Cornerstone 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
Q2 | $33.1M | Buy |
114,443
+226
| +0.2% | +$64.6K | 2.75% | 7 |
|
|
2026
Q1 | $29M | Buy |
114,217
+97
| +0.1% | +$25.2K | 2.74% | 7 |
|
|
2025
Q4 | $31M | Sell |
114,120
-1,748
| -2% | -$469K | 2.96% | 6 |
|
|
2025
Q3 | $29.5M | Buy |
115,868
+1,735
| +2% | +$392K | 2.9% | 6 |
|
|
2025
Q2 | $23.4M | Sell |
114,133
-46
| -0% | -$9.29K | 2.51% | 10 |
|
|
2025
Q1 | $22.7M | Sell |
114,179
-739
| -0.6% | -$171K | 2.65% | 9 |
|
|
2024
Q4 | $28.1M | Sell |
114,918
-11,074
| -9% | -$2.61M | 3.19% | 7 |
|
|
2024
Q3 | $29.4M | Sell |
125,992
-745
| -0.6% | -$166K | 3.86% | 4 |
|
|
2024
Q2 | $26.7M | Buy |
126,737
+1,978
| +2% | +$369K | 3.75% | 4 |
|
|
2024
Q1 | $21.4M | Sell |
124,759
-669
| -0.5% | -$122K | 3.05% | 6 |
|
|
2023
Q4 | $24.1M | Sell |
125,428
-3,883
| -3% | -$717K | 3.77% | 4 |
|
|
2023
Q3 | $22.1M | Buy |
129,311
+746
| +0.6% | +$137K | 3.87% | 5 |
|
|
2023
Q2 | $24.9M | Sell |
128,565
-9,943
| -7% | -$1.73M | 4.38% | 5 |
|
|
2023
Q1 | $22.8M | Sell |
138,508
-3,012
| -2% | -$444K | 4.11% | 5 |
|
|
2022
Q4 | $18.4M | Sell |
141,520
-3,638
| -3% | -$520K | 3.62% | 6 |
|
|
2022
Q3 | $20.1M | Sell |
145,158
-811
| -0.6% | -$127K | 4.48% | 5 |
|
|
2022
Q2 | $20M | Sell |
145,969
-53,073
| -27% | -$8.04M | 4.57% | 4 |
|
|
2022
Q1 | $34.8M | Buy |
199,042
+1,250
| +0.6% | +$210K | 5.3% | 3 |
|
|
2021
Q4 | $35.1M | Sell |
197,792
-7,968
| -4% | -$1.26M | 5.05% | 3 |
|
|
2021
Q3 | $29.1M | Sell |
205,760
-12,157
| -6% | -$1.79M | 4.82% | 3 |
|
|
2021
Q2 | $29.8M | Sell |
217,917
-1,339
| -0.6% | -$173K | 5.03% | 3 |
|
|
2021
Q1 | $26.8M | Sell |
219,256
-1,937
| -0.9% | -$249K | 5.07% | 3 |
|
|
2020
Q4 | $29.4M | Buy |
221,193
+20,557
| +10% | +$2.47M | 5.94% | 1 |
|
|
2020
Q3 | $23.2M | Buy |
200,636
+132
| +0.1% | +$14.4K | 5.42% | 3 |
|
|
2020
Q2 | $18.3M | Buy |
200,504
+64,084
| +47% | +$4.97M | 4.77% | 4 |
|
|
2020
Q1 | $8.67M | Buy |
136,420
+20,464
| +18% | +$1.5M | 2.64% | 9 |
|
|
2019
Q4 | $8.51M | Sell |
115,956
-1,136
| -1% | -$73.1K | 1.76% | 17 |
|
|
2019
Q3 | $6.56M | Sell |
117,092
-1,504
| -1% | -$78.6K | 1.41% | 20 |
|
|
2019
Q2 | $5.87M | Buy |
118,596
+1,340
| +1% | +$65.3K | 1.27% | 22 |
|
|
2019
Q1 | $5.57M | Buy |
117,256
+7,428
| +7% | +$315K | 1.23% | 24 |
|
|
2018
Q4 | $4.33M | Buy |
109,828
+2,612
| +2% | +$127K | 1.14% | 27 |
|
|
2018
Q3 | $6.05M | Sell |
107,216
-1,828
| -2% | -$95.2K | 1.79% | 18 |
|
|
2018
Q2 | $5.05M | Sell |
109,044
-6,396
| -6% | -$290K | 1.66% | 17 |
|
|
2018
Q1 | $4.84M | Sell |
115,440
-8,548
| -7% | -$368K | 1.74% | 16 |
|
|
2017
Q4 | $5.25M | Sell |
123,988
-22,940
| -16% | -$959K | 1.8% | 17 |
|
|
2017
Q3 | $5.66M | Sell |
146,928
-556
| -0.4% | -$21.6K | 1.92% | 15 |
|
|
2017
Q2 | $5.31M | Sell |
147,484
-4,204
| -3% | -$155K | 1.78% | 15 |
|
|
2017
Q1 | $5.45M | Buy |
151,688
+12,068
| +9% | +$397K | 2.75% | 10 |
|
|
2016
Q4 | $4.04M | Buy |
139,620
+2,152
| +2% | +$61K | 3.03% | 8 |
|
|
2016
Q3 | $3.88M | Sell |
137,468
-5,152
| -4% | -$136K | 3.19% | 8 |
|
|
2016
Q2 | $3.41M | Sell |
142,620
-4,348
| -3% | -$108K | 2.87% | 9 |
|
|
2016
Q1 | $4M | Sell |
146,968
-520
| -0.4% | -$13K | 3.42% | 7 |
|
|
2015
Q4 | $3.88M | Buy |
+147,488
| New | +$4.21M | 3.34% | 9 |
|
Other funds holding AAPL
ECSS
Cornerstone Advisory's AAPL Position: Q2 2026 in Review
Cornerstone Advisory increased its Apple (AAPL) stake by 0.2% in Q2 2026, buying an estimated $64.6K and bringing the position to 114,443 shares worth $33.1M. The position accounts for 2.75% of the portfolio, ranked #7.
Cornerstone Advisory first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. The position peaked at $35.1M in Q4 2021. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Cornerstone Advisory held 114,443 shares of Apple worth $33.1M as of Q2 2026.
- Cornerstone Advisory bought 226 Apple shares in Q2 2026, an estimated $64.6K.
- Apple made up 2.75% of Cornerstone Advisory's portfolio in Q2 2026, its #7 holding.
- Cornerstone Advisory first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
- Cornerstone Advisory's Apple position peaked at $35.1M in Q4 2021.
- 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.