One 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 | $41.5M | Buy |
143,505
+2,034
| +1% | +$582K | 4.58% | 2 |
|
|
2026
Q1 | $35.9M | Sell |
141,471
-7,899
| -5% | -$2.06M | 4.47% | 2 |
|
|
2025
Q4 | $40.6M | Sell |
149,370
-10,939
| -7% | -$2.94M | 4.96% | 2 |
|
|
2025
Q3 | $40.8M | Sell |
160,309
-8,275
| -5% | -$1.87M | 5.12% | 2 |
|
|
2025
Q2 | $34.6M | Sell |
168,584
-8,569
| -5% | -$1.73M | 4.81% | 2 |
|
|
2025
Q1 | $39.4M | Sell |
177,153
-8,568
| -5% | -$1.98M | 5.87% | 2 |
|
|
2024
Q4 | $46.5M | Sell |
185,721
-11,385
| -6% | -$2.68M | 6.9% | 2 |
|
|
2024
Q3 | $45.9M | Buy |
197,106
+14,032
| +8% | +$3.13M | 7.05% | 2 |
|
|
2024
Q2 | $39.6M | Sell |
183,074
-36,040
| -16% | -$6.72M | 8.48% | 2 |
|
|
2024
Q1 | $37.6M | Buy |
219,114
+26,920
| +14% | +$4.89M | 6.54% | 2 |
|
|
2023
Q4 | $37M | Buy |
192,194
+26,950
| +16% | +$4.98M | 7.12% | 2 |
|
|
2023
Q3 | $28.3M | Sell |
165,244
-8,361
| -5% | -$1.53M | 6.29% | 2 |
|
|
2023
Q2 | $33.7M | Sell |
173,605
-5,767
| -3% | -$1M | 7.09% | 2 |
|
|
2023
Q1 | $29.6M | Sell |
179,372
-3,406
| -2% | -$503K | 6.83% | 2 |
|
|
2022
Q4 | $23.7M | Buy |
182,778
+625
| +0.3% | +$89.3K | 5.42% | 3 |
|
|
2022
Q3 | $25.2M | Buy |
182,153
+1,115
| +0.6% | +$175K | 8.24% | 3 |
|
|
2022
Q2 | $24.8M | Buy |
181,038
+9,184
| +5% | +$1.39M | 6.63% | 3 |
|
|
2022
Q1 | $30M | Buy |
171,854
+17,718
| +11% | +$2.98M | 7.35% | 3 |
|
|
2021
Q4 | $27.4M | Buy |
154,136
+6,338
| +4% | +$1M | 6.94% | 3 |
|
|
2021
Q3 | $20.9M | Buy |
147,798
+20,795
| +16% | +$3.06M | 6.13% | 3 |
|
|
2021
Q2 | $17.4M | Sell |
127,003
-1,345
| -1% | -$174K | 5.51% | 4 |
|
|
2021
Q1 | $15.7M | Sell |
128,348
-2,746
| -2% | -$352K | 6.01% | 4 |
|
|
2020
Q4 | $17.4M | Sell |
131,094
-6,830
| -5% | -$822K | 9.45% | 4 |
|
|
2020
Q3 | $16M | Sell |
137,924
-3,232
| -2% | -$353K | 11.02% | 4 |
|
|
2020
Q2 | $12.9M | Sell |
141,156
-13,488
| -9% | -$1.05M | 10.23% | 4 |
|
|
2020
Q1 | $9.83M | Buy |
154,644
+15,688
| +11% | +$1.15M | 9.74% | 4 |
|
|
2019
Q4 | $10.2M | Sell |
138,956
-10,936
| -7% | -$704K | 7.54% | 4 |
|
|
2019
Q3 | $8.39M | Sell |
149,892
-46,600
| -24% | -$2.44M | 7.34% | 5 |
|
|
2019
Q2 | $9.72M | Buy |
196,492
+164,976
| +523% | +$8.04M | 8.04% | 4 |
|
|
2019
Q1 | $1.5M | Buy |
+31,516
| New | +$1.34M | 1.22% | 7 |
|
|
2018
Q4 | – | Sell |
-31,700
| Closed | -$1.79M | – | 110 |
|
|
2018
Q3 | $1.79M | Sell |
31,700
-8,052
| -20% | -$419K | 1.37% | 6 |
|
|
2018
Q2 | $1.84M | Buy |
+39,752
| New | +$1.8M | 1.47% | 6 |
|
|
2018
Q1 | – | Sell |
-39,456
| Closed | -$1.67M | – | 509 |
|
|
2017
Q4 | $1.67M | Buy |
+39,456
| New | +$1.65M | 1.36% | 7 |
|
Other funds holding AAPL
One Wealth Advisors's AAPL Position: Q2 2026 in Review
One Wealth Advisors increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $582K and bringing the position to 143,505 shares worth $41.5M. The position accounts for 4.58% of the portfolio, ranked #2.
One Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 33 quarters since. The position peaked at $46.5M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- One Wealth Advisors held 143,505 shares of Apple worth $41.5M as of Q2 2026.
- One Wealth Advisors bought 2,034 Apple shares in Q2 2026, an estimated $582K.
- Apple made up 4.58% of One Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- One Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 33 quarters since.
- One Wealth Advisors's Apple position peaked at $46.5M in Q4 2024.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.