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Soltis Investment Advisors’s Apple AAPL Stock Holding History

Soltis Investment 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 		$67.9M Buy
267,577
+9,673
+4% +$2.52M 4.28% 3
2025
Q4 		$70.1M Sell
257,904
-27,832
-10% -$7.47M 4.62% 3
2025
Q3 		$72.8M Sell
285,736
-5,617
-2% -$1.27M 5.03% 2
2025
Q2 		$59.8M Buy
291,353
+42,652
+17% +$8.61M 4.7% 3
2025
Q1 		$55.2M Buy
248,701
+8,037
+3% +$1.86M 4.94% 2
2024
Q4 		$60.3M Buy
240,664
+31,599
+15% +$7.45M 5.58% 2
2024
Q3 		$48.7M Buy
209,065
+11,612
+6% +$2.59M 4.76% 2
2024
Q2 		$41.6M Buy
197,453
+18,385
+10% +$3.43M 4.4% 2
2024
Q1 		$30.7M Sell
179,068
-8,358
-4% -$1.52M 3.44% 2
2023
Q4 		$36.1M Buy
187,426
+25,354
+16% +$4.68M 4.07% 4
2023
Q3 		$27.7M Sell
162,072
-6,468
-4% -$1.19M 3.57% 4
2023
Q2 		$32.7M Buy
168,540
+20,173
+14% +$3.52M 3.8% 3
2023
Q1 		$24.5M Buy
148,367
+28,665
+24% +$4.23M 3.11% 5
2022
Q4 		$15.6M Buy
119,702
+20,003
+20% +$2.86M 2.05% 10
2022
Q3 		$13.8M Buy
99,699
+8,205
+9% +$1.29M 2.07% 12
2022
Q2 		$12.5M Buy
91,494
+13,329
+17% +$2.02M 1.82% 11
2022
Q1 		$13.6M Buy
78,165
+3,609
+5% +$607K 1.9% 11
2021
Q4 		$13.2M Sell
74,556
-18,526
-20% -$2.93M 1.87% 10
2021
Q3 		$13.2M Buy
93,082
+1,619
+2% +$238K 2.04% 9
2021
Q2 		$12.5M Buy
91,463
+19,810
+28% +$2.57M 1.99% 9
2021
Q1 		$8.75M Buy
71,653
+6,759
+10% +$868K 1.6% 10
2020
Q4 		$8.61M Buy
64,894
+2,345
+4% +$282K 1.6% 11
2020
Q3 		$7.24M Buy
62,549
+2,317
+4% +$253K 1.7% 11
2020
Q2 		$5.49M Buy
60,232
+6,996
+13% +$542K 1.42% 20
2020
Q1 		$3.38M Buy
53,236
+11,080
+26% +$815K 1.05% 26
2019
Q4 		$3.1M Buy
+42,156
New +$2.71M 0.6% 34

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

Soltis Investment Advisors's AAPL Position: Q1 2026 in Review

Soltis Investment Advisors increased its Apple (AAPL) stake by 3.8% in Q1 2026, buying an estimated $2.52M and bringing the position to 267,577 shares worth $67.9M. The position accounts for 4.28% of the portfolio, ranked #3.

Soltis Investment Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $72.8M in Q3 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Soltis Investment Advisors held 267,577 shares of Apple worth $67.9M as of Q1 2026.
  • Soltis Investment Advisors bought 9,673 Apple shares in Q1 2026, an estimated $2.52M.
  • Apple made up 4.28% of Soltis Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • Soltis Investment Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Apple position peaked at $72.8M in Q3 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.