Waller Financial Planning Group’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 | $5.55M | Buy |
19,186
+254
| +1% | +$72.7K | 1.14% | 19 |
|
|
2026
Q1 | $4.8M | Buy |
18,932
+88
| +0.5% | +$22.9K | 1.06% | 19 |
|
|
2025
Q4 | $5.12M | Sell |
18,844
-93
| -0.5% | -$25K | 1.14% | 20 |
|
|
2025
Q3 | $4.82M | Sell |
18,937
-5,119
| -21% | -$1.16M | 1.11% | 21 |
|
|
2025
Q2 | $4.94M | Sell |
24,056
-93
| -0.4% | -$18.8K | 1.19% | 20 |
|
|
2025
Q1 | $5.36M | Buy |
24,149
+6,602
| +38% | +$1.53M | 1.51% | 18 |
|
|
2024
Q4 | $4.39M | Buy |
17,547
+13
| +0.1% | +$3.06K | 1.11% | 23 |
|
|
2024
Q3 | $4.09M | Buy |
17,534
+2,356
| +16% | +$526K | 1.01% | 26 |
|
|
2024
Q2 | $3.2M | Sell |
15,178
-20
| -0.1% | -$3.73K | 0.86% | 26 |
|
|
2024
Q1 | $2.61M | Sell |
15,198
-767
| -5% | -$139K | 0.69% | 29 |
|
|
2023
Q4 | $3.07M | Buy |
15,965
+2,691
| +20% | +$497K | 0.81% | 29 |
|
|
2023
Q3 | $2.27M | Sell |
13,274
-555
| -4% | -$102K | 0.66% | 30 |
|
|
2023
Q2 | $2.68M | Sell |
13,829
-876
| -6% | -$153K | 0.74% | 30 |
|
|
2023
Q1 | $2.42M | Buy |
14,705
+2
| +0% | +$295 | 0.69% | 31 |
|
|
2022
Q4 | $1.91M | Buy |
14,703
+2
| +0% | +$286 | 0.55% | 29 |
|
|
2022
Q3 | $2.03M | Buy |
14,701
+447
| +3% | +$70.2K | 0.62% | 29 |
|
|
2022
Q2 | $1.95M | Buy |
14,254
+230
| +2% | +$34.8K | 0.57% | 30 |
|
|
2022
Q1 | $2.45M | Buy |
14,024
+431
| +3% | +$72.5K | 0.65% | 24 |
|
|
2021
Q4 | $2.41M | Sell |
13,593
-299
| -2% | -$47.3K | 0.6% | 25 |
|
|
2021
Q3 | $1.97M | Buy |
13,892
+243
| +2% | +$35.8K | 0.52% | 26 |
|
|
2021
Q2 | $1.87M | Buy |
13,649
+231
| +2% | +$29.9K | 0.5% | 27 |
|
|
2021
Q1 | $1.64M | Buy |
13,418
+1,405
| +12% | +$180K | 0.47% | 28 |
|
|
2020
Q4 | $1.59M | Buy |
12,013
+814
| +7% | +$97.9K | 0.5% | 28 |
|
|
2020
Q3 | $1.3M | Buy |
11,199
+839
| +8% | +$91.5K | 0.48% | 29 |
|
|
2020
Q2 | $945K | Sell |
10,360
-336
| -3% | -$26K | 0.37% | 29 |
|
|
2020
Q1 | $680K | Buy |
10,696
+4
| +0% | +$294 | 0.35% | 30 |
|
|
2019
Q4 | $785K | Buy |
+10,692
| New | +$688K | 0.39% | 31 |
|
|
2019
Q3 | – | Sell |
-10,284
| Closed | -$519K | – | 43 |
|
|
2019
Q2 | $519K | Buy |
10,284
+28
| +0.3% | +$1.36K | 0.29% | 35 |
|
|
2019
Q1 | $511K | Buy |
10,256
+772
| +8% | +$32.7K | 0.3% | 36 |
|
|
2018
Q4 | $374K | Buy |
+9,484
| New | +$460K | 0.26% | 37 |
|
Other funds holding AAPL
Waller Financial Planning Group's AAPL Position: Q2 2026 in Review
Waller Financial Planning Group increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $72.7K and bringing the position to 19,186 shares worth $5.55M. The position accounts for 1.14% of the portfolio, ranked #19.
Waller Financial Planning Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Waller Financial Planning Group held 19,186 shares of Apple worth $5.55M as of Q2 2026.
- Waller Financial Planning Group bought 254 Apple shares in Q2 2026, an estimated $72.7K.
- Apple made up 1.14% of Waller Financial Planning Group's portfolio in Q2 2026, its #19 holding.
- Waller Financial Planning Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.