Advisory Resource Group’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 | $7.17M | Buy |
24,795
+950
| +4% | +$272K | 1.08% | 22 |
|
|
2026
Q1 | $6.05M | Buy |
23,845
+168
| +0.7% | +$43.7K | 1.04% | 28 |
|
|
2025
Q4 | $6.44M | Sell |
23,677
-834
| -3% | -$224K | 1.13% | 25 |
|
|
2025
Q3 | $6.24M | Sell |
24,511
-914
| -4% | -$206K | 1.12% | 24 |
|
|
2025
Q2 | $5.22M | Buy |
25,425
+560
| +2% | +$113K | 1% | 29 |
|
|
2025
Q1 | $5.52M | Buy |
24,865
+271
| +1% | +$62.8K | 1.12% | 20 |
|
|
2024
Q4 | $6.16M | Buy |
24,594
+131
| +0.5% | +$30.9K | 1.31% | 19 |
|
|
2024
Q3 | $5.7M | Sell |
24,463
-668
| -3% | -$149K | 1.22% | 18 |
|
|
2024
Q2 | $5.29M | Buy |
25,131
+4,480
| +22% | +$835K | 1.19% | 18 |
|
|
2024
Q1 | $3.54M | Buy |
20,651
+66
| +0.3% | +$12K | 0.81% | 38 |
|
|
2023
Q4 | $3.96M | Sell |
20,585
-12
| -0.1% | -$2.22K | 0.99% | 22 |
|
|
2023
Q3 | $3.53M | Buy |
20,597
+2
| +0% | +$367 | 0.95% | 21 |
|
|
2023
Q2 | $3.99M | Sell |
20,595
-4
| -0% | -$697 | 1.09% | 16 |
|
|
2023
Q1 | $3.4M | Sell |
20,599
-3,551
| -15% | -$524K | 0.95% | 19 |
|
|
2022
Q4 | $3.14M | Buy |
24,150
+1,306
| +6% | +$187K | 0.93% | 16 |
|
|
2022
Q3 | $3.16M | Buy |
22,844
+962
| +4% | +$151K | 1.04% | 16 |
|
|
2022
Q2 | $2.99M | Sell |
21,882
-1,052
| -5% | -$159K | 0.98% | 19 |
|
|
2022
Q1 | $4M | Buy |
22,934
+275
| +1% | +$46.2K | 1.25% | 15 |
|
|
2021
Q4 | $3.96M | Buy |
22,659
+1,862
| +9% | +$294K | 1.32% | 13 |
|
|
2021
Q3 | $2.94M | Sell |
20,797
-1,355
| -6% | -$199K | 1.08% | 21 |
|
|
2021
Q2 | $3.03M | Buy |
22,152
+892
| +4% | +$116K | 1.21% | 19 |
|
|
2021
Q1 | $2.6M | Sell |
21,260
-616
| -3% | -$79.1K | 1.21% | 16 |
|
|
2020
Q4 | $2.9M | Sell |
21,876
-245
| -1% | -$29.5K | 1.44% | 14 |
|
|
2020
Q3 | $2.56M | Buy |
22,121
+4,181
| +23% | +$456K | 1.5% | 12 |
|
|
2020
Q2 | $1.64M | Buy |
17,940
+256
| +1% | +$19.8K | 1.01% | 17 |
|
|
2020
Q1 | $1.12M | Buy |
17,684
+176
| +1% | +$12.9K | 0.86% | 27 |
|
|
2019
Q4 | $1.28M | Sell |
17,508
-12
| -0.1% | -$772 | 0.72% | 31 |
|
|
2019
Q3 | $981K | Sell |
17,520
-23,008
| -57% | -$1.2M | 0.53% | 37 |
|
|
2019
Q2 | $2M | Buy |
40,528
+1,372
| +4% | +$66.9K | 1.1% | 15 |
|
|
2019
Q1 | $1.85M | Sell |
39,156
-400
| -1% | -$17K | 1.03% | 16 |
|
|
2018
Q4 | $1.56M | Buy |
+39,556
| New | +$1.92M | 0.96% | 14 |
|
Other funds holding AAPL
Advisory Resource Group's AAPL Position: Q2 2026 in Review
Advisory Resource Group increased its Apple (AAPL) stake by 4% in Q2 2026, buying an estimated $272K and bringing the position to 24,795 shares worth $7.17M. The position accounts for 1.08% of the portfolio, ranked #22.
Advisory Resource Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Advisory Resource Group held 24,795 shares of Apple worth $7.17M as of Q2 2026.
- Advisory Resource Group bought 950 Apple shares in Q2 2026, an estimated $272K.
- Apple made up 1.08% of Advisory Resource Group's portfolio in Q2 2026, its #22 holding.
- Advisory Resource Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.