AmeriServ Wealth Advisors’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 | $2.24M | Sell |
8,819
-133
| -1% | -$34.6K | 1.43% | 9 |
|
|
2025
Q4 | $2.43M | Sell |
8,952
-371
| -4% | -$99.6K | 1.41% | 9 |
|
|
2025
Q3 | $2.37M | Sell |
9,323
-1,172
| -11% | -$265K | 1.2% | 9 |
|
|
2025
Q2 | $2.15M | Sell |
10,495
-263
| -2% | -$53.1K | 1.06% | 14 |
|
|
2025
Q1 | $2.39M | Sell |
10,758
-2,198
| -17% | -$509K | 1.38% | 13 |
|
|
2024
Q4 | $3.24M | Buy |
+12,956
| New | +$3.05M | 1.75% | 12 |
|
|
2023
Q3 | $2.22M | Sell |
12,971
-263
| -2% | -$48.2K | 4.1% | 3 |
|
|
2023
Q2 | $2.57M | Sell |
13,234
-117
| -0.9% | -$20.4K | 4.86% | 3 |
|
|
2023
Q1 | $2.2M | Sell |
13,351
-333
| -2% | -$49.1K | 5.06% | 5 |
|
|
2022
Q4 | $1.78M | Sell |
13,684
-1,043
| -7% | -$149K | 3.54% | 9 |
|
|
2022
Q3 | $2.04M | Sell |
14,727
-7
| -0% | -$1.1K | 4.48% | 6 |
|
|
2022
Q2 | $2.01M | Sell |
14,734
-23,674
| -62% | -$3.59M | 4.74% | 5 |
|
|
2022
Q1 | $6.71M | Sell |
38,408
-243
| -0.6% | -$40.9K | 4.9% | 4 |
|
|
2021
Q4 | $6.86M | Sell |
38,651
-109
| -0.3% | -$17.2K | 4.71% | 5 |
|
|
2021
Q3 | $5.48M | Sell |
38,760
-1,148
| -3% | -$169K | 4.23% | 5 |
|
|
2021
Q2 | $5.47M | Sell |
39,908
-6,831
| -15% | -$885K | 4.26% | 4 |
|
|
2021
Q1 | $5.71M | Buy |
46,739
+573
| +1% | +$73.5K | 4.89% | 5 |
|
|
2020
Q4 | $6.13M | Buy |
+46,166
| New | +$5.55M | 6.02% | 2 |
|
|
2019
Q3 | $1.7M | Buy |
30,440
+80
| +0.3% | +$4.18K | 2.32% | 7 |
|
|
2019
Q2 | $1.5M | Sell |
30,360
-3,980
| -12% | -$194K | 1.96% | 9 |
|
|
2019
Q1 | $1.63M | Sell |
34,340
-252
| -0.7% | -$10.7K | 3.4% | 8 |
|
|
2018
Q4 | $1.36M | Sell |
34,592
-28,704
| -45% | -$1.39M | 3.46% | 7 |
|
|
2018
Q3 | $3.57M | Buy |
63,296
+944
| +2% | +$49.2K | 4.46% | 4 |
|
|
2018
Q2 | $2.88M | Buy |
62,352
+420
| +0.7% | +$19K | 3.87% | 7 |
|
|
2018
Q1 | $2.6M | Buy |
61,932
+648
| +1% | +$27.9K | 2.94% | 8 |
|
|
2017
Q4 | $2.63M | Buy |
+61,284
| New | +$2.56M | 2.54% | 9 |
|
|
2017
Q1 | $2.35M | Buy |
65,300
+10,472
| +19% | +$345K | 3.07% | 7 |
|
|
2016
Q4 | $1.59M | Buy |
54,828
+28,716
| +110% | +$814K | 1.85% | 11 |
|
|
2016
Q3 | $738K | Buy |
+26,112
| New | +$691K | 0.93% | 23 |
|
|
2016
Q1 | – | Sell |
-127,232
| Closed | -$3.35M | – | 27 |
|
|
2015
Q4 | $3.35M | Sell |
127,232
-13,924
| -10% | -$398K | 7.94% | 2 |
|
|
2015
Q3 | $3.89M | Buy |
141,156
+1,032
| +0.7% | +$30.3K | 7.42% | 2 |
|
|
2015
Q2 | $4.39M | Sell |
140,124
-1,208
| -0.9% | -$38.6K | 5.11% | 2 |
|
|
2015
Q1 | $4.4M | Sell |
141,332
-1,636
| -1% | -$49.4K | 5.06% | 2 |
|
|
2014
Q4 | $3.94M | Buy |
142,968
+5,676
| +4% | +$154K | 3.82% | 3 |
|
|
2014
Q3 | $3.46M | Buy |
137,292
+3,120
| +2% | +$76.6K | 5.98% | 1 |
|
|
2014
Q2 | $3.12M | Buy |
134,172
+1,928
| +1% | +$41K | 3.35% | 3 |
|
|
2014
Q1 | $2.54M | Sell |
132,244
-94,528
| -42% | -$1.8M | 2.55% | 4 |
|
|
2013
Q4 | $4.54M | Sell |
226,772
-5,684
| -2% | -$107K | 2.71% | 4 |
|
|
2013
Q3 | $3.96M | Sell |
232,456
-3,500
| -1% | -$58K | 2.52% | 3 |
|
|
2013
Q2 | $3.34M | Buy |
+235,956
| New | +$3.63M | 2.15% | 5 |
|
Other funds holding AAPL
VCM
VPM
AmeriServ Wealth Advisors's AAPL Position: Q1 2026 in Review
AmeriServ Wealth Advisors reduced its Apple (AAPL) stake by 1.5% in Q1 2026, selling an estimated $34.6K and leaving 8,819 shares worth $2.24M. The position accounts for 1.43% of the portfolio, ranked #9.
AmeriServ Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 40 quarters since. The position peaked at $6.86M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- AmeriServ Wealth Advisors held 8,819 shares of Apple worth $2.24M as of Q1 2026.
- AmeriServ Wealth Advisors sold 133 Apple shares in Q1 2026, an estimated $34.6K.
- Apple made up 1.43% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #9 holding.
- AmeriServ Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 40 quarters since.
- AmeriServ Wealth Advisors's Apple position peaked at $6.86M in Q4 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.