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Plotkin Financial Advisors’s Apple AAPL Stock Holding History

Plotkin 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 		$7.35M Buy
28,957
+586
+2% +$153K 3.69% 8
2025
Q4 		$7.71M Sell
28,371
-95
-0.3% -$25.5K 3.76% 7
2025
Q3 		$7.25M Hold
28,466
– – 3.58% 9
2025
Q2 		$5.84M Sell
28,466
-102
-0.4% -$20.6K 3.22% 10
2025
Q1 		$6.35M Sell
28,568
-122
-0.4% -$28.3K 3.9% 9
2024
Q4 		$7.18M Sell
28,690
-41
-0.1% -$9.66K 4.26% 8
2024
Q3 		$6.69M Sell
28,731
-21
-0.1% -$4.69K 4.01% 8
2024
Q2 		$6.06M Sell
28,752
-1,633
-5% -$305K 3.89% 9
2024
Q1 		$5.21M Buy
30,385
+844
+3% +$153K 3.45% 10
2023
Q4 		$5.69M Sell
29,541
-731
-2% -$135K 4.33% 8
2023
Q3 		$5.18M Buy
30,272
+748
+3% +$137K 4.56% 7
2023
Q2 		$5.73M Sell
29,524
-3,057
-9% -$533K 4.76% 4
2023
Q1 		$5.37M Buy
32,581
+140
+0.4% +$20.7K 5% 6
2022
Q4 		$4.22M Sell
32,441
-531
-2% -$75.9K 4.28% 7
2022
Q3 		$4.56M Sell
32,972
-90
-0.3% -$14.1K 4.61% 8
2022
Q2 		$4.52M Buy
33,062
+168
+0.5% +$25.4K 4.3% 8
2022
Q1 		$5.74M Buy
32,894
+1,955
+6% +$329K 4.01% 10
2021
Q4 		$5.49M Sell
30,939
-1,694
-5% -$268K 3.47% 11
2021
Q3 		$4.62M Sell
32,633
-878
-3% -$129K 2.75% 14
2021
Q2 		$4.59M Sell
33,511
-1,289
-4% -$167K 2.54% 14
2021
Q1 		$4.25M Buy
34,800
+1,499
+5% +$192K 2.6% 14
2020
Q4 		$4.42M Sell
33,301
-2,643
-7% -$318K 2.92% 14
2020
Q3 		$4.16M Sell
35,944
-40
-0.1% -$4.37K 4.58% 5
2020
Q2 		$3.28M Buy
35,984
+324
+0.9% +$25.1K 2.79% 13
2020
Q1 		$2.27M Buy
35,660
+3,212
+10% +$236K 2.75% 14
2019
Q4 		$2.38M Buy
+32,448
New +$2.09M 2.22% 14

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

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

Plotkin Financial Advisors increased its Apple (AAPL) stake by 2.1% in Q1 2026, buying an estimated $153K and bringing the position to 28,957 shares worth $7.35M. The position accounts for 3.69% of the portfolio, ranked #8.

Plotkin Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.71M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Plotkin Financial Advisors held 28,957 shares of Apple worth $7.35M as of Q1 2026.
  • Plotkin Financial Advisors bought 586 Apple shares in Q1 2026, an estimated $153K.
  • Apple made up 3.69% of Plotkin Financial Advisors's portfolio in Q1 2026, its #8 holding.
  • Plotkin Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's Apple position peaked at $7.71M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.