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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
2024
Q2 		– Sell
-1,000
Closed -$171K – 109
2024
Q1 		$171K Hold
1,000
– – 0.06% 102
2023
Q4 		$193K Buy
+1,000
New +$185K 0.07% 97

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. 6,084 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.
  • 6,084 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.