ERTS Wealth Advisors’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 | $494K | Buy |
1,707
+382
| +29% | +$109K | 0.14% | 22 |
|
|
2026
Q1 | $336K | Sell |
1,325
-85
| -6% | -$22.1K | 0.11% | 25 |
|
|
2025
Q4 | $383K | Buy |
1,410
+1
| +0.1% | +$268 | 0.12% | 24 |
|
|
2025
Q3 | $359K | Buy |
1,409
+2
| +0.1% | +$452 | 0.12% | 24 |
|
|
2025
Q2 | $289K | Sell |
1,407
-17,414
| -93% | -$3.52M | 0.1% | 25 |
|
|
2025
Q1 | $4.18M | Sell |
18,821
-1,674
| -8% | -$388K | 0.81% | 17 |
|
|
2024
Q4 | $5.13M | Sell |
20,495
-261
| -1% | -$61.5K | 0.97% | 16 |
|
|
2024
Q3 | $4.84M | Sell |
20,756
-150
| -0.7% | -$33.5K | 0.91% | 16 |
|
|
2024
Q2 | $4.4M | Sell |
20,906
-699
| -3% | -$130K | 0.89% | 14 |
|
|
2024
Q1 | $3.7M | Sell |
21,605
-1,540
| -7% | -$280K | 0.76% | 15 |
|
|
2023
Q4 | $4.46M | Sell |
23,145
-726
| -3% | -$134K | 0.96% | 13 |
|
|
2023
Q3 | $4.09M | Buy |
23,871
+346
| +1% | +$63.5K | 0.98% | 13 |
|
|
2023
Q2 | $4.56M | Sell |
23,525
-1,725
| -7% | -$301K | 1.06% | 14 |
|
|
2023
Q1 | $4.16M | Sell |
25,250
-2,226
| -8% | -$328K | 1.01% | 15 |
|
|
2022
Q4 | $3.57M | Buy |
27,476
+962
| +4% | +$137K | 0.93% | 18 |
|
|
2022
Q3 | $3.66M | Buy |
26,514
+135
| +0.5% | +$21.2K | 1.03% | 15 |
|
|
2022
Q2 | $3.61M | Sell |
26,379
-175
| -0.7% | -$26.5K | 1.02% | 14 |
|
|
2022
Q1 | $4.64M | Sell |
26,554
-1,668
| -6% | -$280K | 1.3% | 13 |
|
|
2021
Q4 | $5.01M | Sell |
28,222
-821
| -3% | -$130K | 1.2% | 14 |
|
|
2021
Q3 | $4.11M | Sell |
29,043
-232
| -0.8% | -$34.2K | 1.08% | 14 |
|
|
2021
Q2 | $4.01M | Buy |
29,275
+330
| +1% | +$42.8K | 1.08% | 16 |
|
|
2021
Q1 | $3.54M | Sell |
28,945
-2,341
| -7% | -$300K | 1.05% | 16 |
|
|
2020
Q4 | $4.15M | Sell |
31,286
-3,523
| -10% | -$424K | 1.35% | 17 |
|
|
2020
Q3 | $4.03M | Buy |
34,809
+3,409
| +11% | +$372K | 1.52% | 18 |
|
|
2020
Q2 | $2.86M | Sell |
31,400
-2,980
| -9% | -$231K | 1.16% | 18 |
|
|
2020
Q1 | $2.19M | Sell |
34,380
-1,640
| -5% | -$121K | 1.06% | 19 |
|
|
2019
Q4 | $2.64M | Sell |
36,020
-16
| -0% | -$1.03K | 1.19% | 12 |
|
|
2019
Q3 | $2.02M | Sell |
36,036
-592
| -2% | -$31K | 1.02% | 13 |
|
|
2019
Q2 | $1.81M | Sell |
36,628
-400
| -1% | -$19.5K | 1% | 17 |
|
|
2019
Q1 | $1.76M | Buy |
37,028
+5,968
| +19% | +$253K | 1.05% | 17 |
|
|
2018
Q4 | $1.23M | Buy |
+31,060
| New | +$1.51M | 0.88% | 19 |
|
Other funds holding AAPL
ERTS Wealth Advisors's AAPL Position: Q2 2026 in Review
ERTS Wealth Advisors increased its Apple (AAPL) stake by 29% in Q2 2026, buying an estimated $109K and bringing the position to 1,707 shares worth $494K. The position accounts for 0.14% of the portfolio, ranked #22.
ERTS Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.13M in Q4 2024. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- ERTS Wealth Advisors held 1,707 shares of Apple worth $494K as of Q2 2026.
- ERTS Wealth Advisors bought 382 Apple shares in Q2 2026, an estimated $109K.
- Apple made up 0.14% of ERTS Wealth Advisors's portfolio in Q2 2026, its #22 holding.
- ERTS Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- ERTS Wealth Advisors's Apple position peaked at $5.13M in Q4 2024.
- 6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on ERTS Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.