Foundations Investment 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 | $136M | Buy |
469,893
+28,363
| +6% | +$8.11M | 1.4% | 10 |
|
|
2026
Q1 | $112M | Buy |
441,530
+23,168
| +6% | +$6.03M | 1.39% | 13 |
|
|
2025
Q4 | $114M | Buy |
418,362
+17,679
| +4% | +$4.75M | 1.49% | 12 |
|
|
2025
Q3 | $102M | Buy |
400,683
+7,807
| +2% | +$1.76M | 1.48% | 13 |
|
|
2025
Q2 | $80.6M | Buy |
392,876
+21,717
| +6% | +$4.39M | 1.27% | 15 |
|
|
2025
Q1 | $82.4M | Buy |
371,159
+8,035
| +2% | +$1.86M | 1.52% | 10 |
|
|
2024
Q4 | $90.9M | Buy |
363,124
+21,507
| +6% | +$5.07M | 1.75% | 10 |
|
|
2024
Q3 | $79.6M | Buy |
341,617
+49,749
| +17% | +$11.1M | 1.67% | 14 |
|
|
2024
Q2 | $61.5M | Sell |
291,868
-2,957
| -1% | -$551K | 1.49% | 15 |
|
|
2024
Q1 | $50.6M | Sell |
294,825
-10,078
| -3% | -$1.83M | 1.32% | 15 |
|
|
2023
Q4 | $57M | Buy |
304,903
+50,545
| +20% | +$9.33M | 1.53% | 16 |
|
|
2023
Q3 | $43.5M | Buy |
254,358
+24,597
| +11% | +$4.51M | 1.34% | 15 |
|
|
2023
Q2 | $44.6M | Buy |
229,761
+36,182
| +19% | +$6.3M | 1.48% | 14 |
|
|
2023
Q1 | $31.9M | Buy |
193,579
+6,358
| +3% | +$938K | 1.14% | 17 |
|
|
2022
Q4 | $24.3M | Buy |
187,221
+64,618
| +53% | +$9.23M | 0.97% | 17 |
|
|
2022
Q3 | $16.9M | Buy |
122,603
+10,201
| +9% | +$1.6M | 0.74% | 22 |
|
|
2022
Q2 | $16.1M | Buy |
112,402
+46,554
| +71% | +$7.05M | 0.67% | 22 |
|
|
2022
Q1 | $10.9M | Buy |
65,848
+10,802
| +20% | +$1.82M | 0.42% | 25 |
|
|
2021
Q4 | $9.66M | Sell |
55,046
-20,364
| -27% | -$3.22M | 0.36% | 24 |
|
|
2021
Q3 | $10.6M | Buy |
75,410
+19,274
| +34% | +$2.84M | 0.46% | 21 |
|
|
2021
Q2 | $8.15M | Buy |
56,136
+10,126
| +22% | +$1.31M | 0.39% | 30 |
|
|
2021
Q1 | $5.88M | Buy |
46,010
+5,245
| +13% | +$673K | 0.34% | 32 |
|
|
2020
Q4 | $5.38M | Buy |
40,765
+4,508
| +12% | +$542K | 0.35% | 23 |
|
|
2020
Q3 | $4.1M | Buy |
36,257
+305
| +0.8% | +$33.3K | 0.9% | 17 |
|
|
2020
Q2 | $3.27M | Buy |
35,952
+15,644
| +77% | +$1.21M | 0.29% | 29 |
|
|
2020
Q1 | $1.22M | Buy |
20,308
+1,452
| +8% | +$107K | 0.14% | 32 |
|
|
2019
Q4 | $1.41M | Buy |
18,856
+452
| +2% | +$29.1K | 0.17% | 47 |
|
|
2019
Q3 | $1.02M | Buy |
18,404
+1,092
| +6% | +$57.1K | 0.13% | 64 |
|
|
2019
Q2 | $885K | Sell |
17,312
-4
| -0% | -$195 | 0.13% | 58 |
|
|
2019
Q1 | $822K | Buy |
17,316
+6,432
| +59% | +$273K | 0.14% | 44 |
|
|
2018
Q4 | $474K | Buy |
10,884
+2,016
| +23% | +$97.7K | 0.1% | 63 |
|
|
2018
Q3 | $501K | Buy |
+8,868
| New | +$462K | 0.12% | 65 |
|
Other funds holding AAPL
Foundations Investment Advisors's AAPL Position: Q2 2026 in Review
Foundations Investment Advisors increased its Apple (AAPL) stake by 6.4% in Q2 2026, buying an estimated $8.11M and bringing the position to 469,893 shares worth $136M. The position accounts for 1.4% of the portfolio, ranked #10.
Foundations Investment Advisors first reported a position in AAPL in Q3 2018 and has held it in 32 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Foundations Investment Advisors held 469,893 shares of Apple worth $136M as of Q2 2026.
- Foundations Investment Advisors bought 28,363 Apple shares in Q2 2026, an estimated $8.11M.
- Apple made up 1.4% of Foundations Investment Advisors's portfolio in Q2 2026, its #10 holding.
- Foundations Investment Advisors first reported a position in Apple in Q3 2018 and has held it in 32 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.