Holistic Financial Partners’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 | $4.48M | Buy |
17,641
+125
| +0.7% | +$32.5K | 1.66% | 12 |
|
|
2025
Q4 | $4.76M | Buy |
17,516
+1,626
| +10% | +$437K | 1.73% | 12 |
|
|
2025
Q3 | $4.05M | Buy |
15,890
+814
| +5% | +$184K | 1.66% | 15 |
|
|
2025
Q2 | $3.09M | Buy |
15,076
+463
| +3% | +$93.5K | 1.35% | 18 |
|
|
2025
Q1 | $3.25M | Buy |
14,613
+93
| +0.6% | +$21.5K | 1.56% | 16 |
|
|
2024
Q4 | $3.64M | Buy |
14,520
+2,296
| +19% | +$541K | 1.81% | 13 |
|
|
2024
Q3 | $2.85M | Buy |
12,224
+494
| +4% | +$110K | 1.37% | 14 |
|
|
2024
Q2 | $2.47M | Buy |
11,730
+458
| +4% | +$85.4K | 1.24% | 17 |
|
|
2024
Q1 | $1.93M | Buy |
11,272
+56
| +0.5% | +$10.2K | 0.98% | 20 |
|
|
2023
Q4 | $2.16M | Buy |
11,216
+624
| +6% | +$115K | 1.3% | 15 |
|
|
2023
Q3 | $1.81M | Buy |
10,592
+38
| +0.4% | +$6.97K | 1.2% | 14 |
|
|
2023
Q2 | $2.05M | Buy |
10,554
+208
| +2% | +$36.2K | 1.42% | 16 |
|
|
2023
Q1 | $1.71M | Sell |
10,346
-118
| -1% | -$17.4K | 1.34% | 15 |
|
|
2022
Q4 | $1.36M | Sell |
10,464
-28
| -0.3% | -$4K | 1.22% | 13 |
|
|
2022
Q3 | $1.45M | Buy |
10,492
+20
| +0.2% | +$3.14K | 1.44% | 11 |
|
|
2022
Q2 | $1.43M | Buy |
10,472
+110
| +1% | +$16.7K | 1.35% | 11 |
|
|
2022
Q1 | $1.81M | Buy |
10,362
+1,321
| +15% | +$222K | 1.15% | 18 |
|
|
2021
Q4 | $1.6M | Sell |
9,041
-126
| -1% | -$19.9K | 0.93% | 20 |
|
|
2021
Q3 | $1.3M | Sell |
9,167
-753
| -8% | -$111K | 0.8% | 21 |
|
|
2021
Q2 | $1.36M | Sell |
9,920
-151
| -1% | -$19.6K | 0.81% | 20 |
|
|
2021
Q1 | $1.23M | Sell |
10,071
-1,791
| -15% | -$230K | 0.81% | 20 |
|
|
2020
Q4 | $1.57M | Buy |
11,862
+845
| +8% | +$102K | 1.09% | 14 |
|
|
2020
Q3 | $1.28M | Buy |
11,017
+2,797
| +34% | +$305K | 1.02% | 15 |
|
|
2020
Q2 | $749K | Buy |
8,220
+44
| +0.5% | +$3.41K | 0.65% | 23 |
|
|
2020
Q1 | $520K | Buy |
8,176
+380
| +5% | +$27.9K | 0.54% | 26 |
|
|
2019
Q4 | $572K | Buy |
7,796
+976
| +14% | +$62.8K | 0.34% | 39 |
|
|
2019
Q3 | $381K | Buy |
+6,820
| New | +$357K | 0.34% | 41 |
|
|
2019
Q2 | – | Sell |
-5,596
| Closed | -$266K | – | 84 |
|
|
2019
Q1 | $266K | Sell |
5,596
-1,756
| -24% | -$74.5K | 0.11% | 92 |
|
|
2018
Q4 | $290K | Sell |
7,352
-3,428
| -32% | -$166K | 0.3% | 42 |
|
|
2018
Q3 | $608K | Buy |
+10,780
| New | +$561K | 0.57% | 26 |
|
|
2018
Q2 | – | Sell |
-10,656
| Closed | -$447K | – | 35 |
|
|
2018
Q1 | $447K | Sell |
10,656
-748
| -7% | -$32.2K | 0.37% | 32 |
|
|
2017
Q4 | $482K | Buy |
+11,404
| New | +$477K | 0.4% | 30 |
|
Other funds holding AAPL
VCM
VPM
Holistic Financial Partners's AAPL Position: Q1 2026 in Review
Holistic Financial Partners increased its Apple (AAPL) stake by 0.71% in Q1 2026, buying an estimated $32.5K and bringing the position to 17,641 shares worth $4.48M. The position accounts for 1.66% of the portfolio, ranked #12.
Holistic Financial Partners first reported a position in AAPL in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.76M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Holistic Financial Partners held 17,641 shares of Apple worth $4.48M as of Q1 2026.
- Holistic Financial Partners bought 125 Apple shares in Q1 2026, an estimated $32.5K.
- Apple made up 1.66% of Holistic Financial Partners's portfolio in Q1 2026, its #12 holding.
- Holistic Financial Partners first reported a position in Apple in Q4 2017 and has held it in 32 quarters since.
- Holistic Financial Partners's Apple position peaked at $4.76M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.