MinichMacGregor 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 | $4M | Sell |
13,828
-305
| -2% | -$87.2K | 0.61% | 44 |
|
|
2026
Q1 | $3.59M | Sell |
14,133
-627
| -4% | -$163K | 0.63% | 45 |
|
|
2025
Q4 | $4.01M | Buy |
14,760
+56
| +0.4% | +$15K | 0.73% | 43 |
|
|
2025
Q3 | $3.74M | Buy |
14,704
+1,785
| +14% | +$403K | 0.73% | 42 |
|
|
2025
Q2 | $2.65M | Sell |
12,919
-1,634
| -11% | -$330K | 0.57% | 43 |
|
|
2025
Q1 | $3.23M | Sell |
14,553
-20
| -0.1% | -$4.63K | 0.72% | 43 |
|
|
2024
Q4 | $3.65M | Buy |
14,573
+523
| +4% | +$123K | 0.76% | 42 |
|
|
2024
Q3 | $3.27M | Hold |
14,050
| – | – | 0.7% | 42 |
|
|
2024
Q2 | $2.96M | Buy |
14,050
+118
| +0.8% | +$22K | 0.72% | 40 |
|
|
2024
Q1 | $2.37M | Sell |
13,932
-901
| -6% | -$164K | 0.6% | 45 |
|
|
2023
Q4 | $2.86M | Sell |
14,833
-653
| -4% | -$121K | 0.83% | 35 |
|
|
2023
Q3 | $2.65M | Buy |
15,486
+383
| +3% | +$70.2K | 0.88% | 42 |
|
|
2023
Q2 | $2.93M | Sell |
15,103
-135
| -0.9% | -$23.5K | 0.91% | 39 |
|
|
2023
Q1 | $2.51M | Buy |
15,238
+2,334
| +18% | +$344K | 0.83% | 34 |
|
|
2022
Q4 | $1.68M | Sell |
12,904
-49
| -0.4% | -$7K | 0.61% | 38 |
|
|
2022
Q3 | $1.79M | Buy |
12,953
+929
| +8% | +$146K | 0.71% | 37 |
|
|
2022
Q2 | $1.64M | Buy |
12,024
+60
| +0.5% | +$9.09K | 0.68% | 39 |
|
|
2022
Q1 | $2.09M | Buy |
11,964
+296
| +3% | +$49.8K | 0.67% | 37 |
|
|
2021
Q4 | $2.07M | Sell |
11,668
-539
| -4% | -$85.2K | 0.63% | 38 |
|
|
2021
Q3 | $1.73M | Buy |
12,207
+135
| +1% | +$19.9K | 0.58% | 35 |
|
|
2021
Q2 | $1.65M | Sell |
12,072
-243
| -2% | -$31.5K | 0.58% | 35 |
|
|
2021
Q1 | $1.5M | Sell |
12,315
-9
| -0.1% | -$1.16K | 0.56% | 36 |
|
|
2020
Q4 | $1.64M | Buy |
12,324
+925
| +8% | +$111K | 0.67% | 36 |
|
|
2020
Q3 | $1.33M | Buy |
11,399
+1,327
| +13% | +$145K | 0.63% | 32 |
|
|
2020
Q2 | $918K | Sell |
10,072
-7,916
| -44% | -$613K | 0.51% | 31 |
|
|
2020
Q1 | $1.28M | Buy |
17,988
+5,884
| +49% | +$433K | 1.15% | 17 |
|
|
2019
Q4 | $888K | Buy |
12,104
+44
| +0.4% | +$2.83K | 0.49% | 32 |
|
|
2019
Q3 | $675K | Buy |
12,060
+3,480
| +41% | +$182K | 0.46% | 31 |
|
|
2019
Q2 | $432K | Buy |
8,580
+464
| +6% | +$22.6K | 0.3% | 35 |
|
|
2019
Q1 | $388K | Sell |
8,116
-179,448
| -96% | -$7.61M | 0.29% | 36 |
|
|
2018
Q4 | $7.23M | Buy |
187,564
+178,892
| +2,063% | +$8.67M | 4.94% | 3 |
|
|
2018
Q3 | $492K | Buy |
8,672
+1,032
| +14% | +$53.7K | 0.32% | 27 |
|
|
2018
Q2 | $357K | Sell |
7,640
-176
| -2% | -$7.98K | 0.25% | 32 |
|
|
2018
Q1 | $327K | Buy |
7,816
+1,916
| +32% | +$82.5K | 0.25% | 33 |
|
|
2017
Q4 | $249K | Sell |
5,900
-508
| -8% | -$21.2K | 0.19% | 34 |
|
|
2017
Q3 | $247K | Sell |
6,408
-204
| -3% | -$7.91K | 0.2% | 34 |
|
|
2017
Q2 | $238K | Sell |
6,612
-48
| -0.7% | -$1.77K | 0.21% | 32 |
|
|
2017
Q1 | $239K | Sell |
6,660
-3,568
| -35% | -$117K | 0.22% | 32 |
|
|
2016
Q4 | $296K | Sell |
10,228
-4,488
| -30% | -$127K | 0.28% | 29 |
|
|
2016
Q3 | $415K | Buy |
14,716
+168
| +1% | +$4.45K | 0.39% | 26 |
|
|
2016
Q2 | $347K | Sell |
14,548
-1,768
| -11% | -$43.9K | 0.33% | 30 |
|
|
2016
Q1 | $444K | Buy |
16,316
+1,588
| +11% | +$39.6K | 0.43% | 24 |
|
|
2015
Q4 | $479K | Buy |
+14,728
| New | +$421K | 0.45% | 25 |
|
Other funds holding AAPL
MinichMacGregor Wealth Management's AAPL Position: Q2 2026 in Review
MinichMacGregor Wealth Management reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $87.2K and leaving 13,828 shares worth $4M. The position accounts for 0.61% of the portfolio, ranked #44.
MinichMacGregor Wealth Management first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.23M in Q4 2018. 2,950 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- MinichMacGregor Wealth Management held 13,828 shares of Apple worth $4M as of Q2 2026.
- MinichMacGregor Wealth Management sold 305 Apple shares in Q2 2026, an estimated $87.2K.
- Apple made up 0.61% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #44 holding.
- MinichMacGregor Wealth Management first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
- MinichMacGregor Wealth Management's Apple position peaked at $7.23M in Q4 2018.
- 2,950 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.