Biltmore 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
Q1 | $1.54M | Sell |
6,079
-414
| -6% | -$108K | 0.55% | 18 |
|
|
2025
Q4 | $1.77M | Sell |
6,493
-143
| -2% | -$38.4K | 0.67% | 17 |
|
|
2025
Q3 | $1.69M | Buy |
6,636
+7
| +0.1% | +$1.58K | 0.65% | 17 |
|
|
2025
Q2 | $1.36M | Sell |
6,629
-44
| -0.7% | -$8.89K | 0.55% | 19 |
|
|
2025
Q1 | $1.48M | Sell |
6,673
-73
| -1% | -$16.9K | 0.63% | 17 |
|
|
2024
Q4 | $1.69M | Sell |
6,746
-81
| -1% | -$19.1K | 0.7% | 18 |
|
|
2024
Q3 | $1.59M | Sell |
6,827
-206
| -3% | -$46K | 0.65% | 18 |
|
|
2024
Q2 | $1.48M | Sell |
7,033
-233
| -3% | -$43.5K | 0.64% | 18 |
|
|
2024
Q1 | $1.4M | Hold |
7,266
| – | – | 0.67% | 17 |
|
|
2023
Q4 | $1.4M | Buy |
7,266
+7
| +0.1% | +$1.29K | 0.67% | 17 |
|
|
2023
Q3 | $1.24M | Buy |
7,259
+12
| +0.2% | +$2.2K | 0.6% | 18 |
|
|
2023
Q2 | $1.41M | Sell |
7,247
-858
| -11% | -$150K | 0.6% | 17 |
|
|
2023
Q1 | $1.34M | Sell |
8,105
-71
| -0.9% | -$10.5K | 0.54% | 19 |
|
|
2022
Q4 | $1.06M | Sell |
8,176
-20
| -0.2% | -$2.86K | 0.46% | 17 |
|
|
2022
Q3 | $1.13M | Sell |
8,196
-644
| -7% | -$101K | 0.52% | 17 |
|
|
2022
Q2 | $1.21M | Sell |
8,840
-42
| -0.5% | -$6.36K | 0.53% | 17 |
|
|
2022
Q1 | $1.55M | Sell |
8,882
-54
| -0.6% | -$9.08K | 0.6% | 17 |
|
|
2021
Q4 | $1.59M | Buy |
8,936
+224
| +3% | +$35.4K | 0.6% | 17 |
|
|
2021
Q3 | $1.23M | Sell |
8,712
-266
| -3% | -$39.2K | 0.49% | 17 |
|
|
2021
Q2 | $1.23M | Buy |
8,978
+875
| +11% | +$113K | 0.5% | 14 |
|
|
2021
Q1 | $990K | Buy |
8,103
+5,780
| +249% | +$742K | 0.43% | 14 |
|
|
2020
Q4 | $308K | Buy |
+2,323
| New | +$279K | 0.16% | 40 |
|
|
2019
Q1 | – | Sell |
-13,416
| Closed | -$529K | – | 49 |
|
|
2018
Q4 | $529K | Sell |
13,416
-396
| -3% | -$19.2K | 0.58% | 23 |
|
|
2018
Q3 | $779K | Sell |
13,812
-6,144
| -31% | -$320K | 0.64% | 15 |
|
|
2018
Q2 | $924K | Buy |
19,956
+280
| +1% | +$12.7K | 0.84% | 14 |
|
|
2018
Q1 | $825K | Sell |
19,676
-204
| -1% | -$8.78K | 0.78% | 16 |
|
|
2017
Q4 | $841K | Buy |
+19,880
| New | +$831K | 0.76% | 16 |
|
|
2016
Q2 | – | Sell |
-29,008
| Closed | -$790K | – | 26 |
|
|
2016
Q1 | $790K | Sell |
29,008
-360
| -1% | -$8.97K | 0.66% | 14 |
|
|
2015
Q4 | $773K | Sell |
29,368
-728
| -2% | -$20.8K | 0.69% | 15 |
|
|
2015
Q3 | $830K | Sell |
30,096
-13,584
| -31% | -$398K | 0.74% | 17 |
|
|
2015
Q2 | $1.37M | Sell |
43,680
-544
| -1% | -$17.4K | 1.14% | 13 |
|
|
2015
Q1 | $1.38M | Buy |
44,224
+68
| +0.2% | +$2.05K | 1.16% | 13 |
|
|
2014
Q4 | $1.22M | Buy |
+44,156
| New | +$1.2M | 1.06% | 12 |
|
Other funds holding AAPL
VCM
VPM
Biltmore Wealth Management's AAPL Position: Q1 2026 in Review
Biltmore Wealth Management reduced its Apple (AAPL) stake by 6.4% in Q1 2026, selling an estimated $108K and leaving 6,079 shares worth $1.54M. The position accounts for 0.55% of the portfolio, ranked #18.
Biltmore Wealth Management first reported a position in AAPL in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.77M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Biltmore Wealth Management held 6,079 shares of Apple worth $1.54M as of Q1 2026.
- Biltmore Wealth Management sold 414 Apple shares in Q1 2026, an estimated $108K.
- Apple made up 0.55% of Biltmore Wealth Management's portfolio in Q1 2026, its #18 holding.
- Biltmore Wealth Management first reported a position in Apple in Q4 2014 and has held it in 33 quarters since.
- Biltmore Wealth Management's Apple position peaked at $1.77M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.