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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
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 $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

Powers Advisory Group's AAPL Position: Q1 2026 in Review

Powers Advisory Group reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $51K and leaving 10,700 shares worth $2.72M. The position accounts for 0.96% of the portfolio, ranked #20.

Powers Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.96M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Powers Advisory Group held 10,700 shares of Apple worth $2.72M as of Q1 2026.
  • Powers Advisory Group sold 196 Apple shares in Q1 2026, an estimated $51K.
  • Apple made up 0.96% of Powers Advisory Group's portfolio in Q1 2026, its #20 holding.
  • Powers Advisory Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Powers Advisory Group's Apple position peaked at $2.96M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.