Wallace Advisory Group, LLC / AAPL
Wallace Advisory Group, LLC’s Apple Inc Position
Does Wallace Advisory Group, LLC own Apple Inc (AAPL)? Yes — 7.7K shares worth $2M (+2.08% of its 13F portfolio) as of Q1 2026, down from 8.2K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
7.7K
% of Portfolio
+2.08%
Quarters Held
14
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 7.7K | $2M | +2.08% |
| Q4 2025 | 8.2K | $2M | +2.33% |
| Q3 2025 | 10.1K | $2M | +1.67% |
| Q2 2025 | 14.4K | $3M | +2.33% |
| Q1 2025 | 18.1K | $5M | +3.13% |
| Q4 2024 | 17.5K | $4M | +2.83% |
| Q3 2024 | 12.3K | $3M | +1.90% |
| Q2 2024 | 14.7K | $3M | +2.23% |
| Q1 2024 | 12.9K | $2M | +1.86% |
| Q4 2023 | 14.5K | $2M | +1.94% |
| Q3 2023 | 15.3K | $3M | +2.14% |
| Q2 2023 | 15.8K | $3M | +1.98% |
| Q1 2023 | 15.8K | $3M | +1.98% |
| Q4 2022 | 16.0K | $2M | +1.64% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wallace Advisory Group, LLC’s full portfolio or all institutional holders of AAPL.