Allworth Financial’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 | $511M | Sell |
1,767,359
-134,992
| -7% | -$38.6M | 2.17% | 7 |
|
|
2026
Q1 | $483M | Buy |
1,902,351
+28,364
| +2% | +$7.38M | 1.96% | 8 |
|
|
2025
Q4 | $509M | Sell |
1,873,987
-67,824
| -3% | -$18.2M | 2.09% | 8 |
|
|
2025
Q3 | $494M | Buy |
1,941,811
+80,095
| +4% | +$18.1M | 2.18% | 8 |
|
|
2025
Q2 | $382M | Buy |
1,861,716
+563,683
| +43% | +$114M | 1.83% | 9 |
|
|
2025
Q1 | $270M | Buy |
1,298,033
+49,079
| +4% | +$11.4M | 1.52% | 11 |
|
|
2024
Q4 | $280M | Buy |
1,248,954
+96,928
| +8% | +$22.8M | 1.54% | 10 |
|
|
2024
Q3 | $268M | Sell |
1,152,026
-5,422
| -0.5% | -$1.21M | 1.63% | 10 |
|
|
2024
Q2 | $260M | Buy |
1,157,448
+216,521
| +23% | +$40.4M | 1.67% | 10 |
|
|
2024
Q1 | $161M | Buy |
940,927
+120,750
| +15% | +$22M | 1.14% | 15 |
|
|
2023
Q4 | $158M | Buy |
820,177
+89,418
| +12% | +$16.5M | 1.21% | 15 |
|
|
2023
Q3 | $125M | Buy |
730,759
+41,359
| +6% | +$7.58M | 1.07% | 16 |
|
|
2023
Q2 | $134M | Buy |
689,400
+19,179
| +3% | +$3.34M | 1.13% | 15 |
|
|
2023
Q1 | $111M | Buy |
670,221
+21,085
| +3% | +$3.11M | 1.11% | 16 |
|
|
2022
Q4 | $84.3M | Buy |
649,136
+17,248
| +3% | +$2.46M | 0.93% | 18 |
|
|
2022
Q3 | $87.3M | Buy |
631,888
+11,081
| +2% | +$1.74M | 1.1% | 17 |
|
|
2022
Q2 | $84.9M | Buy |
620,807
+38,275
| +7% | +$5.8M | 1.16% | 17 |
|
|
2022
Q1 | $102M | Buy |
582,532
+198,064
| +52% | +$33.3M | 1.3% | 17 |
|
|
2021
Q4 | $68.3M | Buy |
384,468
+43,082
| +13% | +$6.81M | 0.97% | 16 |
|
|
2021
Q3 | $48.3M | Buy |
341,386
+106,749
| +45% | +$15.7M | 0.81% | 17 |
|
|
2021
Q2 | $32.1M | Buy |
234,637
+21,711
| +10% | +$2.81M | 0.59% | 26 |
|
|
2021
Q1 | $26M | Buy |
212,926
+43,064
| +25% | +$5.53M | 0.53% | 28 |
|
|
2020
Q4 | $22.5M | Buy |
169,862
+8,241
| +5% | +$991K | 0.59% | 21 |
|
|
2020
Q3 | $18.7M | Sell |
161,621
-24,819
| -13% | -$2.71M | 0.56% | 27 |
|
|
2020
Q2 | $17M | Sell |
186,440
-32,636
| -15% | -$2.53M | 0.52% | 27 |
|
|
2020
Q1 | $13.9M | Buy |
219,076
+46,620
| +27% | +$3.43M | 0.46% | 34 |
|
|
2019
Q4 | $12.7M | Buy |
172,456
+192
| +0.1% | +$12.4K | 0.44% | 28 |
|
|
2019
Q3 | $9.65M | Sell |
172,264
-9,888
| -5% | -$517K | 0.37% | 28 |
|
|
2019
Q2 | $9.01M | Buy |
182,152
+1,308
| +0.7% | +$63.7K | 0.35% | 30 |
|
|
2019
Q1 | $8.59M | Buy |
180,844
+4,828
| +3% | +$205K | 0.37% | 30 |
|
|
2018
Q4 | $6.94M | Buy |
176,016
+5,760
| +3% | +$279K | 0.34% | 31 |
|
|
2018
Q3 | $9.61M | Buy |
170,256
+15,040
| +10% | +$783K | 0.44% | 26 |
|
|
2018
Q2 | $7.18M | Sell |
155,216
-1,508
| -1% | -$68.4K | 0.34% | 30 |
|
|
2018
Q1 | $6.57M | Sell |
156,724
-3,552
| -2% | -$153K | 0.51% | 16 |
|
|
2017
Q4 | $6.78M | Buy |
160,276
+6,084
| +4% | +$254K | 0.53% | 13 |
|
|
2017
Q3 | $5.94M | Buy |
154,192
+436
| +0.3% | +$16.9K | 0.49% | 13 |
|
|
2017
Q2 | $5.54M | Buy |
153,756
+2,692
| +2% | +$99.5K | 0.49% | 13 |
|
|
2017
Q1 | $5.42M | Buy |
151,064
+1,468
| +1% | +$48.3K | 0.51% | 14 |
|
|
2016
Q4 | $4.33M | Buy |
149,596
+268
| +0.2% | +$7.6K | 0.44% | 18 |
|
|
2016
Q3 | $4.22M | Sell |
149,328
-912
| -0.6% | -$24.1K | 0.44% | 18 |
|
|
2016
Q2 | $3.59M | Sell |
150,240
-2,704
| -2% | -$67.2K | 0.4% | 17 |
|
|
2016
Q1 | $4.17M | Buy |
152,944
+37,200
| +32% | +$927K | 0.52% | 18 |
|
|
2015
Q4 | $3.05M | Sell |
115,744
-840
| -0.7% | -$24K | 0.55% | 19 |
|
|
2015
Q3 | $3.21M | Buy |
116,584
+4,104
| +4% | +$120K | 1.14% | 10 |
|
|
2015
Q2 | $3.53M | Buy |
112,480
+7,528
| +7% | +$241K | 1.26% | 7 |
|
|
2015
Q1 | $3.27M | Sell |
104,952
-3,668
| -3% | -$111K | 1.21% | 8 |
|
|
2014
Q4 | $3M | Sell |
108,620
-4,356
| -4% | -$119K | 1.13% | 11 |
|
|
2014
Q3 | $2.85M | Buy |
112,976
+1,556
| +1% | +$38.2K | 1.11% | 12 |
|
|
2014
Q2 | $2.59M | Buy |
111,420
+9,948
| +10% | +$212K | 1.17% | 9 |
|
|
2014
Q1 | $1.95M | Sell |
101,472
-812
| -0.8% | -$15.4K | 0.85% | 11 |
|
|
2013
Q4 | $2.05M | Sell |
102,284
-47,404
| -32% | -$896K | 1.01% | 9 |
|
|
2013
Q3 | $2.55M | Buy |
149,688
+5,292
| +4% | +$87.7K | 1.32% | 8 |
|
|
2013
Q2 | $2.04M | Buy |
+144,396
| New | +$2.22M | 1.15% | 9 |
|
Other funds holding AAPL
Allworth Financial's AAPL Position: Q2 2026 in Review
Allworth Financial reduced its Apple (AAPL) stake by 7.1% in Q2 2026, selling an estimated $38.6M and leaving 1,767,359 shares worth $511M. The position accounts for 2.17% of the portfolio, ranked #7.
Allworth Financial first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Allworth Financial held 1,767,359 shares of Apple worth $511M as of Q2 2026.
- Allworth Financial sold 134,992 Apple shares in Q2 2026, an estimated $38.6M.
- Apple made up 2.17% of Allworth Financial's portfolio in Q2 2026, its #7 holding.
- Allworth Financial first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.