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Wealth Advisory Solutions’s Apple AAPL Stock Holding History

Wealth Advisory Solutions’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 		$13.3M Sell
52,524
-992
-2% -$258K 2.97% 8
2025
Q4 		$14.5M Sell
53,516
-416
-0.8% -$112K 3.39% 6
2025
Q3 		$13.7M Sell
53,932
-298
-0.5% -$67.3K 3.33% 6
2025
Q2 		$11.1M Buy
54,230
+36
+0.1% +$7.27K 2.82% 8
2025
Q1 		$12M Sell
54,194
-12,320
-19% -$2.85M 3.19% 6
2024
Q4 		$16.7M Buy
66,514
+1,399
+2% +$330K 4.67% 5
2024
Q3 		$15.2M Sell
65,115
-9,141
-12% -$2.04M 4.18% 5
2024
Q2 		$15.6M Buy
74,256
+21
+0% +$3.92K 4.24% 5
2024
Q1 		$12.7M Sell
74,235
-2,507
-3% -$456K 3.3% 7
2023
Q4 		$14.8M Sell
76,742
-949
-1% -$175K 5.16% 4
2023
Q3 		$13.3M Sell
77,691
-7,393
-9% -$1.36M 2.61% 9
2023
Q2 		$16.5M Sell
85,084
-241
-0.3% -$42K 4.39% 5
2023
Q1 		$14.1M Buy
85,325
+29
+0% +$4.28K 3.74% 5
2022
Q4 		$11.1M Buy
85,296
+30,233
+55% +$4.32M 2.98% 7
2022
Q3 		$7.61M Buy
55,063
+1,049
+2% +$165K 2.1% 11
2022
Q2 		$7.38M Sell
54,014
-5,834
-10% -$883K 1.82% 14
2022
Q1 		$10.4M Buy
+59,848
New +$10.1M 2.17% 8
2021
Q3 		$9.32M Buy
65,861
+582
+0.9% +$85.7K 2.07% 7
2021
Q2 		$8.94M Sell
65,279
-173,102
-73% -$22.4M 2.12% 7
2021
Q1 		$23.9M Buy
238,381
+181,178
+317% +$23.3M 17.83% 1
2020
Q4 		$7.59M Sell
57,203
-7,428
-11% -$893K 2.06% 11
2020
Q3 		$7.48M Sell
64,631
-41,529
-39% -$4.53M 1.99% 8
2020
Q2 		$9.68M Sell
106,160
-4,824
-4% -$374K 2.7% 4
2020
Q1 		$7.05M Sell
110,984
-16,008
-13% -$1.18M 2.4% 5
2019
Q4 		$9.32M Buy
+126,992
New +$8.17M 2.46% 6

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

Wealth Advisory Solutions's AAPL Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $258K and leaving 52,524 shares worth $13.3M. The position accounts for 2.97% of the portfolio, ranked #8.

Wealth Advisory Solutions first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. The position peaked at $23.9M in Q1 2021. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wealth Advisory Solutions held 52,524 shares of Apple worth $13.3M as of Q1 2026.
  • Wealth Advisory Solutions sold 992 Apple shares in Q1 2026, an estimated $258K.
  • Apple made up 2.97% of Wealth Advisory Solutions's portfolio in Q1 2026, its #8 holding.
  • Wealth Advisory Solutions first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's Apple position peaked at $23.9M in Q1 2021.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.