Sanchez Wealth Management Group’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 | $5.26M | Sell |
18,188
-1,247
| -6% | -$357K | 0.92% | 23 |
|
|
2026
Q1 | $4.93M | Sell |
19,435
-404
| -2% | -$105K | 1.07% | 22 |
|
|
2025
Q4 | $5.39M | Buy |
19,839
+843
| +4% | +$226K | 1.15% | 22 |
|
|
2025
Q3 | $4.84M | Sell |
18,996
-171
| -0.9% | -$38.6K | 1.07% | 21 |
|
|
2025
Q2 | $3.93M | Sell |
19,167
-351
| -2% | -$70.9K | 0.95% | 21 |
|
|
2025
Q1 | $4.34M | Sell |
19,518
-513
| -3% | -$119K | 1.18% | 21 |
|
|
2024
Q4 | $5.02M | Buy |
20,031
+12,764
| +176% | +$3.01M | 1.37% | 21 |
|
|
2024
Q3 | $1.69M | Buy |
7,267
+47
| +0.7% | +$10.5K | 0.52% | 23 |
|
|
2024
Q2 | $1.52M | Buy |
7,220
+24
| +0.3% | +$4.48K | 0.49% | 22 |
|
|
2024
Q1 | $1.23M | Sell |
7,196
-41
| -0.6% | -$7.46K | 0.42% | 23 |
|
|
2023
Q4 | $1.39M | Sell |
7,237
-175
| -2% | -$32.3K | 0.51% | 20 |
|
|
2023
Q3 | $1.27M | Buy |
7,412
+165
| +2% | +$30.3K | 0.51% | 18 |
|
|
2023
Q2 | $1.41M | Buy |
7,247
+34
| +0.5% | +$5.92K | 0.57% | 18 |
|
|
2023
Q1 | $1.19M | Buy |
7,213
+19
| +0.3% | +$2.8K | 0.52% | 18 |
|
|
2022
Q4 | $935K | Buy |
7,194
+9
| +0.1% | +$1.29K | 0.46% | 18 |
|
|
2022
Q3 | $993K | Buy |
7,185
+8
| +0.1% | +$1.26K | 0.54% | 17 |
|
|
2022
Q2 | $981K | Sell |
7,177
-31
| -0.4% | -$4.7K | 0.49% | 20 |
|
|
2022
Q1 | $1.26M | Sell |
7,208
-1
| -0% | -$168 | 0.53% | 20 |
|
|
2021
Q4 | $1.28M | Buy |
7,209
+17
| +0.2% | +$2.69K | 0.54% | 19 |
|
|
2021
Q3 | $1.02M | Buy |
7,192
+109
| +2% | +$16K | 0.46% | 19 |
|
|
2021
Q2 | $970K | Buy |
7,083
+10
| +0.1% | +$1.3K | 0.44% | 19 |
|
|
2021
Q1 | $864K | Buy |
7,073
+9
| +0.1% | +$1.16K | 0.44% | 19 |
|
|
2020
Q4 | $937K | Buy |
7,064
+393
| +6% | +$47.3K | 0.5% | 17 |
|
|
2020
Q3 | $773K | Sell |
6,671
-821
| -11% | -$89.6K | 0.46% | 16 |
|
|
2020
Q2 | $683K | Buy |
7,492
+180
| +2% | +$13.9K | 0.46% | 16 |
|
|
2020
Q1 | $464K | Buy |
7,312
+1,616
| +28% | +$119K | 0.42% | 16 |
|
|
2019
Q4 | $418K | Buy |
5,696
+16
| +0.3% | +$1.03K | 0.3% | 18 |
|
|
2019
Q3 | $318K | Buy |
5,680
+20
| +0.4% | +$1.05K | 0.26% | 17 |
|
|
2019
Q2 | $280K | Buy |
5,660
+20
| +0.4% | +$975 | 0.24% | 18 |
|
|
2019
Q1 | $268K | Buy |
5,640
+272
| +5% | +$11.5K | 0.24% | 20 |
|
|
2018
Q4 | $212K | Buy |
5,368
+20
| +0.4% | +$970 | 0.23% | 22 |
|
|
2018
Q3 | $304K | Buy |
5,348
+16
| +0.3% | +$833 | 0.31% | 17 |
|
|
2018
Q2 | $247K | Buy |
5,332
+20
| +0.4% | +$907 | 0.23% | 21 |
|
|
2018
Q1 | $221K | Buy |
5,312
+20
| +0.4% | +$861 | 0.22% | 23 |
|
|
2017
Q4 | $231K | Buy |
+5,292
| New | +$221K | 0.24% | 22 |
|
Other funds holding AAPL
Sanchez Wealth Management Group's AAPL Position: Q2 2026 in Review
Sanchez Wealth Management Group reduced its Apple (AAPL) stake by 6.4% in Q2 2026, selling an estimated $357K and leaving 18,188 shares worth $5.26M. The position accounts for 0.92% of the portfolio, ranked #23.
Sanchez Wealth Management Group first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.39M in Q4 2025. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Sanchez Wealth Management Group held 18,188 shares of Apple worth $5.26M as of Q2 2026.
- Sanchez Wealth Management Group sold 1,247 Apple shares in Q2 2026, an estimated $357K.
- Apple made up 0.92% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #23 holding.
- Sanchez Wealth Management Group first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- Sanchez Wealth Management Group's Apple position peaked at $5.39M in Q4 2025.
- 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.