shares worth $330K. The position accounts for 0.2% of the portfolio, ranked #93.

Petra Financial Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Petra Financial Advisors held 1,300 shares of Apple worth $330K as of Q1 2026.
  • Petra Financial Advisors sold 1,778 Apple shares in Q1 2026, an estimated $463K.
  • Apple made up 0.2% of Petra Financial Advisors's portfolio in Q1 2026, its #93 holding.
  • Petra Financial Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Petra Financial Advisors's Apple position peaked at $1.2M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.