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Wallace Advisory Group’s Apple AAPL Stock Holding History

Wallace Advisory 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 		$1.94M Sell
7,656
-529
-6% -$138K 2.08% 7
2025
Q4 		$2.23M Sell
8,185
-1,921
-19% -$516K 2.33% 8
2025
Q3 		$2.07M Sell
10,106
-4,325
-30% -$977K 1.67% 10
2025
Q2 		$3.21M Sell
14,431
-3,643
-20% -$736K 2.33% 5
2025
Q1 		$4.53M Buy
18,074
+531
+3% +$123K 3.13% 4
2024
Q4 		$4.09M Buy
17,543
+5,212
+42% +$1.23M 2.83% 5
2024
Q3 		$2.6M Sell
12,331
-2,400
-16% -$536K 1.9% 9
2024
Q2 		$3.1M Buy
14,731
+1,855
+14% +$346K 2.23% 6
2024
Q1 		$2.48M Sell
12,876
-1,628
-11% -$296K 1.86% 8
2023
Q4 		$2.48M Sell
14,504
-834
-5% -$154K 1.95% 8
2023
Q3 		$2.97M Sell
15,338
-455
-3% -$83.4K 2.14% 7
2023
Q2 		$2.6M Hold
15,793
– – 1.98% 11
2023
Q1 		$2.6M Sell
15,793
-163
-1% -$24.1K 1.98% 11
2022
Q4 		$2.07M Buy
+15,956
New +$2.28M 1.64% 10

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

Wallace Advisory Group's AAPL Position: Q1 2026 in Review

Wallace Advisory Group reduced its Apple (AAPL) stake by 6.5% in Q1 2026, selling an estimated $138K and leaving 7,656 shares worth $1.94M. The position accounts for 2.08% of the portfolio, ranked #7.

Wallace Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.53M in Q1 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wallace Advisory Group held 7,656 shares of Apple worth $1.94M as of Q1 2026.
  • Wallace Advisory Group sold 529 Apple shares in Q1 2026, an estimated $138K.
  • Apple made up 2.08% of Wallace Advisory Group's portfolio in Q1 2026, its #7 holding.
  • Wallace Advisory Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's Apple position peaked at $4.53M in Q1 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.