VFG
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Valley Financial Group’s Apple AAPL Stock Holding History

Valley Financial 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 		$1.98M Sell
7,812
-1,083
-12% -$282K 1.07% 15
2025
Q4 		$2.42M Buy
8,895
+4,201
+89% +$1.13M 1.36% 12
2025
Q3 		$1.2M Sell
4,694
-66
-1% -$14.9K 0.68% 23
2025
Q2 		$977K Sell
4,760
-419
-8% -$84.6K 0.59% 26
2025
Q1 		$1.15M Sell
5,179
-1,139
-18% -$264K 0.76% 24
2024
Q4 		$1.58M Buy
6,318
+32
+0.5% +$7.54K 1.1% 19
2024
Q3 		$1.46M Buy
6,286
+1
+0% +$223 1.02% 21
2024
Q2 		$1.32M Sell
6,285
-121
-2% -$22.6K 0.97% 21
2024
Q1 		$1.1M Sell
6,406
-163
-2% -$29.6K 0.84% 23
2023
Q4 		$1.26M Buy
+6,569
New +$1.21M 0.99% 21

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

Valley Financial Group's AAPL Position: Q1 2026 in Review

Valley Financial Group reduced its Apple (AAPL) stake by 12% in Q1 2026, selling an estimated $282K and leaving 7,812 shares worth $1.98M. The position accounts for 1.07% of the portfolio, ranked #15.

Valley Financial Group first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.42M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Valley Financial Group held 7,812 shares of Apple worth $1.98M as of Q1 2026.
  • Valley Financial Group sold 1,083 Apple shares in Q1 2026, an estimated $282K.
  • Apple made up 1.07% of Valley Financial Group's portfolio in Q1 2026, its #15 holding.
  • Valley Financial Group first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Valley Financial Group's Apple position peaked at $2.42M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.