180 Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.9M | Sell |
96,456
-3,234
| -3% | -$925K | 2.8% | 3 |
|
|
2026
Q1 | $25.3M | Sell |
99,690
-213
| -0.2% | -$55.4K | 2.88% | 3 |
|
|
2025
Q4 | $27.2M | Sell |
99,903
-3,372
| -3% | -$905K | 3.09% | 3 |
|
|
2025
Q3 | $26.3M | Sell |
103,275
-2,016
| -2% | -$455K | 3.2% | 3 |
|
|
2025
Q2 | $21.6M | Buy |
105,291
+1,384
| +1% | +$279K | 3.01% | 3 |
|
|
2025
Q1 | $23.1M | Sell |
103,907
-2,946
| -3% | -$683K | 3.68% | 2 |
|
|
2024
Q4 | $26.8M | Sell |
106,853
-94
| -0.1% | -$22.2K | 4.19% | 2 |
|
|
2024
Q3 | $24.9M | Sell |
106,947
-790
| -0.7% | -$176K | 3.92% | 2 |
|
|
2024
Q2 | $24.5M | Buy |
107,737
+452
| +0.4% | +$84.3K | 4% | 2 |
|
|
2024
Q1 | $18.4M | Buy |
107,285
+1,803
| +2% | +$328K | 3.31% | 2 |
|
|
2023
Q4 | $19.6M | Sell |
105,482
-608
| -0.6% | -$112K | 3.92% | 2 |
|
|
2023
Q3 | $18.2M | Buy |
106,090
+1,594
| +2% | +$292K | 4.09% | 2 |
|
|
2023
Q2 | $20.1M | Sell |
104,496
-2,240
| -2% | -$390K | 4.42% | 2 |
|
|
2023
Q1 | $17.6M | Sell |
106,736
-1,140
| -1% | -$168K | 4.1% | 2 |
|
|
2022
Q4 | $15.5M | Sell |
107,876
-1,027
| -0.9% | -$147K | 3.65% | 2 |
|
|
2022
Q3 | $15.1M | Buy |
108,903
+1,273
| +1% | +$200K | 4.14% | 2 |
|
|
2022
Q2 | $15M | Sell |
107,630
-1,864
| -2% | -$282K | 3.82% | 2 |
|
|
2022
Q1 | $18.3M | Sell |
109,494
-676
| -0.6% | -$114K | 4% | 2 |
|
|
2021
Q4 | $17.9M | Sell |
110,170
-2,040
| -2% | -$322K | 4.02% | 2 |
|
|
2021
Q3 | $16.3M | Sell |
112,210
-157
| -0.1% | -$23.1K | 3.58% | 3 |
|
|
2021
Q2 | $16.4M | Sell |
112,367
-1,216
| -1% | -$158K | 3.74% | 2 |
|
|
2021
Q1 | $14.2M | Buy |
113,583
+5,367
| +5% | +$689K | 3.53% | 3 |
|
|
2020
Q4 | $13.8M | Buy |
108,216
+15,902
| +17% | +$1.91M | 3.99% | 3 |
|
|
2020
Q3 | $10.8M | Sell |
92,314
-6,050
| -6% | -$660K | 4.07% | 3 |
|
|
2020
Q2 | $9.47M | Sell |
98,364
-300
| -0.3% | -$23.2K | 3.76% | 3 |
|
|
2020
Q1 | $6.04M | Buy |
98,664
+1,744
| +2% | +$128K | 3.14% | 3 |
|
|
2019
Q4 | $7.54M | Sell |
96,920
-352
| -0.4% | -$22.6K | 3.01% | 2 |
|
|
2019
Q3 | $5.74M | Buy |
97,272
+8,460
| +10% | +$442K | 2.54% | 4 |
|
|
2019
Q2 | $4.63M | Buy |
88,812
+932
| +1% | +$45.4K | 2.08% | 7 |
|
|
2019
Q1 | $4.46M | Sell |
87,880
-2,720
| -3% | -$115K | 2.02% | 6 |
|
|
2018
Q4 | $5.11M | Hold |
90,600
| – | – | 2.39% | 4 |
|
|
2018
Q3 | $5.11M | Buy |
90,600
+8,108
| +10% | +$422K | 2.36% | 4 |
|
|
2018
Q2 | $3.82M | Buy |
82,492
+1,108
| +1% | +$50.2K | 1.89% | 4 |
|
|
2018
Q1 | $3.41M | Sell |
81,384
-16,772
| -17% | -$722K | 1.77% | 5 |
|
|
2017
Q4 | $4.15M | Buy |
+98,156
| New | +$4.1M | 2.11% | 3 |
|
Other funds holding AAPL
180 Wealth Advisors's AAPL Position: Q2 2026 in Review
180 Wealth Advisors reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $925K and leaving 96,456 shares worth $27.9M. The position accounts for 2.8% of the portfolio, ranked #3.
180 Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- 180 Wealth Advisors held 96,456 shares of Apple worth $27.9M as of Q2 2026.
- 180 Wealth Advisors sold 3,234 Apple shares in Q2 2026, an estimated $925K.
- Apple made up 2.8% of 180 Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- 180 Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.