Hillcrest 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
Q2 | $576K | Buy |
1,991
+480
| +32% | +$137K | 0.21% | 38 |
|
|
2026
Q1 | $383K | Hold |
1,511
| – | – | 0.16% | 41 |
|
|
2025
Q4 | $411K | Sell |
1,511
-2
| -0.1% | -$537 | 0.18% | 38 |
|
|
2025
Q3 | $385K | Hold |
1,513
| – | – | 0.17% | 37 |
|
|
2025
Q2 | $310K | Hold |
1,513
| – | – | 0.15% | 40 |
|
|
2025
Q1 | $336K | Hold |
1,513
| – | – | 0.17% | 39 |
|
|
2024
Q4 | $379K | Sell |
1,513
-1
| -0.1% | -$236 | 0.18% | 39 |
|
|
2024
Q3 | $353K | Hold |
1,514
| – | – | 0.18% | 37 |
|
|
2024
Q2 | $319K | Sell |
1,514
-263
| -15% | -$49K | 0.17% | 39 |
|
|
2024
Q1 | $305K | Sell |
1,777
-80
| -4% | -$14.5K | 0.17% | 40 |
|
|
2023
Q4 | $358K | Hold |
1,857
| – | – | 0.2% | 38 |
|
|
2023
Q3 | $318K | Sell |
1,857
-34
| -2% | -$6.24K | 0.18% | 40 |
|
|
2023
Q2 | $367K | Sell |
1,891
-115
| -6% | -$20K | 0.22% | 36 |
|
|
2023
Q1 | $331K | Sell |
2,006
-52
| -3% | -$7.67K | 0.2% | 38 |
|
|
2022
Q4 | $267K | Sell |
2,058
-63
| -3% | -$9K | 0.16% | 42 |
|
|
2022
Q3 | $293K | Sell |
2,121
-55
| -3% | -$8.63K | 0.19% | 42 |
|
|
2022
Q2 | $298K | Buy |
2,176
+5
| +0.2% | +$757 | 0.18% | 40 |
|
|
2022
Q1 | $379K | Hold |
2,171
| – | – | 0.21% | 37 |
|
|
2021
Q4 | $386K | Hold |
2,171
| – | – | 0.21% | 40 |
|
|
2021
Q3 | $307K | Hold |
2,171
| – | – | 0.18% | 44 |
|
|
2021
Q2 | $297K | Buy |
2,171
+400
| +23% | +$51.8K | 0.18% | 42 |
|
|
2021
Q1 | $216K | Sell |
1,771
-11,439
| -87% | -$1.47M | 0.13% | 50 |
|
|
2020
Q4 | $1.75M | Buy |
13,210
+210
| +2% | +$25.3K | 1.17% | 21 |
|
|
2020
Q3 | $1.51M | Sell |
13,000
-636
| -5% | -$69.4K | 1.07% | 21 |
|
|
2020
Q2 | $1.24M | Sell |
13,636
-368
| -3% | -$28.5K | 1.08% | 21 |
|
|
2020
Q1 | $890K | Buy |
14,004
+428
| +3% | +$31.5K | 0.89% | 23 |
|
|
2019
Q4 | $997K | Sell |
13,576
-668
| -5% | -$43K | 0.83% | 21 |
|
|
2019
Q3 | $798K | Buy |
14,244
+44
| +0.3% | +$2.3K | 0.69% | 24 |
|
|
2019
Q2 | $703K | Buy |
14,200
+48
| +0.3% | +$2.34K | 0.59% | 24 |
|
|
2019
Q1 | $672K | Buy |
14,152
+788
| +6% | +$33.4K | 0.59% | 25 |
|
|
2018
Q4 | $527K | Buy |
+13,364
| New | +$648K | 0.49% | 30 |
|
Other funds holding AAPL
Hillcrest Wealth Advisors's AAPL Position: Q2 2026 in Review
Hillcrest Wealth Advisors increased its Apple (AAPL) stake by 32% in Q2 2026, buying an estimated $137K and bringing the position to 1,991 shares worth $576K. The position accounts for 0.21% of the portfolio, ranked #38.
Hillcrest Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.75M in Q4 2020. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Hillcrest Wealth Advisors held 1,991 shares of Apple worth $576K as of Q2 2026.
- Hillcrest Wealth Advisors bought 480 Apple shares in Q2 2026, an estimated $137K.
- Apple made up 0.21% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #38 holding.
- Hillcrest Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Hillcrest Wealth Advisors's Apple position peaked at $1.75M in Q4 2020.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.