Independent Advisor Alliance’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 | $257M | Buy |
887,758
+16,234
| +2% | +$4.64M | 6.02% | 2 |
|
|
2026
Q1 | $221M | Sell |
871,524
-56,469
| -6% | -$14.7M | 2.37% | 3 |
|
|
2025
Q4 | $252M | Buy |
927,993
+8,222
| +0.9% | +$2.21M | 6.13% | 2 |
|
|
2025
Q3 | $234M | Sell |
919,771
-23,359
| -2% | -$5.28M | 6.09% | 2 |
|
|
2025
Q2 | $194M | Sell |
943,130
-17,240
| -2% | -$3.48M | 5.58% | 2 |
|
|
2025
Q1 | $213M | Buy |
960,370
+8,263
| +0.9% | +$1.91M | 7.05% | 1 |
|
|
2024
Q4 | $238M | Buy |
952,107
+84,241
| +10% | +$19.9M | 3.16% | 1 |
|
|
2024
Q3 | $202M | Sell |
867,866
-52,871
| -6% | -$11.8M | 7.36% | 1 |
|
|
2024
Q2 | $194M | Buy |
920,737
+8,028
| +0.9% | +$1.5M | 6.64% | 1 |
|
|
2024
Q1 | $157M | Sell |
912,709
-4,379
| -0.5% | -$796K | 5.65% | 1 |
|
|
2023
Q4 | $177M | Sell |
917,088
-6,178
| -0.7% | -$1.14M | 6.36% | 2 |
|
|
2023
Q3 | $158M | Sell |
923,266
-7,712
| -0.8% | -$1.41M | 7.15% | 1 |
|
|
2023
Q2 | $181M | Buy |
930,978
+1,651
| +0.2% | +$288K | 7.96% | 1 |
|
|
2023
Q1 | $153M | Sell |
929,327
-40,792
| -4% | -$6.02M | 7.39% | 1 |
|
|
2022
Q4 | $3.27M | Sell |
970,119
-17,637
| -2% | -$2.52M | 1.12% | 11 |
|
|
2022
Q3 | $137M | Sell |
987,756
-24,552
| -2% | -$3.85M | 7.96% | 1 |
|
|
2022
Q2 | $138M | Sell |
1,012,308
-11,816
| -1% | -$1.79M | 7.73% | 1 |
|
|
2022
Q1 | $179M | Buy |
1,024,124
+65,358
| +7% | +$11M | 8.61% | 1 |
|
|
2021
Q4 | $170M | Buy |
958,766
+77,205
| +9% | +$12.2M | 8.4% | 1 |
|
|
2021
Q3 | $125M | Sell |
881,561
-2,926
| -0.3% | -$431K | 6.94% | 1 |
|
|
2021
Q2 | $121M | Sell |
884,487
-25,164
| -3% | -$3.26M | 6.64% | 1 |
|
|
2021
Q1 | $111M | Buy |
909,651
+30,769
| +4% | +$3.95M | 6.59% | 1 |
|
|
2020
Q4 | $117M | Sell |
878,882
-33,563
| -4% | -$4.04M | 7.91% | 1 |
|
|
2020
Q3 | $105M | Buy |
912,445
+74,213
| +9% | +$8.1M | 8% | 1 |
|
|
2020
Q2 | $77.1M | Buy |
838,232
+30,272
| +4% | +$2.35M | 8.25% | 1 |
|
|
2020
Q1 | $51.4M | Buy |
807,960
+3,720
| +0.5% | +$274K | 7.47% | 1 |
|
|
2019
Q4 | $59M | Sell |
804,240
-31,156
| -4% | -$2M | 2.58% | 3 |
|
|
2019
Q3 | $47.4M | Buy |
835,396
+5,924
| +0.7% | +$310K | 5.78% | 1 |
|
|
2019
Q2 | $37.8M | Buy |
829,472
+120,000
| +17% | +$5.85M | 5.47% | 1 |
|
|
2019
Q1 | $33.7M | Buy |
709,472
+68,600
| +11% | +$2.91M | 4.74% | 1 |
|
|
2018
Q4 | $25.4M | Buy |
640,872
+640,864
| +8,010,800% | +$31.1M | 4.49% | 1 |
|
|
2018
Q3 | $1K | Buy |
+8
| New | +$417 | ﹤0.01% | 377 |
|
|
2018
Q1 | – | Sell |
-553,544
| Closed | -$23.8M | – | 347 |
|
|
2017
Q4 | $24.1M | Buy |
553,544
+22,496
| +4% | +$940K | 5.39% | 1 |
|
|
2017
Q3 | $20.7M | Buy |
531,048
+18,824
| +4% | +$730K | 5.69% | 1 |
|
|
2017
Q2 | $16.5M | Buy |
512,224
+133,756
| +35% | +$4.94M | 5.25% | 1 |
|
|
2017
Q1 | $13.6M | Buy |
378,468
+61,436
| +19% | +$2.02M | 2.16% | 2 |
|
|
2016
Q4 | $9.51M | Buy |
+317,032
| New | +$8.99M | 4.08% | 1 |
|
Other funds holding AAPL
Independent Advisor Alliance's AAPL Position: Q2 2026 in Review
Independent Advisor Alliance increased its Apple (AAPL) stake by 1.9% in Q2 2026, buying an estimated $4.64M and bringing the position to 887,758 shares worth $257M. The position accounts for 6.02% of the portfolio, ranked #2.
Independent Advisor Alliance first reported a position in AAPL in Q4 2016 and has held it in 37 quarters since. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Independent Advisor Alliance held 887,758 shares of Apple worth $257M as of Q2 2026.
- Independent Advisor Alliance bought 16,234 Apple shares in Q2 2026, an estimated $4.64M.
- Apple made up 6.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #2 holding.
- Independent Advisor Alliance first reported a position in Apple in Q4 2016 and has held it in 37 quarters since.
- 6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.