Sound View Wealth Advisors 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
Q2 | $78M | Sell |
269,682
-5,080
| -2% | -$1.45M | 4.84% | 1 |
|
|
2026
Q1 | $69.7M | Sell |
274,762
-4,978
| -2% | -$1.3M | 4.74% | 1 |
|
|
2025
Q4 | $76.1M | Sell |
279,740
-12,992
| -4% | -$3.49M | 5.1% | 1 |
|
|
2025
Q3 | $74.5M | Sell |
292,732
-1,029
| -0.4% | -$232K | 5.12% | 1 |
|
|
2025
Q2 | $60.3M | Buy |
293,761
+5,818
| +2% | +$1.17M | 4.45% | 1 |
|
|
2025
Q1 | $64M | Sell |
287,943
-20,986
| -7% | -$4.86M | 5.25% | 1 |
|
|
2024
Q4 | $77.4M | Buy |
308,929
+154
| +0% | +$36.3K | 6.23% | 1 |
|
|
2024
Q3 | $71.9M | Buy |
308,775
+80,313
| +35% | +$17.9M | 5.87% | 1 |
|
|
2024
Q2 | $48.1M | Sell |
228,462
-8,262
| -3% | -$1.54M | 4.96% | 1 |
|
|
2024
Q1 | $40.6M | Sell |
236,724
-43,811
| -16% | -$7.97M | 4.33% | 1 |
|
|
2023
Q4 | $54M | Buy |
280,535
+38,222
| +16% | +$7.06M | 5.96% | 1 |
|
|
2023
Q3 | $41.5M | Buy |
242,313
+19,771
| +9% | +$3.63M | 5.16% | 1 |
|
|
2023
Q2 | $43.2M | Sell |
222,542
-23,630
| -10% | -$4.12M | 5.66% | 1 |
|
|
2023
Q1 | $40.6M | Sell |
246,172
-34,363
| -12% | -$5.07M | 5.57% | 1 |
|
|
2022
Q4 | $54M | Buy |
280,535
+150,947
| +116% | +$21.6M | 5.96% | 1 |
|
|
2022
Q3 | $17.9M | Buy |
129,588
+38
| +0% | +$5.96K | 4.02% | 1 |
|
|
2022
Q2 | $17.7M | Buy |
129,550
+1,356
| +1% | +$205K | 3.71% | 1 |
|
|
2022
Q1 | $22.4M | Buy |
128,194
+1,110
| +0.9% | +$187K | 4.26% | 1 |
|
|
2021
Q4 | $22.6M | Sell |
127,084
-2,023
| -2% | -$320K | 4.26% | 1 |
|
|
2021
Q3 | $18.3M | Buy |
129,107
+2,636
| +2% | +$388K | 3.82% | 1 |
|
|
2021
Q2 | $17.3M | Buy |
126,471
+1,112
| +0.9% | +$144K | 3.64% | 1 |
|
|
2021
Q1 | $15.3M | Sell |
125,359
-3,424
| -3% | -$439K | 3.57% | 1 |
|
|
2020
Q4 | $17.1M | Buy |
128,783
+697
| +0.5% | +$83.8K | 4.17% | 1 |
|
|
2020
Q3 | $14.8M | Sell |
128,086
-2,594
| -2% | -$283K | 3.91% | 1 |
|
|
2020
Q2 | $11.9M | Buy |
130,680
+1,204
| +0.9% | +$93.3K | 3.36% | 1 |
|
|
2020
Q1 | $8.23M | Sell |
129,476
-3,660
| -3% | -$269K | 2.84% | 2 |
|
|
2019
Q4 | $9.77M | Sell |
133,136
-6,096
| -4% | -$392K | 2.76% | 1 |
|
|
2019
Q3 | $7.8M | Sell |
139,232
-9,052
| -6% | -$473K | 2.32% | 4 |
|
|
2019
Q2 | $7.34M | Buy |
+148,284
| New | +$7.23M | 2.17% | 5 |
|
Other funds holding AAPL
Sound View Wealth Advisors Group's AAPL Position: Q2 2026 in Review
Sound View Wealth Advisors Group reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $1.45M and leaving 269,682 shares worth $78M. The position accounts for 4.84% of the portfolio, ranked #1.
Sound View Wealth Advisors Group first reported a position in AAPL in Q2 2019 and has held it in 29 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Sound View Wealth Advisors Group held 269,682 shares of Apple worth $78M as of Q2 2026.
- Sound View Wealth Advisors Group sold 5,080 Apple shares in Q2 2026, an estimated $1.45M.
- Apple made up 4.84% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #1 holding.
- Sound View Wealth Advisors Group first reported a position in Apple in Q2 2019 and has held it in 29 quarters since.
- 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.