Financial Engines 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
Q1 | $46.3M | Buy |
182,422
+5,648
| +3% | +$1.47M | 0.09% | 53 |
|
|
2025
Q4 | $48.1M | Sell |
176,774
-16,609
| -9% | -$4.46M | 0.09% | 53 |
|
|
2025
Q3 | $49.2M | Sell |
193,383
-2,114
| -1% | -$478K | 0.09% | 52 |
|
|
2025
Q2 | $40.1M | Buy |
195,497
+28,061
| +17% | +$5.67M | 0.08% | 56 |
|
|
2025
Q1 | $37.2M | Buy |
167,436
+11,689
| +8% | +$2.71M | 0.08% | 57 |
|
|
2024
Q4 | $39M | Buy |
155,747
+44,113
| +40% | +$10.4M | 0.08% | 55 |
|
|
2024
Q3 | $26M | Sell |
111,634
-939
| -0.8% | -$210K | 0.05% | 60 |
|
|
2024
Q2 | $23.7M | Buy |
112,573
+19,932
| +22% | +$3.72M | 0.05% | 61 |
|
|
2024
Q1 | $15.9M | Sell |
92,641
-9,311
| -9% | -$1.69M | 0.04% | 66 |
|
|
2023
Q4 | $19.6M | Buy |
101,952
+17,357
| +21% | +$3.2M | 0.05% | 59 |
|
|
2023
Q3 | $14.5M | Sell |
84,595
-11,609
| -12% | -$2.13M | 0.04% | 61 |
|
|
2023
Q2 | $18.7M | Buy |
96,204
+7,778
| +9% | +$1.36M | 0.05% | 61 |
|
|
2023
Q1 | $14.6M | Buy |
88,426
+5,975
| +7% | +$882K | 0.04% | 67 |
|
|
2022
Q4 | $10.7M | Buy |
82,451
+3,950
| +5% | +$564K | 0.03% | 78 |
|
|
2022
Q3 | $10.8M | Sell |
78,501
-2,877
| -4% | -$452K | 0.04% | 75 |
|
|
2022
Q2 | $11.1M | Buy |
81,378
+10,328
| +15% | +$1.56M | 0.03% | 72 |
|
|
2022
Q1 | $12.4M | Buy |
71,050
+19,100
| +37% | +$3.21M | 0.03% | 68 |
|
|
2021
Q4 | $9.22M | Buy |
51,950
+14,568
| +39% | +$2.3M | 0.02% | 63 |
|
|
2021
Q3 | $5.29M | Buy |
+37,382
| New | +$5.5M | 0.02% | 68 |
|
|
2021
Q2 | – | Sell |
-45,136
| Closed | -$5.51M | – | 204 |
|
|
2021
Q1 | $5.51M | Sell |
45,136
-20,325
| -31% | -$2.61M | 0.02% | 68 |
|
|
2020
Q4 | $8.69M | Buy |
65,461
+12,490
| +24% | +$1.5M | 0.03% | 63 |
|
|
2020
Q3 | $6.13M | Sell |
52,971
-7,249
| -12% | -$791K | 0.02% | 66 |
|
|
2020
Q2 | $5.49M | Buy |
60,220
+30,924
| +106% | +$2.4M | 0.02% | 64 |
|
|
2020
Q1 | $1.86M | Buy |
29,296
+5,724
| +24% | +$421K | 0.01% | 83 |
|
|
2019
Q4 | $1.73M | Buy |
23,572
+16,060
| +214% | +$1.03M | 0.01% | 81 |
|
|
2019
Q3 | $421K | Buy |
+7,512
| New | +$393K | ﹤0.01% | 104 |
|
|
2018
Q4 | – | Sell |
-88
| Closed | -$5K | – | 104 |
|
|
2018
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 114 |
|
|
2018
Q2 | $4K | Buy |
+88
| New | +$3.99K | ﹤0.01% | 110 |
|
|
2018
Q1 | – | Sell |
-1,776
| Closed | -$75K | – | 127 |
|
|
2017
Q4 | $75K | Sell |
1,776
-6,688
| -79% | -$279K | ﹤0.01% | 70 |
|
|
2017
Q3 | $326K | Buy |
+8,464
| New | +$328K | 0.01% | 54 |
|
|
2017
Q2 | – | Sell |
-96
| Closed | -$3K | – | 74 |
|
|
2017
Q1 | $3K | Buy |
+96
| New | +$3.16K | ﹤0.01% | 70 |
|
Other funds holding AAPL
VCM
VPM
Financial Engines Advisors's AAPL Position: Q1 2026 in Review
Financial Engines Advisors increased its Apple (AAPL) stake by 3.2% in Q1 2026, buying an estimated $1.47M and bringing the position to 182,422 shares worth $46.3M. The position accounts for 0.09% of the portfolio, ranked #53.
Financial Engines Advisors first reported a position in AAPL in Q1 2017 and has held it in 31 quarters since. The position peaked at $49.2M in Q3 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Financial Engines Advisors held 182,422 shares of Apple worth $46.3M as of Q1 2026.
- Financial Engines Advisors bought 5,648 Apple shares in Q1 2026, an estimated $1.47M.
- Apple made up 0.09% of Financial Engines Advisors's portfolio in Q1 2026, its #53 holding.
- Financial Engines Advisors first reported a position in Apple in Q1 2017 and has held it in 31 quarters since.
- Financial Engines Advisors's Apple position peaked at $49.2M in Q3 2025.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.