Valmark Advisers’s Apple AAPL Stock Holding History

Valmark 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
2026 Q1	$1.29M	Buy	+5,100	New	+$1.33M	0.02%	312

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valmark Advisers's AAPL Position: Q1 2026 in Review

Valmark Advisers reduced its Apple (AAPL) stake by 0.34% in Q1 2026, selling an estimated $183K and leaving 206,590 shares worth $52.4M. The position accounts for 0.62% of the portfolio, ranked #34.

Valmark Advisers first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $56.4M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Valmark Advisers held 206,590 shares of Apple worth $52.4M as of Q1 2026.
Valmark Advisers sold 703 Apple shares in Q1 2026, an estimated $183K.
Apple made up 0.62% of Valmark Advisers's portfolio in Q1 2026, its #34 holding.
Valmark Advisers first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Valmark Advisers's Apple position peaked at $56.4M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.