Transamerica Financial 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 | $9.61M | Sell |
33,214
-36,576
| -52% | -$10.5M | 0.81% | 29 |
|
|
2026
Q1 | $17.7M | Buy |
69,790
+7,705
| +12% | +$2.01M | 1.51% | 10 |
|
|
2025
Q4 | $16.9M | Buy |
62,085
+15,767
| +34% | +$4.23M | 1.41% | 12 |
|
|
2025
Q3 | $11.8M | Buy |
46,318
+12,299
| +36% | +$2.78M | 0.98% | 19 |
|
|
2025
Q2 | $6.98M | Sell |
34,019
-1,618
| -5% | -$327K | 0.66% | 32 |
|
|
2025
Q1 | $7.92M | Sell |
35,637
-889
| -2% | -$206K | 0.81% | 22 |
|
|
2024
Q4 | $9.15M | Sell |
36,526
-1,141
| -3% | -$269K | 0.9% | 18 |
|
|
2024
Q3 | $8.78M | Buy |
+37,667
| New | +$8.41M | 0.86% | 20 |
|
|
2024
Q2 | – | Sell |
-39,958
| Closed | -$6.85M | – | 558 |
|
|
2024
Q1 | $6.85M | Buy |
+39,958
| New | +$7.27M | 0.7% | 27 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$2K | – | 116 |
|
|
2021
Q2 | $2K | Sell |
11
-1
| -8% | -$130 | 0.05% | 59 |
|
|
2021
Q1 | $2K | Sell |
12
-1
| -8% | -$128 | 0.05% | 61 |
|
|
2020
Q4 | $2K | Buy |
13
+1
| +8% | +$120 | 0.04% | 62 |
|
|
2020
Q3 | $2K | Sell |
12
-23,360
| -100% | -$2.55M | 0.04% | 63 |
|
|
2020
Q2 | $2.13M | Buy |
+23,372
| New | +$1.81M | 0.47% | 45 |
|
|
2019
Q3 | – | Sell |
-5,228
| Closed | -$259K | – | 95 |
|
|
2019
Q2 | $259K | Buy |
+5,228
| New | +$255K | 0.06% | 148 |
|
|
2019
Q1 | – | Sell |
-17,496
| Closed | -$690K | – | 98 |
|
|
2018
Q4 | $690K | Buy |
17,496
+6,148
| +54% | +$298K | 0.18% | 91 |
|
|
2018
Q3 | $641K | Sell |
11,348
-236
| -2% | -$12.3K | 0.14% | 115 |
|
|
2018
Q2 | $537K | Sell |
11,584
-133,884
| -92% | -$6.07M | 0.12% | 118 |
|
|
2018
Q1 | $6.1M | Sell |
145,468
-10,540
| -7% | -$454K | 0.9% | 36 |
|
|
2017
Q4 | $6.6M | Sell |
156,008
-4,908
| -3% | -$205K | 0.87% | 36 |
|
|
2017
Q3 | $6.2M | Buy |
+160,916
| New | +$6.24M | 0.77% | 46 |
|
|
2017
Q2 | – | Sell |
-266,980
| Closed | -$9.59M | – | 400 |
|
|
2017
Q1 | $9.59M | Sell |
266,980
-2,320
| -0.9% | -$76.4K | 1.15% | 16 |
|
|
2016
Q4 | $7.8M | Buy |
269,300
+91,776
| +52% | +$2.6M | 0.93% | 28 |
|
|
2016
Q3 | $5.02M | Buy |
177,524
+16,932
| +11% | +$448K | 0.54% | 57 |
|
|
2016
Q2 | $3.84M | Sell |
160,592
-141,248
| -47% | -$3.51M | 0.39% | 72 |
|
|
2016
Q1 | $8.22M | Sell |
301,840
-46,376
| -13% | -$1.16M | 0.7% | 26 |
|
|
2015
Q4 | $9.16M | Buy |
348,216
+21,316
| +7% | +$609K | 0.67% | 34 |
|
|
2015
Q3 | $9.02M | Buy |
326,900
+22,688
| +7% | +$665K | 0.72% | 33 |
|
|
2015
Q2 | $9.54M | Buy |
304,212
+19,652
| +7% | +$629K | 0.68% | 26 |
|
|
2015
Q1 | $8.85M | Buy |
284,560
+3,396
| +1% | +$103K | 0.62% | 20 |
|
|
2014
Q4 | $7.76M | Buy |
281,164
+56,048
| +25% | +$1.52M | 0.61% | 21 |
|
|
2014
Q3 | $5.67M | Buy |
225,116
+51,440
| +30% | +$1.26M | 0.51% | 32 |
|
|
2014
Q2 | $4.04M | Buy |
173,676
+40,396
| +30% | +$860K | 0.35% | 45 |
|
|
2014
Q1 | $2.56M | Sell |
133,280
-54,404
| -29% | -$1.03M | 0.25% | 54 |
|
|
2013
Q4 | $3.76M | Buy |
187,684
+50,400
| +37% | +$952K | 0.41% | 40 |
|
|
2013
Q3 | $2.34M | Buy |
137,284
+47,684
| +53% | +$791K | 0.3% | 47 |
|
|
2013
Q2 | $1.27M | Buy |
+89,600
| New | +$1.38M | 0.21% | 53 |
|
Other funds holding AAPL
Transamerica Financial Advisors's AAPL Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its Apple (AAPL) stake by 52% in Q2 2026, selling an estimated $10.5M and leaving 33,214 shares worth $9.61M. The position accounts for 0.81% of the portfolio, ranked #29.
Transamerica Financial Advisors first reported a position in AAPL in Q2 2013 and has held it in 37 quarters since. The position peaked at $17.7M in Q1 2026. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Transamerica Financial Advisors held 33,214 shares of Apple worth $9.61M as of Q2 2026.
- Transamerica Financial Advisors sold 36,576 Apple shares in Q2 2026, an estimated $10.5M.
- Apple made up 0.81% of Transamerica Financial Advisors's portfolio in Q2 2026, its #29 holding.
- Transamerica Financial Advisors first reported a position in Apple in Q2 2013 and has held it in 37 quarters since.
- Transamerica Financial Advisors's Apple position peaked at $17.7M in Q1 2026.
- 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.