Principle Wealth Partners’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 | $105M | Sell |
361,967
-4,742
| -1% | -$1.36M | 5.17% | 4 |
|
|
2026
Q1 | $93.1M | Sell |
366,709
-5,193
| -1% | -$1.35M | 5.32% | 4 |
|
|
2025
Q4 | $101M | Sell |
371,902
-2,970
| -0.8% | -$797K | 5.69% | 4 |
|
|
2025
Q3 | $95.5M | Sell |
374,872
-1,769
| -0.5% | -$400K | 5.54% | 4 |
|
|
2025
Q2 | $77.3M | Buy |
376,641
+8,610
| +2% | +$1.74M | 4.83% | 4 |
|
|
2025
Q1 | $81.8M | Sell |
368,031
-2,593
| -0.7% | -$601K | 5.84% | 2 |
|
|
2024
Q4 | $92.8M | Buy |
370,624
+723
| +0.2% | +$170K | 6.51% | 1 |
|
|
2024
Q3 | $86.2M | Buy |
369,901
+794
| +0.2% | +$177K | 6.1% | 1 |
|
|
2024
Q2 | $77.7M | Buy |
369,107
+109
| +0% | +$20.3K | 5.92% | 1 |
|
|
2024
Q1 | $63.3M | Buy |
368,998
+561
| +0.2% | +$102K | 4.94% | 2 |
|
|
2023
Q4 | $70.9M | Sell |
368,437
-1,027
| -0.3% | -$190K | 6.11% | 1 |
|
|
2023
Q3 | $63.3M | Sell |
369,464
-1,963
| -0.5% | -$360K | 6.36% | 1 |
|
|
2023
Q2 | $72M | Sell |
371,427
-8,480
| -2% | -$1.48M | 7.24% | 1 |
|
|
2023
Q1 | $62.6M | Buy |
379,907
+2,936
| +0.8% | +$433K | 6.7% | 1 |
|
|
2022
Q4 | $49M | Sell |
376,971
-1,789
| -0.5% | -$256K | 5.55% | 2 |
|
|
2022
Q3 | $52.3M | Sell |
378,760
-1,131
| -0.3% | -$178K | 4.94% | 3 |
|
|
2022
Q2 | $51.9M | Sell |
379,891
-6,875
| -2% | -$1.04M | 6.25% | 1 |
|
|
2022
Q1 | $67.5M | Sell |
386,766
-3,570
| -0.9% | -$600K | 7.1% | 1 |
|
|
2021
Q4 | $69.3M | Buy |
390,336
+17,383
| +5% | +$2.75M | 7.28% | 1 |
|
|
2021
Q3 | $52.8M | Buy |
372,953
+783
| +0.2% | +$115K | 6.09% | 3 |
|
|
2021
Q2 | $51M | Sell |
372,170
-1,419
| -0.4% | -$184K | 5.79% | 3 |
|
|
2021
Q1 | $45.6M | Buy |
373,589
+25,728
| +7% | +$3.3M | 5.34% | 3 |
|
|
2020
Q4 | $46.2M | Buy |
347,861
+99,672
| +40% | +$12M | 6.08% | 2 |
|
|
2020
Q3 | $28.7M | Sell |
248,189
-3,055
| -1% | -$333K | 8.01% | 2 |
|
|
2020
Q2 | $22.9M | Buy |
251,244
+5,180
| +2% | +$401K | 6.73% | 4 |
|
|
2020
Q1 | $15.6M | Buy |
246,064
+10,628
| +5% | +$782K | 5.87% | 4 |
|
|
2019
Q4 | $17.3M | Buy |
235,436
+2,452
| +1% | +$158K | 5.52% | 2 |
|
|
2019
Q3 | $13M | Buy |
232,984
+28,244
| +14% | +$1.48M | 4.51% | 3 |
|
|
2019
Q2 | $10.1M | Buy |
204,740
+15,620
| +8% | +$761K | 5.21% | 2 |
|
|
2019
Q1 | $8.98M | Buy |
189,120
+7,584
| +4% | +$322K | 5.14% | 2 |
|
|
2018
Q4 | $7.16M | Buy |
+181,536
| New | +$8.8M | 6.01% | 1 |
|
Other funds holding AAPL
Principle Wealth Partners's AAPL Position: Q2 2026 in Review
Principle Wealth Partners reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $1.36M and leaving 361,967 shares worth $105M. The position accounts for 5.17% of the portfolio, ranked #4.
Principle Wealth Partners 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.
- Principle Wealth Partners held 361,967 shares of Apple worth $105M as of Q2 2026.
- Principle Wealth Partners sold 4,742 Apple shares in Q2 2026, an estimated $1.36M.
- Apple made up 5.17% of Principle Wealth Partners's portfolio in Q2 2026, its #4 holding.
- Principle Wealth Partners 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 Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.