WBH Advisory’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 | $18.2M | Sell |
71,197
-653
| -0.9% | -$170K | 1.36% | 19 |
|
|
2025
Q4 | $19.5M | Sell |
71,850
-8
| -0% | -$2.15K | 1.45% | 20 |
|
|
2025
Q3 | $18.3M | Sell |
71,858
-244
| -0.3% | -$55.1K | 1.4% | 22 |
|
|
2025
Q2 | $14.8M | Sell |
72,102
-3,344
| -4% | -$675K | 1.26% | 22 |
|
|
2025
Q1 | $16.8M | Sell |
75,446
-1,148
| -1% | -$266K | 1.56% | 18 |
|
|
2024
Q4 | $19.2M | Buy |
76,594
+1,555
| +2% | +$366K | 1.78% | 14 |
|
|
2024
Q3 | $17.5M | Buy |
75,039
+1,342
| +2% | +$300K | 1.66% | 14 |
|
|
2024
Q2 | $15.5M | Sell |
73,697
-1,241
| -2% | -$231K | 1.57% | 16 |
|
|
2024
Q1 | $12.9M | Buy |
74,938
+7,805
| +12% | +$1.42M | 1.32% | 19 |
|
|
2023
Q4 | $12.9M | Sell |
67,133
-817
| -1% | -$151K | 1.44% | 17 |
|
|
2023
Q3 | $11.6M | Sell |
67,950
-2,807
| -4% | -$515K | 1.43% | 18 |
|
|
2023
Q2 | $13.7M | Sell |
70,757
-1,547
| -2% | -$270K | 1.63% | 14 |
|
|
2023
Q1 | $11.9M | Buy |
+72,304
| New | +$10.7M | 1.49% | 15 |
|
|
2022
Q3 | $10.5M | Sell |
76,288
-1,933
| -2% | -$303K | 1.52% | 17 |
|
|
2022
Q2 | $11.3M | Sell |
78,221
-11
| -0% | -$1.67K | 1.51% | 11 |
|
|
2022
Q1 | $12.8M | Sell |
78,232
-1,606
| -2% | -$270K | 1.57% | 10 |
|
|
2021
Q4 | $14.2M | Sell |
79,838
-306
| -0.4% | -$48.4K | 1.62% | 12 |
|
|
2021
Q3 | $11.3M | Sell |
80,144
-1,562
| -2% | -$230K | 1.53% | 14 |
|
|
2021
Q2 | $12.2M | Sell |
81,706
-8,056
| -9% | -$1.04M | 1.78% | 12 |
|
|
2021
Q1 | $11M | Buy |
89,762
+10,565
| +13% | +$1.36M | 1.77% | 11 |
|
|
2020
Q4 | $10.5M | Sell |
79,197
-885
| -1% | -$106K | 1.8% | 10 |
|
|
2020
Q3 | $9.27M | Sell |
80,082
-3,166
| -4% | -$345K | 1.87% | 10 |
|
|
2020
Q2 | $7.59M | Buy |
83,248
+964
| +1% | +$74.7K | 1.84% | 10 |
|
|
2020
Q1 | $5.23K | Sell |
82,284
-1,748
| -2% | -$129K | 1.23% | 17 |
|
|
2019
Q4 | $6.17M | Sell |
84,032
-252
| -0.3% | -$16.2K | 1.26% | 15 |
|
|
2019
Q3 | $4.72M | Sell |
84,284
-1,028
| -1% | -$53.7K | 1.06% | 25 |
|
|
2019
Q2 | $4.22M | Sell |
85,312
-2,932
| -3% | -$143K | 0.98% | 26 |
|
|
2019
Q1 | $4.19M | Buy |
88,244
+1,840
| +2% | +$78K | 1% | 26 |
|
|
2018
Q4 | $3.41K | Sell |
86,404
-972
| -1% | -$47.1K | 0.83% | 28 |
|
|
2018
Q3 | $4.93M | Sell |
87,376
-2,428
| -3% | -$126K | 1.2% | 18 |
|
|
2018
Q2 | $4.16M | Buy |
89,804
+6,800
| +8% | +$308K | 1.08% | 20 |
|
|
2018
Q1 | $3.48M | Buy |
83,004
+232
| +0.3% | +$9.99K | 0.95% | 24 |
|
|
2017
Q4 | $3.5M | Buy |
82,772
+16
| +0% | +$669 | 0.93% | 26 |
|
|
2017
Q3 | $3.19M | Sell |
82,756
-1,108
| -1% | -$43K | 0.89% | 27 |
|
|
2017
Q2 | $3.02M | Sell |
83,864
-9,344
| -10% | -$345K | 0.85% | 27 |
|
|
2017
Q1 | $3.35M | Sell |
93,208
-140
| -0.1% | -$4.61K | 1% | 20 |
|
|
2016
Q4 | $2.7M | Buy |
93,348
+7,200
| +8% | +$204K | 0.9% | 25 |
|
|
2016
Q3 | $2.43M | Buy |
86,148
+21,688
| +34% | +$574K | 0.83% | 27 |
|
|
2016
Q2 | $1.54M | Buy |
64,460
+584
| +0.9% | +$14.5K | 0.6% | 45 |
|
|
2016
Q1 | $1.74M | Sell |
63,876
-2,088
| -3% | -$52K | 0.58% | 38 |
|
|
2015
Q4 | $1.74K | Buy |
65,964
+92
| +0.1% | +$2.63K | 0.61% | 39 |
|
|
2015
Q3 | $1.82M | Buy |
65,872
+10,524
| +19% | +$309K | 0.75% | 35 |
|
|
2015
Q2 | $1.74M | Sell |
55,348
-9,680
| -15% | -$310K | 0.68% | 38 |
|
|
2015
Q1 | $2.02K | Buy |
65,028
+2,432
| +4% | +$73.4K | 0.57% | 30 |
|
|
2014
Q4 | $1.73M | Buy |
62,596
+1,516
| +2% | +$41.2K | 0.65% | 35 |
|
|
2014
Q3 | $1.54M | Buy |
61,080
+992
| +2% | +$24.3K | 0.54% | 40 |
|
|
2014
Q2 | $1.4M | Buy |
60,088
+812
| +1% | +$17.3K | 0.53% | 45 |
|
|
2014
Q1 | $1.14M | Buy |
59,276
+28
| +0% | +$533 | 0.45% | 51 |
|
|
2013
Q4 | $1.19M | Buy |
59,248
+1,372
| +2% | +$25.9K | 0.48% | 51 |
|
|
2013
Q3 | $985K | Sell |
57,876
-1,204
| -2% | -$20K | 0.44% | 60 |
|
|
2013
Q2 | $836K | Buy |
+59,080
| New | +$909K | 0.39% | 70 |
|
Other funds holding AAPL
VCM
VPM
WBH Advisory's AAPL Position: Q1 2026 in Review
WBH Advisory reduced its Apple (AAPL) stake by 0.91% in Q1 2026, selling an estimated $170K and leaving 71,197 shares worth $18.2M. The position accounts for 1.36% of the portfolio, ranked #19.
WBH Advisory first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $19.5M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- WBH Advisory held 71,197 shares of Apple worth $18.2M as of Q1 2026.
- WBH Advisory sold 653 Apple shares in Q1 2026, an estimated $170K.
- Apple made up 1.36% of WBH Advisory's portfolio in Q1 2026, its #19 holding.
- WBH Advisory first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Apple position peaked at $19.5M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.