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Souders Financial Advisors’s Apple AAPL Stock Holding History

Souders 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 		$15.7M Buy
61,769
+1,180
+2% +$307K 1.79% 14
2025
Q4 		$16.5M Buy
60,589
+933
+2% +$250K 1.89% 14
2025
Q3 		$15.2M Buy
59,656
+1,766
+3% +$399K 1.81% 16
2025
Q2 		$11.9M Sell
57,890
-840
-1% -$170K 1.51% 19
2025
Q1 		$13M Sell
58,730
-3,112
-5% -$721K 1.82% 15
2024
Q4 		$15.5M Sell
61,842
-11,645
-16% -$2.74M 2.16% 12
2024
Q3 		$17.1M Sell
73,487
-3,516
-5% -$785K 2.39% 10
2024
Q2 		$16.2M Buy
77,003
+2,283
+3% +$426K 2.45% 10
2024
Q1 		$12.8M Buy
74,720
+3,966
+6% +$721K 2.02% 11
2023
Q4 		$13.6M Sell
70,754
-6,188
-8% -$1.14M 2.33% 11
2023
Q3 		$13.2M Sell
76,942
-2,668
-3% -$489K 2.53% 11
2023
Q2 		$15.4M Sell
79,610
-2,591
-3% -$451K 2.95% 7
2023
Q1 		$13.6M Buy
82,201
+3,162
+4% +$467K 2.88% 8
2022
Q4 		$10.3M Buy
79,039
+124
+0.2% +$17.7K 2.35% 8
2022
Q3 		$10.9M Sell
78,915
-9,910
-11% -$1.56M 2.96% 7
2022
Q2 		$12.1M Buy
88,825
+9,902
+13% +$1.5M 3.49% 6
2022
Q1 		$13.8M Sell
78,923
-3,626
-4% -$610K 3.98% 4
2021
Q4 		$14.7M Sell
82,549
-1,774
-2% -$280K 4.21% 4
2021
Q3 		$11.9M Buy
84,323
+1,127
+1% +$166K 3.85% 5
2021
Q2 		$11.4M Sell
83,196
-4,953
-6% -$642K 3.84% 5
2021
Q1 		$10.8M Sell
88,149
-255
-0.3% -$32.7K 4.22% 4
2020
Q4 		$11.7M Buy
88,404
+908
+1% +$109K 5.11% 4
2020
Q3 		$10.1M Sell
87,496
-6,156
-7% -$672K 4.8% 4
2020
Q2 		$8.54M Sell
93,652
-4,164
-4% -$323K 4.89% 4
2020
Q1 		$6.22M Buy
+97,816
New +$7.19M 5.49% 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

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

Souders Financial Advisors increased its Apple (AAPL) stake by 1.9% in Q1 2026, buying an estimated $307K and bringing the position to 61,769 shares worth $15.7M. The position accounts for 1.79% of the portfolio, ranked #14.

Souders Financial Advisors first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.1M in Q3 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Souders Financial Advisors held 61,769 shares of Apple worth $15.7M as of Q1 2026.
  • Souders Financial Advisors bought 1,180 Apple shares in Q1 2026, an estimated $307K.
  • Apple made up 1.79% of Souders Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • Souders Financial Advisors first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Apple position peaked at $17.1M in Q3 2024.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.