Elite 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 | $10.8M | Buy |
42,464
+10,794
| +34% | +$2.81M | 3.5% | 7 |
|
|
2025
Q4 | $8.61M | Sell |
31,670
-27,500
| -46% | -$7.38M | 2.34% | 11 |
|
|
2025
Q3 | $15.1M | Sell |
59,170
-76,927
| -57% | -$17.4M | 3.9% | 6 |
|
|
2025
Q2 | $27.9M | Sell |
136,097
-40,523
| -23% | -$8.18M | 9.18% | 4 |
|
|
2025
Q1 | $39.2M | Sell |
176,620
-988
| -0.6% | -$229K | 5.1% | 4 |
|
|
2024
Q4 | $44.5M | Sell |
177,608
-37,700
| -18% | -$8.88M | 5.49% | 5 |
|
|
2024
Q3 | $50.2M | Sell |
215,308
-8,482
| -4% | -$1.89M | 6.85% | 4 |
|
|
2024
Q2 | $47.1M | Sell |
223,790
-4,774
| -2% | -$890K | 1.58% | 4 |
|
|
2024
Q1 | $39.2M | Buy |
228,564
+15,389
| +7% | +$2.8M | 1.39% | 5 |
|
|
2023
Q4 | $41M | Sell |
213,175
-3,138
| -1% | -$579K | 2.53% | 3 |
|
|
2023
Q3 | $37M | Buy |
216,313
+15,395
| +8% | +$2.82M | 2.72% | 3 |
|
|
2023
Q2 | $39M | Buy |
200,918
+8,268
| +4% | +$1.44M | 3% | 3 |
|
|
2023
Q1 | $31.8M | Sell |
192,650
-2,410
| -1% | -$356K | 1.94% | 3 |
|
|
2022
Q4 | $25.3M | Sell |
195,060
-3,150
| -2% | -$450K | 2.3% | 3 |
|
|
2022
Q3 | $27.4M | Sell |
198,210
-3,664
| -2% | -$575K | 2.35% | 3 |
|
|
2022
Q2 | $27.6M | Sell |
201,874
-10,834
| -5% | -$1.64M | 4.16% | 3 |
|
|
2022
Q1 | $37.1M | Buy |
212,708
+16,978
| +9% | +$2.86M | 6.05% | 3 |
|
|
2021
Q4 | $34.8M | Sell |
195,730
-8,387
| -4% | -$1.33M | 4.91% | 3 |
|
|
2021
Q3 | $28.9M | Sell |
204,117
-73
| -0% | -$10.7K | 5.47% | 3 |
|
|
2021
Q2 | $28K | Sell |
204,190
-30,299
| -13% | -$3.93M | 2.55% | 3 |
|
|
2021
Q1 | $26.2K | Buy |
234,489
+23,776
| +11% | +$3.05M | 3.36% | 3 |
|
|
2020
Q4 | $28M | Sell |
210,713
-3,283
| -2% | -$395K | 3.61% | 3 |
|
|
2020
Q3 | $24.8M | Buy |
213,996
+2,652
| +1% | +$289K | 3.42% | 3 |
|
|
2020
Q2 | $19.3M | Buy |
211,344
+928
| +0.4% | +$71.9K | 5.66% | 3 |
|
|
2020
Q1 | $13.4M | Buy |
210,416
+92,012
| +78% | +$6.77M | 10.44% | 4 |
|
|
2019
Q4 | $8.69M | Sell |
118,404
-1,476
| -1% | -$95K | 4.86% | 5 |
|
|
2019
Q3 | $6.71M | Sell |
119,880
-6,252
| -5% | -$327K | 9.25% | 4 |
|
|
2019
Q2 | $6.24M | Sell |
126,132
-9,452
| -7% | -$461K | 8.43% | 5 |
|
|
2019
Q1 | $6.44M | Sell |
135,584
-23,072
| -15% | -$979K | 11.91% | 2 |
|
|
2018
Q4 | $6.26M | Buy |
158,656
+4,696
| +3% | +$228K | 6.1% | 5 |
|
|
2018
Q3 | $8.69M | Sell |
153,960
-76
| -0% | -$3.96K | 1.85% | 6 |
|
|
2018
Q2 | $7.13M | Buy |
154,036
+7,500
| +5% | +$340K | 2.54% | 5 |
|
|
2018
Q1 | $6.15M | Buy |
146,536
+11,100
| +8% | +$478K | 5.04% | 5 |
|
|
2017
Q4 | $5.73M | Buy |
+135,436
| New | +$5.66M | 4.83% | 5 |
|
|
2016
Q3 | $2.52M | Sell |
89,280
-23,496
| -21% | -$622K | 4.12% | 5 |
|
|
2016
Q2 | $2.69M | Sell |
112,776
-4,572
| -4% | -$114K | 4.44% | 5 |
|
|
2016
Q1 | $3.2M | Buy |
117,348
+17,768
| +18% | +$443K | 4.51% | 5 |
|
|
2015
Q4 | $2.62M | Sell |
99,580
-7,844
| -7% | -$224K | 3.89% | 5 |
|
|
2015
Q3 | $2.96M | Sell |
107,424
-43,260
| -29% | -$1.27M | 4.66% | 4 |
|
|
2015
Q2 | $4.72M | Sell |
150,684
-64,992
| -30% | -$2.08M | 4.89% | 3 |
|
|
2015
Q1 | $6.71M | Buy |
215,676
+98,184
| +84% | +$2.96M | 5.94% | 2 |
|
|
2014
Q4 | $3.24M | Buy |
117,492
+5,480
| +5% | +$149K | 3.09% | 6 |
|
|
2014
Q3 | $2.82M | Buy |
112,012
+25,148
| +29% | +$617K | 2.54% | 5 |
|
|
2014
Q2 | $2.02M | Buy |
86,864
+15,912
| +22% | +$339K | 2.01% | 6 |
|
|
2014
Q1 | $1.36M | Sell |
70,952
-79,492
| -53% | -$1.51M | 1.1% | 23 |
|
|
2013
Q4 | $3.01M | Sell |
150,444
-82,712
| -35% | -$1.56M | 2.2% | 8 |
|
|
2013
Q3 | $3.97M | Buy |
233,156
+18,144
| +8% | +$301K | 3.5% | 4 |
|
|
2013
Q2 | $3.04M | Buy |
+215,012
| New | +$3.31M | 4.48% | 5 |
|
Other funds holding AAPL
VCM
VPM
Elite Wealth Management's AAPL Position: Q1 2026 in Review
Elite Wealth Management increased its Apple (AAPL) stake by 34% in Q1 2026, buying an estimated $2.81M and bringing the position to 42,464 shares worth $10.8M. The position accounts for 3.5% of the portfolio, ranked #7.
Elite Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 48 quarters since. The position peaked at $50.2M in Q3 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Elite Wealth Management held 42,464 shares of Apple worth $10.8M as of Q1 2026.
- Elite Wealth Management bought 10,794 Apple shares in Q1 2026, an estimated $2.81M.
- Apple made up 3.5% of Elite Wealth Management's portfolio in Q1 2026, its #7 holding.
- Elite Wealth Management first reported a position in Apple in Q2 2013 and has held it in 48 quarters since.
- Elite Wealth Management's Apple position peaked at $50.2M in Q3 2024.
- 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.