Waverly 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
Q1 | $322M | Buy |
1,267,737
+79,231
| +7% | +$20.6M | 2.4% | 3 |
|
|
2025
Q4 | $323M | Buy |
1,188,506
+217,544
| +22% | +$58.4M | 2.62% | 3 |
|
|
2025
Q3 | $247M | Buy |
970,962
+70,449
| +8% | +$15.9M | 2.47% | 3 |
|
|
2025
Q2 | $185M | Buy |
900,513
+5,651
| +0.6% | +$1.14M | 2.03% | 4 |
|
|
2025
Q1 | $199M | Buy |
894,862
+215,084
| +32% | +$49.8M | 2.42% | 3 |
|
|
2024
Q4 | $170M | Buy |
679,778
+125,304
| +23% | +$29.5M | 2.63% | 3 |
|
|
2024
Q3 | $129M | Buy |
554,474
+31,805
| +6% | +$7.1M | 2.39% | 5 |
|
|
2024
Q2 | $110M | Buy |
522,669
+114,676
| +28% | +$21.4M | 2.16% | 5 |
|
|
2024
Q1 | $70M | Buy |
407,993
+162,016
| +66% | +$29.5M | 1.65% | 11 |
|
|
2023
Q4 | $47.4M | Buy |
245,977
+5,452
| +2% | +$1.01M | 1.77% | 14 |
|
|
2023
Q3 | $41.2M | Buy |
240,525
+28,377
| +13% | +$5.2M | 1.8% | 14 |
|
|
2023
Q2 | $41.2M | Buy |
212,148
+35,510
| +20% | +$6.19M | 1.81% | 16 |
|
|
2023
Q1 | $29.1M | Buy |
176,638
+31,684
| +22% | +$4.68M | 1.52% | 16 |
|
|
2022
Q4 | $18.8M | Buy |
144,954
+8,888
| +7% | +$1.27M | 1.05% | 21 |
|
|
2022
Q3 | $18.8M | Buy |
136,066
+24,112
| +22% | +$3.78M | 1.32% | 17 |
|
|
2022
Q2 | $15.3M | Buy |
111,954
+20,269
| +22% | +$3.07M | 1.4% | 12 |
|
|
2022
Q1 | $16M | Buy |
91,685
+153
| +0.2% | +$25.7K | 1.35% | 12 |
|
|
2021
Q4 | $15.4M | Sell |
91,532
-896
| -1% | -$142K | 1.33% | 12 |
|
|
2021
Q3 | $13.7M | Buy |
92,428
+3,186
| +4% | +$469K | 1.17% | 12 |
|
|
2021
Q2 | $13.3M | Buy |
89,242
+4,128
| +5% | +$535K | 1.23% | 12 |
|
|
2021
Q1 | $10.8M | Buy |
85,114
+3,175
| +4% | +$408K | 1.07% | 15 |
|
|
2020
Q4 | $11.1M | Buy |
81,939
+184
| +0.2% | +$22.1K | 1.16% | 14 |
|
|
2020
Q3 | $8.9M | Buy |
81,755
+3,143
| +4% | +$343K | 1.18% | 15 |
|
|
2020
Q2 | $9.04M | Sell |
78,612
-8,280
| -10% | -$642K | 1.17% | 15 |
|
|
2020
Q1 | $5.52M | Buy |
86,892
+3,800
| +5% | +$279K | 0.93% | 21 |
|
|
2019
Q4 | $6.75M | Sell |
83,092
-1,396
| -2% | -$89.8K | 0.89% | 24 |
|
|
2019
Q3 | $4.73M | Sell |
84,488
-2,472
| -3% | -$129K | 0.68% | 27 |
|
|
2019
Q2 | $4.3M | Buy |
86,960
+4,728
| +6% | +$230K | 0.64% | 28 |
|
|
2019
Q1 | $3.9M | Buy |
+82,232
| New | +$3.49M | 0.6% | 29 |
|
|
2018
Q3 | – | Sell |
-157,576
| Closed | -$7.29M | – | 194 |
|
|
2018
Q2 | $7.29M | Buy |
157,576
+1,740
| +1% | +$78.9K | 1.13% | 13 |
|
|
2018
Q1 | $6.54M | Sell |
155,836
-39,096
| -20% | -$1.68M | 1.06% | 15 |
|
|
2017
Q4 | $8.25M | Buy |
194,932
+79,004
| +68% | +$3.3M | 1.18% | 15 |
|
|
2017
Q3 | $4.47M | Sell |
115,928
-5,296
| -4% | -$205K | 0.97% | 14 |
|
|
2017
Q2 | $4.37M | Buy |
121,224
+14,540
| +14% | +$538K | 1.1% | 9 |
|
|
2017
Q1 | $3.83M | Buy |
106,684
+53,168
| +99% | +$1.75M | 1.01% | 9 |
|
|
2016
Q4 | $1.55M | Buy |
53,516
+13,536
| +34% | +$384K | 0.58% | 22 |
|
|
2016
Q3 | $1.13M | Buy |
39,980
+12,820
| +47% | +$339K | 0.47% | 28 |
|
|
2016
Q2 | $649K | Sell |
27,160
-708
| -3% | -$17.6K | 0.29% | 38 |
|
|
2016
Q1 | $759K | Buy |
27,868
+2,808
| +11% | +$70K | 0.46% | 31 |
|
|
2015
Q4 | $659K | Buy |
25,060
+14,860
| +146% | +$425K | 0.29% | 38 |
|
|
2015
Q3 | $281K | Buy |
10,200
+2,112
| +26% | +$61.9K | 0.19% | 43 |
|
|
2015
Q2 | $254K | Sell |
8,088
-952
| -11% | -$30.5K | 0.16% | 47 |
|
|
2015
Q1 | $281K | Sell |
9,040
-576
| -6% | -$17.4K | 0.14% | 39 |
|
|
2014
Q4 | $265K | Buy |
9,616
+1,724
| +22% | +$46.9K | 0.13% | 47 |
|
|
2014
Q3 | $199K | Sell |
7,892
-1,972
| -20% | -$48.4K | 0.11% | 90 |
|
|
2014
Q2 | $229K | Sell |
9,864
-11,164
| -53% | -$238K | 0.1% | 98 |
|
|
2014
Q1 | $403K | Sell |
21,028
-30,408
| -59% | -$578K | 0.18% | 63 |
|
|
2013
Q4 | $1.03M | Sell |
51,436
-14,728
| -22% | -$278K | 0.36% | 28 |
|
|
2013
Q3 | $1.13M | Buy |
66,164
+21,644
| +49% | +$359K | 0.58% | 15 |
|
|
2013
Q2 | $630K | Buy |
+44,520
| New | +$685K | 0.36% | 30 |
|
Other funds holding AAPL
VCM
VPM
Waverly Advisors's AAPL Position: Q1 2026 in Review
Waverly Advisors increased its Apple (AAPL) stake by 6.7% in Q1 2026, buying an estimated $20.6M and bringing the position to 1,267,737 shares worth $322M. The position accounts for 2.4% of the portfolio, ranked #3.
Waverly Advisors first reported a position in AAPL in Q2 2013 and has held it in 50 quarters since. The position peaked at $323M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Waverly Advisors held 1,267,737 shares of Apple worth $322M as of Q1 2026.
- Waverly Advisors bought 79,231 Apple shares in Q1 2026, an estimated $20.6M.
- Apple made up 2.4% of Waverly Advisors's portfolio in Q1 2026, its #3 holding.
- Waverly Advisors first reported a position in Apple in Q2 2013 and has held it in 50 quarters since.
- Waverly Advisors's Apple position peaked at $323M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.