Selective 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 | $9.62M | Buy |
28,832
+1,163
| +4% | +$333K | 2.52% | 5 |
|
|
2026
Q1 | $7.48M | Sell |
27,669
-1,249
| -4% | -$325K | 2.21% | 7 |
|
|
2025
Q4 | $7.47M | Buy |
28,918
+2,826
| +11% | +$759K | 2.33% | 7 |
|
|
2025
Q3 | $6.69M | Buy |
26,092
+527
| +2% | +$119K | 2.15% | 8 |
|
|
2025
Q2 | $5.4M | Sell |
25,565
-3,016
| -11% | -$609K | 1.97% | 11 |
|
|
2025
Q1 | $5.66M | Sell |
28,581
-111
| -0.4% | -$25.7K | 2.46% | 9 |
|
|
2024
Q4 | $6.69M | Buy |
28,692
+303
| +1% | +$71.4K | 2.72% | 8 |
|
|
2024
Q3 | $6.41M | Buy |
28,389
+6,385
| +29% | +$1.43M | 2.66% | 8 |
|
|
2024
Q2 | $5.03M | Sell |
22,004
-745
| -3% | -$139K | 2.22% | 8 |
|
|
2024
Q1 | $3.82M | Buy |
22,749
+76
| +0.3% | +$13.8K | 1.66% | 14 |
|
|
2023
Q4 | $4.12M | Sell |
22,673
-1,923
| -8% | -$355K | 2.08% | 13 |
|
|
2023
Q3 | $4.27M | Sell |
24,596
-877
| -3% | -$161K | 2.35% | 12 |
|
|
2023
Q2 | $4.8M | Buy |
+25,473
| New | +$4.44M | 2.4% | 11 |
|
|
2022
Q4 | $3.84M | Buy |
27,841
+809
| +3% | +$116K | 2.03% | 15 |
|
|
2022
Q3 | $3.74M | Sell |
27,032
-2,357
| -8% | -$370K | 1.6% | 19 |
|
|
2022
Q2 | $4.02M | Buy |
29,389
+144
| +0.5% | +$21.8K | 1.43% | 20 |
|
|
2022
Q1 | $5.11M | Sell |
29,245
-6,462
| -18% | -$1.09M | 1.85% | 16 |
|
|
2021
Q4 | $6.34M | Buy |
35,707
+1,089
| +3% | +$172K | 2.59% | 14 |
|
|
2021
Q3 | $4.9M | Buy |
34,618
+10,487
| +43% | +$1.54M | 2.6% | 10 |
|
|
2021
Q2 | $3.31M | Buy |
24,131
+8,123
| +51% | +$1.05M | 2.63% | 7 |
|
|
2021
Q1 | $1.96M | Buy |
16,008
+5,405
| +51% | +$694K | 1.78% | 16 |
|
|
2020
Q4 | $1.41M | Buy |
10,603
+1,049
| +11% | +$126K | 0.91% | 23 |
|
|
2020
Q3 | $1.11M | Buy |
9,554
+2,502
| +35% | +$273K | 0.87% | 21 |
|
|
2020
Q2 | $643K | Buy |
7,052
+3,584
| +103% | +$278K | 0.53% | 26 |
|
|
2020
Q1 | $221K | Hold |
3,468
| – | – | 0.35% | 17 |
|
|
2019
Q4 | $255K | Buy |
3,468
+32
| +0.9% | +$2.06K | 0.31% | 22 |
|
|
2019
Q3 | $192K | Sell |
3,436
-1,148
| -25% | -$60K | 0.26% | 33 |
|
|
2019
Q2 | $227K | Buy |
+4,584
| New | +$223K | 0.37% | 34 |
|
|
2018
Q3 | $194K | Buy |
+3,444
| New | +$179K | 2.32% | 13 |
|
Other funds holding AAPL
Selective Wealth Management's AAPL Position: Q2 2026 in Review
Selective Wealth Management increased its Apple (AAPL) stake by 4.2% in Q2 2026, buying an estimated $333K and bringing the position to 28,832 shares worth $9.62M. The position accounts for 2.52% of the portfolio, ranked #5.
Selective Wealth Management first reported a position in AAPL in Q3 2018 and has held it in 29 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Selective Wealth Management held 28,832 shares of Apple worth $9.62M as of Q2 2026.
- Selective Wealth Management bought 1,163 Apple shares in Q2 2026, an estimated $333K.
- Apple made up 2.52% of Selective Wealth Management's portfolio in Q2 2026, its #5 holding.
- Selective Wealth Management first reported a position in Apple in Q3 2018 and has held it in 29 quarters since.
- 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.