Ritholtz Wealth Management’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 | $195M | Buy |
674,862
+24,083
| +4% | +$6.89M | 2.91% | 5 |
|
|
2026
Q1 | $165M | Buy |
650,779
+67,172
| +12% | +$17.5M | 2.87% | 6 |
|
|
2025
Q4 | $159M | Buy |
583,607
+23,521
| +4% | +$6.31M | 2.9% | 6 |
|
|
2025
Q3 | $143M | Buy |
560,086
+24,979
| +5% | +$5.64M | 2.77% | 6 |
|
|
2025
Q2 | $110M | Buy |
535,107
+14,055
| +3% | +$2.84M | 2.42% | 8 |
|
|
2025
Q1 | $116M | Buy |
521,052
+7,251
| +1% | +$1.68M | 3.46% | 4 |
|
|
2024
Q4 | $129M | Buy |
513,801
+22,592
| +5% | +$5.32M | 3.78% | 5 |
|
|
2024
Q3 | $114M | Buy |
491,209
+17,284
| +4% | +$3.86M | 3.45% | 5 |
|
|
2024
Q2 | $99.8M | Buy |
473,925
+25,984
| +6% | +$4.85M | 3.29% | 5 |
|
|
2024
Q1 | $76.8M | Buy |
447,941
+8,102
| +2% | +$1.47M | 2.65% | 8 |
|
|
2023
Q4 | $84.7M | Buy |
439,839
+2,109
| +0.5% | +$389K | 3.29% | 5 |
|
|
2023
Q3 | $74.9M | Buy |
437,730
+63,498
| +17% | +$11.6M | 3.37% | 5 |
|
|
2023
Q2 | $72.6M | Sell |
374,232
-28,062
| -7% | -$4.89M | 3.27% | 7 |
|
|
2023
Q1 | $66.3M | Buy |
402,294
+52,592
| +15% | +$7.76M | 3.31% | 7 |
|
|
2022
Q4 | $45.4M | Sell |
349,702
-122,134
| -26% | -$17.5M | 2.54% | 7 |
|
|
2022
Q3 | $65.2M | Buy |
471,836
+122,397
| +35% | +$19.2M | 3.46% | 4 |
|
|
2022
Q2 | $47.8M | Sell |
349,439
-6,725
| -2% | -$1.02M | 3.01% | 6 |
|
|
2022
Q1 | $62.2M | Buy |
356,164
+31,347
| +10% | +$5.27M | 4.2% | 8 |
|
|
2021
Q4 | $57.7M | Buy |
324,817
+56,239
| +21% | +$8.89M | 3.59% | 9 |
|
|
2021
Q3 | $38M | Buy |
268,578
+26,560
| +11% | +$3.91M | 2.64% | 9 |
|
|
2021
Q2 | $33.1M | Buy |
242,018
+10,009
| +4% | +$1.3M | 2.39% | 9 |
|
|
2021
Q1 | $28.3M | Buy |
232,009
+50,746
| +28% | +$6.51M | 2.36% | 9 |
|
|
2020
Q4 | $24.1M | Buy |
181,263
+48,890
| +37% | +$5.88M | 2.3% | 13 |
|
|
2020
Q3 | $15.3M | Sell |
132,373
-12,723
| -9% | -$1.39M | 1.72% | 13 |
|
|
2020
Q2 | $13.2M | Buy |
145,096
+23,708
| +20% | +$1.84M | 1.7% | 13 |
|
|
2020
Q1 | $7.72M | Buy |
121,388
+3,892
| +3% | +$286K | 1.24% | 11 |
|
|
2019
Q4 | $8.63M | Buy |
117,496
+2,520
| +2% | +$162K | 1.26% | 12 |
|
|
2019
Q3 | $6.44M | Sell |
114,976
-3,528
| -3% | -$184K | 1.05% | 13 |
|
|
2019
Q2 | $5.86M | Sell |
118,504
-3,880
| -3% | -$189K | 1% | 13 |
|
|
2019
Q1 | $5.81M | Sell |
122,384
-12,068
| -9% | -$512K | 1.06% | 14 |
|
|
2018
Q4 | $5.3M | Sell |
134,452
-3,880
| -3% | -$188K | 1.2% | 18 |
|
|
2018
Q3 | $7.81M | Buy |
138,332
+42,004
| +44% | +$2.19M | 1.98% | 12 |
|
|
2018
Q2 | $4.46M | Sell |
96,328
-2,488
| -3% | -$113K | 1.21% | 12 |
|
|
2018
Q1 | $4.14M | Buy |
98,816
+7,472
| +8% | +$322K | 1.18% | 12 |
|
|
2017
Q4 | $3.86M | Buy |
91,344
+34,388
| +60% | +$1.44M | 1.15% | 15 |
|
|
2017
Q3 | $2.19M | Buy |
56,956
+6,500
| +13% | +$252K | 0.82% | 18 |
|
|
2017
Q2 | $1.82M | Buy |
+50,456
| New | +$1.87M | 0.76% | 18 |
|
|
2016
Q4 | $1.2M | Buy |
+41,324
| New | +$1.17M | 0.61% | 22 |
|
Other funds holding AAPL
Ritholtz Wealth Management's AAPL Position: Q2 2026 in Review
Ritholtz Wealth Management increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $6.89M and bringing the position to 674,862 shares worth $195M. The position accounts for 2.91% of the portfolio, ranked #5.
Ritholtz Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Ritholtz Wealth Management held 674,862 shares of Apple worth $195M as of Q2 2026.
- Ritholtz Wealth Management bought 24,083 Apple shares in Q2 2026, an estimated $6.89M.
- Apple made up 2.91% of Ritholtz Wealth Management's portfolio in Q2 2026, its #5 holding.
- Ritholtz Wealth Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- 6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.