Heritage Wealth 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
Q1 | $61.8M | Sell |
243,674
-29,133
| -11% | -$7.58M | 2.42% | 8 |
|
|
2025
Q4 | $74.2M | Sell |
272,807
-3,123
| -1% | -$838K | 2.83% | 8 |
|
|
2025
Q3 | $70.3M | Buy |
275,930
+3,947
| +1% | +$892K | 3.08% | 8 |
|
|
2025
Q2 | $55.8M | Buy |
271,983
+315
| +0.1% | +$63.6K | 2.65% | 11 |
|
|
2025
Q1 | $60.3M | Buy |
271,668
+1,692
| +0.6% | +$392K | 3.06% | 9 |
|
|
2024
Q4 | $67.6M | Sell |
269,976
-16,537
| -6% | -$3.9M | 3.35% | 5 |
|
|
2024
Q3 | $66.8M | Buy |
286,513
+410
| +0.1% | +$91.6K | 3.13% | 5 |
|
|
2024
Q2 | $60.3M | Buy |
286,103
+1,511
| +0.5% | +$282K | 2.72% | 6 |
|
|
2024
Q1 | $48.8M | Buy |
284,592
+6,052
| +2% | +$1.1M | 2.23% | 12 |
|
|
2023
Q4 | $53.6M | Sell |
278,540
-9,412
| -3% | -$1.74M | 2.67% | 7 |
|
|
2023
Q3 | $49.3M | Buy |
287,952
+888
| +0.3% | +$163K | 2.69% | 8 |
|
|
2023
Q2 | $55.7M | Sell |
287,064
-13,707
| -5% | -$2.39M | 2.95% | 6 |
|
|
2023
Q1 | $49.6M | Buy |
300,771
+2,930
| +1% | +$432K | 2.76% | 8 |
|
|
2022
Q4 | $38.7M | Buy |
297,841
+6,641
| +2% | +$949K | 2.24% | 12 |
|
|
2022
Q3 | $40.2M | Sell |
291,200
-38,512
| -12% | -$6.04M | 2.92% | 8 |
|
|
2022
Q2 | $45.1M | Buy |
329,712
+18,750
| +6% | +$2.84M | 3.13% | 6 |
|
|
2022
Q1 | $54.3M | Buy |
310,962
+2,338
| +0.8% | +$393K | 3% | 6 |
|
|
2021
Q4 | $54.8M | Buy |
308,624
+12,634
| +4% | +$2M | 3.01% | 5 |
|
|
2021
Q3 | $41.9M | Sell |
295,990
-21
| -0% | -$3.09K | 2.57% | 5 |
|
|
2021
Q2 | $40.5M | Buy |
296,011
+4,617
| +2% | +$598K | 2.5% | 5 |
|
|
2021
Q1 | $35.6M | Buy |
291,394
+1,147
| +0.4% | +$147K | 2.15% | 5 |
|
|
2020
Q4 | $38.5M | Buy |
290,247
+149,807
| +107% | +$18M | 2.41% | 4 |
|
|
2020
Q3 | $16.3M | Sell |
140,440
-50,372
| -26% | -$5.5M | 2.1% | 6 |
|
|
2020
Q2 | $17.4M | Buy |
190,812
+26,320
| +16% | +$2.04M | 2.43% | 6 |
|
|
2020
Q1 | $10.5M | Buy |
164,492
+24,244
| +17% | +$1.78M | 1.87% | 9 |
|
|
2019
Q4 | $10.3M | Buy |
140,248
+8,588
| +7% | +$552K | 1.36% | 11 |
|
|
2019
Q3 | $7.37M | Buy |
131,660
+2,772
| +2% | +$145K | 1.09% | 12 |
|
|
2019
Q2 | $6.38M | Buy |
128,888
+25,328
| +24% | +$1.23M | 0.98% | 14 |
|
|
2019
Q1 | $4.92M | Buy |
103,560
+13,308
| +15% | +$564K | 0.81% | 15 |
|
|
2018
Q4 | $3.56M | Sell |
90,252
-1,228
| -1% | -$59.5K | 0.7% | 22 |
|
|
2018
Q3 | $5.16M | Buy |
91,480
+1,652
| +2% | +$86K | 1.01% | 12 |
|
|
2018
Q2 | $4.16M | Buy |
89,828
+1,972
| +2% | +$89.4K | 1.56% | 11 |
|
|
2018
Q1 | $3.68M | Buy |
87,856
+5,708
| +7% | +$246K | 1.53% | 10 |
|
|
2017
Q4 | $3.47M | Buy |
82,148
+3,724
| +5% | +$156K | 1.49% | 10 |
|
|
2017
Q3 | $3.02M | Buy |
78,424
+5,680
| +8% | +$220K | 1.52% | 10 |
|
|
2017
Q2 | $2.62M | Buy |
72,744
+6,272
| +9% | +$232K | 1.36% | 12 |
|
|
2017
Q1 | $2.39M | Buy |
66,472
+2,292
| +4% | +$75.5K | 1.29% | 13 |
|
|
2016
Q4 | $1.86M | Buy |
64,180
+10,252
| +19% | +$291K | 1.22% | 14 |
|
|
2016
Q3 | $1.52M | Buy |
53,928
+8,012
| +17% | +$212K | 1.05% | 15 |
|
|
2016
Q2 | $1.1M | Buy |
45,916
+18,952
| +70% | +$471K | 0.74% | 20 |
|
|
2016
Q1 | $736K | Buy |
26,964
+1,196
| +5% | +$29.8K | 0.58% | 23 |
|
|
2015
Q4 | $680K | Buy |
25,768
+1,804
| +8% | +$51.6K | 0.57% | 24 |
|
|
2015
Q3 | $660K | Buy |
23,964
+4,352
| +22% | +$128K | 0.57% | 23 |
|
|
2015
Q2 | $615K | Buy |
19,612
+980
| +5% | +$31.3K | 0.51% | 35 |
|
|
2015
Q1 | $579K | Sell |
18,632
-900
| -5% | -$27.2K | 0.48% | 39 |
|
|
2014
Q4 | $539K | Sell |
19,532
-2,836
| -13% | -$77.2K | 0.48% | 42 |
|
|
2014
Q3 | $565K | Buy |
22,368
+2,936
| +15% | +$72.1K | 0.59% | 33 |
|
|
2014
Q2 | $452K | Buy |
19,432
+196
| +1% | +$4.17K | 0.48% | 40 |
|
|
2014
Q1 | $369K | Hold |
19,236
| – | – | 0.43% | 43 |
|
|
2013
Q4 | $385K | Buy |
+19,236
| New | +$363K | 0.49% | 45 |
|
Other funds holding AAPL
VCM
VPM
Heritage Wealth Advisors's AAPL Position: Q1 2026 in Review
Heritage Wealth Advisors reduced its Apple (AAPL) stake by 11% in Q1 2026, selling an estimated $7.58M and leaving 243,674 shares worth $61.8M. The position accounts for 2.42% of the portfolio, ranked #8.
Heritage Wealth Advisors first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $74.2M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Heritage Wealth Advisors held 243,674 shares of Apple worth $61.8M as of Q1 2026.
- Heritage Wealth Advisors sold 29,133 Apple shares in Q1 2026, an estimated $7.58M.
- Apple made up 2.42% of Heritage Wealth Advisors's portfolio in Q1 2026, its #8 holding.
- Heritage Wealth Advisors first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Heritage Wealth Advisors's Apple position peaked at $74.2M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.