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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
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 $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

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. 6,077 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.
  • 6,077 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.