Continuum Advisory’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 | $41.7M | Buy |
164,367
+16,713
| +11% | +$4.35M | 4% | 2 |
|
|
2025
Q4 | $40.1M | Buy |
147,654
+2,193
| +2% | +$589K | 4.02% | 2 |
|
|
2025
Q3 | $37M | Buy |
145,461
+5,646
| +4% | +$1.28M | 3.92% | 2 |
|
|
2025
Q2 | $28.7M | Buy |
139,815
+7,428
| +6% | +$1.5M | 3.45% | 2 |
|
|
2025
Q1 | $29.4M | Buy |
132,387
+6,439
| +5% | +$1.49M | 3.79% | 2 |
|
|
2024
Q4 | $31.5M | Buy |
125,948
+307
| +0.2% | +$72.4K | 4.04% | 2 |
|
|
2024
Q3 | $28.7M | Buy |
125,641
+7,641
| +6% | +$1.71M | 3.66% | 2 |
|
|
2024
Q2 | $24.9M | Sell |
118,000
-1,641
| -1% | -$306K | 3.58% | 2 |
|
|
2024
Q1 | $22.1M | Sell |
119,641
-11,408
| -9% | -$2.07M | 3.31% | 2 |
|
|
2023
Q4 | $25.2M | Sell |
131,049
-62,998
| -32% | -$11.6M | 3.59% | 1 |
|
|
2023
Q3 | $28.3M | Sell |
194,047
-417
| -0.2% | -$76.5K | 4.53% | 1 |
|
|
2023
Q2 | $32.1M | Buy |
194,464
+226
| +0.1% | +$39.4K | 5.11% | 1 |
|
|
2023
Q1 | $27.3M | Sell |
194,238
-2,035
| -1% | -$300K | 4.63% | 1 |
|
|
2022
Q4 | $21.8M | Sell |
196,273
-28,201
| -13% | -$4.03M | 3.93% | 1 |
|
|
2022
Q3 | $27M | Buy |
224,474
+26,278
| +13% | +$4.12M | 4.77% | 1 |
|
|
2022
Q2 | $23.2M | Buy |
198,196
+934
| +0.5% | +$141K | 4.21% | 2 |
|
|
2022
Q1 | $26.6M | Sell |
197,262
-9,078
| -4% | -$1.53M | 5.04% | 1 |
|
|
2021
Q4 | $31.5M | Buy |
206,340
+22,557
| +12% | +$3.56M | 7.09% | 1 |
|
|
2021
Q3 | $21.9M | Buy |
183,783
+32,532
| +22% | +$4.79M | 5.88% | 1 |
|
|
2021
Q2 | $20.7M | Buy |
151,251
+11,021
| +8% | +$1.43M | 6.44% | 1 |
|
|
2021
Q1 | $18.9M | Buy |
140,230
+8,861
| +7% | +$1.14M | 7.86% | 1 |
|
|
2020
Q4 | $17.4M | Buy |
131,369
+8,841
| +7% | +$1.06M | 7.93% | 1 |
|
|
2020
Q3 | $14.3M | Buy |
122,528
+6,996
| +6% | +$763K | 7.83% | 1 |
|
|
2020
Q2 | $10.5M | Sell |
115,532
-3,292
| -3% | -$255K | 6.6% | 1 |
|
|
2020
Q1 | $7.16M | Buy |
118,824
+5,964
| +5% | +$439K | 4.82% | 1 |
|
|
2019
Q4 | $8.29M | Sell |
112,860
-2,392
| -2% | -$154K | 4.82% | 2 |
|
|
2019
Q3 | $6.47M | Buy |
115,252
+2,348
| +2% | +$123K | 4.33% | 3 |
|
|
2019
Q2 | $5.69M | Sell |
112,904
-5,280
| -4% | -$257K | 3.91% | 5 |
|
|
2019
Q1 | $5.65M | Sell |
118,184
-12,880
| -10% | -$546K | 4.22% | 5 |
|
|
2018
Q4 | $5.17M | Buy |
131,064
+2,260
| +2% | +$110K | 3.8% | 3 |
|
|
2018
Q3 | $7.32M | Buy |
128,804
+2,560
| +2% | +$133K | 4.87% | 2 |
|
|
2018
Q2 | $5.84M | Sell |
126,244
-5,812
| -4% | -$264K | 4.28% | 3 |
|
|
2018
Q1 | $5.54M | Sell |
132,056
-4,188
| -3% | -$180K | 4.64% | 2 |
|
|
2017
Q4 | $5.76M | Sell |
136,244
-328
| -0.2% | -$13.7K | 4.42% | 4 |
|
|
2017
Q3 | $5.26M | Buy |
136,572
+120
| +0.1% | +$4.66K | 4.61% | 2 |
|
|
2017
Q2 | $4.91M | Buy |
136,452
+18,652
| +16% | +$690K | 4.88% | 2 |
|
|
2017
Q1 | $4.23M | Buy |
+117,800
| New | +$3.88M | 5.08% | 3 |
|
Other funds holding AAPL
VCM
VPM
Continuum Advisory's AAPL Position: Q1 2026 in Review
Continuum Advisory increased its Apple (AAPL) stake by 11% in Q1 2026, buying an estimated $4.35M and bringing the position to 164,367 shares worth $41.7M. The position accounts for 4% of the portfolio, ranked #2.
Continuum Advisory first reported a position in AAPL in Q1 2017 and has held it in 37 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Continuum Advisory held 164,367 shares of Apple worth $41.7M as of Q1 2026.
- Continuum Advisory bought 16,713 Apple shares in Q1 2026, an estimated $4.35M.
- Apple made up 4% of Continuum Advisory's portfolio in Q1 2026, its #2 holding.
- Continuum Advisory first reported a position in Apple in Q1 2017 and has held it in 37 quarters since.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.