Heck Capital 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 | $19.2M | Buy |
66,240
+42,926
| +184% | +$12.3M | 1.14% | 19 |
|
|
2026
Q1 | $5.92M | Buy |
23,314
+15,990
| +218% | +$4.16M | 0.44% | 45 |
|
|
2025
Q4 | $1.99M | Sell |
7,324
-971
| -12% | -$261K | 0.15% | 78 |
|
|
2025
Q3 | $2.11M | Buy |
8,295
+146
| +2% | +$33K | 0.16% | 77 |
|
|
2025
Q2 | $1.67M | Sell |
8,149
-1,268
| -13% | -$256K | 0.14% | 78 |
|
|
2025
Q1 | $2.09M | Buy |
9,417
+3,910
| +71% | +$906K | 0.24% | 69 |
|
|
2024
Q4 | $1.38M | Sell |
5,507
-12
| -0.2% | -$2.83K | 0.16% | 74 |
|
|
2024
Q3 | $1.29M | Sell |
5,519
-1,568
| -22% | -$350K | 0.15% | 77 |
|
|
2024
Q2 | $1.49M | Sell |
7,087
-3
| -0% | -$559 | 0.19% | 72 |
|
|
2024
Q1 | $1.22M | Buy |
7,090
+75
| +1% | +$13.6K | 0.19% | 71 |
|
|
2023
Q4 | $1.35M | Sell |
7,015
-624
| -8% | -$115K | 0.22% | 66 |
|
|
2023
Q3 | $1.31M | Buy |
7,639
+80
| +1% | +$14.7K | 0.24% | 68 |
|
|
2023
Q2 | $1.47M | Sell |
7,559
-169
| -2% | -$29.4K | 0.25% | 62 |
|
|
2023
Q1 | $1.27M | Buy |
7,728
+272
| +4% | +$40.1K | 0.24% | 55 |
|
|
2022
Q4 | $969K | Buy |
7,456
+104
| +1% | +$14.9K | 0.19% | 65 |
|
|
2022
Q3 | $1.02M | Buy |
7,352
+124
| +2% | +$19.5K | 0.21% | 64 |
|
|
2022
Q2 | $988K | Sell |
7,228
-883
| -11% | -$134K | 0.2% | 68 |
|
|
2022
Q1 | $1.42M | Sell |
8,111
-1,741
| -18% | -$293K | 0.26% | 61 |
|
|
2021
Q4 | $1.75M | Sell |
9,852
-708
| -7% | -$112K | 0.32% | 50 |
|
|
2021
Q3 | $1.49M | Sell |
10,560
-179
| -2% | -$26.4K | 0.3% | 53 |
|
|
2021
Q2 | $1.47M | Buy |
10,739
+115
| +1% | +$14.9K | 0.29% | 51 |
|
|
2021
Q1 | $1.3M | Sell |
10,624
-273
| -3% | -$35K | 0.29% | 51 |
|
|
2020
Q4 | $1.45M | Sell |
10,897
-6
| -0.1% | -$722 | 0.35% | 39 |
|
|
2020
Q3 | $1.26M | Sell |
10,903
-557
| -5% | -$60.8K | 0.35% | 35 |
|
|
2020
Q2 | $1.05M | Buy |
11,460
+1,624
| +17% | +$126K | 0.22% | 37 |
|
|
2020
Q1 | $625K | Sell |
9,836
-312
| -3% | -$22.9K | 0.18% | 39 |
|
|
2019
Q4 | $745K | Buy |
10,148
+372
| +4% | +$23.9K | 0.18% | 43 |
|
|
2019
Q3 | $547K | Buy |
9,776
+356
| +4% | +$18.6K | 0.17% | 43 |
|
|
2019
Q2 | $466K | Buy |
9,420
+312
| +3% | +$15.2K | 0.13% | 47 |
|
|
2019
Q1 | $433K | Buy |
9,108
+328
| +4% | +$13.9K | 0.13% | 48 |
|
|
2018
Q4 | $346K | Sell |
8,780
-216
| -2% | -$10.5K | 0.13% | 49 |
|
|
2018
Q3 | $508K | Sell |
8,996
-2,016
| -18% | -$105K | 0.17% | 45 |
|
|
2018
Q2 | $510K | Buy |
11,012
+52
| +0.5% | +$2.36K | 0.19% | 43 |
|
|
2018
Q1 | $460K | Sell |
10,960
-20
| -0.2% | -$861 | 0.2% | 37 |
|
|
2017
Q4 | $465K | Sell |
10,980
-1,916
| -15% | -$80.1K | 0.23% | 34 |
|
|
2017
Q3 | $497K | Sell |
12,896
-2,628
| -17% | -$102K | 0.27% | 29 |
|
|
2017
Q2 | $559K | Sell |
15,524
-1,172
| -7% | -$43.3K | 0.32% | 28 |
|
|
2017
Q1 | $600K | Sell |
16,696
-772
| -4% | -$25.4K | 0.37% | 23 |
|
|
2016
Q4 | $506K | Buy |
+17,468
| New | +$495K | 0.37% | 25 |
|
Other funds holding AAPL
Heck Capital Advisors's AAPL Position: Q2 2026 in Review
Heck Capital Advisors increased its Apple (AAPL) stake by 184% in Q2 2026, buying an estimated $12.3M and bringing the position to 66,240 shares worth $19.2M. The position accounts for 1.14% of the portfolio, ranked #19.
Heck Capital Advisors first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Heck Capital Advisors held 66,240 shares of Apple worth $19.2M as of Q2 2026.
- Heck Capital Advisors bought 42,926 Apple shares in Q2 2026, an estimated $12.3M.
- Apple made up 1.14% of Heck Capital Advisors's portfolio in Q2 2026, its #19 holding.
- Heck Capital Advisors first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.