Arete 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 | $38.4M | Sell |
151,546
-9,097
| -6% | -$2.37M | 2.88% | 4 |
|
|
2025
Q4 | $43.7M | Buy |
160,643
+5,813
| +4% | +$1.56M | 2.66% | 2 |
|
|
2025
Q3 | $39.4M | Buy |
154,830
+8,543
| +6% | +$1.93M | 2.47% | 2 |
|
|
2025
Q2 | $30M | Sell |
146,287
-22,943
| -14% | -$4.63M | 2.13% | 4 |
|
|
2025
Q1 | $37.6M | Sell |
169,230
-3,537
| -2% | -$819K | 2.87% | 1 |
|
|
2024
Q4 | $43.3M | Buy |
172,767
+47,356
| +38% | +$11.2M | 3.12% | 1 |
|
|
2024
Q3 | $29.1M | Sell |
125,411
-64,492
| -34% | -$14.4M | 2.49% | 3 |
|
|
2024
Q2 | $38.6M | Buy |
+189,903
| New | +$35.4M | 3.17% | 1 |
|
|
2024
Q1 | – | Sell |
-166,613
| Closed | -$32.1M | – | 378 |
|
|
2023
Q4 | $32.1M | Buy |
+166,613
| New | +$30.8M | 2.45% | 3 |
|
|
2023
Q3 | – | Sell |
-184,215
| Closed | -$35.7M | – | 507 |
|
|
2023
Q2 | $35.7M | Sell |
184,215
-26,895
| -13% | -$4.69M | 3.16% | 2 |
|
|
2023
Q1 | $34.8M | Sell |
211,110
-3,290
| -2% | -$485K | 2.83% | 4 |
|
|
2022
Q4 | $27.9B | Sell |
214,400
-2,097
| -1% | -$300K | 2.44% | 4 |
|
|
2022
Q3 | $29.9M | Buy |
216,497
+68,000
| +46% | +$10.7M | 2.93% | 4 |
|
|
2022
Q2 | $20.3M | Buy |
148,497
+3,774
| +3% | +$572K | 2.06% | 7 |
|
|
2022
Q1 | $25.3M | Buy |
144,723
+2,302
| +2% | +$387K | 2.12% | 6 |
|
|
2021
Q4 | $25.7M | Buy |
142,421
+586
| +0.4% | +$92.6K | 2.19% | 7 |
|
|
2021
Q3 | $20.1M | Buy |
141,835
+22
| +0% | +$3.24K | 2.21% | 5 |
|
|
2021
Q2 | $14.4M | Sell |
141,813
-3,334
| -2% | -$432K | 2.02% | 8 |
|
|
2021
Q1 | $17.7M | Buy |
145,147
+4,571
| +3% | +$587K | 2.27% | 4 |
|
|
2020
Q4 | $18.5M | Sell |
140,576
-6,844
| -5% | -$823K | 2.62% | 5 |
|
|
2020
Q3 | $16.7M | Buy |
147,420
+1,988
| +1% | +$217K | 2.51% | 5 |
|
|
2020
Q2 | $13.3M | Buy |
145,432
+7,992
| +6% | +$619K | 2.3% | 4 |
|
|
2020
Q1 | $8.73M | Sell |
137,440
-300
| -0.2% | -$22.1K | 1.72% | 9 |
|
|
2019
Q4 | $10.1M | Sell |
137,740
-12,080
| -8% | -$777K | 1.76% | 6 |
|
|
2019
Q3 | $8.39M | Sell |
149,820
-10,668
| -7% | -$558K | 1.6% | 9 |
|
|
2019
Q2 | $7.95M | Buy |
160,488
+11,592
| +8% | +$565K | 1.54% | 8 |
|
|
2019
Q1 | $7.07M | Sell |
148,896
-3,768
| -2% | -$160K | 1.48% | 9 |
|
|
2018
Q4 | $6.02M | Sell |
152,664
-69,628
| -31% | -$3.38M | 1.46% | 9 |
|
|
2018
Q3 | $12.5M | Sell |
222,292
-36,352
| -14% | -$1.89M | 2.78% | 4 |
|
|
2018
Q2 | $12M | Buy |
258,644
+114,976
| +80% | +$5.21M | 2.85% | 4 |
|
|
2018
Q1 | $6.03M | Sell |
143,668
-1,084
| -0.7% | -$46.7K | 2% | 6 |
|
|
2017
Q4 | $6.12M | Sell |
144,752
-3,120
| -2% | -$130K | 1.99% | 6 |
|
|
2017
Q3 | $5.7M | Buy |
147,872
+24,604
| +20% | +$954K | 2.27% | 5 |
|
|
2017
Q2 | $4.44M | Buy |
123,268
+18,756
| +18% | +$693K | 2.03% | 5 |
|
|
2017
Q1 | $3.75M | Sell |
104,512
-36,584
| -26% | -$1.2M | 1.64% | 12 |
|
|
2016
Q4 | $4.08M | Buy |
141,096
+1,672
| +1% | +$47.4K | 1.89% | 10 |
|
|
2016
Q3 | $3.94M | Sell |
139,424
-95,344
| -41% | -$2.52M | 2.26% | 10 |
|
|
2016
Q2 | $5.61M | Sell |
234,768
-133,012
| -36% | -$3.31M | 3.53% | 8 |
|
|
2016
Q1 | $10M | Buy |
367,780
+121,120
| +49% | +$3.02M | 5.98% | 3 |
|
|
2015
Q4 | $6.49M | Sell |
246,660
-76,728
| -24% | -$2.19M | 3.93% | 5 |
|
|
2015
Q3 | $8.92M | Buy |
323,388
+108
| +0% | +$3.17K | 6.97% | 4 |
|
|
2015
Q2 | $10.1M | Buy |
323,280
+33,880
| +12% | +$1.08M | 6.83% | 3 |
|
|
2015
Q1 | $8.99M | Buy |
289,400
+48,684
| +20% | +$1.47M | 5.8% | 4 |
|
|
2014
Q4 | $6.64M | Sell |
240,716
-45,236
| -16% | -$1.23M | 4.69% | 4 |
|
|
2014
Q3 | $7.18M | Sell |
285,952
-50,460
| -15% | -$1.24M | 5.43% | 4 |
|
|
2014
Q2 | $7.84M | Buy |
336,412
+16,344
| +5% | +$348K | 6.1% | 4 |
|
|
2014
Q1 | $6.14M | Buy |
320,068
+96,152
| +43% | +$1.83M | 5.7% | 3 |
|
|
2013
Q4 | $4.47M | Buy |
+223,916
| New | +$4.23M | 4.41% | 4 |
|
Other funds holding AAPL
VCM
VPM
Arete Wealth Advisors's AAPL Position: Q1 2026 in Review
Arete Wealth Advisors reduced its Apple (AAPL) stake by 5.7% in Q1 2026, selling an estimated $2.37M and leaving 151,546 shares worth $38.4M. The position accounts for 2.88% of the portfolio, ranked #4.
Arete Wealth Advisors first reported a position in AAPL in Q4 2013 and has held it in 48 quarters since. The position peaked at $27.9B in Q4 2022. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Arete Wealth Advisors held 151,546 shares of Apple worth $38.4M as of Q1 2026.
- Arete Wealth Advisors sold 9,097 Apple shares in Q1 2026, an estimated $2.37M.
- Apple made up 2.88% of Arete Wealth Advisors's portfolio in Q1 2026, its #4 holding.
- Arete Wealth Advisors first reported a position in Apple in Q4 2013 and has held it in 48 quarters since.
- Arete Wealth Advisors's Apple position peaked at $27.9B in Q4 2022.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.