IBEX 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 | $29.9M | Buy |
117,630
+4,181
| +4% | +$1.09M | 2.78% | 3 |
|
|
2025
Q4 | $30.8M | Buy |
113,449
+725
| +0.6% | +$195K | 3.02% | 5 |
|
|
2025
Q3 | $28.7M | Buy |
112,724
+1,643
| +1% | +$371K | 2.75% | 6 |
|
|
2025
Q2 | $22.8M | Sell |
111,081
-25,537
| -19% | -$5.16M | 2.43% | 5 |
|
|
2025
Q1 | $30.3M | Buy |
136,618
+9,250
| +7% | +$2.14M | 4.01% | 2 |
|
|
2024
Q4 | $31.9M | Sell |
127,368
-146,494
| -53% | -$34.5M | 3.76% | 4 |
|
|
2024
Q3 | $5.5M | Buy |
273,862
+165,940
| +154% | +$37.1M | 1.5% | 25 |
|
|
2024
Q2 | $22.7M | Sell |
107,922
-1,291
| -1% | -$241K | 3.55% | 4 |
|
|
2024
Q1 | $14.2M | Buy |
109,213
+109,096
| +93,244% | +$19.8M | 3.85% | 2 |
|
|
2023
Q4 | $22.5K | Sell |
117
-111,517
| -100% | -$20.6M | 4.88% | 3 |
|
|
2023
Q3 | $19.1M | Buy |
+111,634
| New | +$20.5M | 4.86% | 3 |
|
|
2023
Q1 | $17.8M | Sell |
107,749
-1,464
| -1% | -$216K | 4.61% | 3 |
|
|
2022
Q4 | $14.2M | Sell |
109,213
-1,492
| -1% | -$213K | 3.21% | 2 |
|
|
2022
Q3 | $15.3M | Buy |
110,705
+8,514
| +8% | +$1.34M | 3.98% | 1 |
|
|
2022
Q2 | $14M | Sell |
102,191
-10,536
| -9% | -$1.6M | 3.22% | 2 |
|
|
2022
Q1 | $19.7M | Sell |
112,727
-960
| -0.8% | -$161K | 3.77% | 3 |
|
|
2021
Q4 | $20.2M | Buy |
113,687
+2,607
| +2% | +$412K | 3.57% | 3 |
|
|
2021
Q3 | $15.7M | Buy |
111,080
+1,021
| +0.9% | +$150K | 3.03% | 3 |
|
|
2021
Q2 | $15.1M | Buy |
110,059
+2,370
| +2% | +$307K | 3.01% | 3 |
|
|
2021
Q1 | $13.2M | Sell |
107,689
-17,809
| -14% | -$2.29M | 3.24% | 2 |
|
|
2020
Q4 | $16.7M | Sell |
125,498
-396
| -0.3% | -$47.6K | 4.35% | 1 |
|
|
2020
Q3 | $14.6M | Buy |
125,894
+1,226
| +1% | +$134K | 4.23% | 2 |
|
|
2020
Q2 | $11.4M | Sell |
124,668
-4,260
| -3% | -$330K | 3.65% | 2 |
|
|
2020
Q1 | $8.2M | Sell |
128,928
-1,052
| -0.8% | -$77.4K | 3.19% | 3 |
|
|
2019
Q4 | $9.54M | Sell |
129,980
-4,324
| -3% | -$278K | 2.92% | 3 |
|
|
2019
Q3 | $7.52M | Buy |
134,304
+1,740
| +1% | +$91K | 2.5% | 7 |
|
|
2019
Q2 | $6.56M | Buy |
132,564
+25,280
| +24% | +$1.23M | 1.89% | 8 |
|
|
2019
Q1 | $5.09M | Buy |
107,284
+12,656
| +13% | +$537K | 1.79% | 13 |
|
|
2018
Q4 | $3.73M | Sell |
94,628
-9,768
| -9% | -$474K | 1.7% | 15 |
|
|
2018
Q3 | $5.93M | Buy |
104,396
+31,380
| +43% | +$1.63M | 2.12% | 9 |
|
|
2018
Q2 | $3.04M | Hold |
73,016
| – | – | 1.22% | 34 |
|
|
2018
Q1 | $3.04M | Buy |
+73,016
| New | +$3.14M | 1.23% | 33 |
|
|
2017
Q4 | – | Sell |
-10,156
| Closed | -$396K | – | 90 |
|
|
2017
Q3 | $396K | Sell |
10,156
-296
| -3% | -$11.5K | 0.15% | 102 |
|
|
2017
Q2 | $379K | Buy |
+10,452
| New | +$386K | 0.15% | 105 |
|
|
2017
Q1 | – | Sell |
-2,784
| Closed | -$83K | – | 79 |
|
|
2016
Q4 | $83K | Buy |
+2,784
| New | +$78.9K | 0.04% | 151 |
|
Other funds holding AAPL
VCM
VPM
IBEX Wealth Advisors's AAPL Position: Q1 2026 in Review
IBEX Wealth Advisors increased its Apple (AAPL) stake by 3.7% in Q1 2026, buying an estimated $1.09M and bringing the position to 117,630 shares worth $29.9M. The position accounts for 2.78% of the portfolio, ranked #3.
IBEX Wealth Advisors first reported a position in AAPL in Q4 2016 and has held it in 35 quarters since. The position peaked at $31.9M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- IBEX Wealth Advisors held 117,630 shares of Apple worth $29.9M as of Q1 2026.
- IBEX Wealth Advisors bought 4,181 Apple shares in Q1 2026, an estimated $1.09M.
- Apple made up 2.78% of IBEX Wealth Advisors's portfolio in Q1 2026, its #3 holding.
- IBEX Wealth Advisors first reported a position in Apple in Q4 2016 and has held it in 35 quarters since.
- IBEX Wealth Advisors's Apple position peaked at $31.9M in Q4 2024.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.