Scott Capital 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
Q2
$937K Buy
3,237
+196
+6% +$56.1K 0.15% 37
2026
Q1
$792K Sell
3,041
-21
-0.7% -$5.46K 0.16% 34
2025
Q4
$832K Sell
3,062
-62
-2% -$16.6K 0.18% 33
2025
Q3
$806K Sell
3,124
-377
-11% -$85.2K 0.18% 34
2025
Q2
$739K Sell
3,501
-259
-7% -$52.3K 0.2% 32
2025
Q1
$835K Sell
3,760
-61
-2% -$14.1K 0.25% 28
2024
Q4
$896K Sell
3,821
-229
-6% -$54K 0.26% 28
2024
Q3
$944K Sell
4,050
-119
-3% -$26.6K 0.27% 27
2024
Q2
$953K Buy
4,169
+356
+9% +$66.4K 0.28% 27
2024
Q1
$647K Buy
3,813
+28
+0.7% +$5.09K 0.2% 30
2023
Q4
$729K Sell
3,785
-97
-2% -$17.9K 0.24% 28
2023
Q3
$694K Sell
3,882
-218
-5% -$40K 0.28% 28
2023
Q2
$795K Buy
4,100
+104
+3% +$18.1K 0.34% 26
2023
Q1
$659K Buy
3,996
+7
+0.2% +$1.03K 0.32% 28
2022
Q4
$518K Sell
3,989
-46
-1% -$6.57K 0.29% 27
2022
Q3
$558K Sell
4,035
-183
-4% -$28.7K 0.38% 23
2022
Q2
$577K Buy
4,218
+328
+8% +$49.7K 0.39% 24
2022
Q1
$679K Sell
3,890
-23
-0.6% -$3.87K 0.4% 23
2021
Q4
$695K Buy
+3,913
New +$618K 0.42% 18

Other funds holding AAPL

Scott Capital Advisors's AAPL Position: Q2 2026 in Review

Scott Capital Advisors increased its Apple (AAPL) stake by 6.4% in Q2 2026, buying an estimated $56.1K and bringing the position to 3,237 shares worth $937K. The position accounts for 0.15% of the portfolio, ranked #37.

Scott Capital Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $953K in Q2 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Scott Capital Advisors held 3,237 shares of Apple worth $937K as of Q2 2026.
  • Scott Capital Advisors bought 196 Apple shares in Q2 2026, an estimated $56.1K.
  • Apple made up 0.15% of Scott Capital Advisors's portfolio in Q2 2026, its #37 holding.
  • Scott Capital Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Scott Capital Advisors's Apple position peaked at $953K in Q2 2024.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.