USAdvisors 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 | $979K | Sell |
3,384
-3
| -0.1% | -$858 | 0.28% | 69 |
|
|
2026
Q1 | $835K | Sell |
3,387
-131
| -4% | -$34.1K | 0.28% | 70 |
|
|
2025
Q4 | $956K | Buy |
3,518
+70
| +2% | +$18.8K | 0.32% | 64 |
|
|
2025
Q3 | $878K | Buy |
3,448
+96
| +3% | +$21.7K | 0.3% | 65 |
|
|
2025
Q2 | $688K | Sell |
3,352
-572
| -15% | -$116K | 0.26% | 69 |
|
|
2025
Q1 | $871K | Buy |
3,924
+131
| +3% | +$30.3K | 0.3% | 67 |
|
|
2024
Q4 | $950K | Sell |
3,793
-339
| -8% | -$79.9K | 0.31% | 68 |
|
|
2024
Q3 | $941K | Sell |
4,132
-497
| -11% | -$111K | 0.33% | 67 |
|
|
2024
Q2 | $975K | Buy |
4,629
+132
| +3% | +$24.6K | 0.34% | 59 |
|
|
2024
Q1 | $779K | Sell |
4,497
-148
| -3% | -$26.9K | 0.29% | 73 |
|
|
2023
Q4 | $894K | Sell |
4,645
-452
| -9% | -$83.5K | 0.37% | 64 |
|
|
2023
Q3 | $872K | Buy |
5,097
+855
| +20% | +$157K | 0.39% | 62 |
|
|
2023
Q2 | $818K | Sell |
4,242
-565
| -12% | -$98.5K | 0.39% | 66 |
|
|
2023
Q1 | $793K | Buy |
4,807
+327
| +7% | +$48.2K | 0.38% | 66 |
|
|
2022
Q4 | $582K | Sell |
4,480
-506
| -10% | -$72.3K | 0.28% | 73 |
|
|
2022
Q3 | $689K | Sell |
4,986
-228
| -4% | -$35.8K | 0.35% | 67 |
|
|
2022
Q2 | $713K | Sell |
5,214
-929
| -15% | -$141K | 0.36% | 65 |
|
|
2022
Q1 | $1.07M | Sell |
6,143
-411
| -6% | -$69.1K | 0.46% | 57 |
|
|
2021
Q4 | $1.16M | Buy |
6,554
+230
| +4% | +$36.3K | 0.47% | 46 |
|
|
2021
Q3 | $895K | Buy |
6,324
+94
| +2% | +$13.8K | 0.39% | 57 |
|
|
2021
Q2 | $853K | Buy |
6,230
+155
| +3% | +$20.1K | 0.46% | 52 |
|
|
2021
Q1 | $742K | Buy |
6,075
+2,445
| +67% | +$314K | 0.36% | 58 |
|
|
2020
Q4 | $481K | Buy |
3,630
+216
| +6% | +$26K | 0.23% | 61 |
|
|
2020
Q3 | $388 | Buy |
3,414
+202
| +6% | +$22K | 0.06% | 54 |
|
|
2020
Q2 | $293K | Buy |
3,212
+48
| +2% | +$3.72K | 0.16% | 60 |
|
|
2020
Q1 | $201K | Buy |
+3,164
| New | +$233K | 0.12% | 68 |
|
|
2018
Q3 | – | Sell |
-9,028
| Closed | -$417K | – | 66 |
|
|
2018
Q2 | $417K | Sell |
9,028
-3,608
| -29% | -$164K | 0.32% | 39 |
|
|
2018
Q1 | $529K | Sell |
12,636
-2,036
| -14% | -$87.6K | 0.42% | 31 |
|
|
2017
Q4 | $621K | Buy |
+14,672
| New | +$613K | 0.53% | 21 |
|
Other funds holding AAPL
USAdvisors Wealth Management's AAPL Position: Q2 2026 in Review
USAdvisors Wealth Management reduced its Apple (AAPL) stake by 0.09% in Q2 2026, selling an estimated $858 and leaving 3,384 shares worth $979K. The position accounts for 0.28% of the portfolio, ranked #69.
USAdvisors Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.16M in Q4 2021. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- USAdvisors Wealth Management held 3,384 shares of Apple worth $979K as of Q2 2026.
- USAdvisors Wealth Management sold 3 Apple shares in Q2 2026, an estimated $858.
- Apple made up 0.28% of USAdvisors Wealth Management's portfolio in Q2 2026, its #69 holding.
- USAdvisors Wealth Management first reported a position in Apple in Q4 2017 and has held it in 29 quarters since.
- USAdvisors Wealth Management's Apple position peaked at $1.16M in Q4 2021.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.