Sequoia Financial 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 | $572M | Buy |
1,978,445
+37,955
| +2% | +$10.9M | 2.85% | 4 |
|
|
2026
Q1 | $492M | Sell |
1,940,490
-53,730
| -3% | -$14M | 2.75% | 4 |
|
|
2025
Q4 | $542M | Buy |
1,994,220
+327,142
| +20% | +$87.8M | 3.02% | 3 |
|
|
2025
Q3 | $424M | Buy |
1,667,078
+74,205
| +5% | +$16.8M | 2.58% | 5 |
|
|
2025
Q2 | $327M | Buy |
1,592,873
+76,870
| +5% | +$15.5M | 2.23% | 7 |
|
|
2025
Q1 | $337M | Buy |
1,516,003
+64,408
| +4% | +$14.9M | 2.59% | 4 |
|
|
2024
Q4 | $364M | Buy |
1,451,595
+113,962
| +9% | +$26.9M | 3.5% | 2 |
|
|
2024
Q3 | $312M | Buy |
1,337,633
+65,927
| +5% | +$14.7M | 3.34% | 3 |
|
|
2024
Q2 | $268M | Buy |
1,271,706
+21,734
| +2% | +$4.05M | 3.23% | 3 |
|
|
2024
Q1 | $214M | Sell |
1,249,972
-12,952
| -1% | -$2.36M | 2.67% | 6 |
|
|
2023
Q4 | $243M | Buy |
1,262,924
+443,462
| +54% | +$81.9M | 3.02% | 4 |
|
|
2023
Q3 | $140M | Buy |
819,462
+11,108
| +1% | +$2.04M | 2.46% | 6 |
|
|
2023
Q2 | $157M | Buy |
808,354
+61,380
| +8% | +$10.7M | 2.69% | 6 |
|
|
2023
Q1 | $123M | Buy |
746,974
+23,547
| +3% | +$3.47M | 2.74% | 5 |
|
|
2022
Q4 | $94M | Buy |
723,427
+250,855
| +53% | +$35.8M | 2.31% | 6 |
|
|
2022
Q3 | $65.3M | Sell |
472,572
-33,787
| -7% | -$5.3M | 2.06% | 9 |
|
|
2022
Q2 | $69.2M | Sell |
506,359
-55,945
| -10% | -$8.47M | 1.96% | 9 |
|
|
2022
Q1 | $98.2M | Sell |
562,304
-23,119
| -4% | -$3.89M | 2.45% | 7 |
|
|
2021
Q4 | $104M | Buy |
585,423
+396,893
| +211% | +$62.7M | 2.83% | 6 |
|
|
2021
Q3 | $26.7M | Sell |
188,530
-326,430
| -63% | -$48.1M | 2.71% | 7 |
|
|
2021
Q2 | $70.5M | Buy |
514,960
+75,520
| +17% | +$9.79M | 2.57% | 7 |
|
|
2021
Q1 | $53.7M | Buy |
439,440
+23,771
| +6% | +$3.05M | 2.25% | 8 |
|
|
2020
Q4 | $55.2M | Buy |
415,669
+11,807
| +3% | +$1.42M | 2.52% | 8 |
|
|
2020
Q3 | $46.8M | Buy |
403,862
+6,738
| +2% | +$735K | 2.47% | 9 |
|
|
2020
Q2 | $36.2M | Buy |
397,124
+6,500
| +2% | +$504K | 2.14% | 9 |
|
|
2020
Q1 | $24.8M | Sell |
390,624
-28,552
| -7% | -$2.1M | 1.83% | 12 |
|
|
2019
Q4 | $30.8M | Sell |
419,176
-3,264
| -0.8% | -$210K | 1.95% | 10 |
|
|
2019
Q3 | $23.7M | Sell |
422,440
-45,272
| -10% | -$2.37M | 1.71% | 11 |
|
|
2019
Q2 | $23.1M | Buy |
467,712
+5,400
| +1% | +$263K | 1.72% | 12 |
|
|
2019
Q1 | $22M | Buy |
462,312
+80,696
| +21% | +$3.42M | 1.8% | 11 |
|
|
2018
Q4 | $15M | Buy |
381,616
+3,416
| +0.9% | +$166K | 1.74% | 13 |
|
|
2018
Q3 | $21.3M | Sell |
378,200
-1,184
| -0.3% | -$61.7K | 2.12% | 9 |
|
|
2018
Q2 | $17.6M | Sell |
379,384
-418,844
| -52% | -$19M | 1.87% | 10 |
|
|
2018
Q1 | $33.5M | Sell |
798,228
-23,628
| -3% | -$1.02M | 3.52% | 6 |
|
|
2017
Q4 | $34.8M | Buy |
821,856
+30,284
| +4% | +$1.27M | 3.66% | 5 |
|
|
2017
Q3 | $30.5M | Buy |
791,572
+8,744
| +1% | +$339K | 3.61% | 5 |
|
|
2017
Q2 | $28.2M | Buy |
782,828
+10,392
| +1% | +$384K | 3.49% | 5 |
|
|
2017
Q1 | $27.7M | Buy |
772,436
+13,784
| +2% | +$454K | 3.53% | 6 |
|
|
2016
Q4 | $22M | Buy |
758,652
+1,128
| +0.1% | +$32K | 3.14% | 6 |
|
|
2016
Q3 | $21.4M | Sell |
757,524
-10,748
| -1% | -$284K | 3.99% | 6 |
|
|
2016
Q2 | $18.4M | Buy |
768,272
+15,852
| +2% | +$394K | 5.15% | 2 |
|
|
2016
Q1 | $20.5M | Buy |
752,420
+515,660
| +218% | +$12.8M | 6.63% | 2 |
|
|
2015
Q4 | $6.23M | Buy |
236,760
+59,864
| +34% | +$1.71M | 2.51% | 8 |
|
|
2015
Q3 | $4.88M | Sell |
176,896
-4,620
| -3% | -$135K | 2.12% | 10 |
|
|
2015
Q2 | $5.69M | Buy |
181,516
+6,084
| +3% | +$195K | 2.4% | 8 |
|
|
2015
Q1 | $5.46M | Buy |
175,432
+3,552
| +2% | +$107K | 2.5% | 7 |
|
|
2014
Q4 | $4.74M | Sell |
171,880
-8,716
| -5% | -$237K | 3.24% | 5 |
|
|
2014
Q3 | $4.55M | Sell |
180,596
-6,440
| -3% | -$158K | 3.15% | 5 |
|
|
2014
Q2 | $4.22M | Buy |
187,036
+11,252
| +6% | +$239K | 3.2% | 6 |
|
|
2014
Q1 | $3.37M | Buy |
175,784
+8,120
| +5% | +$154K | 2.81% | 5 |
|
|
2013
Q4 | $3.36M | Buy |
+167,664
| New | +$3.17M | 2.78% | 5 |
|
Other funds holding AAPL
CRM
CNB
COPPSERS
P
WT
Sequoia Financial Advisors's AAPL Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $10.9M and bringing the position to 1,978,445 shares worth $572M. The position accounts for 2.85% of the portfolio, ranked #4.
Sequoia Financial Advisors first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Sequoia Financial Advisors held 1,978,445 shares of Apple worth $572M as of Q2 2026.
- Sequoia Financial Advisors bought 37,955 Apple shares in Q2 2026, an estimated $10.9M.
- Apple made up 2.85% of Sequoia Financial Advisors's portfolio in Q2 2026, its #4 holding.
- Sequoia Financial Advisors first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
- 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.