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Laurel Wealth Advisors (North Carolina)’s Apple AAPL Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.5M Sell
129,713
-1,069
-0.8% -$306K 3.63% 4
2026
Q1 		$38.4M Buy
130,782
+497
+0.4% +$129K 3.79% 4
2025
Q4 		$35.4M Sell
130,285
-2,443
-2% -$656K 4.68% 2
2025
Q3 		$33.8M Buy
132,728
+793
+0.6% +$179K 4.72% 2
2025
Q2 		$27.1M Buy
131,935
+307
+0.2% +$62K 4.05% 3
2025
Q1 		$29.2M Sell
131,628
-4,377
-3% -$1.01M 4.58% 2
2024
Q4 		$34.1M Sell
136,005
-834
-0.6% -$197K 5.32% 2
2024
Q3 		$31.9M Sell
136,839
-507
-0.4% -$113K 5.08% 2
2024
Q2 		$28.9M Sell
137,346
-2,630
-2% -$490K 5.02% 2
2024
Q1 		$24M Buy
139,976
+2,358
+2% +$429K 4.09% 3
2023
Q4 		$26.5M Buy
137,618
+160
+0.1% +$29.5K 5.03% 2
2023
Q3 		$23.5M Sell
137,458
-4,714
-3% -$864K 4.98% 2
2023
Q2 		$27.6M Sell
142,172
-2,144
-1% -$374K 5.52% 1
2023
Q1 		$23.8M Buy
144,316
+2,296
+2% +$339K 5.03% 2
2022
Q4 		$18.5M Buy
142,020
+440
+0.3% +$62.9K 4.17% 2
2022
Q3 		$19.6M Sell
141,580
-359
-0.3% -$56.3K 4.87% 2
2022
Q2 		$19.4M Sell
141,939
-53
-0% -$8.03K 4.69% 2
2022
Q1 		$24.8M Sell
141,992
-1,540
-1% -$259K 5.21% 1
2021
Q4 		$25.5M Buy
143,532
+567
+0.4% +$89.6K 5.22% 1
2021
Q3 		$20.2M Sell
142,965
-4,039
-3% -$595K 4.47% 2
2021
Q2 		$20.1M Buy
147,004
+384
+0.3% +$49.8K 4.34% 2
2021
Q1 		$17.9M Sell
146,620
-2,830
-2% -$363K 4.34% 2
2020
Q4 		$19.8M Buy
149,450
+6,154
+4% +$740K 5.15% 2
2020
Q3 		$16.6M Sell
143,296
-6,708
-4% -$732K 4.96% 2
2020
Q2 		$13.7M Sell
150,004
-4,772
-3% -$370K 4.5% 2
2020
Q1 		$9.84M Sell
154,776
-5,676
-4% -$417K 3.7% 4
2019
Q4 		$11.8M Buy
160,452
+6,736
+4% +$433K 3.71% 3
2019
Q3 		$8.61M Sell
153,716
-692
-0.4% -$36.2K 2.94% 5
2019
Q2 		$7.64M Sell
154,408
-4,092
-3% -$199K 2.69% 5
2019
Q1 		$7.53M Buy
158,500
+192
+0.1% +$8.14K 2.76% 5
2018
Q4 		$6.24M Buy
+158,308
New +$7.67M 2.51% 7

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AAPL Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Apple (AAPL) stake by 0.82% in Q2 2026, selling an estimated $306K and leaving 129,713 shares worth $37.5M. The position accounts for 3.63% of the portfolio, ranked #4.

Laurel Wealth Advisors (North Carolina) first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $38.4M in Q1 2026. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 129,713 shares of Apple worth $37.5M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 1,069 Apple shares in Q2 2026, an estimated $306K.
  • Apple made up 3.63% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #4 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Apple position peaked at $38.4M in Q1 2026.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.