WBI Investments’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 | $1.97M | Buy |
7,769
+162
| +2% | +$42.2K | 0.54% | 36 |
|
|
2025
Q4 | $2.07M | Sell |
7,607
-4,589
| -38% | -$1.23M | 0.54% | 35 |
|
|
2025
Q3 | $3.11M | Sell |
12,196
-148
| -1% | -$33.4K | 0.79% | 18 |
|
|
2025
Q2 | $2.53M | Sell |
12,344
-1,673
| -12% | -$338K | 0.66% | 28 |
|
|
2025
Q1 | $3.11M | Buy |
14,017
+1,564
| +13% | +$362K | 0.82% | 24 |
|
|
2024
Q4 | $3.12M | Sell |
12,453
-972
| -7% | -$229K | 0.78% | 26 |
|
|
2024
Q3 | $3.13M | Sell |
13,425
-15,695
| -54% | -$3.5M | 0.75% | 29 |
|
|
2024
Q2 | $6.13M | Buy |
29,120
+21,917
| +304% | +$4.09M | 1.49% | 11 |
|
|
2024
Q1 | $1.24M | Sell |
7,203
-22,975
| -76% | -$4.18M | 0.26% | 95 |
|
|
2023
Q4 | $5.81M | Buy |
30,178
+15,772
| +109% | +$2.91M | 1.16% | 17 |
|
|
2023
Q3 | $2.47M | Sell |
14,406
-35,646
| -71% | -$6.54M | 0.5% | 58 |
|
|
2023
Q2 | $9.71M | Buy |
+50,052
| New | +$8.72M | 1.76% | 11 |
|
|
2022
Q2 | – | Sell |
-11,142
| Closed | -$1.95M | – | 119 |
|
|
2022
Q1 | $1.95M | Buy |
+11,142
| New | +$1.87M | 0.31% | 80 |
|
|
2021
Q3 | – | Sell |
-62,410
| Closed | -$8.55M | – | 180 |
|
|
2021
Q2 | $8.55M | Buy |
+62,410
| New | +$8.09M | 1.31% | 15 |
|
|
2021
Q1 | – | Sell |
-49,272
| Closed | -$6.54M | – | 176 |
|
|
2020
Q4 | $6.54M | Buy |
+49,272
| New | +$5.93M | 0.99% | 20 |
|
|
2020
Q3 | – | Sell |
-52,476
| Closed | -$4.79M | – | 118 |
|
|
2020
Q2 | $4.79M | Buy |
+52,476
| New | +$4.07M | 0.77% | 35 |
|
|
2019
Q2 | – | Sell |
-84,412
| Closed | -$4.01M | – | 203 |
|
|
2019
Q1 | $4.01M | Buy |
+84,412
| New | +$3.58M | 0.31% | 73 |
|
|
2018
Q3 | – | Sell |
-56,512
| Closed | -$2.62M | – | 240 |
|
|
2018
Q2 | $2.62M | Sell |
56,512
-630,764
| -92% | -$28.6M | 0.14% | 98 |
|
|
2018
Q1 | $28.8M | Buy |
687,276
+599,000
| +679% | +$25.8M | 1.48% | 18 |
|
|
2017
Q4 | $3.73M | Sell |
88,276
-968
| -1% | -$40.5K | 0.17% | 100 |
|
|
2017
Q3 | $3.44M | Buy |
+89,244
| New | +$3.46M | 0.15% | 95 |
|
|
2017
Q2 | – | Sell |
-274,056
| Closed | -$9.84M | – | 286 |
|
|
2017
Q1 | $9.84M | Buy |
274,056
+183,252
| +202% | +$6.03M | 0.43% | 52 |
|
|
2016
Q4 | $2.63M | Buy |
+90,804
| New | +$2.57M | 0.11% | 126 |
|
|
2016
Q2 | – | Sell |
-1,500,016
| Closed | -$40.9M | – | 157 |
|
|
2016
Q1 | $40.9M | Buy |
+1,500,016
| New | +$37.4M | 1.53% | 22 |
|
|
2015
Q3 | – | Sell |
-36,612
| Closed | -$1.15M | – | 147 |
|
|
2015
Q2 | $1.15M | Buy |
+36,612
| New | +$1.17M | 0.03% | 185 |
|
|
2014
Q3 | – | Sell |
-1,214,856
| Closed | -$28.2M | – | 167 |
|
|
2014
Q2 | $28.2M | Sell |
1,214,856
-3,410,912
| -74% | -$72.6M | 1.21% | 27 |
|
|
2014
Q1 | $88.7M | Buy |
4,625,768
+308,728
| +7% | +$5.87M | 3.89% | 5 |
|
|
2013
Q4 | $86.5M | Buy |
4,317,040
+392,504
| +10% | +$7.42M | 3.81% | 4 |
|
|
2013
Q3 | $66.8M | Buy |
3,924,536
+675,472
| +21% | +$11.2M | 3.19% | 5 |
|
|
2013
Q2 | $46M | Buy |
+3,249,064
| New | +$50M | 3.3% | 7 |
|
Other funds holding AAPL
VCM
VPM
WBI Investments's AAPL Position: Q1 2026 in Review
WBI Investments increased its Apple (AAPL) stake by 2.1% in Q1 2026, buying an estimated $42.2K and bringing the position to 7,769 shares worth $1.97M. The position accounts for 0.54% of the portfolio, ranked #36.
WBI Investments first reported a position in AAPL in Q2 2013 and has held it in 30 quarters since. The position peaked at $88.7M in Q1 2014. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- WBI Investments held 7,769 shares of Apple worth $1.97M as of Q1 2026.
- WBI Investments bought 162 Apple shares in Q1 2026, an estimated $42.2K.
- Apple made up 0.54% of WBI Investments's portfolio in Q1 2026, its #36 holding.
- WBI Investments first reported a position in Apple in Q2 2013 and has held it in 30 quarters since.
- WBI Investments's Apple position peaked at $88.7M in Q1 2014.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.