Artemis 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
Q2 | $11.5M | Sell |
39,684
-10,453
| -21% | -$2.99M | 1.38% | 7 |
|
|
2026
Q1 | $12.7M | Buy |
50,137
+10,524
| +27% | +$2.74M | 1.92% | 4 |
|
|
2025
Q4 | $10.8M | Buy |
39,613
+36
| +0.1% | +$9.66K | 1.55% | 6 |
|
|
2025
Q3 | $10.1M | Sell |
39,577
-107
| -0.3% | -$24.2K | 1.1% | 7 |
|
|
2025
Q2 | $8.14M | Buy |
39,684
+912
| +2% | +$184K | 0.92% | 9 |
|
|
2025
Q1 | $8.61M | Sell |
38,772
-1,080
| -3% | -$250K | 1.81% | 6 |
|
|
2024
Q4 | $9.98M | Sell |
39,852
-19,958
| -33% | -$4.7M | 1.78% | 6 |
|
|
2024
Q3 | $13.9M | Buy |
59,810
+11,001
| +23% | +$2.46M | 1.39% | 7 |
|
|
2024
Q2 | $10.3M | Buy |
48,809
+9,680
| +25% | +$1.81M | 0.97% | 8 |
|
|
2024
Q1 | $6.71M | Buy |
39,129
+51
| +0.1% | +$9.27K | 0.68% | 8 |
|
|
2023
Q4 | $7.49M | Sell |
39,078
-1,506
| -4% | -$278K | 1.44% | 8 |
|
|
2023
Q3 | $6.95M | Sell |
40,584
-417
| -1% | -$76.5K | 1.3% | 12 |
|
|
2023
Q2 | $7.95M | Sell |
41,001
-254
| -0.6% | -$44.3K | 1.45% | 12 |
|
|
2023
Q1 | $6.8M | Buy |
41,255
+58
| +0.1% | +$8.56K | 1.75% | 6 |
|
|
2022
Q4 | $5.35M | Buy |
41,197
+60
| +0.1% | +$8.57K | 1.63% | 8 |
|
|
2022
Q3 | $5.69M | Sell |
41,137
-183
| -0.4% | -$28.7K | 1.49% | 5 |
|
|
2022
Q2 | $5.65M | Sell |
41,320
-2,920
| -7% | -$442K | 1.55% | 5 |
|
|
2022
Q1 | $7.72M | Sell |
44,240
-119,951
| -73% | -$20.2M | 1.28% | 5 |
|
|
2021
Q4 | $29.2M | Buy |
164,191
+56
| +0% | +$8.85K | 3.61% | 4 |
|
|
2021
Q3 | $23.2M | Buy |
164,135
+57
| +0% | +$8.39K | 3.23% | 5 |
|
|
2021
Q2 | $22.5M | Buy |
164,078
+4,666
| +3% | +$605K | 3.2% | 5 |
|
|
2021
Q1 | $19.4M | Sell |
159,412
-4,542
| -3% | -$583K | 3.04% | 6 |
|
|
2020
Q4 | $21.8M | Buy |
163,954
+124,901
| +320% | +$15M | 3.47% | 5 |
|
|
2020
Q3 | $4.52M | Buy |
39,053
+233
| +0.6% | +$25.4K | 1.11% | 4 |
|
|
2020
Q2 | $3.54M | Hold |
38,820
| – | – | 1.22% | 4 |
|
|
2020
Q1 | $2.47M | Hold |
38,820
| – | – | 1.06% | 4 |
|
|
2019
Q4 | $2.85M | Hold |
38,820
| – | – | 1.03% | 4 |
|
|
2019
Q3 | $2.17M | Hold |
38,820
| – | – | 0.95% | 3 |
|
|
2019
Q2 | $895K | Hold |
38,820
| – | – | 0.46% | 4 |
|
|
2019
Q1 | $1.84M | Buy |
38,820
+33,096
| +578% | +$1.4M | 0.98% | 3 |
|
|
2018
Q4 | $226K | Hold |
5,724
| – | – | 0.11% | 20 |
|
|
2018
Q3 | $323K | Hold |
5,724
| – | – | 0.18% | 6 |
|
|
2018
Q2 | $265K | Hold |
5,724
| – | – | 0.19% | 9 |
|
|
2018
Q1 | $240K | Hold |
5,724
| – | – | 0.19% | 12 |
|
|
2017
Q4 | $242K | Hold |
5,724
| – | – | 0.21% | 10 |
|
|
2017
Q3 | $221K | Hold |
5,724
| – | – | 0.19% | 8 |
|
|
2017
Q2 | $206K | Hold |
5,724
| – | – | 0.19% | 8 |
|
|
2017
Q1 | $206K | Buy |
5,724
+4,800
| +519% | +$158K | 0.17% | 8 |
|
|
2016
Q4 | $27K | Buy |
+924
| New | +$26.2K | 0.03% | 7 |
|
Other funds holding AAPL
Artemis Wealth Advisors's AAPL Position: Q2 2026 in Review
Artemis Wealth Advisors reduced its Apple (AAPL) stake by 21% in Q2 2026, selling an estimated $2.99M and leaving 39,684 shares worth $11.5M. The position accounts for 1.38% of the portfolio, ranked #7.
Artemis Wealth Advisors first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $29.2M in Q4 2021. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Artemis Wealth Advisors held 39,684 shares of Apple worth $11.5M as of Q2 2026.
- Artemis Wealth Advisors sold 10,453 Apple shares in Q2 2026, an estimated $2.99M.
- Apple made up 1.38% of Artemis Wealth Advisors's portfolio in Q2 2026, its #7 holding.
- Artemis Wealth Advisors first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- Artemis Wealth Advisors's Apple position peaked at $29.2M in Q4 2021.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Artemis Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.