Cedar Mountain 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
$3.02M Buy
10,453
+330
+3% +$94.4K 0.52% 26
2026
Q1
$2.57M Buy
10,123
+794
+9% +$207K 0.5% 28
2025
Q4
$2.54M Buy
9,329
+4
+0% +$1.07K 0.49% 27
2025
Q3
$2.37M Buy
9,325
+845
+10% +$191K 0.46% 28
2025
Q2
$1.74M Sell
8,480
-277
-3% -$55.9K 0.36% 27
2025
Q1
$1.95M Sell
8,757
-235
-3% -$54.4K 0.44% 25
2024
Q4
$2.25M Sell
8,992
-280
-3% -$66K 0.49% 25
2024
Q3
$2.16M Sell
9,272
-279
-3% -$62.3K 0.49% 24
2024
Q2
$2.01M Sell
9,551
-56
-0.6% -$10.4K 0.5% 23
2024
Q1
$1.65M Sell
9,607
-256
-3% -$46.5K 0.41% 23
2023
Q4
$1.9M Buy
9,863
+16
+0.2% +$2.95K 0.51% 22
2023
Q3
$1.69M Buy
9,847
+241
+3% +$44.2K 0.5% 22
2023
Q2
$1.86M Sell
9,606
-245
-2% -$42.7K 0.53% 22
2023
Q1
$1.62M Buy
9,851
+6
+0.1% +$885 0.49% 22
2022
Q4
$1.28M Sell
9,845
-59
-0.6% -$8.43K 0.4% 22
2022
Q3
$1.37M Sell
9,904
-58
-0.6% -$9.1K 0.46% 21
2022
Q2
$1.36M Buy
9,962
+521
+6% +$78.9K 0.47% 20
2022
Q1
$1.65M Buy
9,441
+508
+6% +$85.4K 0.49% 18
2021
Q4
$1.59M Buy
8,933
+6
+0.1% +$948 0.49% 15
2021
Q3
$1.26M Buy
8,927
+2,039
+30% +$300K 0.42% 16
2021
Q2
$943K Buy
6,888
+343
+5% +$44.4K 0.31% 18
2021
Q1
$799K Buy
6,545
+3
+0% +$385 0.27% 20
2020
Q4
$868K Buy
6,542
+752
+13% +$90.5K 0.31% 18
2020
Q3
$671K Buy
5,790
+174
+3% +$19K 0.27% 21
2020
Q2
$512K Buy
5,616
+500
+10% +$38.7K 0.22% 21
2020
Q1
$325K Buy
5,116
+4
+0.1% +$294 0.16% 22
2019
Q4
$375K Buy
+5,112
New +$329K 0.15% 24

Other funds holding AAPL

Cedar Mountain Advisors's AAPL Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $94.4K and bringing the position to 10,453 shares worth $3.02M. The position accounts for 0.52% of the portfolio, ranked #26.

Cedar Mountain Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cedar Mountain Advisors held 10,453 shares of Apple worth $3.02M as of Q2 2026.
  • Cedar Mountain Advisors bought 330 Apple shares in Q2 2026, an estimated $94.4K.
  • Apple made up 0.52% of Cedar Mountain Advisors's portfolio in Q2 2026, its #26 holding.
  • Cedar Mountain Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.