Signature Wealth Management Group’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 | $3M | Buy |
11,804
+789
| +7% | +$205K | 1.14% | 36 |
|
|
2025
Q4 | $2.99M | Buy |
11,015
+352
| +3% | +$94.5K | 1.22% | 36 |
|
|
2025
Q3 | $2.72M | Buy |
10,663
+59
| +0.6% | +$13.3K | 1.05% | 39 |
|
|
2025
Q2 | $2.18M | Buy |
10,604
+78
| +0.7% | +$15.8K | 0.86% | 46 |
|
|
2025
Q1 | $2.34M | Buy |
10,526
+1,211
| +13% | +$281K | 0.91% | 42 |
|
|
2024
Q4 | $2.33M | Buy |
9,315
+229
| +3% | +$54K | 0.94% | 44 |
|
|
2024
Q3 | $2.12M | Sell |
9,086
-43
| -0.5% | -$9.6K | 0.85% | 43 |
|
|
2024
Q2 | $1.92M | Buy |
9,129
+386
| +4% | +$72K | 0.84% | 45 |
|
|
2024
Q1 | $1.44M | Buy |
8,743
+284
| +3% | +$51.6K | 0.66% | 55 |
|
|
2023
Q4 | $1.63M | Buy |
+8,459
| New | +$1.56M | 0.75% | 47 |
|
|
2023
Q2 | $1.61M | Sell |
8,320
-3,110
| -27% | -$542K | 0.75% | 42 |
|
|
2023
Q1 | $1.88M | Sell |
11,430
-3,255
| -22% | -$480K | 0.89% | 43 |
|
|
2022
Q4 | $1.91M | Sell |
14,685
-1,183
| -7% | -$169K | 0.93% | 42 |
|
|
2022
Q3 | $2.19M | Sell |
15,868
-577
| -4% | -$90.6K | 1.11% | 40 |
|
|
2022
Q2 | $2.25M | Buy |
16,445
+4,403
| +37% | +$667K | 1.09% | 43 |
|
|
2022
Q1 | $2.1M | Sell |
12,042
-4,346
| -27% | -$731K | 0.95% | 55 |
|
|
2021
Q4 | $2.91M | Buy |
16,388
+2,364
| +17% | +$374K | 1.47% | 35 |
|
|
2021
Q3 | $1.98M | Buy |
14,024
+996
| +8% | +$147K | 1.1% | 44 |
|
|
2021
Q2 | $1.78M | Buy |
13,028
+968
| +8% | +$125K | 0.99% | 42 |
|
|
2021
Q1 | $1.47M | Buy |
12,060
+4,907
| +69% | +$630K | 0.87% | 47 |
|
|
2020
Q4 | $949K | Buy |
7,153
+621
| +10% | +$74.7K | 0.6% | 59 |
|
|
2020
Q3 | $756K | Sell |
6,532
-5,308
| -45% | -$579K | 0.54% | 56 |
|
|
2020
Q2 | $1.08M | Buy |
11,840
+292
| +3% | +$22.6K | 0.83% | 39 |
|
|
2020
Q1 | $734K | Buy |
11,548
+3,468
| +43% | +$255K | 0.65% | 42 |
|
|
2019
Q4 | $593K | Sell |
8,080
-272
| -3% | -$17.5K | 0.37% | 66 |
|
|
2019
Q3 | $468K | Sell |
8,352
-188
| -2% | -$9.83K | 0.31% | 66 |
|
|
2019
Q2 | $436K | Sell |
8,540
-6,780
| -44% | -$330K | 0.29% | 66 |
|
|
2019
Q1 | $728K | Buy |
15,320
+584
| +4% | +$24.8K | 0.51% | 43 |
|
|
2018
Q4 | $581K | Buy |
14,736
+816
| +6% | +$39.6K | 0.45% | 50 |
|
|
2018
Q3 | $739K | Buy |
13,920
+1,376
| +11% | +$71.7K | 0.55% | 41 |
|
|
2018
Q2 | $581K | Buy |
12,544
+820
| +7% | +$37.2K | 0.43% | 41 |
|
|
2018
Q1 | $492K | Buy |
11,724
+472
| +4% | +$20.3K | 0.38% | 44 |
|
|
2017
Q4 | $476K | Buy |
+11,252
| New | +$470K | 0.35% | 45 |
|
Other funds holding AAPL
Signature Wealth Management Group's AAPL Position: Q1 2026 in Review
Signature Wealth Management Group increased its Apple (AAPL) stake by 7.2% in Q1 2026, buying an estimated $205K and bringing the position to 11,804 shares worth $3M. The position accounts for 1.14% of the portfolio, ranked #36.
Signature Wealth Management Group first reported a position in AAPL in Q4 2017 and has held it in 33 quarters since. 6,105 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Signature Wealth Management Group held 11,804 shares of Apple worth $3M as of Q1 2026.
- Signature Wealth Management Group bought 789 Apple shares in Q1 2026, an estimated $205K.
- Apple made up 1.14% of Signature Wealth Management Group's portfolio in Q1 2026, its #36 holding.
- Signature Wealth Management Group first reported a position in Apple in Q4 2017 and has held it in 33 quarters since.
- 6,105 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.