Advanced Asset Management 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 | $8.59M | Buy |
29,702
+40
| +0.1% | +$11.4K | 2.26% | 18 |
|
|
2026
Q1 | $7.53M | Hold |
29,662
| – | – | 2.08% | 20 |
|
|
2025
Q4 | $8.06M | Sell |
29,662
-19,590
| -40% | -$5.26M | 2.2% | 21 |
|
|
2025
Q3 | $12.5M | Sell |
49,252
-35
| -0.1% | -$7.91K | 3.35% | 3 |
|
|
2025
Q2 | $10.1M | Sell |
49,287
-720
| -1% | -$145K | 2.73% | 13 |
|
|
2025
Q1 | $11.1M | Sell |
50,007
-993
| -2% | -$230K | 3.05% | 7 |
|
|
2024
Q4 | $12.8M | Sell |
51,000
-438
| -0.9% | -$103K | 3.35% | 5 |
|
|
2024
Q3 | $10.8M | Hold |
51,438
| – | – | 2.9% | 8 |
|
|
2024
Q2 | $10.8M | Sell |
51,438
-512
| -1% | -$95.5K | 2.88% | 8 |
|
|
2024
Q1 | $8.91M | Sell |
51,950
-509
| -1% | -$92.6K | 2.2% | 14 |
|
|
2023
Q4 | $10.1M | Sell |
52,459
-246
| -0.5% | -$45.4K | 2.4% | 11 |
|
|
2023
Q3 | $9.02M | Sell |
52,705
-25
| -0% | -$4.58K | 2.16% | 14 |
|
|
2023
Q2 | $10.2M | Buy |
52,730
+200
| +0.4% | +$34.9K | 2.37% | 11 |
|
|
2023
Q1 | $8.66M | Buy |
52,530
+100
| +0.2% | +$14.8K | 2.11% | 14 |
|
|
2022
Q4 | $6.81M | Buy |
52,430
+701
| +1% | +$100K | 1.71% | 22 |
|
|
2022
Q3 | $7.15M | Sell |
51,729
-800
| -2% | -$126K | 1.96% | 14 |
|
|
2022
Q2 | $7.18M | Buy |
52,529
+235
| +0.4% | +$35.6K | 1.84% | 20 |
|
|
2022
Q1 | $9.13M | Sell |
52,294
-636
| -1% | -$107K | 2% | 14 |
|
|
2021
Q4 | $9.4M | Buy |
52,930
+201
| +0.4% | +$31.8K | 1.95% | 13 |
|
|
2021
Q3 | $7.46M | Sell |
52,729
-140
| -0.3% | -$20.6K | 1.6% | 18 |
|
|
2021
Q2 | $7.24M | Sell |
52,869
-516
| -1% | -$66.9K | 1.53% | 21 |
|
|
2021
Q1 | $6.52M | Buy |
53,385
+306
| +0.6% | +$39.3K | 1.45% | 22 |
|
|
2020
Q4 | $7.04M | Buy |
53,079
+295
| +0.6% | +$35.5K | 1.64% | 15 |
|
|
2020
Q3 | $6.11M | Sell |
52,784
-43,984
| -45% | -$4.8M | 1.62% | 15 |
|
|
2020
Q2 | $8.82M | Sell |
96,768
-648
| -0.7% | -$50.2K | 2.59% | 8 |
|
|
2020
Q1 | $6.19M | Buy |
97,416
+116
| +0.1% | +$8.53K | 2.15% | 7 |
|
|
2019
Q4 | $7.14M | Sell |
97,300
-380
| -0.4% | -$24.4K | 2.16% | 6 |
|
|
2019
Q3 | $5.47M | Buy |
97,680
+1,400
| +1% | +$73.2K | 1.76% | 6 |
|
|
2019
Q2 | $4.76M | Sell |
96,280
-456
| -0.5% | -$22.2K | 1.65% | 7 |
|
|
2019
Q1 | $4.59M | Sell |
96,736
-20,500
| -17% | -$870K | 1.64% | 6 |
|
|
2018
Q4 | $4.62M | Buy |
+117,236
| New | +$5.68M | 1.48% | 11 |
|
|
2018
Q3 | – | Sell |
-7,244
| Closed | -$335K | – | 99 |
|
|
2018
Q2 | $335K | Sell |
7,244
-18,356
| -72% | -$832K | 0.11% | 115 |
|
|
2018
Q1 | $1.07M | Buy |
25,600
+72
| +0.3% | +$3.1K | 0.36% | 56 |
|
|
2017
Q4 | $1.08M | Buy |
+25,528
| New | +$1.07M | 0.35% | 60 |
|
Other funds holding AAPL
CRM
CNB
COPPSERS
P
WT
Advanced Asset Management Advisors's AAPL Position: Q2 2026 in Review
Advanced Asset Management Advisors increased its Apple (AAPL) stake by 0.13% in Q2 2026, buying an estimated $11.4K and bringing the position to 29,702 shares worth $8.59M. The position accounts for 2.26% of the portfolio, ranked #18.
Advanced Asset Management Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.8M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Advanced Asset Management Advisors held 29,702 shares of Apple worth $8.59M as of Q2 2026.
- Advanced Asset Management Advisors bought 40 Apple shares in Q2 2026, an estimated $11.4K.
- Apple made up 2.26% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #18 holding.
- Advanced Asset Management Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Advanced Asset Management Advisors's Apple position peaked at $12.8M in Q4 2024.
- 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.