Global Wealth Management Investment Advisory’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 | $21.4M | Buy |
73,896
+1,440
| +2% | +$412K | 3.04% | 6 |
|
|
2026
Q1 | $18.4M | Sell |
72,456
-873
| -1% | -$227K | 2.88% | 7 |
|
|
2025
Q4 | $19.9M | Sell |
73,329
-229
| -0.3% | -$61.5K | 3.19% | 6 |
|
|
2025
Q3 | $18.7M | Buy |
73,558
+2,210
| +3% | +$499K | 3.14% | 6 |
|
|
2025
Q2 | $14.6M | Buy |
71,348
+1,668
| +2% | +$337K | 2.75% | 8 |
|
|
2025
Q1 | $15.5M | Buy |
69,680
+4,846
| +7% | +$1.12M | 3.1% | 4 |
|
|
2024
Q4 | $16.2M | Buy |
64,834
+2,420
| +4% | +$570K | 3.35% | 4 |
|
|
2024
Q3 | $14.5M | Buy |
62,414
+1
| +0% | +$223 | 3.14% | 4 |
|
|
2024
Q2 | $13.1M | Sell |
62,413
-1,068
| -2% | -$199K | 3.06% | 5 |
|
|
2024
Q1 | $10.9M | Buy |
63,481
+1,496
| +2% | +$272K | 2.67% | 7 |
|
|
2023
Q4 | $11.9M | Sell |
61,985
-2,161
| -3% | -$399K | 3.06% | 4 |
|
|
2023
Q3 | $11M | Sell |
64,146
-2,369
| -4% | -$434K | 3.08% | 4 |
|
|
2023
Q2 | $12.9M | Sell |
66,515
-1,106
| -2% | -$193K | 3.54% | 2 |
|
|
2023
Q1 | $11.2M | Sell |
67,621
-1,095
| -2% | -$162K | 3.36% | 3 |
|
|
2022
Q4 | $8.93M | Buy |
68,716
+6,388
| +10% | +$913K | 2.91% | 4 |
|
|
2022
Q3 | $8.61M | Buy |
62,328
+1,770
| +3% | +$278K | 3.07% | 3 |
|
|
2022
Q2 | $8.28M | Buy |
60,558
+3,849
| +7% | +$583K | 2.79% | 3 |
|
|
2022
Q1 | $9.9M | Sell |
56,709
-138
| -0.2% | -$23.2K | 2.95% | 2 |
|
|
2021
Q4 | $10.1M | Sell |
56,847
-1,726
| -3% | -$273K | 3.04% | 3 |
|
|
2021
Q3 | $8.29M | Sell |
58,573
-532
| -0.9% | -$78.3K | 2.62% | 5 |
|
|
2021
Q2 | $8.1M | Sell |
59,105
-2,754
| -4% | -$357K | 2.69% | 6 |
|
|
2021
Q1 | $7.56M | Sell |
61,859
-3,522
| -5% | -$452K | 2.73% | 6 |
|
|
2020
Q4 | $8.68M | Buy |
65,381
+152
| +0.2% | +$18.3K | 3.36% | 3 |
|
|
2020
Q3 | $7.55M | Sell |
65,229
-21,439
| -25% | -$2.34M | 3.27% | 5 |
|
|
2020
Q2 | $7.9M | Sell |
86,668
-844
| -1% | -$65.4K | 3.38% | 4 |
|
|
2020
Q1 | $5.56M | Sell |
87,512
-3,124
| -3% | -$230K | 2.81% | 4 |
|
|
2019
Q4 | $6.65M | Sell |
90,636
-17,008
| -16% | -$1.09M | 2.81% | 4 |
|
|
2019
Q3 | $6.03M | Sell |
107,644
-4,472
| -4% | -$234K | 2.76% | 5 |
|
|
2019
Q2 | $5.55M | Buy |
112,116
+7,768
| +7% | +$378K | 2.69% | 5 |
|
|
2019
Q1 | $4.96M | Buy |
104,348
+11,540
| +12% | +$489K | 2.57% | 5 |
|
|
2018
Q4 | $3.66M | Buy |
+92,808
| New | +$4.5M | 2.13% | 5 |
|
Other funds holding AAPL
Global Wealth Management Investment Advisory's AAPL Position: Q2 2026 in Review
Global Wealth Management Investment Advisory increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $412K and bringing the position to 73,896 shares worth $21.4M. The position accounts for 3.04% of the portfolio, ranked #6.
Global Wealth Management Investment Advisory first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Global Wealth Management Investment Advisory held 73,896 shares of Apple worth $21.4M as of Q2 2026.
- Global Wealth Management Investment Advisory bought 1,440 Apple shares in Q2 2026, an estimated $412K.
- Apple made up 3.04% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #6 holding.
- Global Wealth Management Investment Advisory first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.