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

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.