TLW Wealth Management’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 | $13.9M | Sell |
47,895
-1,161
| -2% | -$332K | 7.84% | 5 |
|
|
2026
Q1 | $12.4M | Buy |
49,056
+254
| +0.5% | +$66.1K | 7.29% | 7 |
|
|
2025
Q4 | $13.3M | Sell |
48,802
-1,671
| -3% | -$449K | 7.65% | 6 |
|
|
2025
Q3 | $12.9M | Sell |
50,473
-3,516
| -7% | -$794K | 7.35% | 6 |
|
|
2025
Q2 | $11.1M | Sell |
53,989
-2,182
| -4% | -$441K | 6.17% | 9 |
|
|
2025
Q1 | $12.5M | Buy |
56,171
+627
| +1% | +$145K | 7.49% | 8 |
|
|
2024
Q4 | $13.9M | Sell |
55,544
-401
| -0.7% | -$94.5K | 8.29% | 5 |
|
|
2024
Q3 | $13M | Sell |
55,945
-69
| -0.1% | -$15.4K | 7.74% | 6 |
|
|
2024
Q2 | $11.8M | Sell |
56,014
-485
| -0.9% | -$90.4K | 7.35% | 7 |
|
|
2024
Q1 | $9.69M | Buy |
56,499
+60
| +0.1% | +$10.9K | 6.17% | 10 |
|
|
2023
Q4 | $10.9M | Sell |
56,439
-3,023
| -5% | -$558K | 7.74% | 5 |
|
|
2023
Q3 | $10.2M | Sell |
59,462
-95
| -0.2% | -$17.4K | 7.74% | 6 |
|
|
2023
Q2 | $11.6M | Sell |
59,557
-11,884
| -17% | -$2.07M | 8.33% | 5 |
|
|
2023
Q1 | $11.8M | Sell |
71,441
-631
| -0.9% | -$93.1K | 8.89% | 4 |
|
|
2022
Q4 | $9.36M | Sell |
72,072
-544
| -0.7% | -$77.7K | 7.58% | 5 |
|
|
2022
Q3 | $10M | Sell |
72,616
-9,847
| -12% | -$1.55M | 8.75% | 3 |
|
|
2022
Q2 | $11.3M | Sell |
82,463
-2,902
| -3% | -$439K | 8.8% | 4 |
|
|
2022
Q1 | $14.9M | Buy |
85,365
+45
| +0.1% | +$7.57K | 8.74% | 4 |
|
|
2021
Q4 | $15.2M | Buy |
85,320
+14
| +0% | +$2.21K | 8.08% | 4 |
|
|
2021
Q3 | $12.1M | Sell |
85,306
-167
| -0.2% | -$24.6K | 6.6% | 8 |
|
|
2021
Q2 | $11.7M | Buy |
85,473
+400
| +0.5% | +$51.8K | 6.5% | 8 |
|
|
2021
Q1 | $10.4M | Sell |
85,073
-1,511
| -2% | -$194K | 6.31% | 8 |
|
|
2020
Q4 | $11.5M | Sell |
86,584
-589
| -0.7% | -$70.8K | 7.42% | 4 |
|
|
2020
Q3 | $10.1M | Sell |
87,173
-21,415
| -20% | -$2.34M | 7.51% | 3 |
|
|
2020
Q2 | $9.9M | Buy |
108,588
+364
| +0.3% | +$28.2K | 8.55% | 1 |
|
|
2020
Q1 | $6.88M | Sell |
108,224
-1,148
| -1% | -$84.4K | 7.53% | 3 |
|
|
2019
Q4 | $8.03M | Sell |
109,372
-904
| -0.8% | -$58.2K | 6.97% | 2 |
|
|
2019
Q3 | $6.17M | Buy |
110,276
+1,676
| +2% | +$87.6K | 5.79% | 6 |
|
|
2019
Q2 | $5.37M | Sell |
108,600
-23,684
| -18% | -$1.15M | 5.23% | 10 |
|
|
2019
Q1 | $6.28M | Buy |
132,284
+122,804
| +1,295% | +$5.21M | 6.7% | 1 |
|
|
2018
Q4 | $374K | Buy |
+9,480
| New | +$460K | 0.39% | 13 |
|
Other funds holding AAPL
TLW Wealth Management's AAPL Position: Q2 2026 in Review
TLW Wealth Management reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $332K and leaving 47,895 shares worth $13.9M. The position accounts for 7.84% of the portfolio, ranked #5.
TLW Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.2M in Q4 2021. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- TLW Wealth Management held 47,895 shares of Apple worth $13.9M as of Q2 2026.
- TLW Wealth Management sold 1,161 Apple shares in Q2 2026, an estimated $332K.
- Apple made up 7.84% of TLW Wealth Management's portfolio in Q2 2026, its #5 holding.
- TLW Wealth Management first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- TLW Wealth Management's Apple position peaked at $15.2M in Q4 2021.
- 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on TLW Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.