Independent Advisor Alliance / AAPL
Independent Advisor Alliance’s Apple Inc Position
Does Independent Advisor Alliance own Apple Inc (AAPL)? Yes — 871.5K shares worth $221M (+2.37% of its 13F portfolio) as of Q1 2026, down from 928.0K shares the prior filed quarter.
Position Value
$221M
Q1 2026
Shares
871.5K
% of Portfolio
+2.37%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 871.5K | $221M | +2.37% |
| Q4 2025 | 928.0K | $252M | +6.13% |
| Q3 2025 | 919.8K | $234M | +6.09% |
| Q2 2025 | 943.1K | $194M | +5.58% |
| Q1 2025 | 960.4K | $213M | +7.05% |
| Q4 2024 | 952.1K | $238M | +3.16% |
| Q3 2024 | 867.9K | $202M | +7.36% |
| Q2 2024 | 920.7K | $194M | +6.64% |
| Q1 2024 | 912.7K | $157M | +5.65% |
| Q4 2023 | 917.1K | $177M | +6.36% |
| Q3 2023 | 923.3K | $158M | +7.15% |
| Q2 2023 | 931.0K | $181M | +7.96% |
| Q1 2023 | 929.3K | $153M | +7.39% |
| Q4 2022 | 970.1K | $3M | +1.12% |
| Q3 2022 | 987.8K | $137M | +7.96% |
| Q2 2022 | 1.01M | $138M | +7.73% |
| Q1 2022 | 1.02M | $179M | +8.61% |
| Q4 2021 | 958.8K | $170M | +8.40% |
| Q3 2021 | 881.6K | $125M | +6.94% |
| Q2 2021 | 884.5K | $121M | +6.64% |
| Q1 2021 | 909.7K | $111M | +6.59% |
| Q4 2020 | 878.9K | $117M | +7.91% |
| Q3 2020 | 912.4K | $105M | +8.00% |
| Q2 2020 | 209.6K | $77M | +8.24% |
| Q1 2020 | 202.0K | $51M | +7.47% |
| Q4 2019 | 201.1K | $59M | +2.58% |
| Q3 2019 | 208.8K | $47M | +5.78% |
| Q2 2019 | 207.4K | $38M | +5.47% |
| Q1 2019 | 177.4K | $34M | +4.74% |
| Q4 2018 | 160.2K | $25M | +4.49% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of AAPL.