VERITY 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
$671K Hold
2,318
0.41% 46
2026
Q1
$588K Hold
2,318
0.39% 49
2025
Q4
$630K Hold
2,318
0.39% 47
2025
Q3
$590K Hold
2,318
0.37% 47
2025
Q2
$476K Hold
2,318
0.32% 57
2025
Q1
$515K Hold
2,318
0.38% 50
2024
Q4
$580K Hold
2,318
0.42% 43
2024
Q3
$540K Hold
2,318
0.38% 50
2024
Q2
$488K Hold
2,318
0.37% 52
2024
Q1
$397K Buy
2,318
+556
+32% +$101K 0.31% 57
2023
Q4
$339K Hold
1,762
0.29% 56
2023
Q3
$302K Hold
1,762
0.28% 56
2023
Q2
$342K Hold
1,762
0.31% 56
2023
Q1
$291K Sell
1,762
-556
-24% -$82K 0.27% 60
2022
Q4
$301K Hold
2,318
0.3% 59
2022
Q3
$320K Hold
2,318
0.33% 54
2022
Q2
$317K Buy
2,318
+34
+1% +$5.15K 0.31% 54
2022
Q1
$399K Hold
2,284
0.35% 44
2021
Q4
$406K Hold
2,284
0.34% 45
2021
Q3
$323K Hold
2,284
0.29% 47
2021
Q2
$313K Hold
2,284
0.28% 45
2021
Q1
$279K Hold
2,284
0.25% 47
2020
Q4
$303K Buy
2,284
+556
+32% +$66.9K 0.28% 44
2020
Q3
$200K Buy
+1,728
New +$189K 0.2% 48

Other funds holding AAPL

VERITY Wealth Advisors's AAPL Position: Q2 2026 in Review

VERITY Wealth Advisors held its Apple (AAPL) position steady in Q2 2026 at 2,318 shares worth $671K. The position accounts for 0.41% of the portfolio, ranked #46.

VERITY Wealth Advisors first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • VERITY Wealth Advisors held 2,318 shares of Apple worth $671K as of Q2 2026.
  • VERITY Wealth Advisors left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.41% of VERITY Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • VERITY Wealth Advisors first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.