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Safeguard Investment Advisory Group’s Apple AAPL Stock Holding History

Safeguard Investment 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 		$10.1M Sell
39,609
-1,189
-3% -$309K 2.78% 6
2025
Q4 		$11.1M Sell
40,798
-1,773
-4% -$476K 2.84% 6
2025
Q3 		$10.8M Buy
42,571
+1,742
+4% +$394K 2.69% 6
2025
Q2 		$8.38M Sell
40,829
-1,314
-3% -$265K 2.09% 7
2025
Q1 		$9.36M Buy
42,143
+3,338
+9% +$773K 2.54% 6
2024
Q4 		$9.72M Buy
38,805
+1,196
+3% +$282K 2.67% 6
2024
Q3 		$8.76M Sell
37,609
-2,623
-7% -$586K 2.5% 6
2024
Q2 		$8.47M Sell
40,232
-1,236
-3% -$230K 2.63% 6
2024
Q1 		$7.11M Buy
41,468
+302
+0.7% +$54.9K 2.41% 6
2023
Q4 		$7.93M Sell
41,166
-249
-0.6% -$46K 2.98% 6
2023
Q3 		$7.09M Buy
41,415
+3,146
+8% +$577K 3.09% 6
2023
Q2 		$7.42M Buy
38,269
+1,249
+3% +$218K 3.16% 6
2023
Q1 		$6.1M Buy
37,020
+3,543
+11% +$523K 2.94% 6
2022
Q4 		$4.35M Buy
33,477
+582
+2% +$83.2K 2.68% 12
2022
Q3 		$4.55M Buy
32,895
+612
+2% +$96.1K 3.11% 8
2022
Q2 		$5.64M Hold
32,283
– – 3.47% 7
2022
Q1 		$5.64M Buy
32,283
+2,244
+7% +$377K 3.85% 6
2021
Q4 		$5.33M Sell
30,039
-1,014
-3% -$160K 3.11% 10
2021
Q3 		$4.39M Sell
31,053
-171
-0.5% -$25.2K 2.84% 10
2021
Q2 		$4.28M Buy
31,224
+973
+3% +$126K 3.05% 11
2021
Q1 		$3.69M Sell
30,251
-501
-2% -$64.3K 3.3% 9
2020
Q4 		$4.08M Buy
+30,752
New +$3.7M 3.62% 4

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

Safeguard Investment Advisory Group's AAPL Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $309K and leaving 39,609 shares worth $10.1M. The position accounts for 2.78% of the portfolio, ranked #6.

Safeguard Investment Advisory Group first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.1M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Safeguard Investment Advisory Group held 39,609 shares of Apple worth $10.1M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 1,189 Apple shares in Q1 2026, an estimated $309K.
  • Apple made up 2.78% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #6 holding.
  • Safeguard Investment Advisory Group first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Apple position peaked at $11.1M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.