USA Financial Formulas’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 | $1.51M | Buy |
5,223
+1,789
| +52% | +$512K | 0.28% | 28 |
|
|
2026
Q1 | $872K | Buy |
3,434
+3,427
| +48,957% | +$892K | 0.16% | 36 |
|
|
2025
Q4 | $1.9K | Buy |
+7
| New | +$1.88K | ﹤0.01% | 290 |
|
|
2025
Q2 | – | Sell |
-7,228
| Closed | -$1.61M | – | 241 |
|
|
2025
Q1 | $1.61M | Buy |
7,228
+759
| +12% | +$176K | 0.27% | 22 |
|
|
2024
Q4 | $1.62M | Sell |
6,469
-791
| -11% | -$186K | 0.25% | 14 |
|
|
2024
Q3 | $1.69M | Buy |
7,260
+7,230
| +24,100% | +$1.61M | 0.26% | 21 |
|
|
2024
Q2 | $6.32K | Sell |
30
-58
| -66% | -$10.8K | ﹤0.01% | 275 |
|
|
2024
Q1 | $15.1K | Sell |
88
-125
| -59% | -$22.7K | ﹤0.01% | 276 |
|
|
2023
Q4 | $41K | Sell |
213
-1,753
| -89% | -$324K | 0.01% | 205 |
|
|
2023
Q3 | $337K | Buy |
1,966
+1,950
| +12,188% | +$358K | 0.5% | 57 |
|
|
2023
Q2 | $3.1K | Hold |
16
| – | – | ﹤0.01% | 261 |
|
|
2023
Q1 | $2.64K | Buy |
+16
| New | +$2.36K | ﹤0.01% | 203 |
|
|
2022
Q3 | $8K | Sell |
61
-3
| -5% | -$471 | 0.01% | 117 |
|
|
2022
Q2 | $9K | Buy |
64
+7
| +12% | +$1.06K | 0.01% | 143 |
|
|
2022
Q1 | $10K | Sell |
57
-7
| -11% | -$1.18K | 0.01% | 157 |
|
|
2021
Q4 | $11K | Sell |
64
-95
| -60% | -$15K | 0.01% | 189 |
|
|
2021
Q3 | $22K | Buy |
159
+78
| +96% | +$11.5K | 0.02% | 223 |
|
|
2021
Q2 | $11K | Buy |
81
+15
| +23% | +$1.94K | 0.01% | 238 |
|
|
2021
Q1 | $8K | Sell |
66
-19,846
| -100% | -$2.55M | 0.01% | 216 |
|
|
2020
Q4 | $2.64M | Sell |
19,912
-15,744
| -44% | -$1.89M | 2.09% | 5 |
|
|
2020
Q3 | $4.13M | Sell |
35,656
-48,428
| -58% | -$5.28M | 3.12% | 2 |
|
|
2020
Q2 | $7.67M | Sell |
84,084
-6,784
| -7% | -$526K | 5.7% | 2 |
|
|
2020
Q1 | $5.78M | Sell |
90,868
-18,036
| -17% | -$1.33M | 3.68% | 2 |
|
|
2019
Q4 | $8M | Buy |
+108,904
| New | +$7.01M | 3.32% | 2 |
|
|
2019
Q1 | – | Sell |
-214,016
| Closed | -$12.1M | – | 119 |
|
|
2018
Q4 | $12.1M | Buy |
+214,016
| New | +$10.4M | 3.01% | 2 |
|
|
2018
Q3 | – | Sell |
-157,848
| Closed | -$6.62M | – | 269 |
|
|
2018
Q2 | $6.62M | Sell |
157,848
-1,004
| -0.6% | -$45.5K | 1.61% | 9 |
|
|
2018
Q1 | $6.66M | Buy |
158,852
+7,384
| +5% | +$318K | 1.61% | 9 |
|
|
2017
Q4 | $6.41M | Sell |
151,468
-32,620
| -18% | -$1.36M | 1.52% | 13 |
|
|
2017
Q3 | $7.09M | Sell |
184,088
-76,248
| -29% | -$2.96M | 1.69% | 7 |
|
|
2017
Q2 | $9.37M | Sell |
260,336
-72,272
| -22% | -$2.67M | 2.26% | 2 |
|
|
2017
Q1 | $11.9M | Buy |
+332,608
| New | +$11M | 2.88% | 1 |
|
|
2015
Q3 | – | Sell |
-545,488
| Closed | -$17.1M | – | 88 |
|
|
2015
Q2 | $17.1M | Buy |
545,488
+375,220
| +220% | +$12M | 5.25% | 1 |
|
|
2015
Q1 | $5.3M | Sell |
170,268
-33,536
| -16% | -$1.01M | 1.73% | 8 |
|
|
2014
Q4 | $5.62M | Buy |
+203,804
| New | +$5.54M | 1.93% | 7 |
|
Other funds holding AAPL
USA Financial Formulas's AAPL Position: Q2 2026 in Review
USA Financial Formulas increased its Apple (AAPL) stake by 52% in Q2 2026, buying an estimated $512K and bringing the position to 5,223 shares worth $1.51M. The position accounts for 0.28% of the portfolio, ranked #28.
USA Financial Formulas first reported a position in AAPL in Q4 2014 and has held it in 34 quarters since. The position peaked at $17.1M in Q2 2015. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- USA Financial Formulas held 5,223 shares of Apple worth $1.51M as of Q2 2026.
- USA Financial Formulas bought 1,789 Apple shares in Q2 2026, an estimated $512K.
- Apple made up 0.28% of USA Financial Formulas's portfolio in Q2 2026, its #28 holding.
- USA Financial Formulas first reported a position in Apple in Q4 2014 and has held it in 34 quarters since.
- USA Financial Formulas's Apple position peaked at $17.1M in Q2 2015.
- 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.