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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
Q2 		$4.11M Sell
14,199
-150
-1% -$42.9K 1.3% 14
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Powell Investment Advisors's AAPL Position: Q2 2026 in Review

Powell Investment Advisors reduced its Apple (AAPL) stake by 1% in Q2 2026, selling an estimated $42.9K and leaving 14,199 shares worth $4.11M. The position accounts for 1.3% of the portfolio, ranked #14.

Powell Investment Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Powell Investment Advisors held 14,199 shares of Apple worth $4.11M as of Q2 2026.
  • Powell Investment Advisors sold 150 Apple shares in Q2 2026, an estimated $42.9K.
  • Apple made up 1.3% of Powell Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Powell Investment Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.