Advocacy Wealth Management Services’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 | $14.9M | Sell |
58,529
-390
| -0.7% | -$101K | 0.66% | 36 |
|
|
2025
Q4 | $16M | Sell |
58,919
-992
| -2% | -$266K | 0.67% | 36 |
|
|
2025
Q3 | $15.3M | Buy |
59,911
+58,924
| +5,970% | +$13.3M | 0.66% | 39 |
|
|
2025
Q2 | $203K | Buy |
+987
| New | +$199K | 0.01% | 63 |
|
|
2023
Q3 | – | Sell |
-1,901
| Closed | -$369K | – | 38 |
|
|
2023
Q2 | $369K | Buy |
1,901
+453
| +31% | +$78.9K | 0.04% | 34 |
|
|
2023
Q1 | $239K | Buy |
+1,448
| New | +$214K | 0.03% | 36 |
|
|
2022
Q4 | – | Sell |
-92
| Closed | -$13K | – | 40 |
|
|
2022
Q3 | $13K | Hold |
92
| – | – | ﹤0.01% | 92 |
|
|
2022
Q2 | $13K | Hold |
92
| – | – | ﹤0.01% | 92 |
|
|
2022
Q1 | $16K | Buy |
92
+6
| +7% | +$1.01K | ﹤0.01% | 94 |
|
|
2021
Q4 | $15K | Hold |
86
| – | – | ﹤0.01% | 109 |
|
|
2021
Q3 | $12K | Sell |
86
-121
| -58% | -$17.8K | ﹤0.01% | 114 |
|
|
2021
Q2 | $28K | Hold |
207
| – | – | 0.01% | 92 |
|
|
2021
Q1 | $25K | Sell |
207
-472
| -70% | -$60.6K | 0.01% | 79 |
|
|
2020
Q4 | $90K | Sell |
679
-17
| -2% | -$2.04K | 0.01% | 50 |
|
|
2020
Q3 | $81K | Sell |
696
-128
| -16% | -$14K | 0.01% | 55 |
|
|
2020
Q2 | $75K | Sell |
824
-396
| -32% | -$30.7K | 0.02% | 50 |
|
|
2020
Q1 | $73K | Buy |
1,220
+152
| +14% | +$11.2K | 0.02% | 37 |
|
|
2019
Q4 | $78K | Sell |
1,068
-152
| -12% | -$9.78K | 0.02% | 44 |
|
|
2019
Q3 | $68K | Sell |
1,220
-200
| -14% | -$10.5K | 0.05% | 40 |
|
|
2019
Q2 | $70K | Hold |
1,420
| – | – | 0.05% | 36 |
|
|
2019
Q1 | $68K | Sell |
1,420
-2,016
| -59% | -$85.5K | 0.07% | 32 |
|
|
2018
Q4 | $135K | Hold |
3,436
| – | – | 0.1% | 15 |
|
|
2018
Q3 | $194K | Hold |
3,436
| – | – | 0.12% | 16 |
|
|
2018
Q2 | $159K | Buy |
3,436
+208
| +6% | +$9.43K | 0.1% | 15 |
|
|
2018
Q1 | $135K | Sell |
3,228
-200
| -6% | -$8.61K | 0.09% | 17 |
|
|
2017
Q4 | $145K | Hold |
3,428
| – | – | 0.1% | 20 |
|
|
2017
Q3 | $132K | Sell |
3,428
-1,920
| -36% | -$74.5K | 0.05% | 30 |
|
|
2017
Q2 | $193K | Buy |
5,348
+208
| +4% | +$7.69K | 0.07% | 37 |
|
|
2017
Q1 | $185K | Sell |
5,140
-60
| -1% | -$1.98K | 0.06% | 39 |
|
|
2016
Q4 | $151K | Sell |
5,200
-2,392
| -32% | -$67.8K | 0.05% | 42 |
|
|
2016
Q3 | $215K | Sell |
7,592
-3,552
| -32% | -$94K | 0.08% | 53 |
|
|
2016
Q2 | $266K | Sell |
11,144
-8,060
| -42% | -$200K | 0.13% | 57 |
|
|
2016
Q1 | $523K | Sell |
19,204
-5,932
| -24% | -$148K | 0.36% | 46 |
|
|
2015
Q4 | $665K | Buy |
+25,136
| New | +$718K | 0.75% | 35 |
|
|
2013
Q3 | $485K | Buy |
27,748
+8,400
| +43% | +$139K | 1.33% | 19 |
|
|
2013
Q2 | $274K | Buy |
+19,348
| New | +$298K | 1.09% | 25 |
|
Other funds holding AAPL
VCM
VPM
Advocacy Wealth Management Services's AAPL Position: Q1 2026 in Review
Advocacy Wealth Management Services reduced its Apple (AAPL) stake by 0.66% in Q1 2026, selling an estimated $101K and leaving 58,529 shares worth $14.9M. The position accounts for 0.66% of the portfolio, ranked #36.
Advocacy Wealth Management Services first reported a position in AAPL in Q2 2013 and has held it in 36 quarters since. The position peaked at $16M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Advocacy Wealth Management Services held 58,529 shares of Apple worth $14.9M as of Q1 2026.
- Advocacy Wealth Management Services sold 390 Apple shares in Q1 2026, an estimated $101K.
- Apple made up 0.66% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #36 holding.
- Advocacy Wealth Management Services first reported a position in Apple in Q2 2013 and has held it in 36 quarters since.
- Advocacy Wealth Management Services's Apple position peaked at $16M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.