Apple Inc. $AAPL is Avior Wealth Management LLC's 10th Largest Position

Avior Wealth Management LLC decreased its stake in Apple by 4.2% during the 4th quarter.

Mar. 24, 2026 at 7:18am

Got story updates? Submit your updates here. ›

Avior Wealth Management LLC decreased its stake in Apple Inc. (NASDAQ:AAPL) by 4.2% during the 4th quarter, according to the company's most recent disclosure with the SEC. The firm owned 182,302 shares of the iPhone maker's stock after selling 8,089 shares during the period. Apple accounts for about 1.5% of Avior Wealth Management LLC's holdings, making the stock its 10th biggest position.

Why it matters

This filing provides insight into the investment strategy and portfolio composition of Avior Wealth Management LLC, a notable institutional investor. The decrease in Apple position size suggests the firm may be rebalancing its holdings or adjusting its exposure to the tech giant.

The details

According to the SEC filing, Avior Wealth Management LLC sold 8,089 shares of Apple stock during the 4th quarter. This reduced the firm's total position in Apple to 182,302 shares, which represents approximately 1.5% of Avior's overall portfolio. Apple remains one of Avior's top 10 holdings.

  • Avior Wealth Management LLC decreased its Apple stake during the 4th quarter of 2025.

The players

Avior Wealth Management LLC

An investment management firm that owns a significant stake in Apple Inc.

Apple Inc.

A multinational technology company that designs, develops, and sells consumer electronics, software, and services.

Got photos? Submit your photos here. ›

The takeaway

This filing highlights the ongoing shifts in institutional investor positioning around Apple stock. While Avior Wealth Management reduced its Apple stake, the tech giant remains a top-10 holding for the firm, underscoring its continued importance in the investment landscape.