Smith Salley 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
Q1 | $106M | Buy |
416,451
+2,469
| +0.6% | +$643K | 5.31% | 2 |
|
|
2025
Q4 | $113M | Buy |
413,982
+3,771
| +0.9% | +$1.01M | 5.57% | 3 |
|
|
2025
Q3 | $104M | Buy |
410,211
+3,395
| +0.8% | +$767K | 5.38% | 3 |
|
|
2025
Q2 | $83.5M | Buy |
406,816
+8,355
| +2% | +$1.69M | 4.83% | 3 |
|
|
2025
Q1 | $88.5M | Buy |
398,461
+4,509
| +1% | +$1.04M | 5.8% | 1 |
|
|
2024
Q4 | $98.7M | Buy |
393,952
+3,156
| +0.8% | +$744K | 6.34% | 1 |
|
|
2024
Q3 | $91.1M | Buy |
390,796
+32,810
| +9% | +$7.33M | 5.95% | 2 |
|
|
2024
Q2 | $75.4M | Buy |
357,986
+20,710
| +6% | +$3.86M | 5.41% | 3 |
|
|
2024
Q1 | $57.8M | Sell |
337,276
-135,171
| -29% | -$24.6M | 4.49% | 2 |
|
|
2023
Q4 | $91M | Buy |
472,447
+13,039
| +3% | +$2.41M | 5.88% | 2 |
|
|
2023
Q3 | $78.7M | Buy |
459,408
+24,620
| +6% | +$4.51M | 5.84% | 2 |
|
|
2023
Q2 | $84.3M | Buy |
434,788
+7,135
| +2% | +$1.24M | 6.22% | 2 |
|
|
2023
Q1 | $70.5M | Buy |
427,653
+7,079
| +2% | +$1.04M | 5.61% | 2 |
|
|
2022
Q4 | $54.6M | Buy |
420,574
+624
| +0.1% | +$89.2K | 4.67% | 2 |
|
|
2022
Q3 | $58M | Buy |
419,950
+3,202
| +0.8% | +$503K | 5.4% | 2 |
|
|
2022
Q2 | $57M | Buy |
416,748
+20,508
| +5% | +$3.11M | 4.93% | 2 |
|
|
2022
Q1 | $69.2M | Buy |
396,240
+3,215
| +0.8% | +$541K | 5.23% | 2 |
|
|
2021
Q4 | $69.8M | Buy |
393,025
+12,669
| +3% | +$2M | 4.94% | 2 |
|
|
2021
Q3 | $53.8M | Buy |
380,356
+5,819
| +2% | +$857K | 4.24% | 2 |
|
|
2021
Q2 | $51.3M | Buy |
374,537
+10,952
| +3% | +$1.42M | 4.15% | 2 |
|
|
2021
Q1 | $44.4M | Sell |
363,585
-43,487
| -11% | -$5.58M | 3.99% | 2 |
|
|
2020
Q4 | $54M | Buy |
407,072
+16,027
| +4% | +$1.93M | 5.47% | 1 |
|
|
2020
Q3 | $45.3M | Sell |
391,045
-26,219
| -6% | -$2.86M | 5.48% | 1 |
|
|
2020
Q2 | $38.1M | Buy |
417,264
+12,184
| +3% | +$944K | 5.08% | 2 |
|
|
2020
Q1 | $25.8M | Sell |
405,080
-36,372
| -8% | -$2.67M | 4.28% | 2 |
|
|
2019
Q4 | $32.4M | Buy |
441,452
+4,964
| +1% | +$319K | 4.27% | 2 |
|
|
2019
Q3 | $24.4M | Buy |
436,488
+16,704
| +4% | +$873K | 3.47% | 2 |
|
|
2019
Q2 | $20.8M | Buy |
419,784
+14,648
| +4% | +$714K | 3.13% | 2 |
|
|
2019
Q1 | $19.2M | Buy |
405,136
+16,108
| +4% | +$683K | 3.1% | 2 |
|
|
2018
Q4 | $15.3M | Buy |
389,028
+7,240
| +2% | +$351K | 2.82% | 4 |
|
|
2018
Q3 | $21.5M | Buy |
381,788
+9,872
| +3% | +$514K | 3.4% | 2 |
|
|
2018
Q2 | $17.2M | Buy |
371,916
+9,976
| +3% | +$452K | 2.95% | 2 |
|
|
2018
Q1 | $15.2M | Buy |
361,940
+1,508
| +0.4% | +$64.9K | 2.72% | 4 |
|
|
2017
Q4 | $15.3M | Buy |
360,432
+1,008
| +0.3% | +$42.1K | 2.73% | 3 |
|
|
2017
Q3 | $13.8M | Sell |
359,424
-69,752
| -16% | -$2.71M | 2.65% | 3 |
|
|
2017
Q2 | $15.5M | Sell |
429,176
-2,748
| -0.6% | -$102K | 3.11% | 2 |
|
|
2017
Q1 | $15.5M | Sell |
431,924
-58,040
| -12% | -$1.91M | 3.18% | 2 |
|
|
2016
Q4 | $14.2M | Buy |
489,964
+4,408
| +0.9% | +$125K | 2.95% | 2 |
|
|
2016
Q3 | $13.7M | Buy |
485,556
+3,832
| +0.8% | +$101K | 3.04% | 2 |
|
|
2016
Q2 | $11.5M | Buy |
481,724
+49,416
| +11% | +$1.23M | 2.68% | 3 |
|
|
2016
Q1 | $11.8M | Buy |
432,308
+6,492
| +2% | +$162K | 2.95% | 2 |
|
|
2015
Q4 | $11.2M | Buy |
425,816
+27,408
| +7% | +$783K | 2.79% | 4 |
|
|
2015
Q3 | $11M | Buy |
398,408
+4,248
| +1% | +$125K | 2.96% | 2 |
|
|
2015
Q2 | $12.4M | Sell |
394,160
-12,176
| -3% | -$389K | 3.15% | 1 |
|
|
2015
Q1 | $12.6M | Sell |
406,336
-66,288
| -14% | -$2M | 3.22% | 1 |
|
|
2014
Q4 | $13M | Sell |
472,624
-79,876
| -14% | -$2.17M | 3.38% | 1 |
|
|
2014
Q3 | $13.9M | Sell |
552,500
-163,604
| -23% | -$4.02M | 3.69% | 1 |
|
|
2014
Q2 | $16.6M | Buy |
716,104
+436,160
| +156% | +$9.28M | 4.44% | 1 |
|
|
2014
Q1 | $5.37M | Buy |
279,944
+18,200
| +7% | +$346K | 3.35% | 1 |
|
|
2013
Q4 | $5.24M | Buy |
261,744
+8,876
| +4% | +$168K | 3.42% | 1 |
|
|
2013
Q3 | $4.3M | Buy |
252,868
+8,344
| +3% | +$138K | 3.47% | 1 |
|
|
2013
Q2 | $3.46M | Buy |
+244,524
| New | +$3.76M | 2.79% | 5 |
|
Other funds holding AAPL
VCM
VPM
Smith Salley Wealth Management's AAPL Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Apple (AAPL) stake by 0.6% in Q1 2026, buying an estimated $643K and bringing the position to 416,451 shares worth $106M. The position accounts for 5.31% of the portfolio, ranked #2.
Smith Salley Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $113M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Smith Salley Wealth Management held 416,451 shares of Apple worth $106M as of Q1 2026.
- Smith Salley Wealth Management bought 2,469 Apple shares in Q1 2026, an estimated $643K.
- Apple made up 5.31% of Smith Salley Wealth Management's portfolio in Q1 2026, its #2 holding.
- Smith Salley Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Smith Salley Wealth Management's Apple position peaked at $113M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.