AWM
AAPL icon

Avondale Wealth Management’s Apple AAPL Stock Holding History

Avondale Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.31M Sell
14,885
-1,115
-7% -$319K 1.76% 11
2026
Q1 		$4.06M Buy
16,000
+2,389
+18% +$622K 2% 12
2025
Q4 		$3.7M Sell
13,611
-234
-2% -$62.8K 1.9% 13
2025
Q3 		$3.53M Sell
13,845
-180
-1% -$40.7K 1.88% 13
2025
Q2 		$2.88M Sell
14,025
-312
-2% -$63K 1.61% 13
2025
Q1 		$3.18M Buy
14,337
+972
+7% +$225K 2% 12
2024
Q4 		$3.35M Sell
13,365
-1,213
-8% -$286K 2.14% 12
2024
Q3 		$3.4M Buy
14,578
+450
+3% +$100K 2.21% 10
2024
Q2 		$2.98M Buy
14,128
+800
+6% +$149K 2.03% 12
2024
Q1 		$2.29M Buy
13,328
+2,526
+23% +$459K 1.6% 12
2023
Q4 		$2.08M Sell
10,802
-24
-0.2% -$4.43K 1.68% 11
2023
Q3 		$1.85M Sell
10,826
-50
-0.5% -$9.17K 1.63% 13
2023
Q2 		$2.11M Sell
10,876
-1,750
-14% -$305K 1.77% 12
2023
Q1 		$2.08M Sell
12,626
-825
-6% -$122K 1.8% 13
2022
Q4 		$1.75M Buy
13,451
+916
+7% +$131K 1.52% 13
2022
Q3 		$1.73M Buy
12,535
+1,625
+15% +$255K 1.89% 12
2022
Q2 		$1.49M Sell
10,910
-874
-7% -$132K 1.73% 11
2022
Q1 		$2.06M Buy
11,784
+3,850
+49% +$647K 2.42% 10
2021
Q4 		$1.41M Sell
7,934
-1,000
-11% -$158K 1.43% 11
2021
Q3 		$1.26M Hold
8,934
– – 1.23% 15
2021
Q2 		$1.22M Sell
8,934
-200
-2% -$25.9K 1.14% 17
2021
Q1 		$1.12M Buy
9,134
+2,750
+43% +$353K 1.1% 15
2020
Q4 		$847K Hold
6,384
– – 0.98% 12
2020
Q3 		$739K Hold
6,384
– – 1.12% 10
2020
Q2 		$582K Sell
6,384
-40
-0.6% -$3.1K 0.83% 13
2020
Q1 		$408K Buy
6,424
+4,300
+202% +$316K 0.64% 14
2019
Q4 		$156K Buy
2,124
+860
+68% +$55.3K 0.23% 23
2019
Q3 		$71K Hold
1,264
– – 0.12% 32
2019
Q2 		$63K Buy
1,264
+256
+25% +$12.5K 0.05% 39
2019
Q1 		$48K Buy
1,008
+180
+22% +$7.63K 0.04% 42
2018
Q4 		$33K Sell
828
-400
-33% -$19.4K 0.03% 54
2018
Q3 		$69K Buy
1,228
+120
+11% +$6.25K 0.07% 32
2018
Q2 		$51K Hold
1,108
– – 0.04% 34
2018
Q1 		$46K Hold
1,108
– – 0.04% 38
2017
Q4 		$47K Buy
+1,108
New +$46.3K 0.04% 41

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Avondale Wealth Management's AAPL Position: Q2 2026 in Review

Avondale Wealth Management reduced its Apple (AAPL) stake by 7% in Q2 2026, selling an estimated $319K and leaving 14,885 shares worth $4.31M. The position accounts for 1.76% of the portfolio, ranked #11.

Avondale Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Avondale Wealth Management held 14,885 shares of Apple worth $4.31M as of Q2 2026.
  • Avondale Wealth Management sold 1,115 Apple shares in Q2 2026, an estimated $319K.
  • Apple made up 1.76% of Avondale Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Avondale Wealth Management first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.