Moneywise Inc’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 | $319K | Buy |
1,102
+19
| +2% | +$5.43K | 0.12% | 69 |
|
|
2026
Q1 | $275K | Sell |
1,083
-56
| -5% | -$14.6K | 0.12% | 71 |
|
|
2025
Q4 | $310K | Sell |
1,139
-1,318
| -54% | -$354K | 0.13% | 68 |
|
|
2025
Q3 | $626K | Sell |
2,457
-519
| -17% | -$117K | 0.28% | 47 |
|
|
2025
Q2 | $611K | Buy |
2,976
+1,461
| +96% | +$295K | 0.29% | 51 |
|
|
2025
Q1 | $337K | Sell |
1,515
-1,365
| -47% | -$316K | 0.18% | 49 |
|
|
2024
Q4 | $721K | Sell |
2,880
-9
| -0.3% | -$2.12K | 0.36% | 38 |
|
|
2024
Q3 | $673K | Buy |
2,889
+392
| +16% | +$87.5K | 0.33% | 42 |
|
|
2024
Q2 | $526K | Buy |
2,497
+52
| +2% | +$9.7K | 0.28% | 43 |
|
|
2024
Q1 | $419K | Sell |
2,445
-32
| -1% | -$5.82K | 0.23% | 44 |
|
|
2023
Q4 | $477K | Buy |
2,477
+2
| +0.1% | +$369 | 0.27% | 36 |
|
|
2023
Q3 | $424K | Sell |
2,475
-12
| -0.5% | -$2.2K | 0.27% | 33 |
|
|
2023
Q2 | $482K | Sell |
2,487
-6
| -0.2% | -$1.05K | 0.3% | 31 |
|
|
2023
Q1 | $411K | Buy |
2,493
+127
| +5% | +$18.7K | 0.27% | 34 |
|
|
2022
Q4 | $307K | Buy |
2,366
+3
| +0.1% | +$429 | 0.23% | 37 |
|
|
2022
Q3 | $327K | Buy |
2,363
+2
| +0.1% | +$314 | 0.27% | 37 |
|
|
2022
Q2 | $323K | Buy |
2,361
+3
| +0.1% | +$454 | 0.25% | 38 |
|
|
2022
Q1 | $412K | Sell |
2,358
-330
| -12% | -$55.5K | 0.27% | 33 |
|
|
2021
Q4 | $477K | Sell |
2,688
-860
| -24% | -$136K | 0.31% | 32 |
|
|
2021
Q3 | $502K | Sell |
3,548
-693
| -16% | -$102K | 0.33% | 30 |
|
|
2021
Q2 | $581K | Buy |
4,241
+6
| +0.1% | +$777 | 0.4% | 30 |
|
|
2021
Q1 | $517K | Buy |
4,235
+542
| +15% | +$69.6K | 0.35% | 34 |
|
|
2020
Q4 | $490K | Buy |
3,693
+31
| +0.8% | +$3.73K | 0.35% | 33 |
|
|
2020
Q3 | $424K | Sell |
3,662
-62
| -2% | -$6.76K | 0.34% | 32 |
|
|
2020
Q2 | $340K | Sell |
3,724
-612
| -14% | -$47.4K | 0.27% | 32 |
|
|
2020
Q1 | $276K | Hold |
4,336
| – | – | 0.24% | 35 |
|
|
2019
Q4 | $243K | Buy |
4,336
+12
| +0.3% | +$772 | 0.18% | 35 |
|
|
2019
Q3 | $242K | Hold |
4,324
| – | – | 0.2% | 36 |
|
|
2019
Q2 | $214K | Buy |
+4,324
| New | +$211K | 0.16% | 39 |
|
Other funds holding AAPL
Moneywise Inc's AAPL Position: Q2 2026 in Review
Moneywise Inc increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $5.43K and bringing the position to 1,102 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #69.
Moneywise Inc first reported a position in AAPL in Q2 2019 and has held it in 29 quarters since. The position peaked at $721K in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Moneywise Inc held 1,102 shares of Apple worth $319K as of Q2 2026.
- Moneywise Inc bought 19 Apple shares in Q2 2026, an estimated $5.43K.
- Apple made up 0.12% of Moneywise Inc's portfolio in Q2 2026, its #69 holding.
- Moneywise Inc first reported a position in Apple in Q2 2019 and has held it in 29 quarters since.
- Moneywise Inc's Apple position peaked at $721K in Q4 2024.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.