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ROI Financial Advisors’s Apple AAPL Stock Holding History

ROI Financial 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 		$9.71M Sell
38,275
-357
-0.9% -$92.9K 5.81% 3
2025
Q4 		$10.5M Sell
38,632
-267
-0.7% -$71.7K 6.03% 5
2025
Q3 		$9.9M Sell
38,899
-1,384
-3% -$313K 5.91% 3
2025
Q2 		$8.26M Sell
40,283
-368
-0.9% -$74.3K 5.25% 5
2025
Q1 		$9.03M Buy
40,651
+120
+0.3% +$27.8K 6.56% 3
2024
Q4 		$10.1M Sell
40,531
-1,585
-4% -$374K 6.91% 2
2024
Q3 		$9.81M Sell
42,116
-890
-2% -$199K 6.78% 3
2024
Q2 		$9.09M Sell
43,006
-134
-0.3% -$25K 6.6% 3
2024
Q1 		$7.4M Sell
43,140
-3,310
-7% -$602K 5.82% 4
2023
Q4 		$8.94M Buy
+46,450
New +$8.58M 7.4% 2

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

ROI Financial Advisors's AAPL Position: Q1 2026 in Review

ROI Financial Advisors reduced its Apple (AAPL) stake by 0.92% in Q1 2026, selling an estimated $92.9K and leaving 38,275 shares worth $9.71M. The position accounts for 5.81% of the portfolio, ranked #3.

ROI Financial Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.5M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • ROI Financial Advisors held 38,275 shares of Apple worth $9.71M as of Q1 2026.
  • ROI Financial Advisors sold 357 Apple shares in Q1 2026, an estimated $92.9K.
  • Apple made up 5.81% of ROI Financial Advisors's portfolio in Q1 2026, its #3 holding.
  • ROI Financial Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • ROI Financial Advisors's Apple position peaked at $10.5M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.