TCI Wealth Advisors’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 | $35.7M | Sell |
123,283
-1,519
| -1% | -$434K | 1.54% | 14 |
|
|
2026
Q1 | $31.7M | Sell |
124,802
-3,935
| -3% | -$1.02M | 1.68% | 14 |
|
|
2025
Q4 | $35M | Sell |
128,737
-4,079
| -3% | -$1.1M | 1.93% | 13 |
|
|
2025
Q3 | $33.8M | Sell |
132,816
-1,917
| -1% | -$433K | 2.02% | 13 |
|
|
2025
Q2 | $27.6M | Sell |
134,733
-4,531
| -3% | -$915K | 1.89% | 14 |
|
|
2025
Q1 | $30.9M | Sell |
139,264
-2,705
| -2% | -$627K | 2.48% | 12 |
|
|
2024
Q4 | $35.6M | Sell |
141,969
-2,073
| -1% | -$489K | 2.97% | 8 |
|
|
2024
Q3 | $33.6M | Buy |
144,042
+3,312
| +2% | +$740K | 2.83% | 8 |
|
|
2024
Q2 | $29.6M | Buy |
140,730
+11,374
| +9% | +$2.12M | 2.8% | 8 |
|
|
2024
Q1 | $22.2M | Buy |
129,356
+3,054
| +2% | +$555K | 2.19% | 10 |
|
|
2023
Q4 | $24.3M | Sell |
126,302
-1,762
| -1% | -$325K | 2.59% | 9 |
|
|
2023
Q3 | $21.9M | Buy |
128,064
+18,226
| +17% | +$3.34M | 2.8% | 9 |
|
|
2023
Q2 | $21.3M | Buy |
109,838
+1,877
| +2% | +$327K | 2.72% | 9 |
|
|
2023
Q1 | $17.8M | Buy |
107,961
+2,938
| +3% | +$434K | 2.31% | 9 |
|
|
2022
Q4 | $13.6M | Buy |
105,023
+1,162
| +1% | +$166K | 1.89% | 10 |
|
|
2022
Q3 | $14.4M | Sell |
103,861
-1,499
| -1% | -$235K | 2.32% | 9 |
|
|
2022
Q2 | $14.4M | Buy |
105,360
+675
| +0.6% | +$102K | 2.2% | 9 |
|
|
2022
Q1 | $18.3M | Sell |
104,685
-997
| -0.9% | -$168K | 2.74% | 8 |
|
|
2021
Q4 | $18.8M | Sell |
105,682
-2,130
| -2% | -$337K | 2.77% | 8 |
|
|
2021
Q3 | $15.3M | Sell |
107,812
-1,043
| -1% | -$154K | 2.33% | 10 |
|
|
2021
Q2 | $14.9M | Buy |
108,855
+3,911
| +4% | +$507K | 2.52% | 8 |
|
|
2021
Q1 | $12.8M | Sell |
104,944
-35,801
| -25% | -$4.6M | 5.44% | 2 |
|
|
2020
Q4 | $18.7M | Sell |
140,745
-233,261
| -62% | -$28.1M | 8.35% | 1 |
|
|
2020
Q3 | $43.3M | Sell |
374,006
-1,506
| -0.4% | -$164K | 17.12% | 1 |
|
|
2020
Q2 | $34.2M | Sell |
375,512
-8,672
| -2% | -$672K | 14.64% | 1 |
|
|
2020
Q1 | $24.4M | Sell |
384,184
-2,404
| -0.6% | -$177K | 12.05% | 1 |
|
|
2019
Q4 | $28.4M | Buy |
386,588
+11,912
| +3% | +$766K | 11.02% | 1 |
|
|
2019
Q3 | $21M | Sell |
374,676
-228
| -0.1% | -$11.9K | 9.32% | 1 |
|
|
2019
Q2 | $18.6M | Buy |
374,904
+45,752
| +14% | +$2.23M | 8.36% | 1 |
|
|
2019
Q1 | $15.6M | Sell |
329,152
-1,804
| -0.5% | -$76.5K | 6.87% | 1 |
|
|
2018
Q4 | $13.1M | Buy |
330,956
+9,072
| +3% | +$440K | 6.32% | 1 |
|
|
2018
Q3 | $18.2M | Sell |
321,884
-49,704
| -13% | -$2.59M | 7.59% | 1 |
|
|
2018
Q2 | $17.2M | Sell |
371,588
-4,604
| -1% | -$209K | 7.65% | 1 |
|
|
2018
Q1 | $15.8M | Sell |
376,192
-1,876
| -0.5% | -$80.8K | 7.31% | 1 |
|
|
2017
Q4 | $16M | Sell |
378,068
-3,428
| -0.9% | -$143K | 7.02% | 1 |
|
|
2017
Q3 | $14.7M | Buy |
381,496
+5,668
| +2% | +$220K | 7.19% | 1 |
|
|
2017
Q2 | $13.5M | Sell |
375,828
-6,852
| -2% | -$253K | 6.91% | 1 |
|
|
2017
Q1 | $13.7M | Sell |
382,680
-2,444
| -0.6% | -$80.5K | 7.17% | 1 |
|
|
2016
Q4 | $11.2M | Buy |
385,124
+2,432
| +0.6% | +$69K | 5.85% | 1 |
|
|
2016
Q3 | $10.8M | Sell |
382,692
-3,792
| -1% | -$100K | 5.88% | 1 |
|
|
2016
Q2 | $9.24M | Sell |
386,484
-44,804
| -10% | -$1.11M | 5.13% | 1 |
|
|
2016
Q1 | $11.8M | Sell |
431,288
-25,384
| -6% | -$632K | 6.51% | 1 |
|
|
2015
Q4 | $12M | Sell |
456,672
-632
| -0.1% | -$18.1K | 6.69% | 1 |
|
|
2015
Q3 | $12.6M | Buy |
457,304
+5,436
| +1% | +$159K | 7.6% | 1 |
|
|
2015
Q2 | $14.2M | Buy |
451,868
+15,924
| +4% | +$509K | 8.11% | 1 |
|
|
2015
Q1 | $13.6M | Sell |
435,944
-6,160
| -1% | -$186K | 8.51% | 1 |
|
|
2014
Q4 | $12.2M | Sell |
442,104
-62,592
| -12% | -$1.7M | 7.55% | 1 |
|
|
2014
Q3 | $12.7M | Buy |
504,696
+2,524
| +0.5% | +$61.9K | 8.01% | 1 |
|
|
2014
Q2 | $11.7M | Buy |
502,172
+4,136
| +0.8% | +$88K | 7.02% | 1 |
|
|
2014
Q1 | $9.55M | Sell |
498,036
-6,664
| -1% | -$127K | 6.22% | 1 |
|
|
2013
Q4 | $10.1M | Buy |
504,700
+5,936
| +1% | +$112K | 6.34% | 1 |
|
|
2013
Q3 | $8.49M | Sell |
498,764
-23,464
| -4% | -$389K | 6.46% | 1 |
|
|
2013
Q2 | $7.4M | Buy |
+522,228
| New | +$8.03M | 5.62% | 1 |
|
Other funds holding AAPL
TCI Wealth Advisors's AAPL Position: Q2 2026 in Review
TCI Wealth Advisors reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $434K and leaving 123,283 shares worth $35.7M. The position accounts for 1.54% of the portfolio, ranked #14.
TCI Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.3M in Q3 2020. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- TCI Wealth Advisors held 123,283 shares of Apple worth $35.7M as of Q2 2026.
- TCI Wealth Advisors sold 1,519 Apple shares in Q2 2026, an estimated $434K.
- Apple made up 1.54% of TCI Wealth Advisors's portfolio in Q2 2026, its #14 holding.
- TCI Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- TCI Wealth Advisors's Apple position peaked at $43.3M in Q3 2020.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.