Prentice 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
$5.9M Buy
20,405
+435
+2% +$124K 1.22% 18
2026
Q1
$5.07M Sell
19,970
-671
-3% -$175K 1.14% 19
2025
Q4
$5.61M Buy
20,641
+595
+3% +$160K 1.28% 14
2025
Q3
$5.1M Buy
20,046
+210
+1% +$47.4K 1.26% 16
2025
Q2
$4.07M Sell
19,836
-52
-0.3% -$10.5K 1.07% 19
2025
Q1
$4.42M Sell
19,888
-1,562
-7% -$362K 1.28% 16
2024
Q4
$5.37M Buy
21,450
+9,802
+84% +$2.31M 1.55% 15
2024
Q3
$2.71M Sell
11,648
-201
-2% -$44.9K 0.81% 21
2024
Q2
$2.5M Sell
11,849
-2,992
-20% -$558K 0.81% 19
2024
Q1
$2.54M Buy
14,841
+1,240
+9% +$225K 0.88% 18
2023
Q4
$2.62M Buy
13,601
+2,519
+23% +$465K 1.02% 16
2023
Q3
$1.9M Buy
11,082
+28
+0.3% +$5.13K 0.86% 16
2023
Q2
$2.14M Buy
11,054
+3,754
+51% +$654K 0.97% 16
2023
Q1
$1.2M Buy
7,300
+46
+0.6% +$6.79K 0.57% 22
2022
Q4
$943K Sell
7,254
-36
-0.5% -$5.14K 0.47% 25
2022
Q3
$1M Buy
+7,290
New +$1.14M 0.55% 24
2022
Q2
Sell
-6,640
Closed -$1.16M 138
2022
Q1
$1.16M Buy
6,640
+114
+2% +$19.2K 0.56% 22
2021
Q4
$1.16M Sell
6,526
-1,704
-21% -$269K 0.54% 21
2021
Q3
$1.17M Buy
8,230
+1,577
+24% +$232K 0.56% 21
2021
Q2
$911K Buy
6,653
+478
+8% +$61.9K 0.47% 21
2021
Q1
$754K Buy
+6,175
New +$793K 0.42% 26

Other funds holding AAPL

Prentice Wealth Management's AAPL Position: Q2 2026 in Review

Prentice Wealth Management increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $124K and bringing the position to 20,405 shares worth $5.9M. The position accounts for 1.22% of the portfolio, ranked #18.

Prentice Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Prentice Wealth Management held 20,405 shares of Apple worth $5.9M as of Q2 2026.
  • Prentice Wealth Management bought 435 Apple shares in Q2 2026, an estimated $124K.
  • Apple made up 1.22% of Prentice Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Prentice Wealth Management first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.