Acorn 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
Q1 | $5.6M | Sell |
22,055
-2,243
| -9% | -$584K | 1.63% | 11 |
|
|
2025
Q4 | $6.61M | Sell |
24,298
-1,073
| -4% | -$288K | 1.97% | 7 |
|
|
2025
Q3 | $6.46M | Buy |
25,371
+6,262
| +33% | +$1.41M | 2.02% | 8 |
|
|
2025
Q2 | $3.92M | Sell |
19,109
-124
| -0.6% | -$25K | 1.46% | 13 |
|
|
2025
Q1 | $4.27M | Buy |
19,233
+224
| +1% | +$51.9K | 1.78% | 10 |
|
|
2024
Q4 | $4.76M | Buy |
19,009
+31
| +0.2% | +$7.31K | 1.97% | 9 |
|
|
2024
Q3 | $4.42M | Buy |
18,978
+620
| +3% | +$138K | 1.9% | 9 |
|
|
2024
Q2 | $3.87M | Buy |
18,358
+385
| +2% | +$71.8K | 1.91% | 11 |
|
|
2024
Q1 | $3.08M | Buy |
17,973
+192
| +1% | +$34.9K | 1.61% | 12 |
|
|
2023
Q4 | $3.42M | Sell |
17,781
-277
| -2% | -$51.1K | 2.03% | 11 |
|
|
2023
Q3 | $3.09M | Sell |
18,058
-458
| -2% | -$84K | 2.06% | 10 |
|
|
2023
Q2 | $3.59M | Buy |
18,516
+38
| +0.2% | +$6.62K | 2.45% | 7 |
|
|
2023
Q1 | $3.05M | Buy |
18,478
+385
| +2% | +$56.8K | 2.25% | 9 |
|
|
2022
Q4 | $2.35M | Buy |
18,093
+471
| +3% | +$67.3K | 1.8% | 11 |
|
|
2022
Q3 | $2.44M | Buy |
17,622
+183
| +1% | +$28.7K | 2% | 11 |
|
|
2022
Q2 | $2.38M | Buy |
17,439
+604
| +4% | +$91.5K | 1.88% | 10 |
|
|
2022
Q1 | $2.94M | Buy |
16,835
+39
| +0.2% | +$6.56K | 2.02% | 10 |
|
|
2021
Q4 | $2.98M | Sell |
16,796
-50
| -0.3% | -$7.9K | 1.89% | 10 |
|
|
2021
Q3 | $2.38M | Sell |
16,846
-801
| -5% | -$118K | 1.67% | 14 |
|
|
2021
Q2 | $2.42M | Buy |
17,647
+16
| +0.1% | +$2.07K | 1.67% | 12 |
|
|
2021
Q1 | $2.15M | Sell |
17,631
-13
| -0.1% | -$1.67K | 1.54% | 15 |
|
|
2020
Q4 | $2.34M | Sell |
17,644
-3,510
| -17% | -$422K | 1.84% | 10 |
|
|
2020
Q3 | $2.45M | Sell |
21,154
-678
| -3% | -$74K | 2.15% | 9 |
|
|
2020
Q2 | $1.99M | Buy |
21,832
+1,532
| +8% | +$119K | 1.85% | 11 |
|
|
2020
Q1 | $1.29M | Buy |
20,300
+1,472
| +8% | +$108K | 1.44% | 16 |
|
|
2019
Q4 | $1.41M | Sell |
18,828
-5,660
| -23% | -$364K | 1.19% | 20 |
|
|
2019
Q3 | $1.62M | Sell |
24,488
-484
| -2% | -$25.3K | 1.39% | 17 |
|
|
2019
Q2 | $1.3M | Sell |
24,972
-608
| -2% | -$29.6K | 1.19% | 19 |
|
|
2019
Q1 | $1.27M | Sell |
25,580
-1,744
| -6% | -$74K | 1.15% | 16 |
|
|
2018
Q4 | $1.04M | Sell |
27,324
-972
| -3% | -$47.1K | 1.07% | 19 |
|
|
2018
Q3 | $1.55M | Sell |
28,296
-1,032
| -4% | -$53.7K | 1.53% | 14 |
|
|
2018
Q2 | $1.37M | Sell |
29,328
-164
| -0.6% | -$7.44K | 1.17% | 15 |
|
|
2018
Q1 | $1.22M | Sell |
29,492
-1,388
| -4% | -$59.8K | 1.06% | 17 |
|
|
2017
Q4 | $1.35M | Buy |
+30,880
| New | +$1.29M | 1.23% | 14 |
|
Other funds holding AAPL
VCM
VPM
Acorn Wealth Advisors's AAPL Position: Q1 2026 in Review
Acorn Wealth Advisors reduced its Apple (AAPL) stake by 9.2% in Q1 2026, selling an estimated $584K and leaving 22,055 shares worth $5.6M. The position accounts for 1.63% of the portfolio, ranked #11.
Acorn Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.61M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Acorn Wealth Advisors held 22,055 shares of Apple worth $5.6M as of Q1 2026.
- Acorn Wealth Advisors sold 2,243 Apple shares in Q1 2026, an estimated $584K.
- Apple made up 1.63% of Acorn Wealth Advisors's portfolio in Q1 2026, its #11 holding.
- Acorn Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Acorn Wealth Advisors's Apple position peaked at $6.61M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.