Wealth Alliance Advisory Group’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 | $13.6M | Buy |
46,992
+406
| +0.9% | +$116K | 1.97% | 13 |
|
|
2026
Q1 | $11.8M | Buy |
46,586
+352
| +0.8% | +$91.6K | 1.87% | 13 |
|
|
2025
Q4 | $12.6M | Sell |
46,234
-2,176
| -4% | -$584K | 2.15% | 11 |
|
|
2025
Q3 | $12.3M | Sell |
48,410
-1,605
| -3% | -$363K | 2.22% | 11 |
|
|
2025
Q2 | $10.3M | Buy |
50,015
+2,096
| +4% | +$423K | 1.95% | 12 |
|
|
2025
Q1 | $10.6M | Sell |
47,919
-4,918
| -9% | -$1.14M | 2.21% | 10 |
|
|
2024
Q4 | $13.2M | Sell |
52,837
-70
| -0.1% | -$16.5K | 2.8% | 9 |
|
|
2024
Q3 | $12.3M | Buy |
52,907
+1,060
| +2% | +$237K | 2.59% | 11 |
|
|
2024
Q2 | $10.9M | Buy |
51,847
+283
| +0.5% | +$52.8K | 2.46% | 12 |
|
|
2024
Q1 | $8.84M | Buy |
51,564
+4,413
| +9% | +$802K | 2.05% | 12 |
|
|
2023
Q4 | $9.08M | Buy |
47,151
+757
| +2% | +$140K | 2.37% | 11 |
|
|
2023
Q3 | $7.94M | Buy |
46,394
+65
| +0.1% | +$11.9K | 2.36% | 11 |
|
|
2023
Q2 | $8.99M | Sell |
46,329
-461
| -1% | -$80.3K | 3.17% | 7 |
|
|
2023
Q1 | $7.72M | Buy |
46,790
+641
| +1% | +$94.6K | 2.89% | 10 |
|
|
2022
Q4 | $6M | Sell |
46,149
-573
| -1% | -$81.9K | 2.29% | 11 |
|
|
2022
Q3 | $6.46M | Sell |
46,722
-432
| -0.9% | -$67.8K | 2.85% | 10 |
|
|
2022
Q2 | $6.45M | Buy |
47,154
+3,235
| +7% | +$490K | 3.05% | 8 |
|
|
2022
Q1 | $7.67M | Sell |
43,919
-3,940
| -8% | -$663K | 3.33% | 6 |
|
|
2021
Q4 | $8.5M | Buy |
47,859
+276
| +0.6% | +$43.6K | 3.69% | 6 |
|
|
2021
Q3 | $6.73M | Buy |
47,583
+334
| +0.7% | +$49.2K | 3.27% | 7 |
|
|
2021
Q2 | $6.47M | Sell |
47,249
-841
| -2% | -$109K | 3.15% | 7 |
|
|
2021
Q1 | $5.87M | Sell |
48,090
-2,865
| -6% | -$368K | 3.01% | 7 |
|
|
2020
Q4 | $6.76M | Buy |
50,955
+904
| +2% | +$109K | 3.66% | 7 |
|
|
2020
Q3 | $5.8M | Buy |
50,051
+663
| +1% | +$72.3K | 3.43% | 8 |
|
|
2020
Q2 | $4.5M | Buy |
49,388
+1,252
| +3% | +$97K | 2.76% | 9 |
|
|
2020
Q1 | $3.06M | Buy |
48,136
+852
| +2% | +$62.7K | 2.38% | 9 |
|
|
2019
Q4 | $3.47M | Sell |
47,284
-1,228
| -3% | -$79K | 1.98% | 12 |
|
|
2019
Q3 | $2.87M | Sell |
48,512
-3,568
| -7% | -$187K | 1.78% | 12 |
|
|
2019
Q2 | $2.67M | Buy |
52,080
+2,732
| +6% | +$133K | 1.65% | 13 |
|
|
2019
Q1 | $2.5M | Buy |
49,348
+4,096
| +9% | +$174K | 1.61% | 14 |
|
|
2018
Q4 | $1.78M | Buy |
45,252
+4,984
| +12% | +$242K | 1.34% | 16 |
|
|
2018
Q3 | $2.27M | Buy |
40,268
+1,128
| +3% | +$58.7K | 1.16% | 22 |
|
|
2018
Q2 | $1.81M | Buy |
39,140
+10,984
| +39% | +$498K | 0.99% | 25 |
|
|
2018
Q1 | $1.18M | Buy |
28,156
+13,880
| +97% | +$598K | 0.69% | 32 |
|
|
2017
Q4 | $604K | Buy |
+14,276
| New | +$597K | 0.54% | 44 |
|
Other funds holding AAPL
Wealth Alliance Advisory Group's AAPL Position: Q2 2026 in Review
Wealth Alliance Advisory Group increased its Apple (AAPL) stake by 0.87% in Q2 2026, buying an estimated $116K and bringing the position to 46,992 shares worth $13.6M. The position accounts for 1.97% of the portfolio, ranked #13.
Wealth Alliance Advisory Group first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 3,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Wealth Alliance Advisory Group held 46,992 shares of Apple worth $13.6M as of Q2 2026.
- Wealth Alliance Advisory Group bought 406 Apple shares in Q2 2026, an estimated $116K.
- Apple made up 1.97% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #13 holding.
- Wealth Alliance Advisory Group first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 3,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.