Insight Wealth Strategies’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 | $13.9M | Buy |
47,318
+1,690
| +4% | +$483K | 1.36% | 23 |
|
|
2026
Q1 | $11.6M | Buy |
45,628
+27
| +0.1% | +$7.03K | 1.29% | 25 |
|
|
2025
Q4 | $12.4M | Sell |
45,601
-961
| -2% | -$258K | 1.42% | 24 |
|
|
2025
Q3 | $11.9M | Buy |
46,562
+8,616
| +23% | +$1.95M | 1.4% | 22 |
|
|
2025
Q2 | $7.89M | Buy |
37,946
+936
| +3% | +$189K | 1% | 26 |
|
|
2025
Q1 | $8.22M | Sell |
37,010
-981
| -3% | -$227K | 1.11% | 25 |
|
|
2024
Q4 | $9.51M | Sell |
37,991
-19,963
| -34% | -$4.7M | 1.28% | 21 |
|
|
2024
Q3 | $13.5M | Sell |
57,954
-847
| -1% | -$189K | 1.78% | 14 |
|
|
2024
Q2 | $12.4M | Sell |
58,801
-1,384
| -2% | -$258K | 1.76% | 16 |
|
|
2024
Q1 | $10.3M | Buy |
60,185
+18,224
| +43% | +$3.31M | 1.52% | 19 |
|
|
2023
Q4 | $8.08M | Buy |
41,961
+4,919
| +13% | +$908K | 1.3% | 21 |
|
|
2023
Q3 | $6.34M | Buy |
37,042
+1,184
| +3% | +$217K | 1.23% | 19 |
|
|
2023
Q2 | $6.96M | Sell |
35,858
-247
| -0.7% | -$43K | 1.33% | 18 |
|
|
2023
Q1 | $5.95M | Buy |
36,105
+333
| +0.9% | +$49.1K | 1.17% | 18 |
|
|
2022
Q4 | $4.65M | Sell |
35,772
-26,914
| -43% | -$3.85M | 0.9% | 21 |
|
|
2022
Q3 | $8.57M | Hold |
62,686
| – | – | 1.59% | 19 |
|
|
2022
Q2 | $8.57M | Sell |
62,686
-1,866
| -3% | -$283K | 1.59% | 19 |
|
|
2022
Q1 | $11.3M | Buy |
64,552
+1,195
| +2% | +$201K | 1.66% | 20 |
|
|
2021
Q4 | $11.3M | Sell |
63,357
-351
| -0.6% | -$55.5K | 1.6% | 22 |
|
|
2021
Q3 | $9.02M | Sell |
63,708
-1,795
| -3% | -$264K | 1.27% | 22 |
|
|
2021
Q2 | $8.97M | Sell |
65,503
-13,006
| -17% | -$1.69M | 1.28% | 22 |
|
|
2021
Q1 | $9.59M | Buy |
78,509
+9,253
| +13% | +$1.19M | 1.29% | 22 |
|
|
2020
Q4 | $9.19M | Buy |
69,256
+909
| +1% | +$109K | 1.56% | 21 |
|
|
2020
Q3 | $7.92M | Buy |
68,347
+8,259
| +14% | +$901K | 1.47% | 21 |
|
|
2020
Q2 | $5.48M | Sell |
60,088
-9,760
| -14% | -$756K | 1.22% | 21 |
|
|
2020
Q1 | $4.44M | Sell |
69,848
-91,256
| -57% | -$6.71M | 1.18% | 21 |
|
|
2019
Q4 | $11.8M | Buy |
161,104
+644
| +0.4% | +$41.4K | 2.5% | 11 |
|
|
2019
Q3 | $8.98M | Buy |
160,460
+17,300
| +12% | +$904K | 2.11% | 13 |
|
|
2019
Q2 | $7.08M | Buy |
143,160
+25,520
| +22% | +$1.24M | 1.73% | 16 |
|
|
2019
Q1 | $5.59M | Buy |
117,640
+15,784
| +15% | +$670K | 1.56% | 16 |
|
|
2018
Q4 | $4.02M | Buy |
+101,856
| New | +$4.94M | 1.23% | 18 |
|
Other funds holding AAPL
ECSS
Insight Wealth Strategies's AAPL Position: Q2 2026 in Review
Insight Wealth Strategies increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $483K and bringing the position to 47,318 shares worth $13.9M. The position accounts for 1.36% of the portfolio, ranked #23.
Insight Wealth Strategies first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 2,698 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Insight Wealth Strategies held 47,318 shares of Apple worth $13.9M as of Q2 2026.
- Insight Wealth Strategies bought 1,690 Apple shares in Q2 2026, an estimated $483K.
- Apple made up 1.36% of Insight Wealth Strategies's portfolio in Q2 2026, its #23 holding.
- Insight Wealth Strategies first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 2,698 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.