Foster Victor 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 | $35.2M | Buy |
111,885
+1,724
| +2% | +$493K | 1.85% | 6 |
|
|
2026
Q1 | $28.5M | Buy |
110,161
+44,659
| +68% | +$11.6M | 1.63% | 8 |
|
|
2025
Q4 | $16.7M | Sell |
65,502
-1,145
| -2% | -$307K | 0.98% | 41 |
|
|
2025
Q3 | $17.2M | Buy |
66,647
+2,136
| +3% | +$483K | 1.07% | 33 |
|
|
2025
Q2 | $13.6M | Buy |
64,511
+3,455
| +6% | +$698K | 0.92% | 50 |
|
|
2025
Q1 | $12.1M | Buy |
61,056
+3,103
| +5% | +$719K | 0.97% | 50 |
|
|
2024
Q4 | $13.3M | Buy |
57,953
+50
| +0.1% | +$11.8K | 1.02% | 41 |
|
|
2024
Q3 | $13.3M | Sell |
57,903
-881
| -1% | -$197K | 1.06% | 34 |
|
|
2024
Q2 | $13.8M | Buy |
58,784
+4,450
| +8% | +$830K | 1.15% | 31 |
|
|
2024
Q1 | $9.51M | Buy |
54,334
+2,350
| +5% | +$427K | 0.87% | 56 |
|
|
2023
Q4 | $9.65M | Sell |
51,984
-1,731
| -3% | -$320K | 0.99% | 48 |
|
|
2023
Q3 | $9.53M | Buy |
53,715
+28,671
| +114% | +$5.26M | 1.11% | 43 |
|
|
2023
Q2 | $4.79M | Sell |
25,044
-471
| -2% | -$82.1K | 0.53% | 67 |
|
|
2023
Q1 | $4.23M | Buy |
25,515
+1,669
| +7% | +$246K | 0.51% | 74 |
|
|
2022
Q4 | $3.09M | Buy |
23,846
+2,975
| +14% | +$425K | 0.39% | 78 |
|
|
2022
Q3 | $3.04M | Sell |
20,871
-362
| -2% | -$56.8K | 0.44% | 72 |
|
|
2022
Q2 | $3.04M | Buy |
21,233
+3,516
| +20% | +$532K | 0.45% | 73 |
|
|
2022
Q1 | $3.04M | Buy |
17,717
+908
| +5% | +$153K | 0.42% | 74 |
|
|
2021
Q4 | $2.95M | Buy |
16,809
+2,918
| +21% | +$461K | 0.4% | 76 |
|
|
2021
Q3 | $1.97M | Buy |
13,891
+1,084
| +8% | +$160K | 0.31% | 79 |
|
|
2021
Q2 | $1.75M | Buy |
12,807
+1,124
| +10% | +$146K | 0.29% | 82 |
|
|
2021
Q1 | $1.57M | Sell |
11,683
-1,110
| -9% | -$142K | 0.29% | 82 |
|
|
2020
Q4 | $1.7M | Sell |
12,793
-847
| -6% | -$102K | 0.39% | 64 |
|
|
2020
Q3 | $1.58M | Buy |
13,640
+1,284
| +10% | +$140K | 0.43% | 56 |
|
|
2020
Q2 | $1.13M | Sell |
12,356
-1,132
| -8% | -$87.7K | 0.37% | 60 |
|
|
2020
Q1 | $905K | Buy |
13,488
+984
| +8% | +$72.4K | 0.4% | 62 |
|
|
2019
Q4 | $948K | Sell |
12,504
-1,384
| -10% | -$89K | 0.41% | 58 |
|
|
2019
Q3 | $788K | Buy |
13,888
+2,468
| +22% | +$129K | 0.44% | 54 |
|
|
2019
Q2 | $571K | Buy |
11,420
+1,396
| +14% | +$68K | 0.42% | 48 |
|
|
2019
Q1 | $476K | Buy |
10,024
+456
| +5% | +$19.3K | 0.37% | 52 |
|
|
2018
Q4 | $377K | Buy |
+9,568
| New | +$464K | 0.36% | 53 |
|
Other funds holding AAPL
Foster Victor Wealth Advisors's AAPL Position: Q2 2026 in Review
Foster Victor Wealth Advisors increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $493K and bringing the position to 111,885 shares worth $35.2M. The position accounts for 1.85% of the portfolio, ranked #6.
Foster Victor Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Foster Victor Wealth Advisors held 111,885 shares of Apple worth $35.2M as of Q2 2026.
- Foster Victor Wealth Advisors bought 1,724 Apple shares in Q2 2026, an estimated $493K.
- Apple made up 1.85% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #6 holding.
- Foster Victor Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.