Arbor 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
Q3
$479K Sell
1,439
-290
-17% -$93.1K 0.3% 41
2026
Q2
$500K Buy
1,729
+72
+4% +$20.6K 0.31% 42
2026
Q1
$421K Hold
1,657
– – 0.3% 43
2025
Q4
$451K Hold
1,657
– – 0.32% 41
2025
Q3
$422K Hold
1,657
– – 0.32% 42
2025
Q2
$340K Hold
1,657
– – 0.28% 44
2025
Q1
$368K Hold
1,657
– – 0.33% 40
2024
Q4
$415K Buy
1,657
+200
+14% +$47.1K 0.37% 38
2024
Q3
$339K Buy
1,457
+1
+0.1% +$223 0.31% 38
2024
Q2
$307K Hold
1,456
– – 0.3% 39
2024
Q1
$250K Buy
1,456
+1
+0.1% +$182 0.24% 42
2023
Q4
$280K Buy
+1,455
New +$269K 0.29% 40

Other funds holding AAPL

Arbor Wealth Advisors's AAPL Position: Q3 2026 in Review

Arbor Wealth Advisors reduced its Apple (AAPL) stake by 17% in Q3 2026, selling an estimated $93.1K and leaving 1,439 shares worth $479K. The position accounts for 0.3% of the portfolio, ranked #41.

Arbor Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $500K in Q2 2026. 1,860 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Arbor Wealth Advisors held 1,439 shares of Apple worth $479K as of Q3 2026.
  • Arbor Wealth Advisors sold 290 Apple shares in Q3 2026, an estimated $93.1K.
  • Apple made up 0.3% of Arbor Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Arbor Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • Arbor Wealth Advisors's Apple position peaked at $500K in Q2 2026.
  • 1,860 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.