RPg Family Wealth Advisory’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 | $11.2M | Sell |
44,074
-666
| -1% | -$173K | 2.33% | 7 |
|
|
2025
Q4 | $12.2M | Buy |
44,740
+8,037
| +22% | +$2.16M | 2.67% | 2 |
|
|
2025
Q3 | $9.35M | Sell |
36,703
-835
| -2% | -$189K | 2.05% | 10 |
|
|
2025
Q2 | $7.7M | Sell |
37,538
-11,359
| -23% | -$2.29M | 2.05% | 12 |
|
|
2025
Q1 | $10.9M | Buy |
48,897
+21
| +0% | +$4.87K | 3.09% | 3 |
|
|
2024
Q4 | $12.2M | Buy |
48,876
+1,952
| +4% | +$460K | 4.33% | 3 |
|
|
2024
Q3 | $10.9M | Buy |
46,924
+734
| +2% | +$164K | 3.53% | 3 |
|
|
2024
Q2 | $9.73M | Sell |
46,190
-260
| -0.6% | -$48.5K | 3.2% | 2 |
|
|
2024
Q1 | $7.97M | Sell |
46,450
-358
| -0.8% | -$65.1K | 2.52% | 6 |
|
|
2023
Q4 | $9.01M | Buy |
46,808
+2,552
| +6% | +$471K | 3.32% | 2 |
|
|
2023
Q3 | $7.58M | Sell |
44,256
-1,215
| -3% | -$223K | 3.11% | 2 |
|
|
2023
Q2 | $8.82M | Sell |
45,471
-3,883
| -8% | -$677K | 3.53% | 2 |
|
|
2023
Q1 | $8.14M | Buy |
49,354
+1,589
| +3% | +$234K | 4.47% | 1 |
|
|
2022
Q4 | $6.21M | Sell |
47,765
-21,765
| -31% | -$3.11M | 4.25% | 2 |
|
|
2022
Q3 | $10.9M | Sell |
69,530
-142
| -0.2% | -$22.3K | 5.75% | 1 |
|
|
2022
Q2 | $9.53M | Sell |
69,672
-199
| -0.3% | -$30.1K | 5.68% | 1 |
|
|
2022
Q1 | $12.2M | Buy |
69,871
+1,914
| +3% | +$322K | 5.2% | 1 |
|
|
2021
Q4 | $12.1M | Sell |
67,957
-1,447
| -2% | -$229K | 4.77% | 1 |
|
|
2021
Q3 | $9.82M | Buy |
69,404
+5,868
| +9% | +$864K | 4.14% | 2 |
|
|
2021
Q2 | $8.7M | Buy |
+63,536
| New | +$8.23M | 3.52% | 3 |
|
|
2020
Q4 | $8.54M | Sell |
64,336
-13,745
| -18% | -$1.65M | 4.03% | 1 |
|
|
2020
Q3 | $9.04M | Sell |
78,081
-1,195
| -2% | -$130K | 4.75% | 2 |
|
|
2020
Q2 | $7.23M | Sell |
79,276
-864
| -1% | -$67K | 4.41% | 2 |
|
|
2020
Q1 | $5.09M | Sell |
80,140
-18,808
| -19% | -$1.38M | 3.96% | 3 |
|
|
2019
Q4 | $7.26M | Sell |
98,948
-7,556
| -7% | -$486K | 4.18% | 1 |
|
|
2019
Q3 | $5.96M | Sell |
106,504
-2,796
| -3% | -$146K | 3.61% | 2 |
|
|
2019
Q2 | $5.41M | Sell |
109,300
-48,564
| -31% | -$2.37M | 3.21% | 5 |
|
|
2019
Q1 | $7.5M | Buy |
157,864
+5,928
| +4% | +$251K | 4.43% | 1 |
|
|
2018
Q4 | $5.99M | Buy |
151,936
+44,408
| +41% | +$2.15M | 5.83% | 1 |
|
|
2018
Q3 | $6.07M | Sell |
107,528
-6,208
| -5% | -$323K | 4.57% | 2 |
|
|
2018
Q2 | $5.26M | Sell |
113,736
-10,856
| -9% | -$492K | 4.09% | 3 |
|
|
2018
Q1 | $5.23M | Buy |
124,592
+564
| +0.5% | +$24.3K | 4.29% | 2 |
|
|
2017
Q4 | $5.25M | Sell |
124,028
-1,532
| -1% | -$64K | 4.44% | 3 |
|
|
2017
Q3 | $4.84M | Buy |
125,560
+272
| +0.2% | +$10.6K | 3.96% | 3 |
|
|
2017
Q2 | $4.51M | Sell |
125,288
-1,816
| -1% | -$67.1K | 3.93% | 3 |
|
|
2017
Q1 | $4.56M | Sell |
127,104
-50,064
| -28% | -$1.65M | 3.77% | 3 |
|
|
2016
Q4 | $5.13M | Sell |
177,168
-1,380
| -0.8% | -$39.1K | 4.4% | 2 |
|
|
2016
Q3 | $5.05M | Sell |
178,548
-160,596
| -47% | -$4.25M | 3.57% | 6 |
|
|
2016
Q2 | $8.11M | Buy |
339,144
+205,708
| +154% | +$5.11M | 3.55% | 9 |
|
|
2016
Q1 | $3.64M | Buy |
133,436
+120,712
| +949% | +$3.01M | 2.82% | 14 |
|
|
2015
Q4 | $335K | Buy |
+12,724
| New | +$364K | 0.31% | 36 |
|
Other funds holding AAPL
VCM
VPM
RPg Family Wealth Advisory's AAPL Position: Q1 2026 in Review
RPg Family Wealth Advisory reduced its Apple (AAPL) stake by 1.5% in Q1 2026, selling an estimated $173K and leaving 44,074 shares worth $11.2M. The position accounts for 2.33% of the portfolio, ranked #7.
RPg Family Wealth Advisory first reported a position in AAPL in Q4 2015 and has held it in 41 quarters since. The position peaked at $12.2M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- RPg Family Wealth Advisory held 44,074 shares of Apple worth $11.2M as of Q1 2026.
- RPg Family Wealth Advisory sold 666 Apple shares in Q1 2026, an estimated $173K.
- Apple made up 2.33% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #7 holding.
- RPg Family Wealth Advisory first reported a position in Apple in Q4 2015 and has held it in 41 quarters since.
- RPg Family Wealth Advisory's Apple position peaked at $12.2M in Q4 2024.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.