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Martel Wealth Advisors’s Apple AAPL Stock Holding History

Martel Wealth Advisors’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 		$639K Buy
2,209
+50
+2% +$14.3K 0.1% 39
2026
Q1 		$548K Hold
2,159
– – 0.09% 44
2025
Q4 		$587K Buy
2,159
+150
+7% +$40.3K 0.1% 39
2025
Q3 		$511K Sell
2,009
-734
-27% -$166K 0.09% 43
2025
Q2 		$563K Buy
2,743
+1
+0% +$202 0.1% 40
2025
Q1 		$609K Hold
2,742
– – 0.12% 38
2024
Q4 		$687K Sell
2,742
-84
-3% -$19.8K 0.13% 38
2024
Q3 		$641K Sell
2,826
-283
-9% -$63.2K 0.13% 31
2024
Q2 		$655K Sell
3,109
-199
-6% -$37.1K 0.14% 32
2024
Q1 		$567K Sell
3,308
-31
-0.9% -$5.64K 0.12% 33
2023
Q4 		$643K Buy
3,339
+517
+18% +$95.5K 0.15% 32
2023
Q3 		$483K Buy
2,822
+795
+39% +$146K 0.12% 33
2023
Q2 		$393K Buy
2,027
+120
+6% +$20.9K 0.1% 38
2023
Q1 		$314K Sell
1,907
-377
-17% -$55.6K 0.08% 38
2022
Q4 		$297K Hold
2,284
– – 0.08% 40
2022
Q3 		$316K Hold
2,284
– – 0.09% 39
2022
Q2 		$312K Buy
2,284
+60
+3% +$9.09K 0.09% 41
2022
Q1 		$388K Buy
2,224
+69
+3% +$11.6K 0.09% 39
2021
Q4 		$383K Sell
2,155
-125
-5% -$19.8K 0.09% 39
2021
Q3 		$323K Hold
2,280
– – 0.08% 42
2021
Q2 		$312K Sell
2,280
-78
-3% -$10.1K 0.08% 42
2021
Q1 		$288K Sell
2,358
-138
-6% -$17.7K 0.08% 42
2020
Q4 		$331K Buy
+2,496
New +$300K 0.1% 39

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

Martel Wealth Advisors's AAPL Position: Q2 2026 in Review

Martel Wealth Advisors increased its Apple (AAPL) stake by 2.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,209 shares worth $639K. The position accounts for 0.1% of the portfolio, ranked #39.

Martel Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $687K in Q4 2024. 1,197 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Martel Wealth Advisors held 2,209 shares of Apple worth $639K as of Q2 2026.
  • Martel Wealth Advisors bought 50 Apple shares in Q2 2026, an estimated $14.3K.
  • Apple made up 0.1% of Martel Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Martel Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Martel Wealth Advisors's Apple position peaked at $687K in Q4 2024.
  • 1,197 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.