Buckley 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 | $44.5M | Sell |
153,840
-1,478
| -1% | -$423K | 11.01% | 1 |
|
|
2026
Q1 | $39.4M | Buy |
155,318
+410
| +0.3% | +$107K | 10.06% | 1 |
|
|
2025
Q4 | $42.1M | Sell |
154,908
-1,614
| -1% | -$433K | 11.17% | 1 |
|
|
2025
Q3 | $39.9M | Sell |
156,522
-1,007
| -0.6% | -$227K | 10.91% | 1 |
|
|
2025
Q2 | $32.3M | Sell |
157,529
-1,440
| -0.9% | -$291K | 9.67% | 2 |
|
|
2025
Q1 | $35.3M | Sell |
158,969
-463
| -0.3% | -$107K | 10.98% | 1 |
|
|
2024
Q4 | $39.9M | Sell |
159,432
-4,337
| -3% | -$1.02M | 12.22% | 1 |
|
|
2024
Q3 | $38.2M | Sell |
163,769
-5,080
| -3% | -$1.13M | 11.75% | 1 |
|
|
2024
Q2 | $35.6M | Buy |
168,849
+1,071
| +0.6% | +$200K | 11.27% | 1 |
|
|
2024
Q1 | $28.8M | Sell |
167,778
-858
| -0.5% | -$156K | 9.23% | 2 |
|
|
2023
Q4 | $32.5M | Sell |
168,636
-534
| -0.3% | -$98.6K | 11.27% | 1 |
|
|
2023
Q3 | $29M | Sell |
169,170
-10,843
| -6% | -$1.99M | 10.84% | 1 |
|
|
2023
Q2 | $34.9M | Sell |
180,013
-5,551
| -3% | -$967K | 11.88% | 1 |
|
|
2023
Q1 | $30.6M | Sell |
185,564
-21,736
| -10% | -$3.21M | 11.27% | 1 |
|
|
2022
Q4 | $26.9M | Sell |
207,300
-5,196
| -2% | -$743K | 9.8% | 1 |
|
|
2022
Q3 | $29.4M | Sell |
212,496
-24,979
| -11% | -$3.92M | 10.82% | 1 |
|
|
2022
Q2 | $32.5M | Buy |
237,475
+2,993
| +1% | +$453K | 10.45% | 1 |
|
|
2022
Q1 | $40.9M | Buy |
234,482
+4,262
| +2% | +$717K | 11.08% | 1 |
|
|
2021
Q4 | $40.9M | Sell |
230,220
-11,496
| -5% | -$1.82M | 11.93% | 1 |
|
|
2021
Q3 | $34.2M | Sell |
241,716
-2,312
| -0.9% | -$340K | 11.06% | 1 |
|
|
2021
Q2 | $33.4M | Sell |
244,028
-2,904
| -1% | -$376K | 11.47% | 1 |
|
|
2021
Q1 | $30.2M | Sell |
246,932
-5,004
| -2% | -$642K | 11.18% | 1 |
|
|
2020
Q4 | $33.4M | Sell |
251,936
-15,345
| -6% | -$1.85M | 13.71% | 1 |
|
|
2020
Q3 | $31M | Sell |
267,281
-13,075
| -5% | -$1.43M | 13.89% | 1 |
|
|
2020
Q2 | $25.6M | Sell |
280,356
-9,424
| -3% | -$730K | 11.6% | 1 |
|
|
2020
Q1 | $18.4M | Sell |
289,780
-8,036
| -3% | -$591K | 10% | 1 |
|
|
2019
Q4 | $21.9M | Sell |
297,816
-11,904
| -4% | -$766K | 9.92% | 1 |
|
|
2019
Q3 | $17.3M | Sell |
309,720
-32,176
| -9% | -$1.68M | 8.49% | 1 |
|
|
2019
Q2 | $16.9M | Sell |
341,896
-6,384
| -2% | -$311K | 7.92% | 1 |
|
|
2019
Q1 | $16.5M | Sell |
348,280
-16,400
| -4% | -$696K | 7.83% | 1 |
|
|
2018
Q4 | $14.4M | Buy |
364,680
+52,076
| +17% | +$2.52M | 7.41% | 1 |
|
|
2018
Q3 | $17.6M | Sell |
312,604
-4,248
| -1% | -$221K | 7.7% | 1 |
|
|
2018
Q2 | $14.7M | Buy |
316,852
+444
| +0.1% | +$20.1K | 6.93% | 1 |
|
|
2018
Q1 | $13.3M | Buy |
316,408
+1,236
| +0.4% | +$53.2K | 6.56% | 1 |
|
|
2017
Q4 | $13.3M | Buy |
+315,172
| New | +$13.2M | 6.69% | 1 |
|
Other funds holding AAPL
Buckley Wealth Management's AAPL Position: Q2 2026 in Review
Buckley Wealth Management reduced its Apple (AAPL) stake by 0.95% in Q2 2026, selling an estimated $423K and leaving 153,840 shares worth $44.5M. The position accounts for 11.01% of the portfolio, ranked #1.
Buckley Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Buckley Wealth Management held 153,840 shares of Apple worth $44.5M as of Q2 2026.
- Buckley Wealth Management sold 1,478 Apple shares in Q2 2026, an estimated $423K.
- Apple made up 11.01% of Buckley Wealth Management's portfolio in Q2 2026, its #1 holding.
- Buckley Wealth Management first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.