Eads & Heald 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
Q1 | $3.46M | Sell |
13,650
-105
| -0.8% | -$27.3K | 1.73% | 5 |
|
|
2025
Q4 | $3.74M | Sell |
13,755
-404
| -3% | -$108K | 1.81% | 6 |
|
|
2025
Q3 | $3.6M | Sell |
14,159
-475
| -3% | -$107K | 1.72% | 6 |
|
|
2025
Q2 | $3M | Sell |
14,634
-296
| -2% | -$59.8K | 1.48% | 13 |
|
|
2025
Q1 | $3.32M | Sell |
14,930
-385
| -3% | -$89.2K | 1.68% | 4 |
|
|
2024
Q4 | $3.83M | Sell |
15,315
-100
| -0.6% | -$23.6K | 1.89% | 2 |
|
|
2024
Q3 | $3.59M | Sell |
15,415
-1,072
| -7% | -$239K | 1.7% | 5 |
|
|
2024
Q2 | $3.47M | Sell |
16,487
-618
| -4% | -$115K | 1.68% | 4 |
|
|
2024
Q1 | $2.93M | Sell |
17,105
-1,141
| -6% | -$207K | 1.37% | 14 |
|
|
2023
Q4 | $3.51M | Sell |
18,246
-168
| -0.9% | -$31K | 1.69% | 2 |
|
|
2023
Q3 | $3.15M | Sell |
18,414
-489
| -3% | -$89.7K | 1.65% | 1 |
|
|
2023
Q2 | $3.67M | Sell |
18,903
-2,058
| -10% | -$359K | 1.8% | 1 |
|
|
2023
Q1 | $3.46M | Sell |
20,961
-483
| -2% | -$71.3K | 1.71% | 1 |
|
|
2022
Q4 | $2.79M | Sell |
21,444
-73
| -0.3% | -$10.4K | 1.42% | 9 |
|
|
2022
Q3 | $2.97M | Sell |
21,517
-206
| -0.9% | -$32.3K | 1.69% | 3 |
|
|
2022
Q2 | $2.97M | Buy |
21,723
+97
| +0.4% | +$14.7K | 1.6% | 4 |
|
|
2022
Q1 | $3.78M | Sell |
21,626
-1,524
| -7% | -$256K | 1.75% | 2 |
|
|
2021
Q4 | $4.11M | Sell |
23,150
-986
| -4% | -$156K | 1.79% | 1 |
|
|
2021
Q3 | $3.42M | Sell |
24,136
-1,280
| -5% | -$188K | 1.65% | 2 |
|
|
2021
Q2 | $3.48M | Sell |
25,416
-1,132
| -4% | -$147K | 1.7% | 1 |
|
|
2021
Q1 | $3.24M | Sell |
26,548
-2,804
| -10% | -$360K | 1.67% | 1 |
|
|
2020
Q4 | $3.9M | Sell |
29,352
-37
| -0.1% | -$4.45K | 2.1% | 1 |
|
|
2020
Q3 | $3.4M | Sell |
29,389
-8,583
| -23% | -$937K | 2.04% | 1 |
|
|
2020
Q2 | $3.46M | Sell |
37,972
-3,612
| -9% | -$280K | 2.1% | 2 |
|
|
2020
Q1 | $2.64M | Sell |
41,584
-4,252
| -9% | -$313K | 1.87% | 2 |
|
|
2019
Q4 | $3.37M | Sell |
45,836
-3,816
| -8% | -$245K | 1.78% | 1 |
|
|
2019
Q3 | $2.78M | Sell |
49,652
-940
| -2% | -$49.1K | 1.55% | 3 |
|
|
2019
Q2 | $2.5M | Sell |
50,592
-220
| -0.4% | -$10.7K | 1.42% | 12 |
|
|
2019
Q1 | $2.41M | Buy |
50,812
+224
| +0.4% | +$9.5K | 1.4% | 12 |
|
|
2018
Q4 | $2M | Sell |
50,588
-436
| -0.9% | -$21.1K | 1.33% | 23 |
|
|
2018
Q3 | $2.88M | Sell |
51,024
-4,472
| -8% | -$233K | 1.65% | 2 |
|
|
2018
Q2 | $2.57M | Sell |
55,496
-128
| -0.2% | -$5.8K | 1.58% | 2 |
|
|
2018
Q1 | $2.33M | Sell |
55,624
-2,772
| -5% | -$119K | 1.48% | 9 |
|
|
2017
Q4 | $2.47M | Sell |
58,396
-1,872
| -3% | -$78.2K | 1.46% | 6 |
|
|
2017
Q3 | $2.32M | Sell |
60,268
-2,368
| -4% | -$91.9K | 1.44% | 10 |
|
|
2017
Q2 | $2.25M | Sell |
62,636
-2,012
| -3% | -$74.4K | 1.45% | 9 |
|
|
2017
Q1 | $2.32M | Sell |
64,648
-3,112
| -5% | -$102K | 1.5% | 4 |
|
|
2016
Q4 | $1.96M | Sell |
67,760
-184
| -0.3% | -$5.22K | 1.34% | 16 |
|
|
2016
Q3 | $1.92M | Sell |
67,944
-232
| -0.3% | -$6.14K | 1.32% | 16 |
|
|
2016
Q2 | $1.63M | Sell |
68,176
-772
| -1% | -$19.2K | 1.12% | 37 |
|
|
2016
Q1 | $1.88M | Sell |
68,948
-1,648
| -2% | -$41.1K | 1.3% | 18 |
|
|
2015
Q4 | $1.86M | Sell |
70,596
-924
| -1% | -$26.4K | 1.29% | 20 |
|
|
2015
Q3 | $1.97M | Sell |
71,520
-2,980
| -4% | -$87.4K | 1.41% | 12 |
|
|
2015
Q2 | $2.34M | Sell |
74,500
-5,376
| -7% | -$172K | 1.54% | 2 |
|
|
2015
Q1 | $2.48M | Sell |
79,876
-6,124
| -7% | -$185K | 1.6% | 2 |
|
|
2014
Q4 | $2.37M | Sell |
86,000
-8
| -0% | -$218 | 1.51% | 1 |
|
|
2014
Q3 | $2.17M | Buy |
86,008
+33,468
| +64% | +$821K | 1.47% | 4 |
|
|
2014
Q2 | $1.22M | Sell |
52,540
-4,552
| -8% | -$96.9K | 0.81% | 63 |
|
|
2014
Q1 | $1.09M | Sell |
57,092
-112
| -0.2% | -$2.13K | 0.72% | 67 |
|
|
2013
Q4 | $1.15M | Sell |
57,204
-1,260
| -2% | -$23.8K | 0.76% | 65 |
|
|
2013
Q3 | $995K | Sell |
58,464
-3,808
| -6% | -$63.1K | 0.71% | 70 |
|
|
2013
Q2 | $882K | Buy |
+62,272
| New | +$958K | 0.62% | 73 |
|
Other funds holding AAPL
VCM
VPM
Eads & Heald Wealth Management's AAPL Position: Q1 2026 in Review
Eads & Heald Wealth Management reduced its Apple (AAPL) stake by 0.76% in Q1 2026, selling an estimated $27.3K and leaving 13,650 shares worth $3.46M. The position accounts for 1.73% of the portfolio, ranked #5.
Eads & Heald Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.11M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Eads & Heald Wealth Management held 13,650 shares of Apple worth $3.46M as of Q1 2026.
- Eads & Heald Wealth Management sold 105 Apple shares in Q1 2026, an estimated $27.3K.
- Apple made up 1.73% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #5 holding.
- Eads & Heald Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Eads & Heald Wealth Management's Apple position peaked at $4.11M in Q4 2021.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.