Avestar Capital’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 | $92.3M | Buy |
318,945
+2,238
| +0.7% | +$640K | 5.15% | 3 |
|
|
2026
Q1 | $80.4M | Buy |
316,707
+27
| +0% | +$7.03K | 5.16% | 3 |
|
|
2025
Q4 | $86.1M | Sell |
316,680
-1,460
| -0.5% | -$392K | 5.58% | 3 |
|
|
2025
Q3 | $81M | Sell |
318,140
-11,784
| -4% | -$2.66M | 5.3% | 3 |
|
|
2025
Q2 | $67.7M | Buy |
329,924
+26,784
| +9% | +$5.41M | 4.62% | 3 |
|
|
2025
Q1 | $67.3M | Buy |
303,140
+7,318
| +2% | +$1.7M | 5.85% | 3 |
|
|
2024
Q4 | $74.1M | Buy |
295,822
+10,155
| +4% | +$2.39M | 6.3% | 3 |
|
|
2024
Q3 | $66.6M | Buy |
285,667
+6,591
| +2% | +$1.47M | 6.85% | 2 |
|
|
2024
Q2 | $58.8M | Buy |
279,076
+11,021
| +4% | +$2.06M | 6.04% | 2 |
|
|
2024
Q1 | $46M | Buy |
268,055
+15,177
| +6% | +$2.76M | 4.82% | 2 |
|
|
2023
Q4 | $48.7M | Buy |
252,878
+17,332
| +7% | +$3.2M | 5.52% | 2 |
|
|
2023
Q3 | $40.3M | Buy |
235,546
+2,206
| +0.9% | +$405K | 5.74% | 2 |
|
|
2023
Q2 | $45.3M | Buy |
233,340
+568
| +0.2% | +$99K | 7.25% | 1 |
|
|
2023
Q1 | $38.4M | Sell |
232,772
-2,797
| -1% | -$413K | 6.85% | 2 |
|
|
2022
Q4 | $30.6M | Buy |
235,569
+3,302
| +1% | +$472K | 5.54% | 2 |
|
|
2022
Q3 | $32.1M | Buy |
232,267
+971
| +0.4% | +$152K | 8.18% | 1 |
|
|
2022
Q2 | $31.6M | Sell |
231,296
-6,531
| -3% | -$989K | 7.79% | 1 |
|
|
2022
Q1 | $41.5M | Buy |
237,827
+2,498
| +1% | +$420K | 6.63% | 1 |
|
|
2021
Q4 | $41.8M | Sell |
235,329
-935
| -0.4% | -$148K | 5.11% | 1 |
|
|
2021
Q3 | $33.4M | Buy |
236,264
+9,975
| +4% | +$1.47M | 4.27% | 1 |
|
|
2021
Q2 | $31M | Buy |
226,289
+725
| +0.3% | +$93.9K | 4.15% | 1 |
|
|
2021
Q1 | $30.1M | Sell |
225,564
-12,952
| -5% | -$1.66M | 6.72% | 1 |
|
|
2020
Q4 | $31.6M | Buy |
238,516
+2,365
| +1% | +$284K | 8.79% | 1 |
|
|
2020
Q3 | $27.2M | Sell |
236,151
-4,473
| -2% | -$488K | 8.96% | 1 |
|
|
2020
Q2 | $21.9M | Sell |
240,624
-13,376
| -5% | -$1.04M | 9.7% | 1 |
|
|
2020
Q1 | $16.1M | Buy |
254,000
+12,380
| +5% | +$910K | 8.82% | 1 |
|
|
2019
Q4 | $17.7M | Sell |
241,620
-4,516
| -2% | -$291K | 10.02% | 1 |
|
|
2019
Q3 | $13.8M | Buy |
246,136
+23,716
| +11% | +$1.24M | 8.57% | 1 |
|
|
2019
Q2 | $11M | Sell |
222,420
-9,928
| -4% | -$484K | 6.95% | 1 |
|
|
2019
Q1 | $11M | Buy |
232,348
+544
| +0.2% | +$23.1K | 7.22% | 1 |
|
|
2018
Q4 | $9.1M | Buy |
231,804
+256
| +0.1% | +$12.4K | 6.22% | 1 |
|
|
2018
Q3 | $13M | Buy |
231,548
+360
| +0.2% | +$18.7K | 7.54% | 1 |
|
|
2018
Q2 | $10.7M | Buy |
231,188
+7,828
| +4% | +$355K | 6.74% | 1 |
|
|
2018
Q1 | $9.34M | Buy |
223,360
+15,872
| +8% | +$683K | 6.07% | 3 |
|
|
2017
Q4 | $8.75M | Buy |
+207,488
| New | +$8.67M | 6.54% | 5 |
|
Other funds holding AAPL
Avestar Capital's AAPL Position: Q2 2026 in Review
Avestar Capital increased its Apple (AAPL) stake by 0.71% in Q2 2026, buying an estimated $640K and bringing the position to 318,945 shares worth $92.3M. The position accounts for 5.15% of the portfolio, ranked #3.
Avestar Capital first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 3,033 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Avestar Capital held 318,945 shares of Apple worth $92.3M as of Q2 2026.
- Avestar Capital bought 2,238 Apple shares in Q2 2026, an estimated $640K.
- Apple made up 5.15% of Avestar Capital's portfolio in Q2 2026, its #3 holding.
- Avestar Capital first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 3,033 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.