SVB Wealth’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 | $90.4M | Sell |
312,512
-34,315
| -10% | -$9.82M | 5.7% | 1 |
|
|
2026
Q1 | $88M | Sell |
346,827
-32,063
| -8% | -$8.34M | 5.8% | 1 |
|
|
2025
Q4 | $103M | Sell |
378,890
-82,951
| -18% | -$22.3M | 6.07% | 1 |
|
|
2025
Q3 | $118M | Sell |
461,841
-34,450
| -7% | -$7.78M | 6.33% | 1 |
|
|
2025
Q2 | $102M | Sell |
496,291
-244,819
| -33% | -$49.4M | 5.46% | 1 |
|
|
2025
Q1 | $165M | Sell |
741,110
-863,759
| -54% | -$200M | 6.76% | 2 |
|
|
2024
Q4 | $402M | Buy |
1,604,869
+1,601,950
| +54,880% | +$378M | 7.51% | 2 |
|
|
2024
Q3 | $680K | Sell |
2,919
-1,659,738
| -100% | -$371M | 0.58% | 14 |
|
|
2024
Q2 | $350M | Sell |
1,662,657
-24,613
| -1% | -$4.59M | 8.67% | 2 |
|
|
2024
Q1 | $289M | Buy |
1,687,270
+685,903
| +68% | +$125M | 6.45% | 2 |
|
|
2023
Q4 | $193M | Sell |
1,001,367
-888,072
| -47% | -$164M | 4.69% | 2 |
|
|
2023
Q3 | $323M | Sell |
1,889,439
-63,369
| -3% | -$11.6M | 7.1% | 1 |
|
|
2023
Q2 | $379M | Sell |
1,952,808
-274,292
| -12% | -$47.8M | 6.85% | 1 |
|
|
2023
Q1 | $367M | Sell |
2,227,100
-223,083
| -9% | -$32.9M | 5.13% | 1 |
|
|
2022
Q4 | $318M | Buy |
2,450,183
+15,634
| +0.6% | +$2.23M | 4.3% | 6 |
|
|
2022
Q3 | $336M | Buy |
2,434,549
+97,851
| +4% | +$15.4M | 4.91% | 3 |
|
|
2022
Q2 | $319M | Sell |
2,336,698
-60,493
| -3% | -$9.16M | 4.91% | 5 |
|
|
2022
Q1 | $419M | Buy |
2,397,191
+26,186
| +1% | +$4.4M | 5.61% | 3 |
|
|
2021
Q4 | $421M | Sell |
2,371,005
-53,398
| -2% | -$8.44M | 6.9% | 4 |
|
|
2021
Q3 | $343M | Buy |
2,424,403
+50,343
| +2% | +$7.41M | 4.41% | 7 |
|
|
2021
Q2 | $325M | Sell |
2,374,060
-8,415
| -0.4% | -$1.09M | 4.12% | 7 |
|
|
2021
Q1 | $291M | Sell |
2,382,475
-8,072
| -0.3% | -$1.04M | 4.05% | 7 |
|
|
2020
Q4 | $317M | Sell |
2,390,547
-179,456
| -7% | -$21.6M | 4.66% | 4 |
|
|
2020
Q3 | $298M | Buy |
2,570,003
+769,595
| +43% | +$84M | 4.91% | 4 |
|
|
2020
Q2 | $164M | Sell |
1,800,408
-723,636
| -29% | -$56.1M | 3.05% | 8 |
|
|
2020
Q1 | $160M | Sell |
2,524,044
-55,820
| -2% | -$4.11M | 3.9% | 5 |
|
|
2019
Q4 | $189M | Sell |
2,579,864
-141,636
| -5% | -$9.11M | 3.45% | 6 |
|
|
2019
Q3 | $152M | Sell |
2,721,500
-114,064
| -4% | -$5.96M | 3.03% | 6 |
|
|
2019
Q2 | $140M | Buy |
2,835,564
+83,644
| +3% | +$4.08M | 4.71% | 1 |
|
|
2019
Q1 | $131M | Sell |
2,751,920
-93,152
| -3% | -$3.95M | 5.16% | 1 |
|
|
2018
Q4 | $112M | Sell |
2,845,072
-592
| -0% | -$28.7K | 4.79% | 1 |
|
|
2018
Q3 | $161M | Sell |
2,845,664
-41,592
| -1% | -$2.17M | 5.68% | 1 |
|
|
2018
Q2 | $134M | Sell |
2,887,256
-248,688
| -8% | -$11.3M | 5.12% | 1 |
|
|
2018
Q1 | $132M | Sell |
3,135,944
-44,076
| -1% | -$1.9M | 5.05% | 1 |
|
|
2017
Q4 | $135M | Sell |
3,180,020
-40,516
| -1% | -$1.69M | 5.06% | 1 |
|
|
2017
Q3 | $124M | Sell |
3,220,536
-103,712
| -3% | -$4.02M | 4.77% | 1 |
|
|
2017
Q2 | $120M | Sell |
3,324,248
-26,036
| -0.8% | -$963K | 4.7% | 1 |
|
|
2017
Q1 | $120M | Sell |
3,350,284
-50,580
| -1% | -$1.67M | 4.79% | 1 |
|
|
2016
Q4 | $98.5M | Buy |
3,400,864
+94,264
| +3% | +$2.67M | 4.07% | 1 |
|
|
2016
Q3 | $93.5M | Sell |
3,306,600
-69,168
| -2% | -$1.83M | 3.8% | 1 |
|
|
2016
Q2 | $80.7M | Sell |
3,375,768
-129,076
| -4% | -$3.21M | 3.29% | 1 |
|
|
2016
Q1 | $95.5M | Sell |
3,504,844
-205,076
| -6% | -$5.11M | 3.89% | 1 |
|
|
2015
Q4 | $97.6M | Sell |
3,709,920
-120,252
| -3% | -$3.44M | 3.85% | 1 |
|
|
2015
Q3 | $106M | Buy |
3,830,172
+469,788
| +14% | +$13.8M | 4.09% | 1 |
|
|
2015
Q2 | $105M | Buy |
3,360,384
+50,400
| +2% | +$1.61M | 3.49% | 1 |
|
|
2015
Q1 | $103M | Buy |
3,309,984
+87,956
| +3% | +$2.66M | 3.32% | 1 |
|
|
2014
Q4 | $88.9M | Buy |
+3,222,028
| New | +$87.7M | 2.88% | 1 |
|
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SVB Wealth's AAPL Position: Q2 2026 in Review
SVB Wealth reduced its Apple (AAPL) stake by 9.9% in Q2 2026, selling an estimated $9.82M and leaving 312,512 shares worth $90.4M. The position accounts for 5.7% of the portfolio, ranked #1.
SVB Wealth first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. The position peaked at $421M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- SVB Wealth held 312,512 shares of Apple worth $90.4M as of Q2 2026.
- SVB Wealth sold 34,315 Apple shares in Q2 2026, an estimated $9.82M.
- Apple made up 5.7% of SVB Wealth's portfolio in Q2 2026, its #1 holding.
- SVB Wealth first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
- SVB Wealth's Apple position peaked at $421M in Q4 2021.
- 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.