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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
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 $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

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

Windsor Advisory Group reduced its Apple (AAPL) stake by 11% in Q1 2026, selling an estimated $202K and leaving 6,285 shares worth $1.59M. The position accounts for 1.33% of the portfolio, ranked #16.

Windsor Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.71M in Q2 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Windsor Advisory Group held 6,285 shares of Apple worth $1.59M as of Q1 2026.
  • Windsor Advisory Group sold 778 Apple shares in Q1 2026, an estimated $202K.
  • Apple made up 1.33% of Windsor Advisory Group's portfolio in Q1 2026, its #16 holding.
  • Windsor Advisory Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Windsor Advisory Group's Apple position peaked at $5.71M in Q2 2023.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.