Wealth Advisors Northwest’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
$2.27M Buy
7,856
+515
+7% +$147K 0.78% 22
2026
Q1
$1.86M Sell
7,341
-48
-0.6% -$12.5K 0.78% 25
2025
Q4
$2.01M Sell
7,389
-650
-8% -$174K 0.89% 22
2025
Q3
$2.05M Sell
8,039
-401
-5% -$90.6K 0.99% 21
2025
Q2
$1.73M Buy
8,440
+671
+9% +$136K 0.91% 22
2025
Q1
$1.73M Sell
7,769
-786
-9% -$182K 1.09% 19
2024
Q4
$2.14M Buy
+8,555
New +$2.02M 1.46% 16

Other funds holding AAPL

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

Wealth Advisors Northwest increased its Apple (AAPL) stake by 7% in Q2 2026, buying an estimated $147K and bringing the position to 7,856 shares worth $2.27M. The position accounts for 0.78% of the portfolio, ranked #22.

Wealth Advisors Northwest first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Advisors Northwest held 7,856 shares of Apple worth $2.27M as of Q2 2026.
  • Wealth Advisors Northwest bought 515 Apple shares in Q2 2026, an estimated $147K.
  • Apple made up 0.78% of Wealth Advisors Northwest's portfolio in Q2 2026, its #22 holding.
  • Wealth Advisors Northwest first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.