Avion Wealth’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 | $5.24M | Buy |
18,123
+202
| +1% | +$57.8K | 0.98% | 17 |
|
|
2026
Q1 | $4.55M | Sell |
17,921
-1,055
| -6% | -$275K | 0.94% | 18 |
|
|
2025
Q4 | $5.16M | Buy |
18,976
+667
| +4% | +$179K | 1.08% | 18 |
|
|
2025
Q3 | $4.66M | Sell |
18,309
-336
| -2% | -$75.9K | 1% | 17 |
|
|
2025
Q2 | $3.83M | Buy |
18,645
+2,211
| +13% | +$447K | 0.87% | 16 |
|
|
2025
Q1 | $4.12M | Buy |
16,434
+42
| +0.3% | +$9.73K | 1.06% | 16 |
|
|
2024
Q4 | $4.1M | Buy |
16,392
+987
| +6% | +$233K | 1.05% | 16 |
|
|
2024
Q3 | $3.59M | Buy |
15,405
+1,294
| +9% | +$289K | 0.94% | 17 |
|
|
2024
Q2 | $2.97M | Buy |
14,111
+1,429
| +11% | +$266K | 0.82% | 18 |
|
|
2024
Q1 | $2.17M | Sell |
12,682
-1,009
| -7% | -$183K | 0.58% | 23 |
|
|
2023
Q4 | $2.64M | Sell |
13,691
-1,683
| -11% | -$311K | 0.74% | 22 |
|
|
2023
Q3 | $2.63M | Buy |
15,374
+288
| +2% | +$52.8K | 0.75% | 21 |
|
|
2023
Q2 | $2.93M | Buy |
15,086
+254
| +2% | +$44.3K | 0.77% | 22 |
|
|
2023
Q1 | $1.93M | Buy |
14,832
+890
| +6% | +$131K | 0.53% | 26 |
|
|
2022
Q4 | $1.93M | Hold |
13,942
| – | – | 0.6% | 23 |
|
|
2022
Q3 | $1.93M | Buy |
13,942
+1,040
| +8% | +$163K | 0.6% | 23 |
|
|
2022
Q2 | $1.76M | Buy |
12,902
+356
| +3% | +$53.9K | 0.55% | 26 |
|
|
2022
Q1 | $2.19M | Sell |
12,546
-1,012
| -7% | -$170K | 0.63% | 23 |
|
|
2021
Q4 | $2.41M | Sell |
13,558
-517
| -4% | -$81.7K | 0.68% | 23 |
|
|
2021
Q3 | $1.99M | Buy |
14,075
+80
| +0.6% | +$11.8K | 0.6% | 22 |
|
|
2021
Q2 | $1.92M | Buy |
13,995
+1,169
| +9% | +$151K | 0.58% | 21 |
|
|
2021
Q1 | $1.57M | Sell |
12,826
-1,922
| -13% | -$247K | 0.55% | 18 |
|
|
2020
Q4 | $1.96M | Buy |
14,748
+2,691
| +22% | +$324K | 0.62% | 20 |
|
|
2020
Q3 | $1.4M | Buy |
12,057
+1,377
| +13% | +$150K | 0.47% | 19 |
|
|
2020
Q2 | $974K | Buy |
10,680
+604
| +6% | +$46.8K | 0.34% | 20 |
|
|
2020
Q1 | $641K | Sell |
10,076
-2,660
| -21% | -$196K | 0.27% | 18 |
|
|
2019
Q4 | $935K | Sell |
12,736
-424
| -3% | -$27.3K | 0.84% | 16 |
|
|
2019
Q3 | $737K | Buy |
+13,160
| New | +$688K | 0.7% | 18 |
|
Other funds holding AAPL
Avion Wealth's AAPL Position: Q2 2026 in Review
Avion Wealth increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $57.8K and bringing the position to 18,123 shares worth $5.24M. The position accounts for 0.98% of the portfolio, ranked #17.
Avion Wealth first reported a position in AAPL in Q3 2019 and has held it in 28 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Avion Wealth held 18,123 shares of Apple worth $5.24M as of Q2 2026.
- Avion Wealth bought 202 Apple shares in Q2 2026, an estimated $57.8K.
- Apple made up 0.98% of Avion Wealth's portfolio in Q2 2026, its #17 holding.
- Avion Wealth first reported a position in Apple in Q3 2019 and has held it in 28 quarters since.
- 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.