New World Advisors’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 | $9.82M | Buy |
33,952
+1,114
| +3% | +$319K | 1.67% | 4 |
|
|
2026
Q1 | $8.33M | Sell |
32,838
-2,666
| -8% | -$694K | 1.47% | 3 |
|
|
2025
Q4 | $9.65M | Buy |
35,504
+1,898
| +6% | +$510K | 1.65% | 3 |
|
|
2025
Q3 | $8.56M | Buy |
33,606
+3,001
| +10% | +$678K | 1.57% | 3 |
|
|
2025
Q2 | $6.28M | Buy |
30,605
+3,773
| +14% | +$762K | 1.34% | 4 |
|
|
2025
Q1 | $5.96M | Buy |
26,832
+593
| +2% | +$137K | 1.35% | 4 |
|
|
2024
Q4 | $6.57M | Buy |
26,239
+592
| +2% | +$140K | 1.58% | 3 |
|
|
2024
Q3 | $5.98M | Buy |
25,647
+2,519
| +11% | +$563K | 1.56% | 3 |
|
|
2024
Q2 | $4.87M | Sell |
23,128
-623
| -3% | -$116K | 1.36% | 3 |
|
|
2024
Q1 | $4.07M | Sell |
23,751
-682
| -3% | -$124K | 1.19% | 3 |
|
|
2023
Q4 | $4.7M | Sell |
24,433
-865
| -3% | -$160K | 1.44% | 4 |
|
|
2023
Q3 | $4.33M | Sell |
25,298
-406
| -2% | -$74.5K | 1.51% | 4 |
|
|
2023
Q2 | $4.99M | Sell |
25,704
-534
| -2% | -$93K | 1.76% | 3 |
|
|
2023
Q1 | $4.33M | Buy |
26,238
+419
| +2% | +$61.8K | 1.66% | 4 |
|
|
2022
Q4 | $3.35M | Sell |
25,819
-100
| -0.4% | -$14.3K | 1.14% | 6 |
|
|
2022
Q3 | $3.58M | Buy |
25,919
+4
| +0% | +$628 | 1.7% | 4 |
|
|
2022
Q2 | $3.77M | Sell |
25,915
-157
| -0.6% | -$23.8K | 2.03% | 5 |
|
|
2022
Q1 | $4.34M | Sell |
26,072
-149
| -0.6% | -$25.1K | 2.27% | 3 |
|
|
2021
Q4 | $4.66M | Buy |
26,221
+2,701
| +11% | +$427K | 2.14% | 5 |
|
|
2021
Q3 | $3.5M | Sell |
23,520
-1,196
| -5% | -$176K | 1.61% | 5 |
|
|
2021
Q2 | $3.38M | Buy |
24,716
+531
| +2% | +$68.8K | 2.27% | 9 |
|
|
2021
Q1 | $2.95M | Buy |
24,185
+2,139
| +10% | +$275K | 1.62% | 3 |
|
|
2020
Q4 | $2.55M | Hold |
22,046
| – | – | 1.65% | 3 |
|
|
2020
Q3 | $2.5M | Sell |
22,046
-710
| -3% | -$77.5K | 1.59% | 3 |
|
|
2020
Q2 | $2.59M | Sell |
22,756
-1,372
| -6% | -$106K | 1.76% | 3 |
|
|
2020
Q1 | $1.77M | Hold |
24,128
| – | – | 1.09% | 3 |
|
|
2019
Q4 | $1.77M | Buy |
24,128
+4
| +0% | +$257 | 1.09% | 3 |
|
|
2019
Q3 | $1.35M | Sell |
24,124
-796
| -3% | -$41.6K | 0.92% | 3 |
|
|
2019
Q2 | $1.23M | Buy |
24,920
+1,744
| +8% | +$85K | 0.89% | 4 |
|
|
2019
Q1 | $1.1M | Buy |
23,176
+10,000
| +76% | +$424K | 0.78% | 4 |
|
|
2018
Q4 | $520K | Buy |
+13,176
| New | +$639K | 0.43% | 4 |
|
Other funds holding AAPL
New World Advisors's AAPL Position: Q2 2026 in Review
New World Advisors increased its Apple (AAPL) stake by 3.4% in Q2 2026, buying an estimated $319K and bringing the position to 33,952 shares worth $9.82M. The position accounts for 1.67% of the portfolio, ranked #4.
New World Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- New World Advisors held 33,952 shares of Apple worth $9.82M as of Q2 2026.
- New World Advisors bought 1,114 Apple shares in Q2 2026, an estimated $319K.
- Apple made up 1.67% of New World Advisors's portfolio in Q2 2026, its #4 holding.
- New World Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.