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Valley National Advisers’s Apple AAPL Stock Holding History

Valley National Advisers’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
2023
Q2 		– Hold
0
– -$33K – 974
2023
Q1 		– Hold
0
– – – 443

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 National Advisers's AAPL Position: Q1 2026 in Review

Valley National Advisers reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $375K and leaving 104,090 shares worth $26.4M. The position accounts for 3.42% of the portfolio, ranked #6.

Valley National Advisers first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $33.5M in Q2 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Valley National Advisers held 104,090 shares of Apple worth $26.4M as of Q1 2026.
  • Valley National Advisers sold 1,440 Apple shares in Q1 2026, an estimated $375K.
  • Apple made up 3.42% of Valley National Advisers's portfolio in Q1 2026, its #6 holding.
  • Valley National Advisers first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
  • Valley National Advisers's Apple position peaked at $33.5M in Q2 2023.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.