Signature Estate & Investment 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 | $106M | Buy |
367,175
+15,083
| +4% | +$4.31M | 1.91% | 12 |
|
|
2026
Q1 | $89.4M | Sell |
352,092
-26,255
| -7% | -$6.83M | 1.81% | 14 |
|
|
2025
Q4 | $103M | Sell |
378,347
-7,742
| -2% | -$2.08M | 2.07% | 11 |
|
|
2025
Q3 | $98.3M | Sell |
386,089
-78,438
| -17% | -$17.7M | 2.1% | 10 |
|
|
2025
Q2 | $95.3M | Buy |
464,527
+13,083
| +3% | +$2.64M | 2.2% | 9 |
|
|
2025
Q1 | $100M | Buy |
451,444
+51,289
| +13% | +$11.9M | 2.64% | 6 |
|
|
2024
Q4 | $100M | Buy |
400,155
+3,647
| +0.9% | +$860K | 2.51% | 6 |
|
|
2024
Q3 | $92.4M | Sell |
396,508
-12,289
| -3% | -$2.74M | 2.13% | 8 |
|
|
2024
Q2 | $86.1M | Buy |
408,797
+100,401
| +33% | +$18.7M | 2.15% | 8 |
|
|
2024
Q1 | $52.9M | Buy |
308,396
+15,160
| +5% | +$2.76M | 1.49% | 21 |
|
|
2023
Q4 | $56.5M | Sell |
293,236
-1,480
| -0.5% | -$273K | 1.66% | 14 |
|
|
2023
Q3 | $50.5M | Buy |
294,716
+3,210
| +1% | +$589K | 1.71% | 12 |
|
|
2023
Q2 | $56.5M | Sell |
291,506
-37,539
| -11% | -$6.54M | 1.87% | 13 |
|
|
2023
Q1 | $54.3M | Buy |
329,045
+13,919
| +4% | +$2.05M | 1.9% | 13 |
|
|
2022
Q4 | $40.9M | Buy |
315,126
+3,292
| +1% | +$470K | 1.47% | 19 |
|
|
2022
Q3 | $43.1M | Sell |
311,834
-3,919
| -1% | -$615K | 2.03% | 11 |
|
|
2022
Q2 | $43.2M | Buy |
315,753
+10,671
| +3% | +$1.62M | 2.18% | 10 |
|
|
2022
Q1 | $53.3M | Sell |
305,082
-925
| -0.3% | -$156K | 2.44% | 9 |
|
|
2021
Q4 | $54.3M | Sell |
306,007
-27,938
| -8% | -$4.42M | 2.44% | 9 |
|
|
2021
Q3 | $47.3M | Sell |
333,945
-16,642
| -5% | -$2.45M | 2.31% | 9 |
|
|
2021
Q2 | $48M | Buy |
350,587
+15,403
| +5% | +$2M | 2.16% | 10 |
|
|
2021
Q1 | $40.9M | Buy |
335,184
+18,771
| +6% | +$2.41M | 1.99% | 12 |
|
|
2020
Q4 | $42M | Sell |
316,413
-1,527
| -0.5% | -$184K | 2.27% | 10 |
|
|
2020
Q3 | $36.8M | Sell |
317,940
-67,008
| -17% | -$7.31M | 2.29% | 10 |
|
|
2020
Q2 | $35.1M | Sell |
384,948
-29,848
| -7% | -$2.31M | 2.49% | 8 |
|
|
2020
Q1 | $26.4M | Sell |
414,796
-56,096
| -12% | -$4.13M | 2.1% | 12 |
|
|
2019
Q4 | $34.6M | Sell |
470,892
-74,448
| -14% | -$4.79M | 2.11% | 12 |
|
|
2019
Q3 | $30.5M | Buy |
545,340
+19,168
| +4% | +$1M | 2.03% | 11 |
|
|
2019
Q2 | $26M | Sell |
526,172
-32,368
| -6% | -$1.58M | 1.72% | 17 |
|
|
2019
Q1 | $26.5M | Buy |
558,540
+47,764
| +9% | +$2.03M | 1.79% | 11 |
|
|
2018
Q4 | $20.1M | Buy |
510,776
+456,188
| +836% | +$22.1M | 1.78% | 19 |
|
|
2018
Q3 | $3.08M | Buy |
54,588
+10,864
| +25% | +$566K | 0.28% | 55 |
|
|
2018
Q2 | $2.02M | Buy |
43,724
+1,104
| +3% | +$50.1K | 0.19% | 60 |
|
|
2018
Q1 | $1.79M | Buy |
42,620
+4,712
| +12% | +$203K | 0.18% | 65 |
|
|
2017
Q4 | $1.6M | Buy |
37,908
+1,012
| +3% | +$42.3K | 0.16% | 72 |
|
|
2017
Q3 | $1.42M | Sell |
36,896
-1,036
| -3% | -$40.2K | 0.16% | 69 |
|
|
2017
Q2 | $1.37M | Sell |
37,932
-21,080
| -36% | -$779K | 0.16% | 65 |
|
|
2017
Q1 | $2.12M | Sell |
59,012
-3,816
| -6% | -$126K | 0.26% | 51 |
|
|
2016
Q4 | $1.82M | Buy |
62,828
+24,564
| +64% | +$696K | 0.25% | 53 |
|
|
2016
Q3 | $1.08M | Sell |
38,264
-5,568
| -13% | -$147K | 0.16% | 64 |
|
|
2016
Q2 | $1.05M | Buy |
43,832
+7,264
| +20% | +$181K | 0.17% | 62 |
|
|
2016
Q1 | $996K | Buy |
36,568
+9,576
| +35% | +$239K | 0.16% | 68 |
|
|
2015
Q4 | $710K | Buy |
26,992
+1,380
| +5% | +$39.4K | 0.12% | 80 |
|
|
2015
Q3 | $706K | Sell |
25,612
-338,996
| -93% | -$9.94M | 0.15% | 66 |
|
|
2015
Q2 | $11.4M | Buy |
364,608
+35,556
| +11% | +$1.14M | 2.55% | 11 |
|
|
2015
Q1 | $10.2M | Buy |
329,052
+9,692
| +3% | +$293K | 2.7% | 12 |
|
|
2014
Q4 | $8.81M | Sell |
319,360
-2,816
| -0.9% | -$76.6K | 2.93% | 9 |
|
|
2014
Q3 | $8.12M | Buy |
322,176
+30,008
| +10% | +$736K | 2.9% | 10 |
|
|
2014
Q2 | $6.79M | Buy |
292,168
+13,568
| +5% | +$289K | 2.39% | 13 |
|
|
2014
Q1 | $5.34M | Buy |
278,600
+40,320
| +17% | +$767K | 2.09% | 17 |
|
|
2013
Q4 | $4.77M | Sell |
238,280
-13,272
| -5% | -$251K | 2.36% | 15 |
|
|
2013
Q3 | $4.28M | Buy |
251,552
+63,952
| +34% | +$1.06M | 2.47% | 13 |
|
|
2013
Q2 | $2.66M | Buy |
+187,600
| New | +$2.89M | 1.91% | 27 |
|
Other funds holding AAPL
Signature Estate & Investment Advisors's AAPL Position: Q2 2026 in Review
Signature Estate & Investment Advisors increased its Apple (AAPL) stake by 4.3% in Q2 2026, buying an estimated $4.31M and bringing the position to 367,175 shares worth $106M. The position accounts for 1.91% of the portfolio, ranked #12.
Signature Estate & Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Signature Estate & Investment Advisors held 367,175 shares of Apple worth $106M as of Q2 2026.
- Signature Estate & Investment Advisors bought 15,083 Apple shares in Q2 2026, an estimated $4.31M.
- Apple made up 1.91% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #12 holding.
- Signature Estate & Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.