IFP 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 | $140M | Sell |
484,958
-298
| -0.1% | -$85.2K | 2.53% | 1 |
|
|
2026
Q1 | $123M | Buy |
485,256
+52,487
| +12% | +$13.7M | 2.55% | 1 |
|
|
2025
Q4 | $118M | Buy |
432,769
+23,904
| +6% | +$6.42M | 2.64% | 1 |
|
|
2025
Q3 | $104M | Sell |
408,865
-23,593
| -5% | -$5.33M | 2.7% | 1 |
|
|
2025
Q2 | $88.7M | Buy |
432,458
+8,185
| +2% | +$1.65M | 2.52% | 1 |
|
|
2025
Q1 | $94.3M | Buy |
424,273
+85,862
| +25% | +$19.9M | 2.91% | 1 |
|
|
2024
Q4 | $84.7M | Buy |
338,411
+29,177
| +9% | +$6.88M | 2.78% | 1 |
|
|
2024
Q3 | $72.1M | Sell |
309,234
-5,630
| -2% | -$1.26M | 2.6% | 1 |
|
|
2024
Q2 | $66.3M | Buy |
314,864
+28,925
| +10% | +$5.39M | 2.63% | 1 |
|
|
2024
Q1 | $49M | Buy |
285,939
+5,557
| +2% | +$1.01M | 2.15% | 1 |
|
|
2023
Q4 | $54M | Sell |
280,382
-26,356
| -9% | -$4.87M | 2.55% | 1 |
|
|
2023
Q3 | $52.5M | Sell |
306,738
-18,980
| -6% | -$3.48M | 2.36% | 3 |
|
|
2023
Q2 | $63.2M | Sell |
325,718
-28,788
| -8% | -$5.02M | 2.64% | 1 |
|
|
2023
Q1 | $33M | Sell |
354,506
-407,929
| -54% | -$60.2M | 1.44% | 6 |
|
|
2022
Q4 | $71.1M | Sell |
762,435
-3,588
| -0.5% | -$513K | 1.9% | 4 |
|
|
2022
Q3 | $71.5M | Buy |
766,023
+30,052
| +4% | +$4.72M | 1.86% | 4 |
|
|
2022
Q2 | $68.7M | Hold |
735,971
| – | – | 2.2% | 2 |
|
|
2022
Q1 | $68.7M | Buy |
735,971
+370,470
| +101% | +$62.3M | 2.2% | 2 |
|
|
2021
Q4 | $64.9M | Sell |
365,501
-23,699
| -6% | -$3.75M | 1.27% | 11 |
|
|
2021
Q3 | $55.1M | Sell |
389,200
-10,848
| -3% | -$1.6M | 1.1% | 10 |
|
|
2021
Q2 | $54.8M | Sell |
400,048
-5,437
| -1% | -$704K | 1.13% | 10 |
|
|
2021
Q1 | $49.5M | Sell |
405,485
-8,491
| -2% | -$1.09M | 0.96% | 13 |
|
|
2020
Q4 | $55M | Sell |
413,976
-18,111
| -4% | -$2.18M | 2.23% | 4 |
|
|
2020
Q3 | $50M | Sell |
432,087
-3,769
| -0.9% | -$411K | 2.99% | 2 |
|
|
2020
Q2 | $39.4M | Buy |
435,856
+11,712
| +3% | +$908K | 3.12% | 1 |
|
|
2020
Q1 | $27.4M | Sell |
424,144
-22,028
| -5% | -$1.62M | 2.77% | 1 |
|
|
2019
Q4 | $32.3M | Sell |
446,172
-142,848
| -24% | -$9.19M | 2.43% | 3 |
|
|
2019
Q3 | $32.3M | Buy |
+589,020
| New | +$30.8M | 2.16% | 2 |
|
|
2019
Q1 | $15.9M | Sell |
335,880
-431,600
| -56% | -$18.3M | 2.18% | 4 |
|
|
2018
Q4 | $30M | Sell |
767,480
-93,556
| -11% | -$4.54M | 1.83% | 2 |
|
|
2018
Q3 | $48.6M | Sell |
861,036
-47,560
| -5% | -$2.48M | 1.98% | 3 |
|
|
2018
Q2 | $42M | Sell |
908,596
-243,056
| -21% | -$11M | 1.77% | 4 |
|
|
2018
Q1 | $48.7M | Buy |
1,151,652
+800
| +0.1% | +$34.4K | 2.21% | 2 |
|
|
2017
Q4 | $48.7M | Sell |
1,150,852
-282,684
| -20% | -$11.8M | 2.21% | 2 |
|
|
2017
Q3 | $55.2M | Sell |
1,433,536
-18,500
| -1% | -$718K | 2.19% | 1 |
|
|
2017
Q2 | $52.3M | Buy |
1,452,036
+69,964
| +5% | +$2.59M | 2.22% | 1 |
|
|
2017
Q1 | $49.6M | Sell |
1,382,072
-155,424
| -10% | -$5.12M | 2.16% | 1 |
|
|
2016
Q4 | $44.5M | Buy |
1,537,496
+287,404
| +23% | +$8.15M | 2.15% | 1 |
|
|
2016
Q3 | $35.3M | Sell |
1,250,092
-5,140
| -0.4% | -$136K | 1.84% | 2 |
|
|
2016
Q2 | $30M | Buy |
1,255,232
+919,352
| +274% | +$22.8M | 1.68% | 4 |
|
|
2016
Q1 | $15.9M | Sell |
335,880
-1,021,076
| -75% | -$25.4M | 2.18% | 4 |
|
|
2015
Q4 | $35.7M | Buy |
+1,356,956
| New | +$38.8M | 2.4% | 1 |
|
Other funds holding AAPL
IFP Advisors's AAPL Position: Q2 2026 in Review
IFP Advisors reduced its Apple (AAPL) stake by 0.06% in Q2 2026, selling an estimated $85.2K and leaving 484,958 shares worth $140M. The position accounts for 2.53% of the portfolio, ranked #1.
IFP Advisors first reported a position in AAPL in Q4 2015 and has held it in 42 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- IFP Advisors held 484,958 shares of Apple worth $140M as of Q2 2026.
- IFP Advisors sold 298 Apple shares in Q2 2026, an estimated $85.2K.
- Apple made up 2.53% of IFP Advisors's portfolio in Q2 2026, its #1 holding.
- IFP Advisors first reported a position in Apple in Q4 2015 and has held it in 42 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.