Regal 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
Q1 | $32.3M | Sell |
127,198
-273
| -0.2% | -$71K | 1.86% | 2 |
|
|
2025
Q4 | $34.7M | Sell |
127,471
-473
| -0.4% | -$127K | 2.07% | 2 |
|
|
2025
Q3 | $32.6M | Buy |
127,944
+3,845
| +3% | +$869K | 2.12% | 3 |
|
|
2025
Q2 | $25.5M | Buy |
124,099
+198
| +0.2% | +$40K | 1.91% | 6 |
|
|
2025
Q1 | $27.5M | Sell |
123,901
-4,590
| -4% | -$1.06M | 2.23% | 3 |
|
|
2024
Q4 | $32.2M | Sell |
128,491
-5,618
| -4% | -$1.32M | 2.42% | 3 |
|
|
2024
Q3 | $31.2M | Sell |
134,109
-8,573
| -6% | -$1.91M | 2.19% | 2 |
|
|
2024
Q2 | $30.1M | Buy |
142,682
+2,049
| +1% | +$382K | 1.96% | 4 |
|
|
2024
Q1 | $24.1M | Sell |
140,633
-4,312
| -3% | -$784K | 1.65% | 4 |
|
|
2023
Q4 | $27.9M | Buy |
144,945
+4,172
| +3% | +$770K | 2.11% | 2 |
|
|
2023
Q3 | $24.1M | Buy |
140,773
+5,393
| +4% | +$989K | 2.03% | 3 |
|
|
2023
Q2 | $26.3M | Sell |
135,380
-1,666
| -1% | -$290K | 2.2% | 2 |
|
|
2023
Q1 | $22.6M | Sell |
137,046
-2,079
| -1% | -$307K | 2% | 2 |
|
|
2022
Q4 | $18.1M | Buy |
139,125
+291
| +0.2% | +$41.6K | 1.75% | 3 |
|
|
2022
Q3 | $19.2M | Sell |
138,834
-105
| -0.1% | -$16.5K | 2.02% | 2 |
|
|
2022
Q2 | $19M | Sell |
138,939
-1,858
| -1% | -$281K | 1.98% | 3 |
|
|
2022
Q1 | $24.6M | Buy |
140,797
+1,365
| +1% | +$230K | 2.26% | 2 |
|
|
2021
Q4 | $24.8M | Buy |
139,432
+2,431
| +2% | +$384K | 2.19% | 3 |
|
|
2021
Q3 | $19.4M | Buy |
137,001
+839
| +0.6% | +$124K | 1.88% | 3 |
|
|
2021
Q2 | $18.6M | Buy |
+136,162
| New | +$17.6M | 1.87% | 4 |
|
|
2021
Q1 | – | Sell |
-134,076
| Closed | -$17.8M | – | 29 |
|
|
2020
Q4 | $17.8M | Buy |
+134,076
| New | +$16.1M | 2.01% | 4 |
|
|
2020
Q1 | – | Sell |
-131,200
| Closed | -$9.63M | – | 28 |
|
|
2019
Q4 | $9.63M | Buy |
131,200
+568
| +0.4% | +$36.5K | 1.73% | 5 |
|
|
2019
Q3 | $7.31M | Sell |
130,632
-9,532
| -7% | -$498K | 1.43% | 14 |
|
|
2019
Q2 | $6.93M | Buy |
140,164
+436
| +0.3% | +$21.2K | 1.35% | 15 |
|
|
2019
Q1 | $6.63M | Buy |
139,728
+2,108
| +2% | +$89.4K | 1.35% | 15 |
|
|
2018
Q4 | $5.43M | Buy |
137,620
+43,408
| +46% | +$2.1M | 1.19% | 18 |
|
|
2018
Q3 | $5.32M | Sell |
94,212
-23,564
| -20% | -$1.23M | 1.12% | 22 |
|
|
2018
Q2 | $5.45M | Sell |
117,776
-22,748
| -16% | -$1.03M | 1.65% | 6 |
|
|
2018
Q1 | $5.89M | Buy |
140,524
+676
| +0.5% | +$29.1K | 1.3% | 12 |
|
|
2017
Q4 | $5.92M | Sell |
139,848
-7,784
| -5% | -$325K | 1.32% | 14 |
|
|
2017
Q3 | $5.69M | Sell |
147,632
-4,444
| -3% | -$172K | 1.33% | 12 |
|
|
2017
Q2 | $5.47M | Buy |
152,076
+3,624
| +2% | +$134K | 1.36% | 10 |
|
|
2017
Q1 | $5.33M | Buy |
148,452
+2,628
| +2% | +$86.5K | 1.39% | 9 |
|
|
2016
Q4 | $4.22M | Sell |
145,824
-16,436
| -10% | -$466K | 1.17% | 15 |
|
|
2016
Q3 | $4.59M | Buy |
162,260
+4,320
| +3% | +$114K | 1.3% | 10 |
|
|
2016
Q2 | $3.77M | Sell |
157,940
-7,460
| -5% | -$185K | 1.04% | 20 |
|
|
2016
Q1 | $4.51M | Buy |
165,400
+20,460
| +14% | +$510K | 1.22% | 15 |
|
|
2015
Q4 | $3.81M | Buy |
144,940
+15,044
| +12% | +$430K | 0.99% | 23 |
|
|
2015
Q3 | $3.58M | Buy |
129,896
+20,832
| +19% | +$611K | 0.93% | 19 |
|
|
2015
Q2 | $3.42M | Buy |
109,064
+16,508
| +18% | +$528K | 0.92% | 22 |
|
|
2015
Q1 | $2.88M | Buy |
92,556
+19,080
| +26% | +$576K | 0.71% | 43 |
|
|
2014
Q4 | $2.03M | Sell |
73,476
-21,704
| -23% | -$591K | 0.54% | 68 |
|
|
2014
Q3 | $2.4M | Buy |
95,180
+25,456
| +37% | +$625K | 0.72% | 45 |
|
|
2014
Q2 | $1.62M | Sell |
69,724
-128,460
| -65% | -$2.73M | 0.58% | 65 |
|
|
2014
Q1 | $3.8M | Buy |
198,184
+57,344
| +41% | +$1.09M | 1.61% | 5 |
|
|
2013
Q4 | $2.82M | Sell |
140,840
-12,320
| -8% | -$233K | 1.62% | 4 |
|
|
2013
Q3 | $2.61M | Sell |
153,160
-644
| -0.4% | -$10.7K | 1.52% | 4 |
|
|
2013
Q2 | $2.18M | Buy |
+153,804
| New | +$2.37M | 1.2% | 16 |
|
Other funds holding AAPL
VCM
VPM
Regal Investment Advisors's AAPL Position: Q1 2026 in Review
Regal Investment Advisors reduced its Apple (AAPL) stake by 0.21% in Q1 2026, selling an estimated $71K and leaving 127,198 shares worth $32.3M. The position accounts for 1.86% of the portfolio, ranked #2.
Regal Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 48 quarters since. The position peaked at $34.7M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Regal Investment Advisors held 127,198 shares of Apple worth $32.3M as of Q1 2026.
- Regal Investment Advisors sold 273 Apple shares in Q1 2026, an estimated $71K.
- Apple made up 1.86% of Regal Investment Advisors's portfolio in Q1 2026, its #2 holding.
- Regal Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 48 quarters since.
- Regal Investment Advisors's Apple position peaked at $34.7M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.