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Powell Investment Advisors’s Apple AAPL Stock Holding History

Powell Investment 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 		$3.64M Buy
14,349
+956
+7% +$249K 1.26% 15
2025
Q4 		$3.64M Sell
13,393
-365
-3% -$98K 1.25% 15
2025
Q3 		$3.5M Sell
13,758
-651
-5% -$147K 1.22% 15
2025
Q2 		$2.96M Buy
+14,409
New +$2.91M 1.11% 15
2025
Q1 		– Sell
-14,891
Closed -$3.73M – 146
2024
Q4 		$3.73M Buy
14,891
+1
+0% +$236 1.73% 11
2024
Q3 		$3.47M Sell
14,890
-495
-3% -$111K 1.62% 11
2024
Q2 		$3.24M Buy
15,385
+487
+3% +$90.8K 1.68% 12
2024
Q1 		$2.55M Buy
14,898
+1
+0% +$182 1.35% 13
2023
Q4 		$2.87M Buy
14,897
+42
+0.3% +$7.75K 1.59% 13
2023
Q3 		$2.54M Buy
14,855
+1
+0% +$183 1.53% 14
2023
Q2 		$2.88M Sell
14,854
-53
-0.4% -$9.23K 1.68% 14
2023
Q1 		$2.46M Sell
14,907
-45
-0.3% -$6.64K 1.37% 14
2022
Q4 		$1.94M Buy
14,952
+48
+0.3% +$6.86K 1.13% 18
2022
Q3 		$2.06M Sell
14,904
-614
-4% -$96.4K 1.35% 15
2022
Q2 		$2.12M Sell
15,518
-1,374
-8% -$208K 1.29% 15
2022
Q1 		$2.95M Buy
16,892
+5,166
+44% +$869K 1.72% 13
2021
Q4 		$2.08M Buy
11,726
+1,601
+16% +$253K 1.18% 15
2021
Q3 		$1.43M Buy
10,125
+288
+3% +$42.4K 0.89% 17
2021
Q2 		$1.35M Buy
9,837
+301
+3% +$39K 0.83% 18
2021
Q1 		$1.17M Sell
9,536
-83
-0.9% -$10.7K 0.76% 19
2020
Q4 		$1.28M Sell
9,619
-67
-0.7% -$8.06K 0.97% 15
2020
Q3 		$1.12M Sell
9,686
-198
-2% -$21.6K 0.96% 17
2020
Q2 		$901K Buy
9,884
+4
+0% +$310 0.87% 19
2020
Q1 		$628K Sell
9,880
-68
-0.7% -$5K 0.76% 24
2019
Q4 		$730K Buy
+9,948
New +$640K 0.76% 24

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

Powell Investment Advisors's AAPL Position: Q1 2026 in Review

Powell Investment Advisors increased its Apple (AAPL) stake by 7.1% in Q1 2026, buying an estimated $249K and bringing the position to 14,349 shares worth $3.64M. The position accounts for 1.26% of the portfolio, ranked #15.

Powell Investment Advisors first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.73M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Powell Investment Advisors held 14,349 shares of Apple worth $3.64M as of Q1 2026.
  • Powell Investment Advisors bought 956 Apple shares in Q1 2026, an estimated $249K.
  • Apple made up 1.26% of Powell Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • Powell Investment Advisors first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • Powell Investment Advisors's Apple position peaked at $3.73M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.