Sterling Investment Advisors (Pennsylvania)’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 | $37.9M | Sell |
130,967
-1,528
| -1% | -$437K | 6.33% | 1 |
|
|
2026
Q1 | $33.6M | Sell |
132,495
-2,330
| -2% | -$606K | 6.09% | 1 |
|
|
2025
Q4 | $36.7M | Sell |
134,825
-288
| -0.2% | -$77.3K | 6.75% | 1 |
|
|
2025
Q3 | $34.4M | Buy |
135,113
+830
| +0.6% | +$188K | 6.7% | 1 |
|
|
2025
Q2 | $27.6M | Buy |
134,283
+32
| +0% | +$6.46K | 6.04% | 1 |
|
|
2025
Q1 | $29.8M | Sell |
134,251
-643
| -0.5% | -$149K | 7.16% | 1 |
|
|
2024
Q4 | $33.8M | Sell |
134,894
-1,631
| -1% | -$384K | 8.19% | 1 |
|
|
2024
Q3 | $31.8M | Sell |
136,525
-2,276
| -2% | -$508K | 8.06% | 1 |
|
|
2024
Q2 | $29.2M | Sell |
138,801
-4,488
| -3% | -$837K | 7.9% | 1 |
|
|
2024
Q1 | $24.6M | Sell |
143,289
-2,420
| -2% | -$440K | 6.91% | 1 |
|
|
2023
Q4 | $28M | Sell |
145,709
-3,352
| -2% | -$619K | 8.73% | 1 |
|
|
2023
Q3 | $25.5M | Sell |
149,061
-4,014
| -3% | -$736K | 8.91% | 1 |
|
|
2023
Q2 | $29.7M | Sell |
153,075
-9,538
| -6% | -$1.66M | 9.81% | 1 |
|
|
2023
Q1 | $26.8M | Buy |
162,613
+7,128
| +5% | +$1.05M | 9.04% | 1 |
|
|
2022
Q4 | $20.2M | Buy |
155,485
+1,227
| +0.8% | +$175K | 7.23% | 1 |
|
|
2022
Q3 | $21.3M | Sell |
154,258
-3,748
| -2% | -$588K | 7.98% | 1 |
|
|
2022
Q2 | $21.6M | Buy |
158,006
+9,972
| +7% | +$1.51M | 7.43% | 1 |
|
|
2022
Q1 | $25.8M | Sell |
148,034
-7,209
| -5% | -$1.21M | 7.33% | 1 |
|
|
2021
Q4 | $27.6M | Sell |
155,243
-5,135
| -3% | -$812K | 7.76% | 1 |
|
|
2021
Q3 | $22.7M | Sell |
160,378
-1,278
| -0.8% | -$188K | 6.75% | 1 |
|
|
2021
Q2 | $22.1M | Sell |
161,656
-481
| -0.3% | -$62.3K | 6.48% | 1 |
|
|
2021
Q1 | $19.8M | Sell |
162,137
-7,922
| -5% | -$1.02M | 6.39% | 1 |
|
|
2020
Q4 | $22.6M | Sell |
170,059
-17,355
| -9% | -$2.09M | 7.66% | 1 |
|
|
2020
Q3 | $21.7M | Sell |
187,414
-11,854
| -6% | -$1.29M | 8.36% | 1 |
|
|
2020
Q2 | $18.2M | Sell |
199,268
-4,600
| -2% | -$356K | 7.53% | 1 |
|
|
2020
Q1 | $13M | Sell |
203,868
-2,820
| -1% | -$207K | 6.85% | 1 |
|
|
2019
Q4 | $15.2M | Sell |
206,688
-6,476
| -3% | -$417K | 6.97% | 2 |
|
|
2019
Q3 | $11.9M | Buy |
213,164
+2,028
| +1% | +$106K | 6.1% | 2 |
|
|
2019
Q2 | $10.4M | Sell |
211,136
-6,540
| -3% | -$319K | 5.35% | 2 |
|
|
2019
Q1 | $10.3M | Buy |
217,676
+8,164
| +4% | +$346K | 5.27% | 1 |
|
|
2018
Q4 | $8.26M | Sell |
209,512
-1,868
| -0.9% | -$90.6K | 4.86% | 1 |
|
|
2018
Q3 | $11.9M | Sell |
211,380
-11,712
| -5% | -$610K | 6.27% | 1 |
|
|
2018
Q2 | $10.3M | Sell |
223,092
-128
| -0.1% | -$5.8K | 6.1% | 1 |
|
|
2018
Q1 | $9.36M | Sell |
223,220
-324
| -0.1% | -$13.9K | 5.75% | 1 |
|
|
2017
Q4 | $9.46M | Sell |
223,544
-3,876
| -2% | -$162K | 5.86% | 1 |
|
|
2017
Q3 | $8.76M | Sell |
227,420
-7,912
| -3% | -$307K | 5.81% | 1 |
|
|
2017
Q2 | $8.47M | Sell |
235,332
-3,940
| -2% | -$146K | 5.65% | 1 |
|
|
2017
Q1 | $8.59M | Sell |
239,272
-4,224
| -2% | -$139K | 6.18% | 1 |
|
|
2016
Q4 | $7.05M | Buy |
+243,496
| New | +$6.9M | 5.64% | 1 |
|
Other funds holding AAPL
Sterling Investment Advisors (Pennsylvania)'s AAPL Position: Q2 2026 in Review
Sterling Investment Advisors (Pennsylvania) reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $437K and leaving 130,967 shares worth $37.9M. The position accounts for 6.33% of the portfolio, ranked #1.
Sterling Investment Advisors (Pennsylvania) first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) held 130,967 shares of Apple worth $37.9M as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) sold 1,528 Apple shares in Q2 2026, an estimated $437K.
- Apple made up 6.33% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #1 holding.
- Sterling Investment Advisors (Pennsylvania) first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- 2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.