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Resonant Capital Advisors’s Apple AAPL Stock Holding History

Resonant Capital 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 		$27.8M Buy
109,584
+9,974
+10% +$2.6M 1.46% 16
2025
Q4 		$27.1M Buy
99,610
+4,318
+5% +$1.16M 1.49% 18
2025
Q3 		$24.3M Buy
95,292
+3,036
+3% +$686K 1.41% 17
2025
Q2 		$18.9M Buy
92,256
+10,138
+12% +$2.05M 1.21% 19
2025
Q1 		$18.2M Buy
82,118
+2,151
+3% +$498K 1.27% 19
2024
Q4 		$20M Sell
79,967
-1,266
-2% -$298K 1.46% 15
2024
Q3 		$18.9M Buy
81,233
+3,745
+5% +$836K 1.39% 17
2024
Q2 		$16.3M Buy
77,488
+2,814
+4% +$525K 1.33% 18
2024
Q1 		$12.8M Buy
74,674
+2,829
+4% +$514K 1.1% 21
2023
Q4 		$13.8M Sell
71,845
-1,503
-2% -$278K 1.34% 18
2023
Q3 		$12.6M Buy
73,348
+7,164
+11% +$1.31M 1.34% 18
2023
Q2 		$12.8M Buy
66,184
+356
+0.5% +$62K 1.4% 18
2023
Q1 		$10.9M Buy
65,828
+2,214
+3% +$327K 1.23% 21
2022
Q4 		$8.27M Buy
63,614
+1,712
+3% +$245K 1.03% 23
2022
Q3 		$8.55M Buy
61,902
+6,044
+11% +$949K 1.3% 17
2022
Q2 		$7.64M Buy
55,858
+2,160
+4% +$327K 1.19% 19
2022
Q1 		$9.36M Buy
53,698
+4,579
+9% +$770K 1.39% 16
2021
Q4 		$8.72M Buy
49,119
+8,740
+22% +$1.38M 1.31% 18
2021
Q3 		$5.71M Buy
40,379
+3,326
+9% +$490K 0.99% 19
2021
Q2 		$5.08M Buy
37,053
+1,120
+3% +$145K 0.98% 16
2021
Q1 		$4.39M Buy
35,933
+995
+3% +$128K 0.9% 19
2020
Q4 		$4.64M Sell
34,938
-2,894
-8% -$348K 1.1% 17
2020
Q3 		$4.38M Sell
37,832
-18,624
-33% -$2.03M 1.25% 17
2020
Q2 		$5.15M Sell
56,456
-10,976
-16% -$851K 1.5% 17
2020
Q1 		$4.29M Buy
67,432
+2,704
+4% +$199K 1.56% 15
2019
Q4 		$4.75M Buy
+64,728
New +$4.16M 1.5% 14

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

Resonant Capital Advisors's AAPL Position: Q1 2026 in Review

Resonant Capital Advisors increased its Apple (AAPL) stake by 10% in Q1 2026, buying an estimated $2.6M and bringing the position to 109,584 shares worth $27.8M. The position accounts for 1.46% of the portfolio, ranked #16.

Resonant Capital Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Resonant Capital Advisors held 109,584 shares of Apple worth $27.8M as of Q1 2026.
  • Resonant Capital Advisors bought 9,974 Apple shares in Q1 2026, an estimated $2.6M.
  • Apple made up 1.46% of Resonant Capital Advisors's portfolio in Q1 2026, its #16 holding.
  • Resonant Capital Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.