Peterson 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
Q1 | $3.42M | Buy |
13,472
+271
| +2% | +$70.5K | 0.45% | 26 |
|
|
2025
Q4 | $3.59M | Buy |
13,201
+346
| +3% | +$92.9K | 0.48% | 26 |
|
|
2025
Q3 | $3.3M | Buy |
12,855
+431
| +3% | +$97.4K | 0.49% | 27 |
|
|
2025
Q2 | $2.55M | Buy |
12,424
+39
| +0.3% | +$7.88K | 0.42% | 26 |
|
|
2025
Q1 | $2.25M | Sell |
12,385
-372
| -3% | -$86.2K | 0.43% | 28 |
|
|
2024
Q4 | $3.1M | Buy |
12,757
+314
| +3% | +$74K | 0.56% | 23 |
|
|
2024
Q3 | $2.9M | Buy |
12,443
+482
| +4% | +$108K | 0.55% | 20 |
|
|
2024
Q2 | $2.52M | Buy |
11,961
+925
| +8% | +$172K | 0.53% | 20 |
|
|
2024
Q1 | $1.89M | Sell |
11,036
-38
| -0.3% | -$6.91K | 0.4% | 23 |
|
|
2023
Q4 | $2.13M | Buy |
11,074
+51
| +0.5% | +$9.42K | 0.51% | 22 |
|
|
2023
Q3 | $1.89M | Sell |
11,023
-33
| -0.3% | -$6.05K | 0.51% | 20 |
|
|
2023
Q2 | $2.13M | Sell |
11,056
-2,081
| -16% | -$363K | 0.56% | 20 |
|
|
2023
Q1 | $2.17M | Buy |
13,137
+176
| +1% | +$26K | 0.6% | 20 |
|
|
2022
Q4 | $1.68M | Sell |
12,961
-339
| -3% | -$48.4K | 0.51% | 22 |
|
|
2022
Q3 | $1.84M | Sell |
13,300
-89
| -0.7% | -$14K | 0.62% | 20 |
|
|
2022
Q2 | $1.83M | Sell |
13,389
-156
| -1% | -$23.6K | 0.6% | 21 |
|
|
2022
Q1 | $2.37M | Sell |
13,545
-577
| -4% | -$97K | 0.7% | 16 |
|
|
2021
Q4 | $2.51M | Buy |
14,122
+717
| +5% | +$113K | 0.72% | 20 |
|
|
2021
Q3 | $1.9M | Hold |
13,405
| – | – | 0.63% | 21 |
|
|
2021
Q2 | $1.84M | Buy |
13,405
+268
| +2% | +$34.7K | 0.65% | 20 |
|
|
2021
Q1 | $1.6M | Hold |
13,137
| – | – | 0.65% | 19 |
|
|
2020
Q4 | $1.74M | Sell |
13,137
-1,225
| -9% | -$147K | 0.77% | 19 |
|
|
2020
Q3 | $1.66M | Buy |
14,362
+50
| +0.3% | +$5.46K | 0.85% | 17 |
|
|
2020
Q2 | $1.3M | Buy |
14,312
+360
| +3% | +$27.9K | 0.7% | 20 |
|
|
2020
Q1 | $887K | Buy |
13,952
+2,428
| +21% | +$179K | 0.58% | 19 |
|
|
2019
Q4 | $846K | Buy |
11,524
+636
| +6% | +$40.9K | 0.48% | 19 |
|
|
2019
Q3 | $610K | Buy |
10,888
+28
| +0.3% | +$1.46K | 0.37% | 20 |
|
|
2019
Q2 | $537K | Sell |
10,860
-184
| -2% | -$8.96K | 0.34% | 21 |
|
|
2019
Q1 | $549K | Buy |
11,044
+32
| +0.3% | +$1.36K | 0.37% | 21 |
|
|
2018
Q4 | $434K | Buy |
11,012
+32
| +0.3% | +$1.55K | 0.34% | 22 |
|
|
2018
Q3 | $620K | Buy |
10,980
+2,144
| +24% | +$112K | 0.45% | 22 |
|
|
2018
Q2 | $409K | Sell |
8,836
-1,836
| -17% | -$83.3K | 0.33% | 28 |
|
|
2018
Q1 | $448K | Buy |
10,672
+36
| +0.3% | +$1.55K | 0.37% | 29 |
|
|
2017
Q4 | $450K | Buy |
+10,636
| New | +$444K | 0.41% | 31 |
|
Other funds holding AAPL
VCM
VPM
Peterson Wealth Advisors's AAPL Position: Q1 2026 in Review
Peterson Wealth Advisors increased its Apple (AAPL) stake by 2.1% in Q1 2026, buying an estimated $70.5K and bringing the position to 13,472 shares worth $3.42M. The position accounts for 0.45% of the portfolio, ranked #26.
Peterson Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.59M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Peterson Wealth Advisors held 13,472 shares of Apple worth $3.42M as of Q1 2026.
- Peterson Wealth Advisors bought 271 Apple shares in Q1 2026, an estimated $70.5K.
- Apple made up 0.45% of Peterson Wealth Advisors's portfolio in Q1 2026, its #26 holding.
- Peterson Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Peterson Wealth Advisors's Apple position peaked at $3.59M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.