GeoWealth 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
Q2 | $23.5M | Sell |
81,260
-3,566
| -4% | -$1.02M | 0.74% | 22 |
|
|
2026
Q1 | $21.5M | Buy |
84,826
+909
| +1% | +$237K | 0.78% | 24 |
|
|
2025
Q4 | $22.8M | Buy |
83,917
+316
| +0.4% | +$84.8K | 0.84% | 22 |
|
|
2025
Q3 | $21.3M | Buy |
83,601
+1,583
| +2% | +$358K | 0.78% | 23 |
|
|
2025
Q2 | $16.8M | Sell |
82,018
-684
| -0.8% | -$138K | 0.66% | 26 |
|
|
2025
Q1 | $18.4M | Sell |
82,702
-29,188
| -26% | -$6.76M | 0.74% | 24 |
|
|
2024
Q4 | $28M | Sell |
111,890
-2,580
| -2% | -$608K | 0.92% | 18 |
|
|
2024
Q3 | $26.7M | Sell |
114,470
-3,730
| -3% | -$833K | 0.94% | 18 |
|
|
2024
Q2 | $24.9M | Buy |
118,200
+22,095
| +23% | +$4.12M | 1.08% | 19 |
|
|
2024
Q1 | $16.5M | Buy |
96,105
+31,243
| +48% | +$5.68M | 0.64% | 37 |
|
|
2023
Q4 | $12.5M | Buy |
64,862
+48,866
| +305% | +$9.02M | 1.03% | 20 |
|
|
2023
Q3 | $2.74M | Buy |
15,996
+1,657
| +12% | +$304K | 0.31% | 80 |
|
|
2023
Q2 | $2.78M | Sell |
14,339
-176
| -1% | -$30.7K | 0.3% | 69 |
|
|
2023
Q1 | $2.39M | Sell |
14,515
-4,283
| -23% | -$632K | 0.28% | 63 |
|
|
2022
Q4 | $2.44M | Sell |
18,798
-6,412
| -25% | -$916K | 0.26% | 67 |
|
|
2022
Q3 | $3.48M | Buy |
25,210
+2,268
| +10% | +$356K | 0.38% | 55 |
|
|
2022
Q2 | $3.14M | Sell |
22,942
-312
| -1% | -$47.2K | 0.42% | 57 |
|
|
2022
Q1 | $4.06M | Sell |
23,254
-1,639
| -7% | -$276K | 0.36% | 70 |
|
|
2021
Q4 | $4.42M | Sell |
24,893
-1,261
| -5% | -$199K | 0.36% | 67 |
|
|
2021
Q3 | $3.7M | Buy |
26,154
+10,365
| +66% | +$1.53M | 0.31% | 77 |
|
|
2021
Q2 | $2.16M | Buy |
15,789
+397
| +3% | +$51.4K | 0.27% | 76 |
|
|
2021
Q1 | $1.88M | Sell |
15,392
-416
| -3% | -$53.4K | 0.29% | 67 |
|
|
2020
Q4 | $2.1M | Buy |
15,808
+1,993
| +14% | +$240K | 0.34% | 82 |
|
|
2020
Q3 | $1.6M | Sell |
13,815
-15,129
| -52% | -$1.65M | 0.48% | 65 |
|
|
2020
Q2 | $2.64M | Buy |
28,944
+4,292
| +17% | +$333K | 1.09% | 35 |
|
|
2020
Q1 | $1.57M | Sell |
24,652
-9,472
| -28% | -$697K | 1.11% | 31 |
|
|
2019
Q4 | $2.5M | Sell |
34,124
-17,428
| -34% | -$1.12M | 1.35% | 25 |
|
|
2019
Q3 | $2.89M | Buy |
51,552
+12,180
| +31% | +$637K | 0.65% | 32 |
|
|
2019
Q2 | $1.95M | Buy |
+39,372
| New | +$1.92M | 5.11% | 4 |
|
Other funds holding AAPL
GeoWealth Management's AAPL Position: Q2 2026 in Review
GeoWealth Management reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $1.02M and leaving 81,260 shares worth $23.5M. The position accounts for 0.74% of the portfolio, ranked #22.
GeoWealth Management first reported a position in AAPL in Q2 2019 and has held it in 29 quarters since. The position peaked at $28M in Q4 2024. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- GeoWealth Management held 81,260 shares of Apple worth $23.5M as of Q2 2026.
- GeoWealth Management sold 3,566 Apple shares in Q2 2026, an estimated $1.02M.
- Apple made up 0.74% of GeoWealth Management's portfolio in Q2 2026, its #22 holding.
- GeoWealth Management first reported a position in Apple in Q2 2019 and has held it in 29 quarters since.
- GeoWealth Management's Apple position peaked at $28M in Q4 2024.
- 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.