Silvia McColl 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
$10.1M Sell
35,057
-263
-0.7% -$75.2K 6.1% 2
2026
Q1
$8.96M Sell
35,320
-826
-2% -$215K 5.9% 2
2025
Q4
$9.83M Sell
36,146
-168
-0.5% -$45.1K 6.53% 2
2025
Q3
$9.25M Sell
36,314
-1,032
-3% -$233K 6.26% 2
2025
Q2
$7.66M Sell
37,346
-2,211
-6% -$447K 5.57% 3
2025
Q1
$8.79M Sell
39,557
-303
-0.8% -$70.2K 6.66% 2
2024
Q4
$9.98M Sell
39,860
-1,279
-3% -$301K 7.48% 2
2024
Q3
$9.59M Sell
41,139
-8,329
-17% -$1.86M 7.17% 2
2024
Q2
$10.4M Sell
49,468
-1,342
-3% -$250K 8.62% 2
2024
Q1
$8.52M Sell
50,810
-115
-0.2% -$20.9K 7.31% 2
2023
Q4
$9.8M Buy
50,925
+5,440
+12% +$1M 8.83% 2
2023
Q3
$7.79M Sell
45,485
-8,264
-15% -$1.52M 7.79% 2
2023
Q2
$10.4M Buy
53,749
+51
+0.1% +$8.89K 9.68% 2
2023
Q1
$8.85M Sell
53,698
-212
-0.4% -$31.3K 8.78% 2
2022
Q4
$7M Buy
+53,910
New +$7.7M 6.88% 3

Other funds holding AAPL

Silvia McColl Wealth Management's AAPL Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its Apple (AAPL) stake by 0.74% in Q2 2026, selling an estimated $75.2K and leaving 35,057 shares worth $10.1M. The position accounts for 6.1% of the portfolio, ranked #2.

Silvia McColl Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q2 2023. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Silvia McColl Wealth Management held 35,057 shares of Apple worth $10.1M as of Q2 2026.
  • Silvia McColl Wealth Management sold 263 Apple shares in Q2 2026, an estimated $75.2K.
  • Apple made up 6.1% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Silvia McColl Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Silvia McColl Wealth Management's Apple position peaked at $10.4M in Q2 2023.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.