Compton Wealth Advisory Group’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 | $18.5M | Sell |
62,798
-992
| -2% | -$284K | 3.73% | 8 |
|
|
2026
Q1 | $16.3M | Sell |
63,790
-3,777
| -6% | -$983K | 3.63% | 8 |
|
|
2025
Q4 | $18.4M | Buy |
67,567
+3,946
| +6% | +$1.06M | 4.01% | 8 |
|
|
2025
Q3 | $16.2M | Sell |
63,621
-539
| -0.8% | -$122K | 3.75% | 8 |
|
|
2025
Q2 | $13.2M | Buy |
64,160
+477
| +0.7% | +$96.3K | 3.33% | 10 |
|
|
2025
Q1 | $14.1M | Sell |
63,683
-1,206
| -2% | -$279K | 3.93% | 8 |
|
|
2024
Q4 | $16.2M | Buy |
64,889
+492
| +0.8% | +$116K | 4.19% | 7 |
|
|
2024
Q3 | $15M | Buy |
64,397
+1,313
| +2% | +$293K | 3.79% | 8 |
|
|
2024
Q2 | $13.3M | Buy |
63,084
+1,104
| +2% | +$206K | 3.54% | 9 |
|
|
2024
Q1 | $10.6M | Buy |
61,980
+437
| +0.7% | +$79.5K | 2.91% | 10 |
|
|
2023
Q4 | $11.8M | Buy |
61,543
+1,108
| +2% | +$205K | 3.72% | 9 |
|
|
2023
Q3 | $10.3M | Sell |
60,435
-834
| -1% | -$153K | 3.55% | 9 |
|
|
2023
Q2 | $11.9M | Sell |
61,269
-1,502
| -2% | -$262K | 3.96% | 9 |
|
|
2023
Q1 | $10.4M | Buy |
62,771
+150
| +0.2% | +$22.1K | 3.58% | 11 |
|
|
2022
Q4 | $8.14M | Sell |
62,621
-368
| -0.6% | -$52.6K | 3.17% | 11 |
|
|
2022
Q3 | $8.71M | Sell |
62,989
-780
| -1% | -$122K | 3.7% | 10 |
|
|
2022
Q2 | $8.72M | Sell |
63,769
-2,526
| -4% | -$383K | 3.76% | 8 |
|
|
2022
Q1 | $11.6M | Buy |
66,295
+3,485
| +6% | +$586K | 4.46% | 5 |
|
|
2021
Q4 | $11.2M | Buy |
62,810
+456
| +0.7% | +$72.1K | 4.78% | 5 |
|
|
2021
Q3 | $8.82M | Sell |
62,354
-2,311
| -4% | -$340K | 4.14% | 7 |
|
|
2021
Q2 | $8.86M | Buy |
64,665
+544
| +0.8% | +$70.5K | 4.13% | 7 |
|
|
2021
Q1 | $7.83M | Buy |
64,121
+625
| +1% | +$80.2K | 4.48% | 6 |
|
|
2020
Q4 | $8.43M | Buy |
63,496
+655
| +1% | +$78.8K | 5.25% | 4 |
|
|
2020
Q3 | $7.28M | Buy |
62,841
+625
| +1% | +$68.2K | 5.44% | 3 |
|
|
2020
Q2 | $5.67M | Sell |
62,216
-1,136
| -2% | -$88K | 6.04% | 2 |
|
|
2020
Q1 | $4.03M | Sell |
63,352
-2,396
| -4% | -$176K | 5.22% | 5 |
|
|
2019
Q4 | $4.83M | Sell |
65,748
-780
| -1% | -$50.2K | 4.27% | 6 |
|
|
2019
Q3 | $3.73M | Sell |
66,528
-3,008
| -4% | -$157K | 2.05% | 6 |
|
|
2019
Q2 | $3.44M | Buy |
69,536
+36
| +0.1% | +$1.75K | 1.76% | 6 |
|
|
2019
Q1 | $3.3M | Buy |
69,500
+600
| +0.9% | +$25.4K | 1.75% | 7 |
|
|
2018
Q4 | $2.72M | Buy |
+68,900
| New | +$3.34M | 1.4% | 7 |
|
Other funds holding AAPL
Compton Wealth Advisory Group's AAPL Position: Q2 2026 in Review
Compton Wealth Advisory Group reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $284K and leaving 62,798 shares worth $18.5M. The position accounts for 3.73% of the portfolio, ranked #8.
Compton Wealth Advisory Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Compton Wealth Advisory Group held 62,798 shares of Apple worth $18.5M as of Q2 2026.
- Compton Wealth Advisory Group sold 992 Apple shares in Q2 2026, an estimated $284K.
- Apple made up 3.73% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #8 holding.
- Compton Wealth Advisory Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.