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Private Advisory Group’s Apple AAPL Stock Holding History

Private 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 		$203K Buy
+700
New +$200K 0.01% 291
2025
Q4 		– Sell
-8,100
Closed -$2.06M – 251
2025
Q3 		$2.06M Sell
8,100
-34,900
-81% -$7.88M 0.17% 96
2025
Q2 		$8.82M Buy
+43,000
New +$8.68M 0.8% 43

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

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

Private Advisory Group increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $13.1M and bringing the position to 281,765 shares worth $81.5M. The position accounts for 4.4% of the portfolio, ranked #2.

Private Advisory Group first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Private Advisory Group held 281,765 shares of Apple worth $81.5M as of Q2 2026.
  • Private Advisory Group bought 45,669 Apple shares in Q2 2026, an estimated $13.1M.
  • Apple made up 4.4% of Private Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Private Advisory Group first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.