SFMG Wealth 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
Q1 | $58.9M | Buy |
231,927
+8,549
| +4% | +$2.22M | 3.99% | 7 |
|
|
2025
Q4 | $60.7M | Buy |
223,378
+3,310
| +2% | +$889K | 4.07% | 7 |
|
|
2025
Q3 | $56M | Buy |
220,068
+2,003
| +0.9% | +$452K | 3.88% | 8 |
|
|
2025
Q2 | $44.7M | Buy |
218,065
+1,954
| +0.9% | +$395K | 3.36% | 9 |
|
|
2025
Q1 | $48M | Sell |
216,111
-7,113
| -3% | -$1.65M | 3.79% | 8 |
|
|
2024
Q4 | $55.9M | Buy |
223,224
+809
| +0.4% | +$191K | 4.41% | 6 |
|
|
2024
Q3 | $51.8M | Sell |
222,415
-2,108
| -0.9% | -$471K | 4.2% | 7 |
|
|
2024
Q2 | $47.3M | Sell |
224,523
-892
| -0.4% | -$166K | 4.11% | 7 |
|
|
2024
Q1 | $38.7M | Sell |
225,415
-7,375
| -3% | -$1.34M | 3.32% | 9 |
|
|
2023
Q4 | $44.8M | Buy |
232,790
+5,691
| +3% | +$1.05M | 4.15% | 7 |
|
|
2023
Q3 | $38.9M | Buy |
227,099
+13,317
| +6% | +$2.44M | 4% | 8 |
|
|
2023
Q2 | $41.5M | Buy |
213,782
+2,841
| +1% | +$495K | 4.27% | 7 |
|
|
2023
Q1 | $34.8M | Buy |
210,941
+8,124
| +4% | +$1.2M | 3.75% | 8 |
|
|
2022
Q4 | $26.4M | Sell |
202,817
-2,622
| -1% | -$375K | 2.92% | 10 |
|
|
2022
Q3 | $28.4M | Sell |
205,439
-387
| -0.2% | -$60.7K | 3.32% | 10 |
|
|
2022
Q2 | $28.1M | Buy |
205,826
+1,884
| +0.9% | +$285K | 3.26% | 8 |
|
|
2022
Q1 | $35.6M | Sell |
203,942
-1,575
| -0.8% | -$265K | 3.52% | 8 |
|
|
2021
Q4 | $36.5M | Buy |
205,517
+12,734
| +7% | +$2.01M | 3.55% | 8 |
|
|
2021
Q3 | $27.3M | Buy |
192,783
+2,093
| +1% | +$308K | 3.03% | 10 |
|
|
2021
Q2 | $26.1M | Sell |
190,690
-228
| -0.1% | -$29.5K | 2.9% | 10 |
|
|
2021
Q1 | $23.3M | Buy |
190,918
+2,234
| +1% | +$287K | 2.7% | 10 |
|
|
2020
Q4 | $25M | Buy |
188,684
+15,888
| +9% | +$1.91M | 3.17% | 10 |
|
|
2020
Q3 | $20M | Buy |
172,796
+3,304
| +2% | +$361K | 2.76% | 12 |
|
|
2020
Q2 | $15.5M | Buy |
169,492
+6,600
| +4% | +$511K | 2.2% | 14 |
|
|
2020
Q1 | $10.4M | Sell |
162,892
-13,928
| -8% | -$1.02M | 1.55% | 14 |
|
|
2019
Q4 | $13M | Sell |
176,820
-17,264
| -9% | -$1.11M | 1.59% | 14 |
|
|
2019
Q3 | $10.9M | Sell |
194,084
-3,032
| -2% | -$159K | 1.47% | 13 |
|
|
2019
Q2 | $10.2M | Sell |
197,116
-7,780
| -4% | -$379K | 1.39% | 12 |
|
|
2019
Q1 | $9.73M | Sell |
204,896
-61,756
| -23% | -$2.62M | 1.41% | 12 |
|
|
2018
Q4 | $10.5M | Buy |
266,652
+1,260
| +0.5% | +$61.1K | 1.7% | 13 |
|
|
2018
Q3 | $13.8M | Buy |
265,392
+1,660
| +0.6% | +$86.4K | 2.12% | 11 |
|
|
2018
Q2 | $12.2M | Buy |
263,732
+28
| +0% | +$1.27K | 1.98% | 10 |
|
|
2018
Q1 | $11.1M | Sell |
263,704
-4,268
| -2% | -$184K | 1.88% | 11 |
|
|
2017
Q4 | $11.3M | Sell |
267,972
-52
| -0% | -$2.17K | 1.88% | 11 |
|
|
2017
Q3 | $10.3M | Buy |
268,024
+3,724
| +1% | +$144K | 2.02% | 10 |
|
|
2017
Q2 | $9.52M | Buy |
264,300
+1,568
| +0.6% | +$58K | 1.97% | 10 |
|
|
2017
Q1 | $9.44M | Sell |
262,732
-11,492
| -4% | -$378K | 1.91% | 11 |
|
|
2016
Q4 | $7.94M | Sell |
274,224
-7,032
| -3% | -$199K | 1.69% | 12 |
|
|
2016
Q3 | $7.95M | Sell |
281,256
-5,856
| -2% | -$155K | 1.74% | 13 |
|
|
2016
Q2 | $6.86M | Buy |
287,112
+20,072
| +8% | +$499K | 1.53% | 14 |
|
|
2016
Q1 | $7.28M | Buy |
267,040
+89,972
| +51% | +$2.24M | 1.6% | 15 |
|
|
2015
Q4 | $4.66M | Buy |
177,068
+59,840
| +51% | +$1.71M | 1.06% | 15 |
|
|
2015
Q3 | $3.23M | Sell |
117,228
-16,032
| -12% | -$470K | 0.78% | 17 |
|
|
2015
Q2 | $4.18M | Sell |
133,260
-267,720
| -67% | -$8.56M | 0.93% | 15 |
|
|
2015
Q1 | $12.5M | Buy |
400,980
+267,880
| +201% | +$8.09M | 1.01% | 15 |
|
|
2014
Q4 | $3.67M | Buy |
133,100
+3,268
| +3% | +$88.9K | 0.82% | 16 |
|
|
2014
Q3 | $3.27M | Sell |
129,832
-1,332
| -1% | -$32.7K | 1.02% | 13 |
|
|
2014
Q2 | $3.05M | Sell |
131,164
-996
| -0.8% | -$21.2K | 1.05% | 13 |
|
|
2014
Q1 | $2.53M | Sell |
132,160
-29,512
| -18% | -$561K | 0.85% | 15 |
|
|
2013
Q4 | $3.24M | Sell |
161,672
-1,568
| -1% | -$29.6K | 1.11% | 14 |
|
|
2013
Q3 | $2.78M | Buy |
163,240
+27,916
| +21% | +$463K | 1.11% | 14 |
|
|
2013
Q2 | $1.91M | Buy |
+135,324
| New | +$2.08M | 0.76% | 17 |
|
Other funds holding AAPL
VCM
VPM
SFMG Wealth Advisors's AAPL Position: Q1 2026 in Review
SFMG Wealth Advisors increased its Apple (AAPL) stake by 3.8% in Q1 2026, buying an estimated $2.22M and bringing the position to 231,927 shares worth $58.9M. The position accounts for 3.99% of the portfolio, ranked #7.
SFMG Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $60.7M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- SFMG Wealth Advisors held 231,927 shares of Apple worth $58.9M as of Q1 2026.
- SFMG Wealth Advisors bought 8,549 Apple shares in Q1 2026, an estimated $2.22M.
- Apple made up 3.99% of SFMG Wealth Advisors's portfolio in Q1 2026, its #7 holding.
- SFMG Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- SFMG Wealth Advisors's Apple position peaked at $60.7M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.