Measured Wealth Private Client Group’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 | $6.04M | Buy |
20,887
+125
| +0.6% | +$35.8K | 1.46% | 18 |
|
|
2026
Q1 | $5.27M | Sell |
20,762
-741
| -3% | -$193K | 1.44% | 15 |
|
|
2025
Q4 | $5.85M | Buy |
21,503
+3,758
| +21% | +$1.01M | 1.55% | 16 |
|
|
2025
Q3 | $4.52M | Sell |
17,745
-1,947
| -10% | -$440K | 1.22% | 17 |
|
|
2025
Q2 | $4.04M | Buy |
19,692
+394
| +2% | +$79.6K | 1.21% | 18 |
|
|
2025
Q1 | $4.29M | Sell |
19,298
-1,965
| -9% | -$455K | 1.38% | 16 |
|
|
2024
Q4 | $5.32M | Sell |
21,263
-55
| -0.3% | -$13K | 1.72% | 13 |
|
|
2024
Q3 | $4.97M | Sell |
21,318
-2,010
| -9% | -$449K | 1.66% | 12 |
|
|
2024
Q2 | $4.91M | Sell |
23,328
-39
| -0.2% | -$7.27K | 1.73% | 9 |
|
|
2024
Q1 | $4.01M | Sell |
23,367
-4,311
| -16% | -$784K | 1.4% | 14 |
|
|
2023
Q4 | $5.33M | Buy |
27,678
+44
| +0.2% | +$8.12K | 1.96% | 11 |
|
|
2023
Q3 | $4.73M | Sell |
27,634
-1,254
| -4% | -$230K | 1.9% | 11 |
|
|
2023
Q2 | $5.6M | Sell |
28,888
-399
| -1% | -$69.5K | 2.13% | 11 |
|
|
2023
Q1 | $4.83M | Sell |
29,287
-3,512
| -11% | -$518K | 1.86% | 11 |
|
|
2022
Q4 | $4.26M | Sell |
32,799
-1,112
| -3% | -$159K | 1.75% | 11 |
|
|
2022
Q3 | $4.69M | Sell |
33,911
-1,952
| -5% | -$306K | 2.07% | 10 |
|
|
2022
Q2 | $4.9M | Buy |
35,863
+607
| +2% | +$91.9K | 2.16% | 8 |
|
|
2022
Q1 | $6.16M | Sell |
35,256
-487
| -1% | -$81.9K | 2.26% | 8 |
|
|
2021
Q4 | $6.35M | Sell |
35,743
-569
| -2% | -$89.9K | 2.24% | 8 |
|
|
2021
Q3 | $5.14M | Sell |
36,312
-1,312
| -3% | -$193K | 1.98% | 9 |
|
|
2021
Q2 | $5.15M | Buy |
37,624
+412
| +1% | +$53.4K | 1.64% | 10 |
|
|
2021
Q1 | $4.54M | Buy |
37,212
+137
| +0.4% | +$17.6K | 1.61% | 11 |
|
|
2020
Q4 | $4.92M | Sell |
37,075
-71
| -0.2% | -$8.54K | 2.05% | 8 |
|
|
2020
Q3 | $4.3M | Buy |
37,146
+9,162
| +33% | +$1,000K | 2.08% | 8 |
|
|
2020
Q2 | $2.55M | Buy |
27,984
+2,756
| +11% | +$214K | 1.49% | 9 |
|
|
2020
Q1 | $1.6M | Sell |
25,228
-3,728
| -13% | -$274K | 1.25% | 14 |
|
|
2019
Q4 | $2.13M | Sell |
28,956
-17,664
| -38% | -$1.14M | 1.42% | 12 |
|
|
2019
Q3 | $2.61M | Buy |
46,620
+9,420
| +25% | +$492K | 1.69% | 13 |
|
|
2019
Q2 | $1.65M | Buy |
37,200
+7,736
| +26% | +$377K | 0.95% | 18 |
|
|
2019
Q1 | $1.4M | Buy |
29,464
+264
| +0.9% | +$11.2K | 0.86% | 21 |
|
|
2018
Q4 | $1.15M | Buy |
29,200
+940
| +3% | +$45.6K | 1.04% | 21 |
|
|
2018
Q3 | $1.59M | Sell |
28,260
-796
| -3% | -$41.5K | 0.96% | 14 |
|
|
2018
Q2 | $1.24M | Buy |
+29,056
| New | +$1.32M | 1.01% | 18 |
|
|
2017
Q3 | $453K | Buy |
+11,760
| New | +$456K | 0.62% | 28 |
|
Other funds holding AAPL
Measured Wealth Private Client Group's AAPL Position: Q2 2026 in Review
Measured Wealth Private Client Group increased its Apple (AAPL) stake by 0.6% in Q2 2026, buying an estimated $35.8K and bringing the position to 20,887 shares worth $6.04M. The position accounts for 1.46% of the portfolio, ranked #18.
Measured Wealth Private Client Group first reported a position in AAPL in Q3 2017 and has held it in 34 quarters since. The position peaked at $6.35M in Q4 2021. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Measured Wealth Private Client Group held 20,887 shares of Apple worth $6.04M as of Q2 2026.
- Measured Wealth Private Client Group bought 125 Apple shares in Q2 2026, an estimated $35.8K.
- Apple made up 1.46% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #18 holding.
- Measured Wealth Private Client Group first reported a position in Apple in Q3 2017 and has held it in 34 quarters since.
- Measured Wealth Private Client Group's Apple position peaked at $6.35M in Q4 2021.
- 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.