Private Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.9M | Buy |
236,096
+4,160
| +2% | +$1.08M | 3.93% | 4 |
|
|
2025
Q4 | $63.1M | Sell |
231,936
-512
| -0.2% | -$137K | 4.94% | 3 |
|
|
2025
Q3 | $59.2M | Sell |
232,448
-8,846
| -4% | -$2M | 4.86% | 3 |
|
|
2025
Q2 | $49.5M | Buy |
241,294
+7,229
| +3% | +$1.46M | 4.48% | 3 |
|
|
2025
Q1 | $52M | Buy |
234,065
+15,598
| +7% | +$3.61M | 5.81% | 1 |
|
|
2024
Q4 | $54.7M | Buy |
218,467
+4,114
| +2% | +$970K | 6.13% | 1 |
|
|
2024
Q3 | $49.9M | Sell |
214,353
-4,229
| -2% | -$944K | 5.96% | 2 |
|
|
2024
Q2 | $46M | Buy |
218,582
+14,240
| +7% | +$2.66M | 5.99% | 3 |
|
|
2024
Q1 | $35M | Buy |
204,342
+69,143
| +51% | +$12.6M | 5% | 3 |
|
|
2023
Q4 | $26M | Sell |
135,199
-107
| -0.1% | -$19.8K | 4.52% | 3 |
|
|
2023
Q3 | $23.2M | Buy |
135,306
+8,615
| +7% | +$1.58M | 4.58% | 3 |
|
|
2023
Q2 | $24.6M | Sell |
126,691
-9,394
| -7% | -$1.64M | 4.87% | 2 |
|
|
2023
Q1 | $22.4M | Sell |
136,085
-33,892
| -20% | -$5M | 4.77% | 2 |
|
|
2022
Q4 | $22.1M | Sell |
169,977
-7,188
| -4% | -$1.03M | 4.83% | 1 |
|
|
2022
Q3 | $24.5M | Buy |
177,165
+4,476
| +3% | +$703K | 5.59% | 1 |
|
|
2022
Q2 | $23.6M | Buy |
172,689
+9,464
| +6% | +$1.43M | 5.35% | 1 |
|
|
2022
Q1 | $28.5M | Sell |
163,225
-25,182
| -13% | -$4.23M | 5.58% | 2 |
|
|
2021
Q4 | $33.5M | Buy |
188,407
+11,594
| +7% | +$1.83M | 6.31% | 2 |
|
|
2021
Q3 | $25M | Buy |
176,813
+1,075
| +0.6% | +$158K | 6.1% | 1 |
|
|
2021
Q2 | $24.1M | Buy |
175,738
+7,197
| +4% | +$933K | 6.06% | 3 |
|
|
2021
Q1 | $20.6M | Buy |
168,541
+13,191
| +8% | +$1.69M | 5.9% | 2 |
|
|
2020
Q4 | $20.6M | Buy |
155,350
+29,122
| +23% | +$3.5M | 6.81% | 2 |
|
|
2020
Q3 | $14.6M | Sell |
126,228
-37,556
| -23% | -$4.1M | 5.89% | 2 |
|
|
2020
Q2 | $14.9M | Buy |
163,784
+2,024
| +1% | +$157K | 6.11% | 3 |
|
|
2020
Q1 | $10.3M | Buy |
161,760
+300
| +0.2% | +$22.1K | 5.24% | 3 |
|
|
2019
Q4 | $11.9M | Sell |
161,460
-4,664
| -3% | -$300K | 4.74% | 1 |
|
|
2019
Q3 | $9.3M | Buy |
166,124
+6,548
| +4% | +$342K | 4.09% | 1 |
|
|
2019
Q2 | $7.9M | Buy |
159,576
+73,284
| +85% | +$3.57M | 3.62% | 4 |
|
|
2019
Q1 | $3.4M | Hold |
86,292
| – | – | 1.91% | 17 |
|
|
2018
Q4 | $3.4M | Sell |
86,292
-2,484
| -3% | -$120K | 1.91% | 17 |
|
|
2018
Q3 | $4.91M | Buy |
88,776
+2,836
| +3% | +$148K | 2.5% | 7 |
|
|
2018
Q2 | $3.98M | Buy |
85,940
+8,588
| +11% | +$389K | 1.99% | 10 |
|
|
2018
Q1 | $3.25M | Buy |
77,352
+13,560
| +21% | +$584K | 2% | 19 |
|
|
2017
Q4 | $2.7M | Sell |
63,792
-2,048
| -3% | -$85.6K | 1.45% | 20 |
|
|
2017
Q3 | $2.54M | Sell |
65,840
-2,100
| -3% | -$81.5K | 1.5% | 21 |
|
|
2017
Q2 | $2.45M | Buy |
67,940
+24,524
| +56% | +$907K | 1.46% | 24 |
|
|
2017
Q1 | $1.56M | Sell |
43,416
-1,944
| -4% | -$64K | 1.05% | 27 |
|
|
2016
Q4 | $1.31M | Buy |
+45,360
| New | +$1.29M | 0.91% | 31 |
|
Other funds holding AAPL
VCM
VPM
Private Advisory Group's AAPL Position: Q1 2026 in Review
Private Advisory Group increased its Apple (AAPL) stake by 1.8% in Q1 2026, buying an estimated $1.08M and bringing the position to 236,096 shares worth $59.9M. The position accounts for 3.93% of the portfolio, ranked #4.
Private Advisory Group first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $63.1M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Private Advisory Group held 236,096 shares of Apple worth $59.9M as of Q1 2026.
- Private Advisory Group bought 4,160 Apple shares in Q1 2026, an estimated $1.08M.
- Apple made up 3.93% of Private Advisory Group's portfolio in Q1 2026, its #4 holding.
- Private Advisory Group first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Private Advisory Group's Apple position peaked at $63.1M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.