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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Valley National Advisers's AAPL Position: Q2 2026 in Review

Valley National Advisers increased its Apple (AAPL) stake by 21% in Q2 2026, buying an estimated $6.15M and bringing the position to 125,576 shares worth $36.3M. The position accounts for 4.04% of the portfolio, ranked #4.

Valley National Advisers first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Valley National Advisers held 125,576 shares of Apple worth $36.3M as of Q2 2026.
Valley National Advisers bought 21,486 Apple shares in Q2 2026, an estimated $6.15M.
Apple made up 4.04% of Valley National Advisers's portfolio in Q2 2026, its #4 holding.
Valley National Advisers first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.