Duncan Williams Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Duncan Williams Asset Management’s Portfolio APLS Stock Details APLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,005	Closed	-$684K	–	173
2026 Q1	$684K	Hold	17,005	–	–	0.19%	76
2025 Q4	$394K	Hold	17,005	–	–	0.1%	116
2025 Q3	$385K	Hold	17,005	–	–	0.11%	112
2025 Q2	$294K	Sell	17,005 -4,120	-20%	-$76.3K	0.09%	117
2025 Q1	$462K	Hold	21,125	–	–	0.17%	88
2024 Q4	$674K	Hold	21,125	–	–	0.27%	71
2024 Q3	$609K	Buy	+21,125	New	+$782K	0.34%	56

Other funds holding APLS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Duncan Williams Asset Management's APLS Position: Q2 2026 in Review

Duncan Williams Asset Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 17,005 shares — an estimated $684K sold.

Duncan Williams Asset Management first reported a position in APLS in Q3 2024 and held it in 7 quarters. The position peaked at $684K in Q1 2026. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

Duncan Williams Asset Management reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Duncan Williams Asset Management sold 17,005 Apellis Pharmaceuticals shares in Q2 2026, an estimated $684K.
Duncan Williams Asset Management first reported a position in Apellis Pharmaceuticals in Q3 2024 and held it in 7 quarters.
Duncan Williams Asset Management's Apellis Pharmaceuticals position peaked at $684K in Q1 2026.
1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.