Darwin Wealth Management’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 | $3.5M | Buy |
12,101
+1,068
| +10% | +$305K | 0.96% | 30 |
|
|
2026
Q1 | $2.8M | Sell |
11,033
-367
| -3% | -$95.5K | 0.87% | 36 |
|
|
2025
Q4 | $3.1M | Sell |
11,400
-468
| -4% | -$126K | 0.96% | 30 |
|
|
2025
Q3 | $3.02M | Buy |
11,868
+713
| +6% | +$161K | 0.96% | 29 |
|
|
2025
Q2 | $2.29M | Sell |
11,155
-9,685
| -46% | -$1.96M | 0.79% | 38 |
|
|
2025
Q1 | $5.22M | Hold |
20,840
| – | – | 1.75% | 15 |
|
|
2024
Q4 | $5.22M | Sell |
20,840
-31,103
| -60% | -$7.33M | 1.75% | 15 |
|
|
2024
Q3 | $12.1M | Buy |
+51,943
| New | +$11.6M | 3.32% | 4 |
|
|
2024
Q2 | – | Sell |
-53,816
| Closed | -$9.23M | – | 79 |
|
|
2024
Q1 | $9.23M | Sell |
53,816
-933
| -2% | -$170K | 2.57% | 11 |
|
|
2023
Q4 | $10.5M | Sell |
54,749
-3,451
| -6% | -$637K | 2.83% | 9 |
|
|
2023
Q3 | $9.96M | Sell |
58,200
-9,295
| -14% | -$1.7M | 2.68% | 9 |
|
|
2023
Q2 | $12.7M | Buy |
67,495
+4,692
| +7% | +$818K | 3.27% | 6 |
|
|
2023
Q1 | $10.4M | Sell |
62,803
-4,968
| -7% | -$733K | 2.81% | 12 |
|
|
2022
Q4 | $9.13M | Sell |
67,771
-4,227
| -6% | -$604K | 2.36% | 14 |
|
|
2022
Q3 | $10.3M | Sell |
71,998
-5,856
| -8% | -$919K | 2.56% | 11 |
|
|
2022
Q2 | $12.5M | Sell |
77,854
-439
| -0.6% | -$66.5K | 2.52% | 10 |
|
|
2022
Q1 | $13.7M | Sell |
78,293
-8,761
| -10% | -$1.47M | 2.25% | 12 |
|
|
2021
Q4 | $14.3M | Sell |
87,054
-6,900
| -7% | -$1.09M | 2.26% | 13 |
|
|
2021
Q3 | $13.3M | Sell |
93,954
-6,868
| -7% | -$1.01M | 2.13% | 12 |
|
|
2021
Q2 | $13.8M | Sell |
100,822
-45,399
| -31% | -$5.88M | 2.25% | 13 |
|
|
2021
Q1 | $17.9M | Sell |
146,221
-1,694
| -1% | -$217K | 3.12% | 8 |
|
|
2020
Q4 | $19.6M | Buy |
147,915
+22,011
| +17% | +$2.65M | 3.68% | 4 |
|
|
2020
Q3 | $14.6M | Sell |
125,904
-10,568
| -8% | -$1.15M | 3.15% | 6 |
|
|
2020
Q2 | $12.4M | Buy |
136,472
+44,132
| +48% | +$3.42M | 3.17% | 5 |
|
|
2020
Q1 | $5.87M | Buy |
92,340
+3,020
| +3% | +$222K | 1.87% | 15 |
|
|
2019
Q4 | $6.56M | Buy |
89,320
+1,892
| +2% | +$122K | 1.75% | 9 |
|
|
2019
Q3 | $4.89M | Buy |
87,428
+492
| +0.6% | +$25.7K | 1.45% | 24 |
|
|
2019
Q2 | $4.3M | Buy |
86,936
+4,176
| +5% | +$203K | 1.33% | 26 |
|
|
2019
Q1 | $3.93M | Buy |
82,760
+4,516
| +6% | +$192K | 1.29% | 22 |
|
|
2018
Q4 | $3.09M | Buy |
78,244
+10,104
| +15% | +$490K | 2.16% | 14 |
|
|
2018
Q3 | $3.85M | Buy |
68,140
+23,536
| +53% | +$1.23M | 2.16% | 12 |
|
|
2018
Q2 | $2.07M | Buy |
44,604
+2,796
| +7% | +$127K | 1.34% | 19 |
|
|
2018
Q1 | $1.75M | Buy |
41,808
+568
| +1% | +$24.5K | 1.27% | 24 |
|
|
2017
Q4 | $1.74M | Buy |
41,240
+2,388
| +6% | +$99.8K | 0.75% | 53 |
|
|
2017
Q3 | $1.5M | Buy |
38,852
+1,196
| +3% | +$46.4K | 1.45% | 18 |
|
|
2017
Q2 | $1.36M | Buy |
37,656
+124
| +0.3% | +$4.58K | 0.75% | 55 |
|
|
2017
Q1 | $1.35M | Buy |
37,532
+928
| +3% | +$30.6K | 0.78% | 53 |
|
|
2016
Q4 | $1.06M | Sell |
36,604
-568
| -2% | -$16.1K | 0.71% | 51 |
|
|
2016
Q3 | $1.05M | Sell |
37,172
-10,004
| -21% | -$265K | 0.81% | 52 |
|
|
2016
Q2 | $1.13M | Buy |
+47,176
| New | +$1.17M | 0.96% | 43 |
|
Other funds holding AAPL
CRM
Darwin Wealth Management's AAPL Position: Q2 2026 in Review
Darwin Wealth Management increased its Apple (AAPL) stake by 9.7% in Q2 2026, buying an estimated $305K and bringing the position to 12,101 shares worth $3.5M. The position accounts for 0.96% of the portfolio, ranked #30.
Darwin Wealth Management first reported a position in AAPL in Q2 2016 and has held it in 40 quarters since. The position peaked at $19.6M in Q4 2020. 2,304 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Darwin Wealth Management held 12,101 shares of Apple worth $3.5M as of Q2 2026.
- Darwin Wealth Management bought 1,068 Apple shares in Q2 2026, an estimated $305K.
- Apple made up 0.96% of Darwin Wealth Management's portfolio in Q2 2026, its #30 holding.
- Darwin Wealth Management first reported a position in Apple in Q2 2016 and has held it in 40 quarters since.
- Darwin Wealth Management's Apple position peaked at $19.6M in Q4 2020.
- 2,304 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.