TRUE Private 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 | $28M | Sell |
96,808
-2,732
| -3% | -$781K | 2.42% | 16 |
|
|
2026
Q1 | $25.3M | Sell |
99,540
-5,786
| -5% | -$1.51M | 2.41% | 13 |
|
|
2025
Q4 | $28.6M | Sell |
105,326
-2,222
| -2% | -$597K | 2.87% | 12 |
|
|
2025
Q3 | $27.4M | Sell |
107,548
-327
| -0.3% | -$73.9K | 2.79% | 12 |
|
|
2025
Q2 | $22.1M | Sell |
107,875
-4,549
| -4% | -$919K | 2.49% | 13 |
|
|
2025
Q1 | $25M | Sell |
112,424
-3,960
| -3% | -$917K | 3.03% | 11 |
|
|
2024
Q4 | $29.1M | Sell |
116,384
-1,813
| -2% | -$427K | 3.54% | 9 |
|
|
2024
Q3 | $27.5M | Sell |
118,197
-31,176
| -21% | -$6.96M | 3.29% | 10 |
|
|
2024
Q2 | $31.5M | Sell |
149,373
-4,804
| -3% | -$896K | 3.56% | 7 |
|
|
2024
Q1 | $26.4M | Sell |
154,177
-9,325
| -6% | -$1.7M | 3.03% | 11 |
|
|
2023
Q4 | $31.5M | Buy |
163,502
+2,439
| +2% | +$450K | 3.98% | 8 |
|
|
2023
Q3 | $27.6M | Sell |
161,063
-2,192
| -1% | -$402K | 3.83% | 8 |
|
|
2023
Q2 | $31.7M | Sell |
163,255
-2,406
| -1% | -$419K | 4.68% | 7 |
|
|
2023
Q1 | $27.3M | Sell |
165,661
-2,783
| -2% | -$411K | 4.04% | 9 |
|
|
2022
Q4 | $21.9M | Sell |
168,444
-2,462
| -1% | -$352K | 3.37% | 7 |
|
|
2022
Q3 | $23.6M | Sell |
170,906
-2,922
| -2% | -$459K | 3.57% | 6 |
|
|
2022
Q2 | $23.8M | Buy |
173,828
+1,030
| +0.6% | +$156K | 3.46% | 8 |
|
|
2022
Q1 | $28.7M | Buy |
172,798
+2,044
| +1% | +$344K | 4.04% | 7 |
|
|
2021
Q4 | $30.3M | Buy |
170,754
+492
| +0.3% | +$77.8K | 4.31% | 5 |
|
|
2021
Q3 | $24.1M | Sell |
170,262
-556
| -0.3% | -$81.9K | 3.51% | 7 |
|
|
2021
Q2 | $23.4M | Buy |
170,818
+2,109
| +1% | +$273K | 3.48% | 9 |
|
|
2021
Q1 | $20.6M | Sell |
168,709
-1,239
| -0.7% | -$159K | 3.33% | 9 |
|
|
2020
Q4 | $22.6M | Sell |
169,948
-2,749
| -2% | -$331K | 3.78% | 6 |
|
|
2020
Q3 | $20M | Sell |
172,697
-17,579
| -9% | -$1.92M | 3.42% | 6 |
|
|
2020
Q2 | $17.4M | Buy |
190,276
+13,620
| +8% | +$1.06M | 3.17% | 8 |
|
|
2020
Q1 | $11.2M | Buy |
176,656
+10,572
| +6% | +$777K | 2.39% | 11 |
|
|
2019
Q4 | $12.2M | Buy |
166,084
+5,336
| +3% | +$343K | 1.87% | 10 |
|
|
2019
Q3 | $9M | Buy |
160,748
+6,072
| +4% | +$317K | 1.55% | 13 |
|
|
2019
Q2 | $7.65M | Sell |
154,676
-3,968
| -3% | -$193K | 1.3% | 14 |
|
|
2019
Q1 | $7.53M | Sell |
158,644
-59,504
| -27% | -$2.52M | 1.44% | 14 |
|
|
2018
Q4 | $8.6M | Buy |
218,148
+28,596
| +15% | +$1.39M | 1.52% | 14 |
|
|
2018
Q3 | $10.7M | Buy |
189,552
+144
| +0.1% | +$7.5K | 1.51% | 20 |
|
|
2018
Q2 | $8.77M | Buy |
189,408
+11,772
| +7% | +$534K | 1.38% | 17 |
|
|
2018
Q1 | $7.45M | Sell |
177,636
-1,040
| -0.6% | -$44.8K | 1.28% | 18 |
|
|
2017
Q4 | $7.56M | Buy |
178,676
+75,624
| +73% | +$3.16M | 1.31% | 18 |
|
|
2017
Q3 | $3.97M | Buy |
103,052
+820
| +0.8% | +$31.8K | 0.89% | 23 |
|
|
2017
Q2 | $3.68M | Sell |
102,232
-1,740
| -2% | -$64.3K | 0.85% | 27 |
|
|
2017
Q1 | $3.73M | Buy |
103,972
+2,148
| +2% | +$70.7K | 0.85% | 22 |
|
|
2016
Q4 | $3.28M | Buy |
101,824
+3,176
| +3% | +$90K | 0.8% | 24 |
|
|
2016
Q3 | $2.88M | Sell |
98,648
-12,396
| -11% | -$328K | 0.93% | 26 |
|
|
2016
Q2 | $2.65M | Sell |
111,044
-4,092
| -4% | -$102K | 0.89% | 27 |
|
|
2016
Q1 | $3.14M | Sell |
115,136
-1,992
| -2% | -$49.6K | 1.22% | 20 |
|
|
2015
Q4 | $3.08M | Buy |
+117,128
| New | +$3.35M | 1.36% | 19 |
|
Other funds holding AAPL
TRUE Private Wealth Advisors's AAPL Position: Q2 2026 in Review
TRUE Private Wealth Advisors reduced its Apple (AAPL) stake by 2.7% in Q2 2026, selling an estimated $781K and leaving 96,808 shares worth $28M. The position accounts for 2.42% of the portfolio, ranked #16.
TRUE Private Wealth Advisors first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. The position peaked at $31.7M in Q2 2023. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- TRUE Private Wealth Advisors held 96,808 shares of Apple worth $28M as of Q2 2026.
- TRUE Private Wealth Advisors sold 2,732 Apple shares in Q2 2026, an estimated $781K.
- Apple made up 2.42% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #16 holding.
- TRUE Private Wealth Advisors first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
- TRUE Private Wealth Advisors's Apple position peaked at $31.7M in Q2 2023.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.