IFG Advisory’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 | $337K | Sell |
1,327
-165,240
| -99% | -$43M | 0.97% | 15 |
|
|
2025
Q4 | $45.3M | Buy |
166,567
+26
| +0% | +$6.98K | 1.97% | 4 |
|
|
2025
Q3 | $42.4M | Buy |
166,541
+1,159
| +0.7% | +$262K | 1.93% | 4 |
|
|
2025
Q2 | $33.9M | Buy |
165,382
+2,052
| +1% | +$414K | 1.7% | 6 |
|
|
2025
Q1 | $36.3M | Buy |
163,330
+9,025
| +6% | +$2.09M | 2.01% | 5 |
|
|
2024
Q4 | $38.6M | Buy |
154,305
+7,187
| +5% | +$1.69M | 2.19% | 4 |
|
|
2024
Q3 | $34.3M | Sell |
147,118
-148
| -0.1% | -$33.1K | 2.18% | 6 |
|
|
2024
Q2 | $31M | Buy |
147,266
+2,235
| +2% | +$417K | 1.99% | 6 |
|
|
2024
Q1 | $24.9M | Sell |
145,031
-6,146
| -4% | -$1.12M | 1.85% | 8 |
|
|
2023
Q4 | $29.1M | Buy |
151,177
+3,220
| +2% | +$595K | 2.13% | 8 |
|
|
2023
Q3 | $25.3M | Buy |
147,957
+1,234
| +0.8% | +$226K | 2.13% | 6 |
|
|
2023
Q2 | $28.5M | Buy |
146,723
+18,213
| +14% | +$3.17M | 2.52% | 6 |
|
|
2023
Q1 | $21.2M | Sell |
128,510
-14,107
| -10% | -$2.08M | 1.98% | 9 |
|
|
2022
Q4 | $18.5M | Sell |
142,617
-33,413
| -19% | -$4.78M | 1.85% | 10 |
|
|
2022
Q3 | $24.3M | Buy |
176,030
+35,779
| +26% | +$5.62M | 2.21% | 6 |
|
|
2022
Q2 | $19.2M | Sell |
140,251
-15,286
| -10% | -$2.31M | 2.04% | 10 |
|
|
2022
Q1 | $27.2M | Buy |
155,537
+9,125
| +6% | +$1.53M | 2.74% | 4 |
|
|
2021
Q4 | $26M | Sell |
146,412
-2,171
| -1% | -$343K | 2.53% | 6 |
|
|
2021
Q3 | $21M | Buy |
148,583
+2,800
| +2% | +$412K | 2.27% | 8 |
|
|
2021
Q2 | $20M | Buy |
145,783
+584
| +0.4% | +$75.7K | 2.22% | 8 |
|
|
2021
Q1 | $17.7M | Buy |
145,199
+3,643
| +3% | +$468K | 2.21% | 7 |
|
|
2020
Q4 | $18.8M | Buy |
141,556
+5,903
| +4% | +$710K | 2.6% | 6 |
|
|
2020
Q3 | $15.7M | Buy |
135,653
+7,377
| +6% | +$805K | 2.54% | 7 |
|
|
2020
Q2 | $11.7M | Sell |
128,276
-1,304
| -1% | -$101K | 2.11% | 7 |
|
|
2020
Q1 | $8.24M | Sell |
129,580
-5,576
| -4% | -$410K | 1.84% | 7 |
|
|
2019
Q4 | $9.92M | Sell |
135,156
-2,648
| -2% | -$170K | 1.81% | 7 |
|
|
2019
Q3 | $7.72M | Sell |
137,804
-5,548
| -4% | -$290K | 1.5% | 9 |
|
|
2019
Q2 | $7.09M | Buy |
143,352
+3,676
| +3% | +$179K | 1.26% | 14 |
|
|
2019
Q1 | $6.63M | Buy |
139,676
+6,824
| +5% | +$289K | 1.27% | 14 |
|
|
2018
Q4 | $5.24M | Sell |
132,852
-13,740
| -9% | -$666K | 1.23% | 15 |
|
|
2018
Q3 | $8.27M | Sell |
146,592
-632
| -0.4% | -$32.9K | 1.56% | 9 |
|
|
2018
Q2 | $6.81M | Sell |
147,224
-2,580
| -2% | -$117K | 1.4% | 11 |
|
|
2018
Q1 | $6.28M | Buy |
149,804
+14,084
| +10% | +$606K | 1.4% | 14 |
|
|
2017
Q4 | $5.74M | Buy |
+135,720
| New | +$5.67M | 1.29% | 16 |
|
Other funds holding AAPL
VCM
VPM
IFG Advisory's AAPL Position: Q1 2026 in Review
IFG Advisory reduced its Apple (AAPL) stake by 99% in Q1 2026, selling an estimated $43M and leaving 1,327 shares worth $337K. The position accounts for 0.97% of the portfolio, ranked #15.
IFG Advisory first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $45.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- IFG Advisory held 1,327 shares of Apple worth $337K as of Q1 2026.
- IFG Advisory sold 165,240 Apple shares in Q1 2026, an estimated $43M.
- Apple made up 0.97% of IFG Advisory's portfolio in Q1 2026, its #15 holding.
- IFG Advisory first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's Apple position peaked at $45.3M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.