Interactive Financial 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 | $359K | Sell |
1,241
-97
| -7% | -$27.7K | 0.22% | 59 |
|
|
2026
Q1 | $340K | Buy |
1,338
+287
| +27% | +$74.7K | 0.22% | 61 |
|
|
2025
Q4 | $286K | Buy |
1,051
+40
| +4% | +$10.7K | 0.18% | 68 |
|
|
2025
Q3 | $257K | Sell |
1,011
-7,096
| -88% | -$1.6M | 0.14% | 72 |
|
|
2025
Q2 | $1.66M | Buy |
8,107
+11
| +0.1% | +$2.22K | 0.81% | 31 |
|
|
2025
Q1 | $1.8M | Hold |
8,096
| – | – | 0.95% | 28 |
|
|
2024
Q4 | $2.03M | Hold |
8,096
| – | – | 1.06% | 27 |
|
|
2024
Q3 | $1.89M | Hold |
8,096
| – | – | 0.97% | 28 |
|
|
2024
Q2 | $1.71M | Hold |
8,096
| – | – | 0.94% | 27 |
|
|
2024
Q1 | $1.39M | Sell |
8,096
-2,412
| -23% | -$439K | 0.77% | 30 |
|
|
2023
Q4 | $629K | Buy |
10,508
+3,412
| +48% | +$630K | 0.34% | 45 |
|
|
2023
Q3 | $1.21M | Hold |
7,096
| – | – | 0.82% | 26 |
|
|
2023
Q2 | $1.38M | Sell |
7,096
-101
| -1% | -$17.6K | 0.94% | 32 |
|
|
2023
Q1 | $1.19M | Sell |
7,197
-862
| -11% | -$127K | 0.76% | 31 |
|
|
2022
Q4 | $1.05M | Sell |
8,059
-681
| -8% | -$97.3K | 0.63% | 34 |
|
|
2022
Q3 | $1.21M | Hold |
8,740
| – | – | 0.7% | 33 |
|
|
2022
Q2 | $1.2M | Sell |
8,740
-54,804
| -86% | -$8.3M | 0.6% | 35 |
|
|
2022
Q1 | $11.1M | Buy |
63,544
+18,546
| +41% | +$3.12M | 5.19% | 5 |
|
|
2021
Q4 | $7.99M | Buy |
44,998
+17,586
| +64% | +$2.78M | 3.05% | 10 |
|
|
2021
Q3 | $3.88M | Buy |
27,412
+17,443
| +175% | +$2.57M | 1.69% | 22 |
|
|
2021
Q2 | $1.36M | Sell |
9,969
-14,870
| -60% | -$1.93M | 0.56% | 36 |
|
|
2021
Q1 | $3.03M | Sell |
24,839
-14,503
| -37% | -$1.86M | 1.27% | 26 |
|
|
2020
Q4 | $5.22M | Buy |
+39,342
| New | +$4.73M | 2.38% | 13 |
|
|
2020
Q3 | – | Sell |
-28,028
| Closed | -$2.56M | – | 149 |
|
|
2020
Q2 | $2.56M | Buy |
+28,028
| New | +$2.17M | 1.26% | 20 |
|
|
2020
Q1 | – | Sell |
-58,936
| Closed | -$4.33M | – | 109 |
|
|
2019
Q4 | $4.33M | Sell |
58,936
-16,056
| -21% | -$1.03M | 1.95% | 16 |
|
|
2019
Q3 | $4.2M | Buy |
74,992
+48,084
| +179% | +$2.51M | 1.93% | 16 |
|
|
2019
Q2 | $1.33M | Buy |
+26,908
| New | +$1.31M | 0.61% | 28 |
|
|
2018
Q4 | – | Sell |
-50,196
| Closed | -$2.83M | – | 100 |
|
|
2018
Q3 | $2.83M | Buy |
50,196
+40,608
| +424% | +$2.11M | 1.35% | 22 |
|
|
2018
Q2 | $444K | Buy |
9,588
+3,876
| +68% | +$176K | 0.21% | 48 |
|
|
2018
Q1 | $240K | Buy |
5,712
+1,268
| +29% | +$54.6K | 0.11% | 62 |
|
|
2017
Q4 | $188K | Buy |
+4,444
| New | +$186K | 0.08% | 65 |
|
|
2014
Q2 | – | Sell |
-224
| Closed | -$4K | – | 87 |
|
|
2014
Q1 | $4K | Buy |
+224
| New | +$4.26K | ﹤0.01% | 76 |
|
Other funds holding AAPL
Interactive Financial Advisors's AAPL Position: Q2 2026 in Review
Interactive Financial Advisors reduced its Apple (AAPL) stake by 7.2% in Q2 2026, selling an estimated $27.7K and leaving 1,241 shares worth $359K. The position accounts for 0.22% of the portfolio, ranked #59.
Interactive Financial Advisors first reported a position in AAPL in Q1 2014 and has held it in 32 quarters since. The position peaked at $11.1M in Q1 2022. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Interactive Financial Advisors held 1,241 shares of Apple worth $359K as of Q2 2026.
- Interactive Financial Advisors sold 97 Apple shares in Q2 2026, an estimated $27.7K.
- Apple made up 0.22% of Interactive Financial Advisors's portfolio in Q2 2026, its #59 holding.
- Interactive Financial Advisors first reported a position in Apple in Q1 2014 and has held it in 32 quarters since.
- Interactive Financial Advisors's Apple position peaked at $11.1M in Q1 2022.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.