Joseph P. Lucia & Associates’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 | $13.3M | Sell |
45,874
-425
| -0.9% | -$122K | 3.99% | 2 |
|
|
2026
Q1 | $11.8M | Sell |
46,299
-1,246
| -3% | -$324K | 4.2% | 2 |
|
|
2025
Q4 | $12.9M | Buy |
47,545
+6,487
| +16% | +$1.74M | 4.66% | 2 |
|
|
2025
Q3 | $10.5M | Sell |
41,058
-127
| -0.3% | -$28.7K | 3.94% | 2 |
|
|
2025
Q2 | $8.45M | Buy |
41,185
+362
| +0.9% | +$73.1K | 3.46% | 2 |
|
|
2025
Q1 | $9.07M | Sell |
40,823
-2,384
| -6% | -$552K | 4.14% | 1 |
|
|
2024
Q4 | $10.8M | Sell |
43,207
-690
| -2% | -$163K | 4.81% | 1 |
|
|
2024
Q3 | $10.2M | Sell |
43,897
-126
| -0.3% | -$28.1K | 4.71% | 1 |
|
|
2024
Q2 | $9.27M | Buy |
44,023
+397
| +0.9% | +$74K | 4.75% | 2 |
|
|
2024
Q1 | $7.48M | Buy |
43,626
+466
| +1% | +$84.7K | 4.01% | 3 |
|
|
2023
Q4 | $8.31M | Buy |
43,160
+9
| +0% | +$1.66K | 5.17% | 1 |
|
|
2023
Q3 | $7.39M | Buy |
43,151
+433
| +1% | +$79.4K | 5.17% | 1 |
|
|
2023
Q2 | $8.29M | Sell |
42,718
-910
| -2% | -$159K | 5.55% | 1 |
|
|
2023
Q1 | $7.19M | Buy |
43,628
+1,333
| +3% | +$197K | 5.01% | 1 |
|
|
2022
Q4 | $5.5M | Buy |
42,295
+4,240
| +11% | +$606K | 4.12% | 2 |
|
|
2022
Q3 | $5.26M | Buy |
38,055
+2,530
| +7% | +$397K | 4.13% | 2 |
|
|
2022
Q2 | $4.86M | Buy |
35,525
+2,896
| +9% | +$439K | 3.43% | 4 |
|
|
2022
Q1 | $5.7M | Buy |
32,629
+2,204
| +7% | +$371K | 3.47% | 3 |
|
|
2021
Q4 | $5.4M | Buy |
30,425
+1,464
| +5% | +$231K | 3.43% | 3 |
|
|
2021
Q3 | $4.1M | Buy |
28,961
+37
| +0.1% | +$5.45K | 2.43% | 7 |
|
|
2021
Q2 | $3.96M | Buy |
28,924
+86
| +0.3% | +$11.1K | 2.37% | 8 |
|
|
2021
Q1 | $3.52M | Buy |
28,838
+455
| +2% | +$58.4K | 1.57% | 10 |
|
|
2020
Q4 | $3.77M | Sell |
28,383
-121
| -0.4% | -$14.6K | 2.63% | 5 |
|
|
2020
Q3 | $3.3M | Sell |
28,504
-888
| -3% | -$96.9K | 3.08% | 7 |
|
|
2020
Q2 | $2.68M | Sell |
29,392
-1,084
| -4% | -$84K | 2.41% | 10 |
|
|
2020
Q1 | $1.94M | Buy |
30,476
+2,276
| +8% | +$167K | 2.16% | 12 |
|
|
2019
Q4 | $2.07M | Sell |
28,200
-36
| -0.1% | -$2.32K | 1.88% | 16 |
|
|
2019
Q3 | $1.58M | Buy |
28,236
+16
| +0.1% | +$837 | 1.63% | 18 |
|
|
2019
Q2 | $1.4M | Sell |
28,220
-4,341,036
| -99% | -$212M | 1.46% | 20 |
|
|
2019
Q1 | $5.46K | Buy |
+4,369,256
| New | +$185M | 0.41% | 49 |
|
Other funds holding AAPL
Joseph P. Lucia & Associates's AAPL Position: Q2 2026 in Review
Joseph P. Lucia & Associates reduced its Apple (AAPL) stake by 0.92% in Q2 2026, selling an estimated $122K and leaving 45,874 shares worth $13.3M. The position accounts for 3.99% of the portfolio, ranked #2.
Joseph P. Lucia & Associates first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Joseph P. Lucia & Associates held 45,874 shares of Apple worth $13.3M as of Q2 2026.
- Joseph P. Lucia & Associates sold 425 Apple shares in Q2 2026, an estimated $122K.
- Apple made up 3.99% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #2 holding.
- Joseph P. Lucia & Associates first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
- 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.