Advisory Alpha’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 | $42.7M | Buy |
147,592
+2,175
| +1% | +$622K | 1.05% | 22 |
|
|
2026
Q1 | $36.9M | Buy |
145,417
+7,917
| +6% | +$2.06M | 1.01% | 27 |
|
|
2025
Q4 | $37.4M | Buy |
137,500
+4,779
| +4% | +$1.28M | 1.02% | 26 |
|
|
2025
Q3 | $34.1M | Sell |
132,721
-1,348
| -1% | -$305K | 0.95% | 25 |
|
|
2025
Q2 | $27.5M | Buy |
134,069
+4,118
| +3% | +$832K | 0.86% | 29 |
|
|
2025
Q1 | $28.9M | Buy |
129,951
+10,968
| +9% | +$2.54M | 0.98% | 26 |
|
|
2024
Q4 | $29.8M | Buy |
118,983
+5,409
| +5% | +$1.27M | 1.06% | 25 |
|
|
2024
Q3 | $26.5M | Buy |
113,574
+12,598
| +12% | +$2.81M | 0.94% | 29 |
|
|
2024
Q2 | $21.3M | Buy |
100,976
+11,947
| +13% | +$2.23M | 0.84% | 30 |
|
|
2024
Q1 | $15.3M | Buy |
89,029
+5,425
| +6% | +$986K | 0.63% | 33 |
|
|
2023
Q4 | $15.6M | Buy |
83,604
+15,884
| +23% | +$2.93M | 0.71% | 33 |
|
|
2023
Q3 | $11.6M | Sell |
67,720
-4,471
| -6% | -$820K | 0.6% | 35 |
|
|
2023
Q2 | $14M | Buy |
72,191
+6,537
| +10% | +$1.14M | 0.72% | 33 |
|
|
2023
Q1 | $10.8M | Buy |
65,654
+1,944
| +3% | +$287K | 0.69% | 29 |
|
|
2022
Q4 | $8.28M | Sell |
63,710
-3,788
| -6% | -$541K | 0.59% | 32 |
|
|
2022
Q3 | $9.33M | Buy |
67,498
+1,493
| +2% | +$234K | 0.71% | 33 |
|
|
2022
Q2 | $9.02M | Sell |
66,005
-1,143
| -2% | -$173K | 0.68% | 29 |
|
|
2022
Q1 | $11.7M | Buy |
67,148
+555
| +0.8% | +$93.3K | 0.76% | 27 |
|
|
2021
Q4 | $11.8M | Buy |
66,593
+4,235
| +7% | +$669K | 0.69% | 29 |
|
|
2021
Q3 | $8.82M | Buy |
62,358
+10,990
| +21% | +$1.62M | 0.61% | 28 |
|
|
2021
Q2 | $7.04M | Buy |
51,368
+983
| +2% | +$127K | 0.58% | 31 |
|
|
2021
Q1 | $6.16M | Buy |
50,385
+7,655
| +18% | +$983K | 0.62% | 33 |
|
|
2020
Q4 | $5.67M | Buy |
42,730
+542
| +1% | +$65.2K | 1.16% | 16 |
|
|
2020
Q3 | $4.86M | Buy |
42,188
+1,016
| +2% | +$111K | 1.04% | 17 |
|
|
2020
Q2 | $4.65M | Buy |
+41,172
| New | +$3.19M | 1.03% | 18 |
|
|
2020
Q1 | – | Sell |
-38,732
| Closed | -$3.07M | – | 689 |
|
|
2019
Q4 | $3.07M | Buy |
38,732
+1,016
| +3% | +$65.4K | 0.75% | 26 |
|
|
2019
Q3 | $2.14M | Sell |
37,716
-204
| -0.5% | -$10.7K | 0.63% | 31 |
|
|
2019
Q2 | $1.92M | Buy |
37,920
+240
| +0.6% | +$11.7K | 0.64% | 30 |
|
|
2019
Q1 | $1.89M | Buy |
37,680
+7,548
| +25% | +$320K | 0.68% | 27 |
|
|
2018
Q4 | $1.28M | Buy |
+30,132
| New | +$1.46M | 0.6% | 29 |
|
Other funds holding AAPL
Advisory Alpha's AAPL Position: Q2 2026 in Review
Advisory Alpha increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $622K and bringing the position to 147,592 shares worth $42.7M. The position accounts for 1.05% of the portfolio, ranked #22.
Advisory Alpha first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Advisory Alpha held 147,592 shares of Apple worth $42.7M as of Q2 2026.
- Advisory Alpha bought 2,175 Apple shares in Q2 2026, an estimated $622K.
- Apple made up 1.05% of Advisory Alpha's portfolio in Q2 2026, its #22 holding.
- Advisory Alpha first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.