Aviance Capital Partners’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 | $66.1M | Buy |
260,577
+2,389
| +0.9% | +$622K | 7.74% | 1 |
|
|
2025
Q4 | $70.2M | Sell |
258,188
-5,850
| -2% | -$1.57M | 8.09% | 1 |
|
|
2025
Q3 | $67.2M | Sell |
264,038
-1,372
| -0.5% | -$310K | 7.98% | 1 |
|
|
2025
Q2 | $54.5M | Sell |
265,410
-3,984
| -1% | -$805K | 7.12% | 1 |
|
|
2025
Q1 | $59.8M | Sell |
269,394
-3,589
| -1% | -$831K | 8.42% | 1 |
|
|
2024
Q4 | $68.4M | Buy |
272,983
+7,149
| +3% | +$1.68M | 9.45% | 1 |
|
|
2024
Q3 | $61.9M | Buy |
265,834
+1,251
| +0.5% | +$279K | 8.17% | 1 |
|
|
2024
Q2 | $55.7M | Buy |
264,583
+876
| +0.3% | +$163K | 7.93% | 1 |
|
|
2024
Q1 | $45.2M | Buy |
263,707
+11,730
| +5% | +$2.13M | 6.72% | 1 |
|
|
2023
Q4 | $48.5M | Buy |
251,977
+44,054
| +21% | +$8.13M | 10.39% | 1 |
|
|
2023
Q3 | $35.6M | Sell |
207,923
-4,995
| -2% | -$916K | 8.01% | 1 |
|
|
2023
Q2 | $41.3M | Sell |
212,918
-2,849
| -1% | -$496K | 8.74% | 1 |
|
|
2023
Q1 | $35.6M | Buy |
215,767
+4,269
| +2% | +$630K | 7.91% | 1 |
|
|
2022
Q4 | $27.5M | Sell |
211,498
-59,388
| -22% | -$8.49M | 6.41% | 2 |
|
|
2022
Q3 | $37.4M | Sell |
270,886
-3,225
| -1% | -$506K | 9.29% | 1 |
|
|
2022
Q2 | $37.5M | Buy |
274,111
+560
| +0.2% | +$84.8K | 8.34% | 1 |
|
|
2022
Q1 | $47.8M | Sell |
273,551
-3,096
| -1% | -$521K | 8.77% | 1 |
|
|
2021
Q4 | $49.1M | Sell |
276,647
-660
| -0.2% | -$104K | 8.18% | 1 |
|
|
2021
Q3 | $39.2M | Sell |
277,307
-4,466
| -2% | -$657K | 6.93% | 1 |
|
|
2021
Q2 | $38.6M | Sell |
281,773
-5,651
| -2% | -$732K | 6.75% | 1 |
|
|
2021
Q1 | $35.1M | Sell |
287,424
-7,724
| -3% | -$991K | 6.78% | 1 |
|
|
2020
Q4 | $39.2M | Sell |
295,148
-34,736
| -11% | -$4.18M | 7.92% | 1 |
|
|
2020
Q3 | $38.2M | Sell |
329,884
-176,392
| -35% | -$19.2M | 8.6% | 1 |
|
|
2020
Q2 | $46.2M | Buy |
506,276
+108
| +0% | +$8.37K | 11.4% | 1 |
|
|
2020
Q1 | $32.2M | Sell |
506,168
-27,344
| -5% | -$2.01M | 10.14% | 1 |
|
|
2019
Q4 | $39.2M | Sell |
533,512
-7,400
| -1% | -$476K | 10.01% | 1 |
|
|
2019
Q3 | $30.3M | Sell |
540,912
-1,716
| -0.3% | -$89.7K | 8.9% | 1 |
|
|
2019
Q2 | $26.8M | Sell |
542,628
-321,884
| -37% | -$15.7M | 7.41% | 1 |
|
|
2019
Q1 | $41.1M | Buy |
864,512
+155,464
| +22% | +$6.59M | 11.76% | 1 |
|
|
2018
Q4 | $28M | Buy |
709,048
+35,836
| +5% | +$1.74M | 9.83% | 1 |
|
|
2018
Q3 | $38M | Sell |
673,212
-7,072
| -1% | -$368K | 9.17% | 1 |
|
|
2018
Q2 | $31.5M | Buy |
680,284
+35,540
| +6% | +$1.61M | 9.1% | 1 |
|
|
2018
Q1 | $27M | Sell |
644,744
-11,884
| -2% | -$512K | 8.15% | 1 |
|
|
2017
Q4 | $27.8M | Sell |
656,628
-6,868
| -1% | -$287K | 9.17% | 1 |
|
|
2017
Q3 | $25.6M | Sell |
663,496
-37,752
| -5% | -$1.46M | 8.64% | 1 |
|
|
2017
Q2 | $25.2M | Buy |
701,248
+42,216
| +6% | +$1.56M | 8.13% | 2 |
|
|
2017
Q1 | $23.7M | Sell |
659,032
-43,504
| -6% | -$1.43M | 8.64% | 1 |
|
|
2016
Q4 | $20.3M | Buy |
702,536
+1,896
| +0.3% | +$53.8K | 7.17% | 2 |
|
|
2016
Q3 | $19.8M | Sell |
700,640
-49,260
| -7% | -$1.3M | 6.99% | 2 |
|
|
2016
Q2 | $17.9M | Sell |
749,900
-692,032
| -48% | -$17.2M | 6.6% | 2 |
|
|
2016
Q1 | $39.3M | Buy |
1,441,932
+194,436
| +16% | +$4.84M | 13.67% | 1 |
|
|
2015
Q4 | $32.8M | Buy |
1,247,496
+820,036
| +192% | +$23.4M | 11.28% | 2 |
|
|
2015
Q3 | $13.2M | Sell |
427,460
-1,140
| -0.3% | -$33.4K | 5.44% | 2 |
|
|
2015
Q2 | $13.4M | Sell |
428,600
-31,228
| -7% | -$999K | 5.03% | 2 |
|
|
2015
Q1 | $14.3M | Buy |
459,828
+4,624
| +1% | +$140K | 5.24% | 2 |
|
|
2014
Q4 | $12.6M | Sell |
455,204
-10,044
| -2% | -$273K | 4.69% | 2 |
|
|
2014
Q3 | $11.7M | Sell |
465,248
-7,108
| -2% | -$174K | 4.43% | 2 |
|
|
2014
Q2 | $11M | Sell |
472,356
-9,552
| -2% | -$203K | 4.28% | 2 |
|
|
2014
Q1 | $9.24M | Buy |
481,908
+21,924
| +5% | +$417K | 3.91% | 2 |
|
|
2013
Q4 | $9.22M | Buy |
459,984
+6,496
| +1% | +$123K | 3.88% | 2 |
|
|
2013
Q3 | $7.72M | Sell |
453,488
-11,368
| -2% | -$188K | 3.61% | 3 |
|
|
2013
Q2 | $6.58M | Buy |
+464,856
| New | +$7.15M | 3.56% | 2 |
|
Other funds holding AAPL
VCM
VPM
Aviance Capital Partners's AAPL Position: Q1 2026 in Review
Aviance Capital Partners increased its Apple (AAPL) stake by 0.93% in Q1 2026, buying an estimated $622K and bringing the position to 260,577 shares worth $66.1M. The position accounts for 7.74% of the portfolio, ranked #1.
Aviance Capital Partners first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $70.2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Aviance Capital Partners held 260,577 shares of Apple worth $66.1M as of Q1 2026.
- Aviance Capital Partners bought 2,389 Apple shares in Q1 2026, an estimated $622K.
- Apple made up 7.74% of Aviance Capital Partners's portfolio in Q1 2026, its #1 holding.
- Aviance Capital Partners first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Aviance Capital Partners's Apple position peaked at $70.2M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.