Market Street Wealth Management 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 | $5.24M | Buy |
18,121
+857
| +5% | +$245K | 0.75% | 25 |
|
|
2026
Q1 | $4.38M | Buy |
17,264
+1,107
| +7% | +$288K | 0.69% | 28 |
|
|
2025
Q4 | $4.39M | Buy |
16,157
+563
| +4% | +$151K | 0.68% | 27 |
|
|
2025
Q3 | $3.97M | Buy |
15,594
+1,102
| +8% | +$249K | 0.63% | 28 |
|
|
2025
Q2 | $2.97M | Buy |
14,492
+54
| +0.4% | +$10.9K | 0.49% | 30 |
|
|
2025
Q1 | $3.21M | Buy |
14,438
+373
| +3% | +$86.4K | 0.54% | 28 |
|
|
2024
Q4 | $3.52M | Buy |
14,065
+1,833
| +15% | +$432K | 0.59% | 26 |
|
|
2024
Q3 | $2.85M | Buy |
12,232
+104
| +0.9% | +$23.2K | 0.47% | 28 |
|
|
2024
Q2 | $2.55M | Buy |
12,128
+305
| +3% | +$56.9K | 0.44% | 30 |
|
|
2024
Q1 | $2.03M | Sell |
11,823
-1,002
| -8% | -$182K | 0.36% | 35 |
|
|
2023
Q4 | $2.47M | Buy |
12,825
+959
| +8% | +$177K | 0.52% | 31 |
|
|
2023
Q3 | $2.03M | Buy |
11,866
+2,471
| +26% | +$453K | 0.52% | 34 |
|
|
2023
Q2 | $1.82M | Sell |
9,395
-892
| -9% | -$155K | 0.46% | 35 |
|
|
2023
Q1 | $1.7M | Buy |
10,287
+213
| +2% | +$31.4K | 0.45% | 37 |
|
|
2022
Q4 | $1.31M | Buy |
10,074
+597
| +6% | +$85.3K | 0.38% | 47 |
|
|
2022
Q3 | $1.31M | Buy |
9,477
+44
| +0.5% | +$6.91K | 0.42% | 53 |
|
|
2022
Q2 | $1.29M | Buy |
9,433
+1,817
| +24% | +$275K | 0.4% | 50 |
|
|
2022
Q1 | $1.33M | Buy |
7,616
+267
| +4% | +$44.9K | 0.47% | 43 |
|
|
2021
Q4 | $1.3M | Sell |
7,349
-766
| -9% | -$121K | 0.43% | 41 |
|
|
2021
Q3 | $1.15M | Hold |
8,115
| – | – | 0.45% | 39 |
|
|
2021
Q2 | $1.11M | Sell |
8,115
-46
| -0.6% | -$5.96K | 0.49% | 39 |
|
|
2021
Q1 | $997K | Buy |
8,161
+48
| +0.6% | +$6.16K | 0.59% | 35 |
|
|
2020
Q4 | $1.08M | Hold |
8,113
| – | – | 0.84% | 27 |
|
|
2020
Q3 | $940K | Sell |
8,113
-19
| -0.2% | -$2.07K | 0.84% | 27 |
|
|
2020
Q2 | $742K | Buy |
8,132
+256
| +3% | +$19.8K | 0.68% | 27 |
|
|
2020
Q1 | $501K | Buy |
7,876
+868
| +12% | +$63.8K | 0.54% | 32 |
|
|
2019
Q4 | $515K | Buy |
7,008
+68
| +1% | +$4.38K | 0.47% | 30 |
|
|
2019
Q3 | $389K | Buy |
6,940
+4
| +0.1% | +$209 | 0.38% | 31 |
|
|
2019
Q2 | $362K | Sell |
6,936
-36
| -0.5% | -$1.75K | 0.35% | 29 |
|
|
2019
Q1 | $331K | Buy |
6,972
+40
| +0.6% | +$1.7K | 0.33% | 30 |
|
|
2018
Q4 | $273K | Buy |
+6,932
| New | +$336K | 0.3% | 31 |
|
Other funds holding AAPL
Market Street Wealth Management Advisors's AAPL Position: Q2 2026 in Review
Market Street Wealth Management Advisors increased its Apple (AAPL) stake by 5% in Q2 2026, buying an estimated $245K and bringing the position to 18,121 shares worth $5.24M. The position accounts for 0.75% of the portfolio, ranked #25.
Market Street Wealth Management Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,145 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Market Street Wealth Management Advisors held 18,121 shares of Apple worth $5.24M as of Q2 2026.
- Market Street Wealth Management Advisors bought 857 Apple shares in Q2 2026, an estimated $245K.
- Apple made up 0.75% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #25 holding.
- Market Street Wealth Management Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,145 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.