Salvus 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
$5.81M Sell
20,064
-521
-3% -$149K 3.25% 5
2026
Q1
$5.22M Sell
20,585
-164
-0.8% -$42.7K 3.04% 6
2025
Q4
$5.64M Sell
20,749
-1,030
-5% -$277K 3.15% 5
2025
Q3
$5.55M Sell
21,779
-1,393
-6% -$315K 3.1% 4
2025
Q2
$4.75M Sell
23,172
-1,446
-6% -$292K 2.78% 9
2025
Q1
$5.47M Sell
24,618
-2,113
-8% -$490K 3.43% 5
2024
Q4
$6.69M Buy
26,731
+38
+0.1% +$8.96K 4.27% 3
2024
Q3
$6.22M Buy
26,693
+2,755
+12% +$615K 3.82% 4
2024
Q2
$5.04M Buy
23,938
+3,137
+15% +$585K 3.46% 7
2024
Q1
$3.57M Sell
20,801
-8
-0% -$1.46K 2.44% 14
2023
Q4
$4.01M Sell
20,809
-150
-0.7% -$27.7K 2.85% 10
2023
Q3
$3.59M Sell
20,959
-1,084
-5% -$199K 2.84% 7
2023
Q2
$4.28M Buy
22,043
+40
+0.2% +$6.97K 3.29% 5
2023
Q1
$3.63M Buy
22,003
+460
+2% +$67.9K 2.94% 7
2022
Q4
$2.8M Buy
21,543
+114
+0.5% +$16.3K 2.57% 10
2022
Q3
$2.96M Buy
21,429
+256
+1% +$40.2K 2.82% 5
2022
Q2
$2.9M Sell
21,173
-74
-0.3% -$11.2K 2.59% 8
2022
Q1
$3.71M Buy
21,247
+680
+3% +$114K 2.83% 8
2021
Q4
$3.65M Buy
20,567
+343
+2% +$54.2K 2.67% 8
2021
Q3
$2.86M Buy
20,224
+501
+3% +$73.8K 2.34% 10
2021
Q2
$2.71M Buy
19,723
+110
+0.6% +$14.3K 2.28% 11
2021
Q1
$2.56M Buy
19,613
+245
+1% +$31.4K 2.39% 12
2020
Q4
$2.56M Buy
+19,368
New +$2.33M 2.77% 10

Other funds holding AAPL

Salvus Wealth Management's AAPL Position: Q2 2026 in Review

Salvus Wealth Management reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $149K and leaving 20,064 shares worth $5.81M. The position accounts for 3.25% of the portfolio, ranked #5.

Salvus Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.69M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Salvus Wealth Management held 20,064 shares of Apple worth $5.81M as of Q2 2026.
  • Salvus Wealth Management sold 521 Apple shares in Q2 2026, an estimated $149K.
  • Apple made up 3.25% of Salvus Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Salvus Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Apple position peaked at $6.69M in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.