Searcy Financial Services’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 | $13.6M | Sell |
46,910
-929
| -2% | -$266K | 4.55% | 11 |
|
|
2026
Q1 | $12.1M | Sell |
47,839
-293
| -0.6% | -$76.3K | 4.5% | 12 |
|
|
2025
Q4 | $13.1M | Sell |
48,132
-1,868
| -4% | -$501K | 4.85% | 11 |
|
|
2025
Q3 | $12.7M | Sell |
50,000
-164
| -0.3% | -$37K | 4.84% | 11 |
|
|
2025
Q2 | $10.3M | Buy |
50,164
+1,168
| +2% | +$236K | 4.18% | 13 |
|
|
2025
Q1 | $10.9M | Buy |
48,996
+978
| +2% | +$227K | 4.71% | 12 |
|
|
2024
Q4 | $12M | Sell |
48,018
-816
| -2% | -$192K | 5.55% | 9 |
|
|
2024
Q3 | $11.4M | Sell |
48,834
-602
| -1% | -$134K | 5.34% | 8 |
|
|
2024
Q2 | $10.4M | Sell |
49,436
-54
| -0.1% | -$10.1K | 5.2% | 10 |
|
|
2024
Q1 | $8.49M | Buy |
49,490
+1,241
| +3% | +$226K | 4.32% | 11 |
|
|
2023
Q4 | $9.29M | Sell |
48,249
-236
| -0.5% | -$43.6K | 5.15% | 10 |
|
|
2023
Q3 | $8.3M | Sell |
48,485
-3,770
| -7% | -$691K | 5.01% | 11 |
|
|
2023
Q2 | $10.1M | Sell |
52,255
-1,048
| -2% | -$183K | 5.89% | 8 |
|
|
2023
Q1 | $8.79M | Buy |
53,303
+1,665
| +3% | +$246K | 5.42% | 8 |
|
|
2022
Q4 | $6.71M | Buy |
51,638
+5,748
| +13% | +$821K | 3.9% | 12 |
|
|
2022
Q3 | $6.34M | Sell |
45,890
-362
| -0.8% | -$56.8K | 4.02% | 11 |
|
|
2022
Q2 | $6.32M | Sell |
46,252
-9,126
| -16% | -$1.38M | 3.93% | 11 |
|
|
2022
Q1 | $9.67M | Sell |
55,378
-56,920
| -51% | -$9.57M | 5.67% | 9 |
|
|
2021
Q4 | $19.9M | Buy |
112,298
+54,179
| +93% | +$8.56M | 8.92% | 4 |
|
|
2021
Q3 | $8.22M | Sell |
58,119
-90
| -0.2% | -$13.3K | 5.02% | 9 |
|
|
2021
Q2 | $7.97M | Buy |
58,209
+579
| +1% | +$75K | 4.83% | 9 |
|
|
2021
Q1 | $7.04M | Buy |
57,630
+486
| +0.9% | +$62.4K | 4.46% | 13 |
|
|
2020
Q4 | $7.58M | Buy |
57,144
+967
| +2% | +$116K | 4.53% | 13 |
|
|
2020
Q3 | $6.51M | Sell |
56,177
-29,655
| -35% | -$3.24M | 4.87% | 10 |
|
|
2020
Q2 | $7.83M | Sell |
85,832
-2,572
| -3% | -$199K | 6.52% | 7 |
|
|
2020
Q1 | $5.62M | Buy |
88,404
+83,596
| +1,739% | +$6.15M | 7.98% | 8 |
|
|
2019
Q4 | $353K | Buy |
4,808
+152
| +3% | +$9.78K | 0.25% | 15 |
|
|
2019
Q3 | $261K | Buy |
4,656
+16
| +0.3% | +$837 | 0.19% | 15 |
|
|
2019
Q2 | $230K | Sell |
4,640
-704
| -13% | -$34.3K | 0.18% | 15 |
|
|
2019
Q1 | $254K | Buy |
5,344
+80
| +2% | +$3.39K | 0.21% | 14 |
|
|
2018
Q4 | $208K | Buy |
+5,264
| New | +$255K | 0.26% | 13 |
|
Other funds holding AAPL
Searcy Financial Services's AAPL Position: Q2 2026 in Review
Searcy Financial Services reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $266K and leaving 46,910 shares worth $13.6M. The position accounts for 4.55% of the portfolio, ranked #11.
Searcy Financial Services first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $19.9M in Q4 2021. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Searcy Financial Services held 46,910 shares of Apple worth $13.6M as of Q2 2026.
- Searcy Financial Services sold 929 Apple shares in Q2 2026, an estimated $266K.
- Apple made up 4.55% of Searcy Financial Services's portfolio in Q2 2026, its #11 holding.
- Searcy Financial Services first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Searcy Financial Services's Apple position peaked at $19.9M in Q4 2021.
- 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.