Atlas Capital 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
$12.2M Sell
42,218
-25,214
-37% -$7.21M 1.34% 8
2026
Q1
$17.1M Buy
67,432
+2,821
+4% +$734K 1.96% 4
2025
Q4
$17.6M Buy
+64,611
New +$17.3M 1.96% 6
2025
Q2
$15.1M Sell
73,604
-2,653
-3% -$536K 1.84% 8
2025
Q1
$16.9M Sell
76,257
-1,956
-3% -$453K 2.12% 4
2024
Q4
$19.6M Buy
78,213
+35,884
+85% +$8.46M 2.49% 4
2024
Q3
$9.86M Sell
42,329
-31,630
-43% -$7.06M 1.5% 14
2024
Q2
$15.6M Buy
73,959
+28,578
+63% +$5.33M 2.02% 6
2024
Q1
$7.78M Sell
45,381
-27,823
-38% -$5.06M 1.22% 20
2023
Q4
$14.1M Buy
73,204
+396
+0.5% +$73.1K 2.04% 6
2023
Q3
$12.5M Sell
72,808
-25
-0% -$4.58K 2.05% 6
2023
Q2
$14.1M Sell
72,833
-175
-0.2% -$30.5K 2.14% 7
2023
Q1
$12M Sell
73,008
-103
-0.1% -$15.2K 1.89% 8
2022
Q4
$9.5M Sell
73,111
-2,403
-3% -$343K 1.6% 11
2022
Q3
$10.4M Buy
75,514
+1
+0% +$157 1.9% 8
2022
Q2
$10.3M Buy
75,513
+15,920
+27% +$2.41M 1.75% 11
2022
Q1
$10.4M Buy
59,593
+619
+1% +$104K 1.62% 12
2021
Q4
$10.5M Sell
58,974
-2,446
-4% -$387K 1.56% 15
2021
Q3
$8.69M Sell
61,420
-1,400
-2% -$206K 1.39% 17
2021
Q2
$8.6M Sell
62,820
-549
-0.9% -$71.1K 1.44% 12
2021
Q1
$7.74M Buy
+63,369
New +$8.13M 1.5% 9
2020
Q4
Sell
-71,517
Closed -$8.28M 645
2020
Q3
$8.28M Sell
71,517
-3,019
-4% -$329K 1.96% 9
2020
Q2
$6.8M Sell
74,536
-904
-1% -$70.1K 1.59% 9
2020
Q1
$4.8M Buy
75,440
+1,616
+2% +$119K 1.43% 12
2019
Q4
$5.42M Sell
73,824
-5,852
-7% -$376K 1.35% 10
2019
Q3
$4.46M Buy
79,676
+112
+0.1% +$5.86K 1.34% 5
2019
Q2
$3.94M Buy
79,564
+17,188
+28% +$837K 1.29% 7
2019
Q1
$2.96M Sell
62,376
-16,216
-21% -$688K 1.07% 14
2018
Q4
$3.1M Buy
78,592
+152
+0.2% +$7.37K 1.24% 12
2018
Q3
$4.55M Buy
78,440
+8,300
+12% +$432K 1.52% 7
2018
Q2
$3.36M Sell
70,140
-17,588
-20% -$798K 1.19% 13
2018
Q1
$3.68M Buy
+87,728
New +$3.78M 1.13% 12

Other funds holding AAPL

Atlas Capital Advisors's AAPL Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Apple (AAPL) stake by 37% in Q2 2026, selling an estimated $7.21M and leaving 42,218 shares worth $12.2M. The position accounts for 1.34% of the portfolio, ranked #8.

Atlas Capital Advisors first reported a position in AAPL in Q1 2018 and has held it in 32 quarters since. The position peaked at $19.6M in Q4 2024. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Atlas Capital Advisors held 42,218 shares of Apple worth $12.2M as of Q2 2026.
  • Atlas Capital Advisors sold 25,214 Apple shares in Q2 2026, an estimated $7.21M.
  • Apple made up 1.34% of Atlas Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Atlas Capital Advisors first reported a position in Apple in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's Apple position peaked at $19.6M in Q4 2024.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.