Avior Wealth Management’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 | $52.5M | Sell |
181,537
-16,904
| -9% | -$4.84M | 1.38% | 11 |
|
|
2026
Q1 | $50.3M | Buy |
198,441
+16,139
| +9% | +$4.2M | 1.43% | 10 |
|
|
2025
Q4 | $49.5M | Sell |
182,302
-8,089
| -4% | -$2.17M | 1.54% | 10 |
|
|
2025
Q3 | $48.5M | Buy |
190,391
+1,478
| +0.8% | +$334K | 1.56% | 12 |
|
|
2025
Q2 | $38.7M | Buy |
188,913
+3,430
| +2% | +$693K | 1.34% | 15 |
|
|
2025
Q1 | $41.2M | Sell |
185,483
-10,957
| -6% | -$2.54M | 1.56% | 12 |
|
|
2024
Q4 | $49.2M | Buy |
196,440
+26,761
| +16% | +$6.31M | 1.8% | 9 |
|
|
2024
Q3 | $39.5M | Sell |
169,679
-3,387
| -2% | -$756K | 1.57% | 10 |
|
|
2024
Q2 | $36.4M | Sell |
173,066
-34,722
| -17% | -$6.48M | 1.57% | 9 |
|
|
2024
Q1 | $35.6M | Buy |
207,788
+40,942
| +25% | +$7.44M | 1.65% | 9 |
|
|
2023
Q4 | $32.1M | Sell |
166,846
-2,590
| -2% | -$478K | 1.95% | 10 |
|
|
2023
Q3 | $29M | Sell |
169,436
-1,204
| -0.7% | -$221K | 1.96% | 10 |
|
|
2023
Q2 | $33.1M | Sell |
170,640
-797
| -0.5% | -$139K | 2.15% | 9 |
|
|
2023
Q1 | $28.3M | Buy |
171,437
+16,836
| +11% | +$2.48M | 1.94% | 9 |
|
|
2022
Q4 | $20.1M | Buy |
154,601
+586
| +0.4% | +$83.7K | 1.51% | 11 |
|
|
2022
Q3 | $21.3M | Buy |
154,015
+18,509
| +14% | +$2.9M | 1.76% | 11 |
|
|
2022
Q2 | $18.5M | Sell |
135,506
-378
| -0.3% | -$57.2K | 1.87% | 9 |
|
|
2022
Q1 | $23.7M | Sell |
135,884
-5
| -0% | -$841 | 2.04% | 9 |
|
|
2021
Q4 | $24.1M | Buy |
135,889
+773
| +0.6% | +$122K | 1.99% | 9 |
|
|
2021
Q3 | $19.1M | Buy |
135,116
+19,353
| +17% | +$2.85M | 1.58% | 11 |
|
|
2021
Q2 | $15.9M | Sell |
115,763
-4,255
| -4% | -$551K | 1.59% | 9 |
|
|
2021
Q1 | $14.7M | Buy |
120,018
+459
| +0.4% | +$58.9K | 1.57% | 9 |
|
|
2020
Q4 | $15.9M | Sell |
119,559
-999
| -0.8% | -$120K | 1.96% | 7 |
|
|
2020
Q3 | $14M | Buy |
120,558
+5,030
| +4% | +$549K | 1.99% | 7 |
|
|
2020
Q2 | $10.5M | Sell |
115,528
-1,616
| -1% | -$125K | 1.65% | 7 |
|
|
2020
Q1 | $7.45M | Sell |
117,144
-17,496
| -13% | -$1.29M | 1.47% | 11 |
|
|
2019
Q4 | $9.88M | Buy |
134,640
+9,936
| +8% | +$639K | 1.58% | 9 |
|
|
2019
Q3 | $6.98M | Sell |
124,704
-2,112
| -2% | -$110K | 1.22% | 17 |
|
|
2019
Q2 | $6.28M | Buy |
126,816
+8,556
| +7% | +$417K | 1.13% | 17 |
|
|
2019
Q1 | $5.58M | Sell |
118,260
-1,804
| -2% | -$76.5K | 1.18% | 16 |
|
|
2018
Q4 | $4.73M | Sell |
120,064
-3,160
| -3% | -$153K | 1.14% | 16 |
|
|
2018
Q3 | $6.88M | Buy |
123,224
+4,500
| +4% | +$234K | 1.47% | 10 |
|
|
2018
Q2 | $5.46M | Sell |
118,724
-20,200
| -15% | -$916K | 1.23% | 14 |
|
|
2018
Q1 | $5.81M | Sell |
138,924
-16,772
| -11% | -$722K | 1.34% | 12 |
|
|
2017
Q4 | $6.57M | Buy |
155,696
+23,192
| +18% | +$969K | 1.47% | 10 |
|
|
2017
Q3 | $5.05M | Buy |
132,504
+408
| +0.3% | +$15.8K | 1.66% | 13 |
|
|
2017
Q2 | $4.71M | Sell |
132,096
-10,352
| -7% | -$383K | 1.93% | 11 |
|
|
2017
Q1 | $4.64M | Buy |
142,448
+21,284
| +18% | +$701K | 1.55% | 14 |
|
|
2016
Q4 | $3.5M | Sell |
121,164
-2,228
| -2% | -$63.2K | 1.31% | 19 |
|
|
2016
Q3 | $3.48M | Buy |
123,392
+5,128
| +4% | +$136K | 1.36% | 17 |
|
|
2016
Q2 | $2.82M | Buy |
118,264
+38,488
| +48% | +$957K | 1.2% | 21 |
|
|
2016
Q1 | $2.17M | Buy |
79,776
+2,528
| +3% | +$63K | 0.96% | 26 |
|
|
2015
Q4 | $2.03M | Buy |
77,248
+2,072
| +3% | +$59.2K | 1.11% | 20 |
|
|
2015
Q3 | $2.08M | Buy |
75,176
+42,236
| +128% | +$1.24M | 1.22% | 19 |
|
|
2015
Q2 | $1.03M | Sell |
32,940
-364
| -1% | -$11.6K | 0.81% | 31 |
|
|
2015
Q1 | $1.04M | Buy |
33,304
+1,048
| +3% | +$31.6K | 0.8% | 29 |
|
|
2014
Q4 | $890K | Sell |
32,256
-3,632
| -10% | -$98.8K | 0.71% | 32 |
|
|
2014
Q3 | $904K | Sell |
35,888
-1,268
| -3% | -$31.1K | 0.77% | 31 |
|
|
2014
Q2 | $863K | Sell |
37,156
-54,264
| -59% | -$1.15M | 0.72% | 32 |
|
|
2014
Q1 | $1.75M | Buy |
91,420
+2,128
| +2% | +$40.5K | 1.46% | 19 |
|
|
2013
Q4 | $1.79M | Buy |
+89,292
| New | +$1.69M | 1.7% | 20 |
|
Other funds holding AAPL
Avior Wealth Management's AAPL Position: Q2 2026 in Review
Avior Wealth Management reduced its Apple (AAPL) stake by 8.5% in Q2 2026, selling an estimated $4.84M and leaving 181,537 shares worth $52.5M. The position accounts for 1.38% of the portfolio, ranked #11.
Avior Wealth Management first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Avior Wealth Management held 181,537 shares of Apple worth $52.5M as of Q2 2026.
- Avior Wealth Management sold 16,904 Apple shares in Q2 2026, an estimated $4.84M.
- Apple made up 1.38% of Avior Wealth Management's portfolio in Q2 2026, its #11 holding.
- Avior Wealth Management first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
- 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.