Liberty Wealth Management’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 | $28.4M | Hold |
111,781
| – | – | 3.54% | 7 |
|
|
2026
Q1 | $28.4M | Sell |
111,781
-5,170
| -4% | -$1.35M | 3.54% | 7 |
|
|
2025
Q4 | $31.8M | Buy |
116,951
+5,660
| +5% | +$1.52M | 4.1% | 4 |
|
|
2025
Q3 | $28.3M | Buy |
111,291
+1,905
| +2% | +$430K | 3.99% | 5 |
|
|
2025
Q2 | $22.4M | Sell |
109,386
-4,904
| -4% | -$990K | 3.52% | 8 |
|
|
2025
Q1 | $25.4M | Sell |
114,290
-2,419
| -2% | -$560K | 4.86% | 4 |
|
|
2024
Q4 | $29.2M | Sell |
116,709
-1,740
| -1% | -$410K | 4.87% | 4 |
|
|
2024
Q3 | $27.6M | Sell |
118,449
-63,102
| -35% | -$14.1M | 4.69% | 4 |
|
|
2024
Q2 | $24.4M | Buy |
181,551
+75,072
| +71% | +$14M | 4.47% | 5 |
|
|
2024
Q1 | $18.3M | Buy |
106,479
+4,065
| +4% | +$739K | 3.56% | 5 |
|
|
2023
Q4 | $19.7M | Buy |
102,414
+6,879
| +7% | +$1.27M | 4.22% | 5 |
|
|
2023
Q3 | $16.4M | Sell |
95,535
-7,467
| -7% | -$1.37M | 4.07% | 4 |
|
|
2023
Q2 | $20M | Sell |
103,002
-84,240
| -45% | -$14.7M | 4.94% | 4 |
|
|
2023
Q1 | $30.3M | Buy |
+187,242
| New | +$27.6M | 6.26% | 2 |
|
|
2022
Q3 | $13.1M | Buy |
94,583
+1,116
| +1% | +$175K | 3.49% | 8 |
|
|
2022
Q2 | $12.8M | Buy |
93,467
+3,238
| +4% | +$490K | 5.18% | 3 |
|
|
2022
Q1 | $15.7M | Buy |
90,229
+2,170
| +2% | +$365K | 5.68% | 3 |
|
|
2021
Q4 | $15.7K | Buy |
88,059
+1,530
| +2% | +$242K | 0.68% | 22 |
|
|
2021
Q3 | $12.3M | Sell |
86,529
-98,168
| -53% | -$14.5M | 4.37% | 3 |
|
|
2021
Q2 | $25.3M | Buy |
184,697
+5,096
| +3% | +$660K | 9.85% | 1 |
|
|
2021
Q1 | $24.1M | Hold |
179,601
| – | – | 11.77% | 1 |
|
|
2020
Q4 | $24.1M | Sell |
179,601
-9,637
| -5% | -$1.16M | 11.79% | 1 |
|
|
2020
Q3 | $21.9M | Buy |
189,238
+20,530
| +12% | +$2.24M | 12.92% | 1 |
|
|
2020
Q2 | $15.4M | Sell |
168,708
-9,172
| -5% | -$711K | 10.83% | 1 |
|
|
2020
Q1 | $11.3M | Sell |
177,880
-1,316
| -0.7% | -$96.8K | 9.88% | 1 |
|
|
2019
Q4 | $13.2M | Buy |
179,196
+2,360
| +1% | +$152K | 10.37% | 1 |
|
|
2019
Q3 | $9.9M | Sell |
176,836
-32,924
| -16% | -$1.72M | 9.37% | 1 |
|
|
2019
Q2 | $10.4M | Buy |
209,760
+33,436
| +19% | +$1.63M | 9.1% | 1 |
|
|
2019
Q1 | $8.37M | Sell |
176,324
-912
| -0.5% | -$38.7K | 6.31% | 3 |
|
|
2018
Q4 | $6.99M | Buy |
+177,236
| New | +$8.59M | 5.21% | 4 |
|
Other funds holding AAPL
Liberty Wealth Management's AAPL Position: Q2 2026 in Review
Liberty Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 111,781 shares worth $28.4M. The position accounts for 3.54% of the portfolio, ranked #7.
Liberty Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $31.8M in Q4 2025. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Liberty Wealth Management held 111,781 shares of Apple worth $28.4M as of Q2 2026.
- Liberty Wealth Management left its Apple share count unchanged in Q2 2026.
- Apple made up 3.54% of Liberty Wealth Management's portfolio in Q2 2026, its #7 holding.
- Liberty Wealth Management first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- Liberty Wealth Management's Apple position peaked at $31.8M in Q4 2025.
- 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.