Northwest Wealth 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
$1.75M Buy
6,061
+102
+2% +$29.2K 1.01% 20
2026
Q1
$1.51M Sell
5,959
-268
-4% -$69.7K 1.08% 20
2025
Q4
$1.69M Buy
+6,227
New +$1.67M 1.32% 18

Other funds holding AAPL

Northwest Wealth Advisors's AAPL Position: Q2 2026 in Review

Northwest Wealth Advisors increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $29.2K and bringing the position to 6,061 shares worth $1.75M. The position accounts for 1.01% of the portfolio, ranked #20.

Northwest Wealth Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,087 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Northwest Wealth Advisors held 6,061 shares of Apple worth $1.75M as of Q2 2026.
  • Northwest Wealth Advisors bought 102 Apple shares in Q2 2026, an estimated $29.2K.
  • Apple made up 1.01% of Northwest Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Northwest Wealth Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,087 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Northwest Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.