Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.81M Sell
6,255
-490
-7% -$140K 1.55% 10
2026
Q1
$1.71M Sell
6,745
-117
-2% -$30.4K 1.75% 7
2025
Q4
$1.87M Buy
+6,862
New +$1.84M 1.86% 6

Other funds holding AAPL

Advisory Advocates's AAPL Position: Q2 2026 in Review

Advisory Advocates reduced its Apple (AAPL) stake by 7.3% in Q2 2026, selling an estimated $140K and leaving 6,255 shares worth $1.81M. The position accounts for 1.55% of the portfolio, ranked #10.

Advisory Advocates first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q4 2025. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Advisory Advocates held 6,255 shares of Apple worth $1.81M as of Q2 2026.
  • Advisory Advocates sold 490 Apple shares in Q2 2026, an estimated $140K.
  • Apple made up 1.55% of Advisory Advocates's portfolio in Q2 2026, its #10 holding.
  • Advisory Advocates first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Apple position peaked at $1.87M in Q4 2025.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.