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Realta Investment Advisors’s Apple AAPL Stock Holding History

Realta Investment Advisors’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 		$20.5M Sell
80,611
-1,332
-2% -$347K 7.1% 1
2025
Q4 		$22.3M Sell
81,943
-1,685
-2% -$452K 7.29% 1
2025
Q3 		$21.3M Buy
83,628
+1,451
+2% +$328K 7.12% 1
2025
Q2 		$16.9M Sell
82,177
-2,666
-3% -$538K 6.66% 2
2025
Q1 		$18.8M Sell
84,843
-5,125
-6% -$1.19M 8.59% 1
2024
Q4 		$21.9M Buy
89,968
+13,870
+18% +$3.27M 8.97% 1
2024
Q3 		$17.6M Sell
76,098
-73,030
-49% -$16.3M 8.1% 1
2024
Q2 		$31.4M Sell
149,128
-686
-0.5% -$128K 6.15% 1
2024
Q1 		$25.7M Sell
149,814
-6,610
-4% -$1.2M 5.3% 1
2023
Q4 		$30.1M Sell
156,424
-2,592
-2% -$479K 6.8% 1
2023
Q3 		$30.8M Sell
159,016
-17,630
-10% -$3.23M 7.09% 1
2023
Q2 		$34.3M Buy
176,646
+2,045
+1% +$356K 7.49% 1
2023
Q1 		$28.8M Sell
174,601
-7,230
-4% -$1.07M 7% 1
2022
Q4 		$23.6M Buy
181,831
+1,804
+1% +$258K 5.76% 1
2022
Q3 		$24.9M Sell
180,027
-1,855
-1% -$291K 6.52% 1
2022
Q2 		$25.3M Sell
181,882
-7,955
-4% -$1.2M 6.19% 1
2022
Q1 		$33.1M Sell
189,837
-4,220
-2% -$710K 6.6% 1
2021
Q4 		$34.5M Buy
194,057
+2,352
+1% +$372K 7.58% 1
2021
Q3 		$27.1M Buy
191,705
+7,378
+4% +$1.09M 6.39% 1
2021
Q2 		$25.2M Sell
184,327
-1,321
-0.7% -$171K 5.99% 1
2021
Q1 		$22.7M Sell
185,648
-4,938
-3% -$634K 5.97% 1
2020
Q4 		$25.3M Buy
190,586
+4,720
+3% +$568K 7.16% 1
2020
Q3 		$21.5M Buy
185,866
+15,170
+9% +$1.66M 7.21% 2
2020
Q2 		$15.6M Buy
170,696
+5,256
+3% +$407K 5.12% 3
2020
Q1 		$10.5M Sell
165,440
-55,044
-25% -$4.05M 4.52% 3
2019
Q4 		$14.7M Sell
220,484
-5,084
-2% -$327K 4.02% 2
2019
Q3 		$12.6M Sell
225,568
-33,680
-13% -$1.76M 3.43% 2
2019
Q2 		$12.9M Buy
259,248
+115,420
+80% +$5.62M 3.57% 3
2019
Q1 		$6.81M Buy
+143,828
New +$6.1M 3.1% 1

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

Realta Investment Advisors's AAPL Position: Q1 2026 in Review

Realta Investment Advisors reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $347K and leaving 80,611 shares worth $20.5M. The position accounts for 7.1% of the portfolio, ranked #1.

Realta Investment Advisors first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. The position peaked at $34.5M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Realta Investment Advisors held 80,611 shares of Apple worth $20.5M as of Q1 2026.
  • Realta Investment Advisors sold 1,332 Apple shares in Q1 2026, an estimated $347K.
  • Apple made up 7.1% of Realta Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • Realta Investment Advisors first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • Realta Investment Advisors's Apple position peaked at $34.5M in Q4 2021.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.