Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.08M Hold
3,475
0.4% 15
2026
Q1
$905K Sell
3,475
-99
-3% -$25.8K 0.36% 17
2025
Q4
$927K Sell
3,574
-12
-0.3% -$3.22K 0.36% 17
2025
Q3
$888K Buy
3,586
+1
+0% +$226 0.36% 18
2025
Q2
$753K Hold
3,585
0.31% 19
2025
Q1
$618K Buy
3,585
+1
+0% +$232 0.31% 19
2024
Q4
$852K Buy
3,584
+1
+0% +$236 0.38% 18
2024
Q3
$794K Buy
3,583
+133
+4% +$29.7K 0.36% 19
2024
Q2
$810K Buy
3,450
+1
+0% +$186 0.37% 20
2024
Q1
$585K Buy
3,449
+50
+1% +$9.09K 0.29% 20
2023
Q4
$654K Sell
3,399
-74
-2% -$13.7K 0.34% 19
2023
Q3
$622K Sell
3,473
-19
-0.5% -$3.48K 0.36% 17
2023
Q2
$659K Buy
3,492
+1,605
+85% +$280K 0.37% 17
2023
Q1
$311K Buy
1,887
+1
+0.1% +$148 0.18% 32
2022
Q4
$246K Buy
+1,886
New +$270K 0.14% 40
2022
Q1
Sell
-1,284
Closed -$205K 49
2021
Q4
$205K Buy
+1,284
New +$203K 0.12% 47

Other funds holding AAPL

TL Private Wealth's AAPL Position: Q2 2026 in Review

TL Private Wealth held its Apple (AAPL) position steady in Q2 2026 at 3,475 shares worth $1.08M. The position accounts for 0.4% of the portfolio, ranked #15.

TL Private Wealth first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TL Private Wealth held 3,475 shares of Apple worth $1.08M as of Q2 2026.
  • TL Private Wealth left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.4% of TL Private Wealth's portfolio in Q2 2026, its #15 holding.
  • TL Private Wealth first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • 1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.