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TSG Advice Partners’s Apple AAPL Stock Holding History

TSG Advice Partners’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 		$17M Buy
66,812
+2,098
+3% +$546K 2.54% 13
2025
Q4 		$17.6M Buy
+64,714
New +$17.4M 2.69% 7

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TSG Advice Partners's AAPL Position: Q1 2026 in Review

TSG Advice Partners increased its Apple (AAPL) stake by 3.2% in Q1 2026, buying an estimated $546K and bringing the position to 66,812 shares worth $17M. The position accounts for 2.54% of the portfolio, ranked #13.

TSG Advice Partners first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.6M in Q4 2025. 6,112 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • TSG Advice Partners held 66,812 shares of Apple worth $17M as of Q1 2026.
  • TSG Advice Partners bought 2,098 Apple shares in Q1 2026, an estimated $546K.
  • Apple made up 2.54% of TSG Advice Partners's portfolio in Q1 2026, its #13 holding.
  • TSG Advice Partners first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Apple position peaked at $17.6M in Q4 2025.
  • 6,112 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.