RAG
AAPL icon

RIA Advisory Group’s Apple AAPL Stock Holding History

RIA 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
Q1 		$6.63M Buy
26,134
+2,239
+9% +$583K 1.58% 14
2025
Q4 		$6.5M Buy
23,895
+637
+3% +$171K 1.56% 14
2025
Q3 		$5.92M Buy
23,258
+1,963
+9% +$443K 1.52% 18
2025
Q2 		$4.37M Buy
21,295
+3,390
+19% +$685K 1.28% 21
2025
Q1 		$3.98M Buy
17,905
+3,680
+26% +$853K 1.29% 16
2024
Q4 		$3.56M Buy
14,225
+4,577
+47% +$1.08M 1.21% 19
2024
Q3 		$2.25M Buy
+9,648
New +$2.15M 0.79% 18
2024
Q1 		$674K Sell
3,930
-149
-4% -$27.1K 0.27% 50
2023
Q4 		$785K Buy
4,079
+31
+0.8% +$5.72K 0.33% 40
2023
Q3 		$693K Sell
4,048
-315
-7% -$57.8K 0.31% 42
2023
Q2 		$846K Sell
4,363
-6,328
-59% -$1.1M 0.36% 42
2023
Q1 		$1.76M Buy
10,691
+209
+2% +$30.8K 0.81% 17
2022
Q4 		$959K Buy
+10,482
New +$1.5M 0.56% 26

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

RIA Advisory Group's AAPL Position: Q1 2026 in Review

RIA Advisory Group increased its Apple (AAPL) stake by 9.4% in Q1 2026, buying an estimated $583K and bringing the position to 26,134 shares worth $6.63M. The position accounts for 1.58% of the portfolio, ranked #14.

RIA Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 13 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • RIA Advisory Group held 26,134 shares of Apple worth $6.63M as of Q1 2026.
  • RIA Advisory Group bought 2,239 Apple shares in Q1 2026, an estimated $583K.
  • Apple made up 1.58% of RIA Advisory Group's portfolio in Q1 2026, its #14 holding.
  • RIA Advisory Group first reported a position in Apple in Q4 2022 and has held it in 13 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.