Realta Investment 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
Q2 | $23M | Sell |
79,507
-1,104
| -1% | -$316K | 7.15% | 1 |
|
|
2026
Q1 | $20.5M | Sell |
80,611
-1,332
| -2% | -$347K | 7.1% | 1 |
|
|
2025
Q4 | $22.3M | Sell |
81,943
-1,685
| -2% | -$452K | 7.29% | 1 |
|
|
2025
Q3 | $21.3M | Buy |
83,628
+1,451
| +2% | +$328K | 7.12% | 1 |
|
|
2025
Q2 | $16.9M | Sell |
82,177
-2,666
| -3% | -$538K | 6.66% | 2 |
|
|
2025
Q1 | $18.8M | Sell |
84,843
-5,125
| -6% | -$1.19M | 8.59% | 1 |
|
|
2024
Q4 | $21.9M | Buy |
89,968
+13,870
| +18% | +$3.27M | 8.97% | 1 |
|
|
2024
Q3 | $17.6M | Sell |
76,098
-73,030
| -49% | -$16.3M | 8.1% | 1 |
|
|
2024
Q2 | $31.4M | Sell |
149,128
-686
| -0.5% | -$128K | 6.15% | 1 |
|
|
2024
Q1 | $25.7M | Sell |
149,814
-6,610
| -4% | -$1.2M | 5.3% | 1 |
|
|
2023
Q4 | $30.1M | Sell |
156,424
-2,592
| -2% | -$479K | 6.8% | 1 |
|
|
2023
Q3 | $30.8M | Sell |
159,016
-17,630
| -10% | -$3.23M | 7.09% | 1 |
|
|
2023
Q2 | $34.3M | Buy |
176,646
+2,045
| +1% | +$356K | 7.49% | 1 |
|
|
2023
Q1 | $28.8M | Sell |
174,601
-7,230
| -4% | -$1.07M | 7% | 1 |
|
|
2022
Q4 | $23.6M | Buy |
181,831
+1,804
| +1% | +$258K | 5.76% | 1 |
|
|
2022
Q3 | $24.9M | Sell |
180,027
-1,855
| -1% | -$291K | 6.52% | 1 |
|
|
2022
Q2 | $25.3M | Sell |
181,882
-7,955
| -4% | -$1.2M | 6.19% | 1 |
|
|
2022
Q1 | $33.1M | Sell |
189,837
-4,220
| -2% | -$710K | 6.6% | 1 |
|
|
2021
Q4 | $34.5M | Buy |
194,057
+2,352
| +1% | +$372K | 7.58% | 1 |
|
|
2021
Q3 | $27.1M | Buy |
191,705
+7,378
| +4% | +$1.09M | 6.39% | 1 |
|
|
2021
Q2 | $25.2M | Sell |
184,327
-1,321
| -0.7% | -$171K | 5.99% | 1 |
|
|
2021
Q1 | $22.7M | Sell |
185,648
-4,938
| -3% | -$634K | 5.97% | 1 |
|
|
2020
Q4 | $25.3M | Buy |
190,586
+4,720
| +3% | +$568K | 7.16% | 1 |
|
|
2020
Q3 | $21.5M | Buy |
185,866
+15,170
| +9% | +$1.66M | 7.21% | 2 |
|
|
2020
Q2 | $15.6M | Buy |
170,696
+5,256
| +3% | +$407K | 5.12% | 3 |
|
|
2020
Q1 | $10.5M | Sell |
165,440
-55,044
| -25% | -$4.05M | 4.52% | 3 |
|
|
2019
Q4 | $14.7M | Sell |
220,484
-5,084
| -2% | -$327K | 4.02% | 2 |
|
|
2019
Q3 | $12.6M | Sell |
225,568
-33,680
| -13% | -$1.76M | 3.43% | 2 |
|
|
2019
Q2 | $12.9M | Buy |
259,248
+115,420
| +80% | +$5.62M | 3.57% | 3 |
|
|
2019
Q1 | $6.81M | Buy |
+143,828
| New | +$6.1M | 3.1% | 1 |
|
Other funds holding AAPL
Realta Investment Advisors's AAPL Position: Q2 2026 in Review
Realta Investment Advisors reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $316K and leaving 79,507 shares worth $23M. The position accounts for 7.15% of the portfolio, ranked #1.
Realta Investment Advisors first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $34.5M in Q4 2021. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Realta Investment Advisors held 79,507 shares of Apple worth $23M as of Q2 2026.
- Realta Investment Advisors sold 1,104 Apple shares in Q2 2026, an estimated $316K.
- Apple made up 7.15% of Realta Investment Advisors's portfolio in Q2 2026, its #1 holding.
- Realta Investment Advisors first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
- Realta Investment Advisors's Apple position peaked at $34.5M in Q4 2021.
- 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.