Sowell Financial Services’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 | $122M | Sell |
420,714
-5,667
| -1% | -$1.62M | 3.98% | 1 |
|
|
2026
Q1 | $108M | Sell |
426,381
-1,264
| -0.3% | -$329K | 4% | 1 |
|
|
2025
Q4 | $116M | Buy |
427,645
+25,181
| +6% | +$6.76M | 4.27% | 1 |
|
|
2025
Q3 | $102M | Sell |
402,464
-1,171
| -0.3% | -$265K | 3.93% | 1 |
|
|
2025
Q2 | $82.8M | Buy |
403,635
+3,892
| +1% | +$786K | 3.37% | 1 |
|
|
2025
Q1 | $88.8M | Buy |
399,743
+2,247
| +0.6% | +$521K | 4.04% | 1 |
|
|
2024
Q4 | $99.5M | Sell |
397,496
-5,143
| -1% | -$1.21M | 5.23% | 1 |
|
|
2024
Q3 | $93.8M | Sell |
402,639
-591
| -0.1% | -$132K | 4.36% | 1 |
|
|
2024
Q2 | $84.9M | Buy |
403,230
+14,895
| +4% | +$2.78M | 4.06% | 1 |
|
|
2024
Q1 | $66.6M | Sell |
388,335
-16,974
| -4% | -$3.09M | 3.14% | 1 |
|
|
2023
Q4 | $78M | Buy |
405,309
+819
| +0.2% | +$151K | 4.23% | 1 |
|
|
2023
Q3 | $69.3M | Sell |
404,490
-17,134
| -4% | -$3.14M | 4.35% | 1 |
|
|
2023
Q2 | $81.8M | Buy |
421,624
+106,451
| +34% | +$18.5M | 4.56% | 1 |
|
|
2023
Q1 | $52M | Sell |
315,173
-109,346
| -26% | -$16.1M | 4.01% | 1 |
|
|
2022
Q4 | $55.2M | Buy |
+424,519
| New | +$60.7M | 3.57% | 2 |
|
|
2022
Q2 | – | Sell |
-98,857
| Closed | -$15.8M | – | 278 |
|
|
2022
Q1 | $15.8M | Sell |
98,857
-246,057
| -71% | -$41.4M | 2.76% | 7 |
|
|
2021
Q4 | $61.2M | Buy |
344,914
+4,154
| +1% | +$656K | 3.51% | 2 |
|
|
2021
Q3 | $48.2M | Sell |
340,760
-9,215
| -3% | -$1.36M | 3.26% | 2 |
|
|
2021
Q2 | $47.9M | Sell |
349,975
-185,039
| -35% | -$24M | 3.18% | 1 |
|
|
2021
Q1 | $69.4M | Buy |
535,014
+11,845
| +2% | +$1.52M | 2.42% | 2 |
|
|
2020
Q4 | $69.4M | Sell |
523,169
-3,869
| -0.7% | -$465K | 2.97% | 1 |
|
|
2020
Q3 | $61M | Buy |
527,038
+5,818
| +1% | +$635K | 3.05% | 1 |
|
|
2020
Q2 | $47.5M | Buy |
521,220
+48,136
| +10% | +$3.73M | 2.61% | 1 |
|
|
2020
Q1 | $30.1M | Sell |
473,084
-5,748
| -1% | -$423K | 2.23% | 2 |
|
|
2019
Q4 | $35.2M | Sell |
478,832
-6,348
| -1% | -$408K | 2.68% | 2 |
|
|
2019
Q3 | $27.2M | Buy |
+485,180
| New | +$25.4M | 2.24% | 4 |
|
|
2019
Q1 | $19.4M | Buy |
408,108
+32,584
| +9% | +$1.38M | 2.16% | 4 |
|
|
2018
Q4 | $14.8M | Buy |
375,524
+29,024
| +8% | +$1.41M | 2.1% | 5 |
|
|
2018
Q3 | $19.6M | Buy |
346,500
+2,112
| +0.6% | +$110K | 2.84% | 4 |
|
|
2018
Q2 | $18M | Buy |
344,388
+40,320
| +13% | +$1.83M | 3.82% | 3 |
|
|
2018
Q1 | $13.4M | Sell |
304,068
-1,972
| -0.6% | -$84.9K | 3.35% | 3 |
|
|
2017
Q4 | $13.7M | Buy |
306,040
+6,780
| +2% | +$283K | 3.35% | 3 |
|
|
2017
Q3 | $12.5M | Buy |
299,260
+4,404
| +1% | +$171K | 3.26% | 3 |
|
|
2017
Q2 | $11.8M | Buy |
294,856
+20,684
| +8% | +$765K | 3.35% | 3 |
|
|
2017
Q1 | $10.5M | Buy |
274,172
+66,840
| +32% | +$2.2M | 3.1% | 3 |
|
|
2016
Q4 | $7M | Buy |
+207,332
| New | +$5.88M | 2.34% | 4 |
|
Other funds holding AAPL
Sowell Financial Services's AAPL Position: Q2 2026 in Review
Sowell Financial Services reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $1.62M and leaving 420,714 shares worth $122M. The position accounts for 3.98% of the portfolio, ranked #1.
Sowell Financial Services first reported a position in AAPL in Q4 2016 and has held it in 36 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Sowell Financial Services held 420,714 shares of Apple worth $122M as of Q2 2026.
- Sowell Financial Services sold 5,667 Apple shares in Q2 2026, an estimated $1.62M.
- Apple made up 3.98% of Sowell Financial Services's portfolio in Q2 2026, its #1 holding.
- Sowell Financial Services first reported a position in Apple in Q4 2016 and has held it in 36 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.