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Powers Advisory Group’s Apple AAPL Stock Holding History

Powers Advisory Group’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 		$3.03M Sell
10,472
-228
-2% -$65.2K 0.95% 22
2026
Q1 		$2.72M Sell
10,700
-196
-2% -$51K 0.96% 20
2025
Q4 		$2.96M Buy
10,896
+11
+0.1% +$2.95K 1.12% 19
2025
Q3 		$2.77M Buy
10,885
+187
+2% +$42.2K 1.1% 18
2025
Q2 		$2.19M Buy
10,698
+154
+1% +$31.1K 0.97% 19
2025
Q1 		$2.34M Sell
10,544
-2
-0% -$463 1.12% 16
2024
Q4 		$2.64M Sell
10,546
-136
-1% -$32.1K 1.32% 16
2024
Q3 		$2.49M Buy
10,682
+80
+0.8% +$17.9K 1.24% 17
2024
Q2 		$2.23M Buy
10,602
+578
+6% +$108K 1.22% 17
2024
Q1 		$1.72M Sell
10,024
-953
-9% -$173K 0.98% 22
2023
Q4 		$2.11M Sell
10,977
-77
-0.7% -$14.2K 1.3% 16
2023
Q3 		$1.89M Buy
11,054
+74
+0.7% +$13.6K 1.29% 18
2023
Q2 		$2.13M Sell
10,980
-926
-8% -$161K 1.41% 16
2023
Q1 		$1.96M Buy
11,906
+10
+0.1% +$1.48K 1.37% 17
2022
Q4 		$1.55M Buy
11,896
+11
+0.1% +$1.57K 1.14% 21
2022
Q3 		$1.64M Buy
11,885
+9
+0.1% +$1.41K 1.31% 17
2022
Q2 		$1.62M Buy
11,876
+11
+0.1% +$1.67K 1.25% 19
2022
Q1 		$2.07M Buy
11,865
+617
+5% +$104K 1.44% 17
2021
Q4 		$2M Buy
+11,248
New +$1.78M 1.41% 17

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

Powers Advisory Group's AAPL Position: Q2 2026 in Review

Powers Advisory Group reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $65.2K and leaving 10,472 shares worth $3.03M. The position accounts for 0.95% of the portfolio, ranked #22.

Powers Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Powers Advisory Group held 10,472 shares of Apple worth $3.03M as of Q2 2026.
  • Powers Advisory Group sold 228 Apple shares in Q2 2026, an estimated $65.2K.
  • Apple made up 0.95% of Powers Advisory Group's portfolio in Q2 2026, its #22 holding.
  • Powers Advisory Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.