Private Wealth Group’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 | $1.23M | Buy |
4,267
+71
| +2% | +$20.3K | 0.48% | 29 |
|
|
2026
Q1 | $1.06M | Hold |
4,196
| – | – | 0.5% | 31 |
|
|
2025
Q4 | $1.14M | Buy |
4,196
+458
| +12% | +$123K | 0.55% | 27 |
|
|
2025
Q3 | $952K | Hold |
3,738
| – | – | 0.47% | 33 |
|
|
2025
Q2 | $767K | Hold |
3,738
| – | – | 0.41% | 33 |
|
|
2025
Q1 | $830K | Sell |
3,738
-2
| -0.1% | -$463 | 0.49% | 30 |
|
|
2024
Q4 | $937K | Sell |
3,740
-7
| -0.2% | -$1.65K | 0.46% | 33 |
|
|
2024
Q3 | $873K | Sell |
3,747
-22
| -0.6% | -$4.91K | 0.44% | 36 |
|
|
2024
Q2 | $794K | Sell |
3,769
-17
| -0.4% | -$3.17K | 0.42% | 36 |
|
|
2024
Q1 | $649K | Sell |
3,786
-27
| -0.7% | -$4.91K | 0.34% | 41 |
|
|
2023
Q4 | $734K | Sell |
3,813
-42
| -1% | -$7.75K | 0.42% | 36 |
|
|
2023
Q3 | $660K | Sell |
3,855
-49
| -1% | -$8.99K | 0.43% | 34 |
|
|
2023
Q2 | $757K | Sell |
3,904
-59
| -1% | -$10.3K | 0.78% | 32 |
|
|
2023
Q1 | $653K | Sell |
3,963
-766
| -16% | -$113K | 0.9% | 32 |
|
|
2022
Q4 | $614K | Buy |
4,729
+702
| +17% | +$100K | 0.87% | 31 |
|
|
2022
Q3 | $557K | Sell |
4,027
-447
| -10% | -$70.2K | 0.87% | 28 |
|
|
2022
Q2 | $612K | Buy |
4,474
+229
| +5% | +$34.7K | 0.76% | 29 |
|
|
2022
Q1 | $741K | Buy |
4,245
+938
| +28% | +$158K | 0.55% | 30 |
|
|
2021
Q4 | $587K | Buy |
3,307
+1
| +0% | +$158 | 0.4% | 31 |
|
|
2021
Q3 | $468K | Hold |
3,306
| – | – | 0.31% | 31 |
|
|
2021
Q2 | $453K | Sell |
3,306
-55
| -2% | -$7.13K | 0.3% | 31 |
|
|
2021
Q1 | $411K | Hold |
3,361
| – | – | 0.29% | 30 |
|
|
2020
Q4 | $446K | Sell |
3,361
-463
| -12% | -$55.7K | 0.37% | 26 |
|
|
2020
Q3 | $443K | Buy |
3,824
+464
| +14% | +$50.6K | 0.36% | 23 |
|
|
2020
Q2 | $306K | Buy |
3,360
+144
| +4% | +$11.2K | 0.25% | 23 |
|
|
2020
Q1 | $204K | Hold |
3,216
| – | – | 0.24% | 27 |
|
|
2019
Q4 | $236K | Buy |
+3,216
| New | +$207K | 0.25% | 30 |
|
|
2018
Q4 | – | Sell |
-4,128
| Closed | -$233K | – | 22 |
|
|
2018
Q3 | $233K | Buy |
+4,128
| New | +$215K | 0.24% | 22 |
|
Other funds holding AAPL
Private Wealth Group's AAPL Position: Q2 2026 in Review
Private Wealth Group increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $20.3K and bringing the position to 4,267 shares worth $1.23M. The position accounts for 0.48% of the portfolio, ranked #29.
Private Wealth Group first reported a position in AAPL in Q3 2018 and has held it in 28 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Private Wealth Group held 4,267 shares of Apple worth $1.23M as of Q2 2026.
- Private Wealth Group bought 71 Apple shares in Q2 2026, an estimated $20.3K.
- Apple made up 0.48% of Private Wealth Group's portfolio in Q2 2026, its #29 holding.
- Private Wealth Group first reported a position in Apple in Q3 2018 and has held it in 28 quarters since.
- 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.