Great Valley Advisor Group’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 | $125M | Buy |
433,052
+6,042
| +1% | +$1.73M | 1.98% | 4 |
|
|
2026
Q1 | $108M | Buy |
427,010
+11,967
| +3% | +$3.11M | 1.97% | 5 |
|
|
2025
Q4 | $113M | Buy |
415,043
+4,157
| +1% | +$1.12M | 2.17% | 5 |
|
|
2025
Q3 | $105M | Sell |
410,886
-751
| -0.2% | -$170K | 2.1% | 4 |
|
|
2025
Q2 | $84.5M | Sell |
411,637
-25,966
| -6% | -$5.24M | 1.87% | 5 |
|
|
2025
Q1 | $97.2M | Sell |
437,603
-4,530
| -1% | -$1.05M | 2.09% | 4 |
|
|
2024
Q4 | $111M | Sell |
442,133
-7,217
| -2% | -$1.7M | 2.48% | 3 |
|
|
2024
Q3 | $105M | Sell |
449,350
-2,715
| -0.6% | -$606K | 2.57% | 3 |
|
|
2024
Q2 | $95.2M | Buy |
452,065
+14,189
| +3% | +$2.65M | 2.66% | 3 |
|
|
2024
Q1 | $75.1M | Sell |
437,876
-3,245
| -0.7% | -$590K | 2.28% | 3 |
|
|
2023
Q4 | $84.9M | Buy |
441,121
+14,501
| +3% | +$2.68M | 2.98% | 2 |
|
|
2023
Q3 | $73M | Buy |
426,620
+6,283
| +1% | +$1.15M | 3.03% | 2 |
|
|
2023
Q2 | $81.5M | Sell |
420,337
-2,544
| -0.6% | -$443K | 3.42% | 1 |
|
|
2023
Q1 | $69.7M | Sell |
422,881
-3,068
| -0.7% | -$453K | 3.25% | 2 |
|
|
2022
Q4 | $55.3M | Sell |
425,949
-18,217
| -4% | -$2.6M | 2.83% | 2 |
|
|
2022
Q3 | $61.4M | Sell |
444,166
-23,388
| -5% | -$3.67M | 3.44% | 1 |
|
|
2022
Q2 | $63.9M | Buy |
467,554
+188,837
| +68% | +$28.6M | 3.51% | 1 |
|
|
2022
Q1 | $48.8M | Buy |
278,717
+3,999
| +1% | +$672K | 2.85% | 1 |
|
|
2021
Q4 | $46.6M | Buy |
274,718
+6,220
| +2% | +$983K | 2.88% | 1 |
|
|
2021
Q3 | $38M | Buy |
268,498
+13,988
| +5% | +$2.06M | 2.62% | 2 |
|
|
2021
Q2 | $34M | Buy |
254,510
+14,872
| +6% | +$1.93M | 2.51% | 3 |
|
|
2021
Q1 | $29.3M | Sell |
239,638
-664
| -0.3% | -$85.2K | 2.82% | 3 |
|
|
2020
Q4 | $31.9M | Buy |
240,302
+2,929
| +1% | +$352K | 3.3% | 3 |
|
|
2020
Q3 | $27.5M | Buy |
237,373
+17,397
| +8% | +$1.9M | 3.37% | 3 |
|
|
2020
Q2 | $20.1M | Buy |
219,976
+16,032
| +8% | +$1.24M | 3.28% | 2 |
|
|
2020
Q1 | $13M | Sell |
203,944
-10,320
| -5% | -$759K | 3.43% | 2 |
|
|
2019
Q4 | $15.7M | Buy |
214,264
+18,832
| +10% | +$1.21M | 3.5% | 1 |
|
|
2019
Q3 | $10.9M | Buy |
195,432
+11,420
| +6% | +$597K | 2.64% | 3 |
|
|
2019
Q2 | $9.11M | Buy |
184,012
+37,656
| +26% | +$1.83M | 2.29% | 3 |
|
|
2019
Q1 | $6.95M | Buy |
146,356
+7,236
| +5% | +$307K | 2.21% | 3 |
|
|
2018
Q4 | $5.42M | Buy |
+139,120
| New | +$6.74M | 2.03% | 8 |
|
Other funds holding AAPL
Great Valley Advisor Group's AAPL Position: Q2 2026 in Review
Great Valley Advisor Group increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $1.73M and bringing the position to 433,052 shares worth $125M. The position accounts for 1.98% of the portfolio, ranked #4.
Great Valley Advisor Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Great Valley Advisor Group held 433,052 shares of Apple worth $125M as of Q2 2026.
- Great Valley Advisor Group bought 6,042 Apple shares in Q2 2026, an estimated $1.73M.
- Apple made up 1.98% of Great Valley Advisor Group's portfolio in Q2 2026, its #4 holding.
- Great Valley Advisor Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.