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Alta Wealth Advisors’s Apple AAPL Stock Holding History

Alta Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Sell
38,137
-335
-0.9% -$95.8K 2.99% 5
2026
Q1 		$9.76M Buy
38,472
+1,688
+5% +$439K 3.17% 5
2025
Q4 		$10M Buy
36,784
+1,521
+4% +$408K 3.34% 5
2025
Q3 		$8.98M Sell
35,263
-12
-0% -$2.71K 3.22% 5
2025
Q2 		$7.24M Buy
35,275
+481
+1% +$97.1K 3.42% 5
2025
Q1 		$7.73M Sell
34,794
-3,324
-9% -$770K 3.55% 5
2024
Q4 		$9.55M Sell
38,118
-21
-0.1% -$4.95K 4.18% 4
2024
Q3 		$8.89M Buy
38,139
+2,269
+6% +$507K 4.06% 4
2024
Q2 		$7.55M Buy
35,870
+310
+0.9% +$57.8K 3.77% 5
2024
Q1 		$6.1M Buy
35,560
+1,308
+4% +$238K 3.1% 5
2023
Q4 		$6.59M Sell
34,252
-100
-0.3% -$18.5K 3.68% 5
2023
Q3 		$5.88M Sell
34,352
-349
-1% -$64K 3.6% 4
2023
Q2 		$6.73M Buy
34,701
+1,056
+3% +$184K 3.95% 3
2023
Q1 		$5.55M Buy
33,645
+676
+2% +$99.7K 3.5% 4
2022
Q4 		$4.28M Sell
32,969
-285
-0.9% -$40.7K 2.89% 5
2022
Q3 		$4.6M Sell
33,254
-8
-0% -$1.26K 3.29% 4
2022
Q2 		$4.55M Buy
33,262
+1,124
+3% +$170K 3.15% 5
2022
Q1 		$5.61M Buy
32,138
+17,954
+127% +$3.02M 3.33% 3
2021
Q4 		$2.52M Buy
14,184
+98
+0.7% +$15.5K 1.55% 16
2021
Q3 		$1.99M Buy
14,086
+493
+4% +$72.6K 1.45% 12
2021
Q2 		$1.86M Buy
13,593
+342
+3% +$44.3K 1.36% 12
2021
Q1 		$1.62M Buy
13,251
+424
+3% +$54.4K 1.35% 13
2020
Q4 		$1.7M Buy
+12,827
New +$1.54M 1.43% 13

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alta Wealth Advisors's AAPL Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Apple (AAPL) stake by 0.87% in Q2 2026, selling an estimated $95.8K and leaving 38,137 shares worth $11M. The position accounts for 2.99% of the portfolio, ranked #5.

Alta Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alta Wealth Advisors held 38,137 shares of Apple worth $11M as of Q2 2026.
  • Alta Wealth Advisors sold 335 Apple shares in Q2 2026, an estimated $95.8K.
  • Apple made up 2.99% of Alta Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Alta Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.