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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
Q2 		$8.01M Buy
27,698
+1,564
+6% +$447K 1.74% 14
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 $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

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

RIA Advisory Group increased its Apple (AAPL) stake by 6% in Q2 2026, buying an estimated $447K and bringing the position to 27,698 shares worth $8.01M. The position accounts for 1.74% of the portfolio, ranked #14.

RIA Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • RIA Advisory Group held 27,698 shares of Apple worth $8.01M as of Q2 2026.
  • RIA Advisory Group bought 1,564 Apple shares in Q2 2026, an estimated $447K.
  • Apple made up 1.74% of RIA Advisory Group's portfolio in Q2 2026, its #14 holding.
  • RIA Advisory Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.