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Spectrum Wealth Advisory Group’s Apple AAPL Stock Holding History

Spectrum Wealth 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 		$8.06M Buy
31,762
+64
+0.2% +$16.7K 3% 9
2025
Q4 		$8.62M Sell
31,698
-1,806
-5% -$485K 3.17% 10
2025
Q3 		$8.53M Buy
33,504
+213
+0.6% +$48.1K 3.52% 9
2025
Q2 		$6.83M Sell
33,291
-205
-0.6% -$41.4K 3.18% 10
2025
Q1 		$7.44M Buy
33,496
+118
+0.4% +$27.3K 3.57% 10
2024
Q4 		$8.36M Buy
33,378
+9,785
+41% +$2.31M 3.94% 8
2024
Q3 		$5.5M Sell
23,593
-2,416
-9% -$540K 3.08% 11
2024
Q2 		$5.48M Buy
26,009
+214
+0.8% +$39.9K 5.86% 6
2024
Q1 		$4.42M Sell
25,795
-54
-0.2% -$9.82K 5.09% 6
2023
Q4 		$4.98M Sell
25,849
-154
-0.6% -$28.4K 6.14% 6
2023
Q3 		$4.45M Buy
26,003
+2
+0% +$367 6.16% 6
2023
Q2 		$5.04M Sell
26,001
-2,913
-10% -$508K 6.68% 6
2023
Q1 		$4.77M Buy
28,914
+387
+1% +$57.1K 6.43% 7
2022
Q4 		$3.71M Buy
28,527
+2,475
+10% +$354K 5.16% 7
2022
Q3 		$3.6M Sell
26,052
-3,339
-11% -$524K 4.52% 8
2022
Q2 		$4.02M Sell
29,391
-249
-0.8% -$37.7K 4.48% 8
2022
Q1 		$5.17M Sell
29,640
-410
-1% -$68.9K 4.99% 6
2021
Q4 		$5.34M Sell
30,050
-22
-0.1% -$3.48K 4.75% 5
2021
Q3 		$4.25M Buy
30,072
+239
+0.8% +$35.2K 4.2% 6
2021
Q2 		$4.09M Sell
29,833
-295
-1% -$38.2K 4% 7
2021
Q1 		$3.68M Sell
30,128
-166
-0.5% -$21.3K 3.51% 8
2020
Q4 		$4.02M Sell
30,294
-30,463
-50% -$3.66M 4.54% 6
2020
Q3 		$7.04M Buy
60,757
+30,669
+102% +$3.35M 4.51% 5
2020
Q2 		$2.74M Sell
30,088
-1,148
-4% -$89K 3.87% 6
2020
Q1 		$1.99M Buy
31,236
+240
+0.8% +$17.6K 4.29% 8
2019
Q4 		$2.28M Sell
30,996
-24
-0.1% -$1.54K 4.08% 7
2019
Q3 		$1.74M Sell
31,020
-1,148
-4% -$60K 3.45% 8
2019
Q2 		$1.59M Sell
32,168
-2,460
-7% -$120K 3.26% 11
2019
Q1 		$1.64M Buy
+34,628
New +$1.47M 2.57% 15

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

Spectrum Wealth Advisory Group's AAPL Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its Apple (AAPL) stake by 0.2% in Q1 2026, buying an estimated $16.7K and bringing the position to 31,762 shares worth $8.06M. The position accounts for 3% of the portfolio, ranked #9.

Spectrum Wealth Advisory Group first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.62M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Spectrum Wealth Advisory Group held 31,762 shares of Apple worth $8.06M as of Q1 2026.
  • Spectrum Wealth Advisory Group bought 64 Apple shares in Q1 2026, an estimated $16.7K.
  • Apple made up 3% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #9 holding.
  • Spectrum Wealth Advisory Group first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • Spectrum Wealth Advisory Group's Apple position peaked at $8.62M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.