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Phoenix Wealth Advisors’s Apple AAPL Stock Holding History

Phoenix Wealth 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 		$7.78M Sell
30,641
-2,709
-8% -$705K 3.07% 6
2025
Q4 		$9.07M Sell
33,350
-374
-1% -$100K 3.49% 7
2025
Q3 		$8.59M Buy
33,724
+2,529
+8% +$571K 3.3% 7
2025
Q2 		$6.4M Sell
31,195
-1,027
-3% -$207K 2.68% 9
2025
Q1 		$7.16M Sell
32,222
-716
-2% -$166K 3.12% 10
2024
Q4 		$8.25M Buy
32,938
+2,281
+7% +$538K 3.58% 4
2024
Q3 		$7.14M Sell
30,657
-53,439
-64% -$11.9M 3.32% 6
2024
Q2 		$17.7M Buy
84,096
+51,860
+161% +$9.67M 8.89% 1
2024
Q1 		$5.53M Buy
32,236
+377
+1% +$68.5K 3.37% 5
2023
Q4 		$5.91M Sell
31,859
-7
-0% -$1.29K 4.12% 5
2023
Q3 		$5.46M Buy
31,866
+299
+0.9% +$54.8K 3.21% 5
2023
Q2 		$6.12M Sell
31,567
-919
-3% -$160K 3.56% 3
2023
Q1 		$5.36M Buy
32,486
+14,770
+83% +$2.18M 3.32% 3
2022
Q4 		$2.3M Sell
17,716
-15,144
-46% -$2.16M 1.38% 21
2022
Q3 		$4.54M Sell
32,860
-540
-2% -$84.8K 4.54% 1
2022
Q2 		$4.57M Buy
33,400
+694
+2% +$105K 4.5% 1
2022
Q1 		$5.62M Buy
32,706
+13,769
+73% +$2.32M 5.81% 1
2021
Q4 		$3.36M Buy
18,937
+1,483
+8% +$234K 2.54% 8
2021
Q3 		$2.47M Sell
17,454
-42
-0.2% -$6.18K 1.84% 19
2021
Q2 		$2.48M Sell
17,496
-240
-1% -$31.1K 1.79% 19
2021
Q1 		$2.18M Sell
17,736
-112
-0.6% -$14.4K 1.7% 22
2020
Q4 		$2.37M Buy
+17,848
New +$2.15M 1.8% 18

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

Phoenix Wealth Advisors's AAPL Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Apple (AAPL) stake by 8.1% in Q1 2026, selling an estimated $705K and leaving 30,641 shares worth $7.78M. The position accounts for 3.07% of the portfolio, ranked #6.

Phoenix Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.7M in Q2 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Phoenix Wealth Advisors held 30,641 shares of Apple worth $7.78M as of Q1 2026.
  • Phoenix Wealth Advisors sold 2,709 Apple shares in Q1 2026, an estimated $705K.
  • Apple made up 3.07% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Phoenix Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Apple position peaked at $17.7M in Q2 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.