Access Financial Services’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 | $2.82M | Hold |
9,753
| – | – | 0.93% | 16 |
|
|
2026
Q1 | $2.48M | Sell |
9,753
-13
| -0.1% | -$3.38K | 0.88% | 18 |
|
|
2025
Q4 | $2.66M | Sell |
9,766
-574
| -6% | -$154K | 0.97% | 17 |
|
|
2025
Q3 | $2.63M | Buy |
10,340
+920
| +10% | +$208K | 0.95% | 17 |
|
|
2025
Q2 | $1.93M | Sell |
9,420
-30
| -0.3% | -$6.06K | 0.73% | 19 |
|
|
2025
Q1 | $2.1M | Hold |
9,450
| – | – | 0.84% | 17 |
|
|
2024
Q4 | $2.37M | Sell |
9,450
-120
| -1% | -$28.3K | 1.05% | 18 |
|
|
2024
Q3 | $2.23M | Sell |
9,570
-386
| -4% | -$86.2K | 1.02% | 19 |
|
|
2024
Q2 | $2.1M | Sell |
9,956
-101
| -1% | -$18.8K | 0.95% | 18 |
|
|
2024
Q1 | $1.72M | Buy |
10,057
+449
| +5% | +$81.6K | 0.77% | 27 |
|
|
2023
Q4 | $1.85M | Hold |
9,608
| – | – | 0.95% | 19 |
|
|
2023
Q3 | $1.64M | Hold |
9,608
| – | – | 0.99% | 20 |
|
|
2023
Q2 | $1.86M | Hold |
9,608
| – | – | 1.09% | 17 |
|
|
2023
Q1 | $1.58M | Sell |
9,608
-95
| -1% | -$14K | 0.96% | 25 |
|
|
2022
Q4 | $1.26M | Buy |
9,703
+22
| +0.2% | +$3.14K | 0.77% | 38 |
|
|
2022
Q3 | $1.34M | Buy |
9,681
+315
| +3% | +$49.4K | 0.87% | 27 |
|
|
2022
Q2 | $1.28M | Sell |
9,366
-528
| -5% | -$80K | 0.73% | 35 |
|
|
2022
Q1 | $1.73M | Buy |
9,894
+215
| +2% | +$36.2K | 0.82% | 31 |
|
|
2021
Q4 | $1.72M | Buy |
9,679
+235
| +2% | +$37.1K | 0.77% | 41 |
|
|
2021
Q3 | $1.34M | Buy |
9,444
+137
| +1% | +$20.2K | 0.6% | 56 |
|
|
2021
Q2 | $1.27M | Buy |
9,307
+608
| +7% | +$78.8K | 0.59% | 60 |
|
|
2021
Q1 | $1.06M | Sell |
8,699
-933
| -10% | -$120K | 0.5% | 60 |
|
|
2020
Q4 | $1.28M | Buy |
9,632
+1,601
| +20% | +$193K | 0.63% | 46 |
|
|
2020
Q3 | $930K | Sell |
8,031
-969
| -11% | -$106K | 0.5% | 48 |
|
|
2020
Q2 | $821K | Sell |
9,000
-1,036
| -10% | -$80.3K | 0.54% | 46 |
|
|
2020
Q1 | $638K | Buy |
10,036
+228
| +2% | +$16.8K | 0.51% | 41 |
|
|
2019
Q4 | $720K | Sell |
9,808
-2,548
| -21% | -$164K | 0.42% | 52 |
|
|
2019
Q3 | $692K | Hold |
12,356
| – | – | 0.49% | 47 |
|
|
2019
Q2 | $611K | Buy |
12,356
+2,148
| +21% | +$105K | 0.47% | 49 |
|
|
2019
Q1 | $485K | Buy |
10,208
+1,780
| +21% | +$75.5K | 0.38% | 50 |
|
|
2018
Q4 | $332K | Buy |
8,428
+1,000
| +13% | +$48.5K | 0.3% | 60 |
|
|
2018
Q3 | $419K | Buy |
7,428
+500
| +7% | +$26K | 0.29% | 55 |
|
|
2018
Q2 | $321K | Buy |
6,928
+224
| +3% | +$10.2K | 0.23% | 59 |
|
|
2018
Q1 | $281K | Sell |
6,704
-1,200
| -15% | -$51.7K | 0.21% | 64 |
|
|
2017
Q4 | $334K | Buy |
7,904
+240
| +3% | +$10K | 0.23% | 60 |
|
|
2017
Q3 | $295K | Buy |
7,664
+464
| +6% | +$18K | 0.23% | 60 |
|
|
2017
Q2 | $259K | Sell |
7,200
-2,600
| -27% | -$96.1K | 0.21% | 63 |
|
|
2017
Q1 | $352K | Buy |
9,800
+780
| +9% | +$25.7K | 0.3% | 57 |
|
|
2016
Q4 | $261K | Buy |
+9,020
| New | +$256K | 0.24% | 58 |
|
Other funds holding AAPL
Access Financial Services's AAPL Position: Q2 2026 in Review
Access Financial Services held its Apple (AAPL) position steady in Q2 2026 at 9,753 shares worth $2.82M. The position accounts for 0.93% of the portfolio, ranked #16.
Access Financial Services first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Access Financial Services held 9,753 shares of Apple worth $2.82M as of Q2 2026.
- Access Financial Services left its Apple share count unchanged in Q2 2026.
- Apple made up 0.93% of Access Financial Services's portfolio in Q2 2026, its #16 holding.
- Access Financial Services first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.