Wealth Advisors of Tampa Bay’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 | $10M | Sell |
39,426
-580
| -1% | -$151K | 3.31% | 5 |
|
|
2025
Q4 | $10.9M | Sell |
40,006
-1,605
| -4% | -$431K | 3.75% | 3 |
|
|
2025
Q3 | $10.6M | Sell |
41,611
-1,289
| -3% | -$291K | 3.53% | 3 |
|
|
2025
Q2 | $8.8M | Buy |
42,900
+145
| +0.3% | +$29.3K | 3.32% | 4 |
|
|
2025
Q1 | $9.5M | Sell |
42,755
-2,275
| -5% | -$527K | 3.86% | 2 |
|
|
2024
Q4 | $11.3M | Buy |
45,030
+195
| +0.4% | +$46K | 4.83% | 2 |
|
|
2024
Q3 | $10.4M | Sell |
44,835
-4,327
| -9% | -$966K | 4.36% | 2 |
|
|
2024
Q2 | $10.4M | Buy |
49,162
+55
| +0.1% | +$10.3K | 4.83% | 2 |
|
|
2024
Q1 | $8.42M | Sell |
49,107
-1,804
| -4% | -$328K | 4% | 3 |
|
|
2023
Q4 | $9.8M | Sell |
50,911
-49,911
| -50% | -$9.22M | 4.92% | 1 |
|
|
2023
Q3 | $17.3M | Buy |
100,822
+49,641
| +97% | +$9.1M | 4.75% | 1 |
|
|
2023
Q2 | $9.93M | Sell |
51,181
-2,305
| -4% | -$402K | 5.44% | 1 |
|
|
2023
Q1 | $8.82M | Buy |
53,486
+209
| +0.4% | +$30.8K | 5.05% | 1 |
|
|
2022
Q4 | $6.92M | Buy |
53,277
+445
| +0.8% | +$63.6K | 4.29% | 1 |
|
|
2022
Q3 | $7.3M | Sell |
52,832
-53,150
| -50% | -$8.34M | 5.01% | 1 |
|
|
2022
Q2 | $14.5M | Buy |
105,982
+380
| +0.4% | +$57.5K | 4.47% | 1 |
|
|
2022
Q1 | $18.4M | Sell |
105,602
-650
| -0.6% | -$109K | 4.99% | 1 |
|
|
2021
Q4 | $18.9M | Buy |
106,252
+51,409
| +94% | +$8.12M | 4.63% | 1 |
|
|
2021
Q3 | $7.76M | Sell |
54,843
-2,798
| -5% | -$412K | 4.29% | 1 |
|
|
2021
Q2 | $7.89M | Sell |
57,641
-447
| -0.8% | -$57.9K | 4.39% | 1 |
|
|
2021
Q1 | $7.09M | Sell |
58,088
-593
| -1% | -$76.1K | 4.2% | 1 |
|
|
2020
Q4 | $7.79M | Sell |
58,681
-5,968
| -9% | -$718K | 5.43% | 1 |
|
|
2020
Q3 | $7.49M | Sell |
64,649
-1,035
| -2% | -$113K | 5.56% | 1 |
|
|
2020
Q2 | $5.99M | Buy |
65,684
+704
| +1% | +$54.6K | 5% | 1 |
|
|
2020
Q1 | $4.13M | Sell |
64,980
-100
| -0.2% | -$7.35K | 4.63% | 1 |
|
|
2019
Q4 | $4.78M | Buy |
65,080
+1,080
| +2% | +$69.5K | 4.4% | 1 |
|
|
2019
Q3 | $3.58M | Sell |
64,000
-8,764
| -12% | -$458K | 2.97% | 6 |
|
|
2019
Q2 | $3.6M | Sell |
72,764
-396
| -0.5% | -$19.3K | 2.61% | 10 |
|
|
2019
Q1 | $3.47M | Buy |
73,160
+1,104
| +2% | +$46.8K | 2.52% | 12 |
|
|
2018
Q4 | $2.84M | Sell |
72,056
-4,144
| -5% | -$201K | 2.31% | 19 |
|
|
2018
Q3 | $4.3M | Sell |
76,200
-4,140
| -5% | -$216K | 3.02% | 9 |
|
|
2018
Q2 | $3.76M | Buy |
80,340
+220
| +0.3% | +$9.98K | 2.87% | 13 |
|
|
2018
Q1 | $3.36M | Buy |
80,120
+116
| +0.1% | +$4.99K | 2.43% | 17 |
|
|
2017
Q4 | $3.49M | Buy |
+80,004
| New | +$3.34M | 2.39% | 18 |
|
Other funds holding AAPL
VCM
VPM
Wealth Advisors of Tampa Bay's AAPL Position: Q1 2026 in Review
Wealth Advisors of Tampa Bay reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $151K and leaving 39,426 shares worth $10M. The position accounts for 3.31% of the portfolio, ranked #5.
Wealth Advisors of Tampa Bay first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $18.9M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Wealth Advisors of Tampa Bay held 39,426 shares of Apple worth $10M as of Q1 2026.
- Wealth Advisors of Tampa Bay sold 580 Apple shares in Q1 2026, an estimated $151K.
- Apple made up 3.31% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #5 holding.
- Wealth Advisors of Tampa Bay first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Wealth Advisors of Tampa Bay's Apple position peaked at $18.9M in Q4 2021.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.