MorganRosel 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 | $3.39M | Sell |
11,710
-21
| -0.2% | -$6.01K | 1.14% | 27 |
|
|
2026
Q1 | $2.98M | Sell |
11,731
-1,435
| -11% | -$373K | 1.17% | 25 |
|
|
2025
Q4 | $3.58M | Sell |
13,166
-84
| -0.6% | -$22.6K | 0.9% | 27 |
|
|
2025
Q3 | $3.37M | Sell |
13,250
-838
| -6% | -$189K | 0.87% | 27 |
|
|
2025
Q2 | $2.89M | Sell |
14,088
-266
| -2% | -$53.7K | 0.79% | 27 |
|
|
2025
Q1 | $3.19M | Sell |
14,354
-202
| -1% | -$46.8K | 0.97% | 26 |
|
|
2024
Q4 | $3.65M | Buy |
14,556
+8,342
| +134% | +$1.97M | 1.2% | 21 |
|
|
2024
Q3 | $1.45M | Buy |
6,214
+5
| +0.1% | +$1.12K | 0.48% | 38 |
|
|
2024
Q2 | $1.31M | Buy |
6,209
+86
| +1% | +$16K | 0.46% | 38 |
|
|
2024
Q1 | $1.05M | Sell |
6,123
-4,156
| -40% | -$756K | 0.37% | 48 |
|
|
2023
Q4 | $1.98M | Sell |
10,279
-117
| -1% | -$21.6K | 0.77% | 27 |
|
|
2023
Q3 | $1.78M | Buy |
10,396
+3,511
| +51% | +$644K | 0.74% | 27 |
|
|
2023
Q2 | $1.34M | Buy |
6,885
+76
| +1% | +$13.2K | 0.54% | 28 |
|
|
2023
Q1 | $1.12M | Sell |
6,809
-53
| -0.8% | -$7.82K | 0.48% | 33 |
|
|
2022
Q4 | $892K | Buy |
6,862
+21
| +0.3% | +$3K | 0.41% | 50 |
|
|
2022
Q3 | $945K | Buy |
6,841
+366
| +6% | +$57.4K | 0.47% | 37 |
|
|
2022
Q2 | $885K | Buy |
6,475
+371
| +6% | +$56.2K | 0.47% | 39 |
|
|
2022
Q1 | $1.07M | Sell |
6,104
-290
| -5% | -$48.8K | 0.52% | 34 |
|
|
2021
Q4 | $1.14M | Buy |
6,394
+70
| +1% | +$11.1K | 0.55% | 30 |
|
|
2021
Q3 | $895K | Hold |
6,324
| – | – | 0.49% | 37 |
|
|
2021
Q2 | $866K | Sell |
6,324
-7,782
| -55% | -$1.01M | 0.49% | 40 |
|
|
2021
Q1 | $1.72M | Sell |
14,106
-435
| -3% | -$55.8K | 1.09% | 19 |
|
|
2020
Q4 | $1.93M | Buy |
14,541
+558
| +4% | +$67.1K | 1.36% | 17 |
|
|
2020
Q3 | $1.62M | Buy |
13,983
+15
| +0.1% | +$1.64K | 1.3% | 16 |
|
|
2020
Q2 | $1.27M | Buy |
13,968
+7,108
| +104% | +$551K | 1.18% | 15 |
|
|
2020
Q1 | $436K | Sell |
6,860
-1,332
| -16% | -$98K | 0.5% | 47 |
|
|
2019
Q4 | $601K | Sell |
8,192
-1,968
| -19% | -$127K | 0.46% | 49 |
|
|
2019
Q3 | $569K | Buy |
10,160
+772
| +8% | +$40.4K | 0.47% | 50 |
|
|
2019
Q2 | $465K | Hold |
9,388
| – | – | 0.38% | 53 |
|
|
2019
Q1 | $446K | Sell |
9,388
-13,772
| -59% | -$584K | 0.38% | 53 |
|
|
2018
Q4 | $913K | Buy |
+23,160
| New | +$1.12M | 0.94% | 20 |
|
Other funds holding AAPL
MorganRosel Wealth Management's AAPL Position: Q2 2026 in Review
MorganRosel Wealth Management reduced its Apple (AAPL) stake by 0.18% in Q2 2026, selling an estimated $6.01K and leaving 11,710 shares worth $3.39M. The position accounts for 1.14% of the portfolio, ranked #27.
MorganRosel Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.65M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- MorganRosel Wealth Management held 11,710 shares of Apple worth $3.39M as of Q2 2026.
- MorganRosel Wealth Management sold 21 Apple shares in Q2 2026, an estimated $6.01K.
- Apple made up 1.14% of MorganRosel Wealth Management's portfolio in Q2 2026, its #27 holding.
- MorganRosel Wealth Management first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- MorganRosel Wealth Management's Apple position peaked at $3.65M in Q4 2024.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.