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Windsor Advisory Group’s Apple AAPL Stock Holding History

Windsor 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
Q2 		$3.12M Buy
10,790
+4,505
+72% +$1.29M 2.27% 11
2026
Q1 		$1.59M Sell
6,285
-778
-11% -$202K 1.33% 16
2025
Q4 		$1.92M Sell
7,063
-9,755
-58% -$2.62M 1.71% 10
2025
Q3 		$4.28M Buy
16,818
+12,735
+312% +$2.88M 3.79% 5
2025
Q2 		$838K Buy
4,083
+159
+4% +$32.1K 1.19% 15
2025
Q1 		$872K Sell
3,924
-293
-7% -$67.9K 1.13% 13
2024
Q4 		$1.06M Sell
4,217
-1,143
-21% -$269K 1.23% 13
2024
Q3 		$1.25M Buy
5,360
+369
+7% +$82.4K 1.41% 16
2024
Q2 		$1.05M Buy
4,991
+1,003
+25% +$187K 2.11% 12
2024
Q1 		$684K Buy
3,988
+528
+15% +$96K 1.93% 16
2023
Q4 		$666K Sell
3,460
-28,127
-89% -$5.19M 1.98% 14
2023
Q3 		$5.41M Buy
31,587
+2,151
+7% +$394K 12.86% 1
2023
Q2 		$5.71M Sell
29,436
-134
-0.5% -$23.4K 14.11% 1
2023
Q1 		$4.88M Sell
29,570
-1,828
-6% -$270K 11.67% 1
2022
Q4 		$4.08M Buy
+31,398
New +$4.49M 10.82% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Windsor Advisory Group's AAPL Position: Q2 2026 in Review

Windsor Advisory Group increased its Apple (AAPL) stake by 72% in Q2 2026, buying an estimated $1.29M and bringing the position to 10,790 shares worth $3.12M. The position accounts for 2.27% of the portfolio, ranked #11.

Windsor Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.71M in Q2 2023. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Windsor Advisory Group held 10,790 shares of Apple worth $3.12M as of Q2 2026.
  • Windsor Advisory Group bought 4,505 Apple shares in Q2 2026, an estimated $1.29M.
  • Apple made up 2.27% of Windsor Advisory Group's portfolio in Q2 2026, its #11 holding.
  • Windsor Advisory Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Windsor Advisory Group's Apple position peaked at $5.71M in Q2 2023.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.