Certified Advisory Corp’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 | $21.1M | Sell |
72,814
-173
| -0.2% | -$49.5K | 1.7% | 12 |
|
|
2026
Q1 | $18.5M | Sell |
72,987
-603
| -0.8% | -$157K | 1.66% | 12 |
|
|
2025
Q4 | $20M | Sell |
73,590
-550
| -0.7% | -$148K | 1.82% | 9 |
|
|
2025
Q3 | $18.9M | Sell |
74,140
-428
| -0.6% | -$96.7K | 1.79% | 9 |
|
|
2025
Q2 | $15.3M | Sell |
74,568
-1,358
| -2% | -$274K | 1.59% | 10 |
|
|
2025
Q1 | $16.9M | Sell |
75,926
-1,887
| -2% | -$437K | 1.91% | 8 |
|
|
2024
Q4 | $19.5M | Sell |
77,813
-271
| -0.3% | -$63.9K | 2.11% | 7 |
|
|
2024
Q3 | $18.2M | Sell |
78,084
-788
| -1% | -$176K | 2.02% | 7 |
|
|
2024
Q2 | $16.6M | Buy |
+78,872
| New | +$14.7M | 2.08% | 7 |
|
|
2024
Q1 | – | Sell |
-78,847
| Closed | -$15.2M | – | 267 |
|
|
2023
Q4 | $15.2M | Buy |
+78,847
| New | +$14.6M | 2.3% | 6 |
|
|
2023
Q2 | – | Sell |
-86,230
| Closed | -$14.2M | – | 259 |
|
|
2023
Q1 | $14.2M | Sell |
86,230
-5,561
| -6% | -$821K | 2.53% | 6 |
|
|
2022
Q4 | $11.9M | Buy |
91,791
+3,985
| +5% | +$570K | 2.36% | 7 |
|
|
2022
Q3 | $12.1M | Buy |
87,806
+3,519
| +4% | +$552K | 2.77% | 6 |
|
|
2022
Q2 | $11.5M | Buy |
84,287
+604
| +0.7% | +$91.5K | 2.57% | 7 |
|
|
2022
Q1 | $14.6M | Buy |
83,683
+174
| +0.2% | +$29.3K | 3.1% | 4 |
|
|
2021
Q4 | $14.8M | Sell |
83,509
-1,101
| -1% | -$174K | 3.27% | 3 |
|
|
2021
Q3 | $12M | Sell |
84,610
-193
| -0.2% | -$28.4K | 2.91% | 5 |
|
|
2021
Q2 | $11.6M | Buy |
84,803
+115
| +0.1% | +$14.9K | 2.92% | 5 |
|
|
2021
Q1 | $10.3M | Buy |
+84,688
| New | +$10.9M | 2.68% | 5 |
|
|
2020
Q2 | $8.57M | Buy |
93,968
+328
| +0.4% | +$25.4K | 2.83% | 6 |
|
|
2020
Q1 | $5.95M | Sell |
93,640
-5,252
| -5% | -$386K | 2.35% | 10 |
|
|
2019
Q4 | $7.26M | Sell |
98,892
-6,252
| -6% | -$402K | 2.32% | 11 |
|
|
2019
Q3 | $5.89M | Sell |
105,144
-4,272
| -4% | -$223K | 2.05% | 11 |
|
|
2019
Q2 | $5.41M | Sell |
109,416
-3,440
| -3% | -$168K | 2.01% | 11 |
|
|
2019
Q1 | $5.36M | Sell |
112,856
-212
| -0.2% | -$8.99K | 2.25% | 10 |
|
|
2018
Q4 | $4.46M | Buy |
113,068
+1,840
| +2% | +$89.2K | 2.31% | 9 |
|
|
2018
Q3 | $6.28M | Sell |
111,228
-3,540
| -3% | -$184K | 2.9% | 7 |
|
|
2018
Q2 | $5.31M | Buy |
114,768
+1,532
| +1% | +$69.5K | 2.95% | 6 |
|
|
2018
Q1 | $4.75M | Buy |
113,236
+38,580
| +52% | +$1.66M | 2.82% | 5 |
|
|
2017
Q4 | $3.16M | Buy |
+74,656
| New | +$3.12M | 2.27% | 7 |
|
Other funds holding AAPL
Certified Advisory Corp's AAPL Position: Q2 2026 in Review
Certified Advisory Corp reduced its Apple (AAPL) stake by 0.24% in Q2 2026, selling an estimated $49.5K and leaving 72,814 shares worth $21.1M. The position accounts for 1.7% of the portfolio, ranked #12.
Certified Advisory Corp first reported a position in AAPL in Q4 2017 and has held it in 30 quarters since. 3,464 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Certified Advisory Corp held 72,814 shares of Apple worth $21.1M as of Q2 2026.
- Certified Advisory Corp sold 173 Apple shares in Q2 2026, an estimated $49.5K.
- Apple made up 1.7% of Certified Advisory Corp's portfolio in Q2 2026, its #12 holding.
- Certified Advisory Corp first reported a position in Apple in Q4 2017 and has held it in 30 quarters since.
- 3,464 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.