B. Riley Wealth Advisors’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 | $64.2M | Buy |
227,727
+4,515
| +2% | +$1.29M | 3.44% | 2 |
|
|
2026
Q1 | $55.1M | Sell |
223,212
-110,729
| -33% | -$28.8M | 3.49% | 2 |
|
|
2025
Q4 | $90.8M | Sell |
333,941
-17,850
| -5% | -$4.79M | 4.19% | 2 |
|
|
2025
Q3 | $89.6M | Sell |
351,791
-26,818
| -7% | -$6.06M | 4.14% | 2 |
|
|
2025
Q2 | $77.7M | Buy |
+378,609
| New | +$76.5M | 3.65% | 2 |
|
|
2024
Q4 | $167M | Sell |
667,482
-73,026
| -10% | -$17.2M | 5.48% | 1 |
|
|
2024
Q3 | $171M | Sell |
740,508
-200,346
| -21% | -$44.7M | 4.76% | 1 |
|
|
2024
Q2 | $198M | Buy |
940,854
+162,881
| +21% | +$30.4M | 5.04% | 1 |
|
|
2024
Q1 | $133M | Buy |
777,973
+23,587
| +3% | +$4.29M | 3.6% | 1 |
|
|
2023
Q4 | $145M | Sell |
754,386
-23,587
| -3% | -$4.36M | 3.91% | 1 |
|
|
2023
Q3 | $133M | Sell |
777,973
-592,336
| -43% | -$109M | 3.6% | 1 |
|
|
2023
Q2 | $266M | Buy |
1,370,309
+483,721
| +55% | +$84.3M | 5.96% | 1 |
|
|
2023
Q1 | $146M | Sell |
886,588
-65,456
| -7% | -$9.66M | 3.9% | 1 |
|
|
2022
Q4 | $124M | Sell |
952,044
-65,026
| -6% | -$9.29M | 3.47% | 1 |
|
|
2022
Q3 | $141M | Buy |
1,017,070
+301,092
| +42% | +$47.3M | 4.25% | 1 |
|
|
2022
Q2 | $97.9M | Sell |
715,978
-93,763
| -12% | -$14.2M | 4.12% | 1 |
|
|
2022
Q1 | $141M | Sell |
809,741
-57,774
| -7% | -$9.72M | 4.63% | 1 |
|
|
2021
Q4 | $154M | Buy |
867,515
+42,203
| +5% | +$6.67M | 4.44% | 1 |
|
|
2021
Q3 | $117M | Buy |
825,312
+43,004
| +5% | +$6.33M | 3.71% | 1 |
|
|
2021
Q2 | $107M | Sell |
782,308
-114,915
| -13% | -$14.9M | 3.48% | 1 |
|
|
2021
Q1 | $110M | Buy |
897,223
+436,880
| +95% | +$56.1M | 3.88% | 1 |
|
|
2020
Q4 | $61.1M | Sell |
460,343
-1,831
| -0.4% | -$220K | 3.27% | 1 |
|
|
2020
Q3 | $53.5M | Buy |
462,174
+274
| +0.1% | +$29.9K | 2.85% | 1 |
|
|
2020
Q2 | $42.1M | Sell |
461,900
-9,268
| -2% | -$718K | 2.81% | 1 |
|
|
2020
Q1 | $30M | Buy |
471,168
+69,528
| +17% | +$5.11M | 2.56% | 1 |
|
|
2019
Q4 | $29.5M | Buy |
401,640
+648
| +0.2% | +$41.7K | 2.51% | 1 |
|
|
2019
Q3 | $22.5M | Buy |
400,992
+6,968
| +2% | +$364K | 2.21% | 1 |
|
|
2019
Q2 | $19.5M | Sell |
394,024
-9,028
| -2% | -$440K | 2.14% | 2 |
|
|
2019
Q1 | $19.1M | Sell |
403,052
-70,972
| -15% | -$3.01M | 2.39% | 1 |
|
|
2018
Q4 | $18.7M | Sell |
474,024
-57,056
| -11% | -$2.77M | 2.66% | 1 |
|
|
2018
Q3 | $30M | Buy |
531,080
+5,356
| +1% | +$279K | 3.57% | 1 |
|
|
2018
Q2 | $24.3M | Buy |
525,724
+12,920
| +3% | +$586K | 3.22% | 1 |
|
|
2018
Q1 | $21.5M | Buy |
512,804
+37,892
| +8% | +$1.63M | 3.01% | 1 |
|
|
2017
Q4 | $20.1M | Sell |
474,912
-2,588
| -0.5% | -$108K | 2.72% | 1 |
|
|
2017
Q3 | $18.4M | Buy |
477,500
+15,436
| +3% | +$599K | 3.06% | 1 |
|
|
2017
Q2 | $16.6M | Sell |
462,064
-25,736
| -5% | -$951K | 3.02% | 1 |
|
|
2017
Q1 | $17.5M | Sell |
487,800
-36,172
| -7% | -$1.19M | 3.49% | 1 |
|
|
2016
Q4 | $15.2M | Sell |
523,972
-57,872
| -10% | -$1.64M | 3.08% | 1 |
|
|
2016
Q3 | $15M | Sell |
581,844
-20,764
| -3% | -$550K | 2.95% | 1 |
|
|
2016
Q2 | $13.1M | Sell |
602,608
-24,836
| -4% | -$617K | 2.63% | 1 |
|
|
2016
Q1 | $15.7M | Sell |
627,444
-69,772
| -10% | -$1.74M | 3.62% | 1 |
|
|
2015
Q4 | $18.3M | Buy |
697,216
+138,804
| +25% | +$3.97M | 3.72% | 1 |
|
|
2015
Q3 | $15.4M | Buy |
558,412
+47,300
| +9% | +$1.39M | 3.7% | 1 |
|
|
2015
Q2 | $16M | Sell |
511,112
-11,048
| -2% | -$353K | 3.98% | 1 |
|
|
2015
Q1 | $16.2M | Sell |
522,160
-23,240
| -4% | -$702K | 3.96% | 1 |
|
|
2014
Q4 | $155K | Buy |
545,400
+101,716
| +23% | +$2.77M | 3.32% | 1 |
|
|
2014
Q3 | $10.9M | Sell |
443,684
-928,096
| -68% | -$22.8M | 2.83% | 1 |
|
|
2014
Q2 | $15.9M | Buy |
1,371,780
+612,084
| +81% | +$13M | 3.73% | 1 |
|
|
2014
Q1 | $14.6M | Buy |
759,696
+43,736
| +6% | +$832K | 4.4% | 1 |
|
|
2013
Q4 | $14.3M | Buy |
715,960
+35,392
| +5% | +$669K | 4.58% | 1 |
|
|
2013
Q3 | $11.6M | Buy |
680,568
+54,040
| +9% | +$896K | 3.96% | 1 |
|
|
2013
Q2 | $8.87M | Buy |
+626,528
| New | +$9.64M | 3.01% | 1 |
|
Other funds holding AAPL
CRM
B. Riley Wealth Advisors's AAPL Position: Q2 2026 in Review
B. Riley Wealth Advisors increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $1.29M and bringing the position to 227,727 shares worth $64.2M. The position accounts for 3.44% of the portfolio, ranked #2.
B. Riley Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $266M in Q2 2023. 2,365 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- B. Riley Wealth Advisors held 227,727 shares of Apple worth $64.2M as of Q2 2026.
- B. Riley Wealth Advisors bought 4,515 Apple shares in Q2 2026, an estimated $1.29M.
- Apple made up 3.44% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- B. Riley Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- B. Riley Wealth Advisors's Apple position peaked at $266M in Q2 2023.
- 2,365 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.