Private Wealth Advisors (California)’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 | $3.41M | Buy |
11,772
+23
| +0.2% | +$6.58K | 0.87% | 43 |
|
|
2026
Q1 | $2.98M | Sell |
11,749
-13
| -0.1% | -$3.38K | 0.84% | 39 |
|
|
2025
Q4 | $3.2M | Buy |
11,762
+482
| +4% | +$129K | 1.02% | 35 |
|
|
2025
Q3 | $2.87M | Sell |
11,280
-357
| -3% | -$80.6K | 0.97% | 39 |
|
|
2025
Q2 | $2.39M | Sell |
11,637
-124
| -1% | -$25K | 0.88% | 40 |
|
|
2025
Q1 | $2.61M | Sell |
11,761
-251
| -2% | -$58.1K | 0.94% | 37 |
|
|
2024
Q4 | $3.01M | Buy |
12,012
+9
| +0.1% | +$2.12K | 1.18% | 32 |
|
|
2024
Q3 | $2.72M | Sell |
12,003
-210
| -2% | -$46.9K | 1.04% | 37 |
|
|
2024
Q2 | $2.65M | Buy |
12,213
+12
| +0.1% | +$2.24K | 1.02% | 35 |
|
|
2024
Q1 | $2.09M | Hold |
12,201
| – | – | 0.85% | 37 |
|
|
2023
Q4 | $2.35M | Sell |
12,201
-946
| -7% | -$175K | 0.92% | 31 |
|
|
2023
Q3 | $2.25M | Sell |
13,147
-295
| -2% | -$54.1K | 0.95% | 33 |
|
|
2023
Q2 | $2.61M | Sell |
13,442
-131
| -1% | -$22.8K | 1.07% | 30 |
|
|
2023
Q1 | $2.24M | Sell |
13,573
-286
| -2% | -$42.2K | 0.94% | 30 |
|
|
2022
Q4 | $1.8M | Sell |
13,859
-177
| -1% | -$25.3K | 0.61% | 39 |
|
|
2022
Q3 | $1.94M | Sell |
14,036
-16
| -0.1% | -$2.51K | 0.9% | 29 |
|
|
2022
Q2 | $2.37M | Buy |
14,052
+34
| +0.2% | +$5.15K | 0.87% | 31 |
|
|
2022
Q1 | $2.45M | Sell |
14,018
-14
| -0.1% | -$2.35K | 0.78% | 31 |
|
|
2021
Q4 | $2.49M | Sell |
14,032
-7,002
| -33% | -$1.11M | 0.53% | 37 |
|
|
2021
Q3 | $3.3M | Sell |
21,034
-107
| -0.5% | -$15.8K | 0.79% | 31 |
|
|
2021
Q2 | $2.9M | Sell |
21,141
-52
| -0.2% | -$6.74K | 0.89% | 23 |
|
|
2021
Q1 | $2.59M | Sell |
21,193
-1,978
| -9% | -$254K | 0.88% | 23 |
|
|
2020
Q4 | $3.03M | Hold |
23,171
| – | – | 1.05% | 21 |
|
|
2020
Q3 | $2.68M | Buy |
23,171
+379
| +2% | +$41.4K | 1.39% | 19 |
|
|
2020
Q2 | $2.08M | Buy |
22,792
+52
| +0.2% | +$4.03K | 1.45% | 18 |
|
|
2020
Q1 | $1.45M | Sell |
22,740
-2,312
| -9% | -$170K | 1.18% | 23 |
|
|
2019
Q4 | $1.84M | Sell |
25,052
-1,820
| -7% | -$117K | 1.06% | 26 |
|
|
2019
Q3 | $1.5M | Sell |
26,872
-240
| -0.9% | -$12.5K | 0.98% | 24 |
|
|
2019
Q2 | $1.29M | Hold |
27,112
| – | – | 0.88% | 26 |
|
|
2019
Q1 | $1.29M | Buy |
27,112
+56
| +0.2% | +$2.38K | 0.88% | 26 |
|
|
2018
Q4 | $1.07M | Buy |
+27,056
| New | +$1.31M | 0.86% | 29 |
|
Other funds holding AAPL
Private Wealth Advisors (California)'s AAPL Position: Q2 2026 in Review
Private Wealth Advisors (California) increased its Apple (AAPL) stake by 0.2% in Q2 2026, buying an estimated $6.58K and bringing the position to 11,772 shares worth $3.41M. The position accounts for 0.87% of the portfolio, ranked #43.
Private Wealth Advisors (California) first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Private Wealth Advisors (California) held 11,772 shares of Apple worth $3.41M as of Q2 2026.
- Private Wealth Advisors (California) bought 23 Apple shares in Q2 2026, an estimated $6.58K.
- Apple made up 0.87% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #43 holding.
- Private Wealth Advisors (California) first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.