Integrated Wealth Concepts’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 | $393M | Buy |
1,359,394
+345,498
| +34% | +$98.8M | 1.92% | 3 |
|
|
2026
Q1 | $257M | Buy |
1,013,896
+451,671
| +80% | +$118M | 2.05% | 3 |
|
|
2025
Q4 | $153M | Sell |
562,225
-401,246
| -42% | -$108M | 1.82% | 5 |
|
|
2025
Q3 | $245M | Buy |
963,471
+33,200
| +4% | +$7.5M | 2.19% | 3 |
|
|
2025
Q2 | $191M | Buy |
930,271
+22,450
| +2% | +$4.53M | 1.91% | 5 |
|
|
2025
Q1 | $202M | Sell |
907,821
-51,698
| -5% | -$12M | 2.35% | 3 |
|
|
2024
Q4 | $240M | Buy |
959,519
+43,137
| +5% | +$10.2M | 2.79% | 1 |
|
|
2024
Q3 | $214M | Sell |
916,382
-1,225
| -0.1% | -$274K | 2.6% | 3 |
|
|
2024
Q2 | $193M | Sell |
917,607
-7,695
| -0.8% | -$1.44M | 2.64% | 3 |
|
|
2024
Q1 | $159M | Buy |
925,302
+16,917
| +2% | +$3.08M | 2.3% | 3 |
|
|
2023
Q4 | $175M | Sell |
908,385
-10,961
| -1% | -$2.02M | 2.87% | 1 |
|
|
2023
Q3 | $157M | Buy |
919,346
+2,203
| +0.2% | +$404K | 2.78% | 1 |
|
|
2023
Q2 | $178M | Buy |
917,143
+44,204
| +5% | +$7.7M | 3.05% | 1 |
|
|
2023
Q1 | $144M | Buy |
872,939
+387,593
| +80% | +$57.2M | 2.97% | 1 |
|
|
2022
Q4 | $63.1M | Buy |
485,346
+4,048
| +0.8% | +$579K | 1.71% | 5 |
|
|
2022
Q3 | $66.5M | Buy |
481,298
+19,713
| +4% | +$3.09M | 2.13% | 3 |
|
|
2022
Q2 | $63.1M | Buy |
461,585
+10,035
| +2% | +$1.52M | 1.97% | 4 |
|
|
2022
Q1 | $78.8M | Sell |
451,550
-15,208
| -3% | -$2.56M | 2.41% | 4 |
|
|
2021
Q4 | $82.9M | Buy |
466,758
+16,618
| +4% | +$2.63M | 2.46% | 3 |
|
|
2021
Q3 | $63.7M | Buy |
450,140
+123,598
| +38% | +$18.2M | 2.07% | 5 |
|
|
2021
Q2 | $44.7M | Buy |
326,542
+7,191
| +2% | +$932K | 1.58% | 8 |
|
|
2021
Q1 | $39M | Buy |
319,351
+36,363
| +13% | +$4.67M | 1.6% | 13 |
|
|
2020
Q4 | $37.5M | Buy |
282,988
+21,751
| +8% | +$2.62M | 1.78% | 9 |
|
|
2020
Q3 | $30.3M | Buy |
261,237
+19,165
| +8% | +$2.09M | 1.87% | 9 |
|
|
2020
Q2 | $22.1M | Buy |
242,072
+15,244
| +7% | +$1.18M | 1.59% | 14 |
|
|
2020
Q1 | $14.4M | Buy |
226,828
+4,144
| +2% | +$305K | 1.33% | 23 |
|
|
2019
Q4 | $16.3M | Buy |
222,684
+43,744
| +24% | +$2.81M | 1.38% | 18 |
|
|
2019
Q3 | $10M | Sell |
178,940
-4,860
| -3% | -$254K | 1.13% | 24 |
|
|
2019
Q2 | $7.64M | Buy |
183,800
+68,024
| +59% | +$3.31M | 1% | 31 |
|
|
2019
Q1 | $5.5M | Buy |
115,776
+27,548
| +31% | +$1.17M | 0.93% | 33 |
|
|
2018
Q4 | $3.48M | Buy |
88,228
+20,076
| +29% | +$973K | 0.95% | 30 |
|
|
2018
Q3 | $3.87M | Buy |
68,152
+4,904
| +8% | +$255K | 1.17% | 20 |
|
|
2018
Q2 | $2.96M | Buy |
63,248
+1,132
| +2% | +$51.3K | 1.01% | 22 |
|
|
2018
Q1 | $2.59M | Buy |
62,116
+1,548
| +3% | +$66.6K | 1.04% | 17 |
|
|
2017
Q4 | $2.64M | Buy |
+60,568
| New | +$2.53M | 1.13% | 17 |
|
Other funds holding AAPL
Integrated Wealth Concepts's AAPL Position: Q2 2026 in Review
Integrated Wealth Concepts increased its Apple (AAPL) stake by 34% in Q2 2026, buying an estimated $98.8M and bringing the position to 1,359,394 shares worth $393M. The position accounts for 1.92% of the portfolio, ranked #3.
Integrated Wealth Concepts first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Integrated Wealth Concepts held 1,359,394 shares of Apple worth $393M as of Q2 2026.
- Integrated Wealth Concepts bought 345,498 Apple shares in Q2 2026, an estimated $98.8M.
- Apple made up 1.92% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3 holding.
- Integrated Wealth Concepts first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.