Benchmark Financial 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 | $9.34M | Buy |
32,288
+1,220
| +4% | +$349K | 2.3% | 16 |
|
|
2026
Q1 | $7.88M | Buy |
31,068
+392
| +1% | +$102K | 2.18% | 15 |
|
|
2025
Q4 | $8.34M | Buy |
30,676
+699
| +2% | +$188K | 2.39% | 12 |
|
|
2025
Q3 | $7.63M | Buy |
29,977
+1,917
| +7% | +$433K | 2.3% | 11 |
|
|
2025
Q2 | $5.76M | Sell |
28,060
-445
| -2% | -$89.9K | 1.9% | 13 |
|
|
2025
Q1 | $6.33M | Sell |
28,505
-9,660
| -25% | -$2.24M | 2.39% | 11 |
|
|
2024
Q4 | $9.56M | Buy |
38,165
+976
| +3% | +$230K | 3.06% | 9 |
|
|
2024
Q3 | $8.66M | Buy |
37,189
+1,902
| +5% | +$425K | 2.89% | 9 |
|
|
2024
Q2 | $7.43M | Sell |
35,287
-2,240
| -6% | -$418K | 2.75% | 10 |
|
|
2024
Q1 | $6.44M | Buy |
37,527
+546
| +1% | +$99.3K | 2.46% | 10 |
|
|
2023
Q4 | $7.12M | Buy |
36,981
+66
| +0.2% | +$12.2K | 3.07% | 8 |
|
|
2023
Q3 | $6.32M | Buy |
36,915
+166
| +0.5% | +$30.4K | 2.97% | 8 |
|
|
2023
Q2 | $7.13M | Sell |
36,749
-254
| -0.7% | -$44.3K | 3.3% | 8 |
|
|
2023
Q1 | $6.1M | Sell |
37,003
-427
| -1% | -$63K | 3.14% | 9 |
|
|
2022
Q4 | $4.86M | Sell |
37,430
-709
| -2% | -$101K | 2.65% | 12 |
|
|
2022
Q3 | $5.27M | Sell |
38,139
-488
| -1% | -$76.6K | 3.1% | 12 |
|
|
2022
Q2 | $5.28M | Buy |
38,627
+687
| +2% | +$104K | 2.71% | 13 |
|
|
2022
Q1 | $6.63M | Sell |
37,940
-535
| -1% | -$90K | 2.81% | 12 |
|
|
2021
Q4 | $6.83M | Buy |
38,475
+956
| +3% | +$151K | 2.86% | 13 |
|
|
2021
Q3 | $5.31M | Sell |
37,519
-125
| -0.3% | -$18.4K | 2.52% | 15 |
|
|
2021
Q2 | $5.16M | Buy |
37,644
+150
| +0.4% | +$19.4K | 2.46% | 14 |
|
|
2021
Q1 | $4.58M | Sell |
37,494
-5,354
| -12% | -$687K | 2.5% | 13 |
|
|
2020
Q4 | $5.68M | Sell |
42,848
-1,405
| -3% | -$169K | 3.13% | 11 |
|
|
2020
Q3 | $5.13M | Buy |
44,253
+6,865
| +18% | +$749K | 3.3% | 10 |
|
|
2020
Q2 | $3.41M | Buy |
37,388
+5,900
| +19% | +$457K | 2.51% | 14 |
|
|
2020
Q1 | $2M | Buy |
31,488
+472
| +2% | +$34.7K | 2.02% | 13 |
|
|
2019
Q4 | $2.28M | Sell |
31,016
-348
| -1% | -$22.4K | 1.88% | 13 |
|
|
2019
Q3 | $1.76M | Sell |
31,364
-7,500
| -19% | -$392K | 1.72% | 11 |
|
|
2019
Q2 | $1.92M | Buy |
38,864
+5,768
| +17% | +$281K | 1.88% | 11 |
|
|
2019
Q1 | $1.57M | Sell |
33,096
-2,208
| -6% | -$93.7K | 1.64% | 11 |
|
|
2018
Q4 | $1.39M | Buy |
+35,304
| New | +$1.71M | 1.73% | 10 |
|
Other funds holding AAPL
Benchmark Financial Wealth Advisors's AAPL Position: Q2 2026 in Review
Benchmark Financial Wealth Advisors increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $349K and bringing the position to 32,288 shares worth $9.34M. The position accounts for 2.3% of the portfolio, ranked #16.
Benchmark Financial Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.56M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Benchmark Financial Wealth Advisors held 32,288 shares of Apple worth $9.34M as of Q2 2026.
- Benchmark Financial Wealth Advisors bought 1,220 Apple shares in Q2 2026, an estimated $349K.
- Apple made up 2.3% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #16 holding.
- Benchmark Financial Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Benchmark Financial Wealth Advisors's Apple position peaked at $9.56M in Q4 2024.
- 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.