Wealth Architects’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 | $44.3M | Sell |
153,166
-948
| -0.6% | -$271K | 3.5% | 8 |
|
|
2026
Q1 | $39.1M | Sell |
154,114
-10,013
| -6% | -$2.61M | 3.49% | 8 |
|
|
2025
Q4 | $44.6M | Sell |
164,127
-12,370
| -7% | -$3.32M | 4.02% | 8 |
|
|
2025
Q3 | $44.9M | Sell |
176,497
-11,191
| -6% | -$2.53M | 4.24% | 6 |
|
|
2025
Q2 | $38.5M | Sell |
187,688
-13,052
| -7% | -$2.64M | 3.91% | 7 |
|
|
2025
Q1 | $44.6M | Buy |
200,740
+25,337
| +14% | +$5.87M | 4.92% | 6 |
|
|
2024
Q4 | $43.9M | Sell |
175,403
-6,800
| -4% | -$1.6M | 4.96% | 6 |
|
|
2024
Q3 | $42.5M | Buy |
182,203
+12,052
| +7% | +$2.69M | 4.8% | 6 |
|
|
2024
Q2 | $35.8M | Buy |
170,151
+45,017
| +36% | +$8.4M | 4.38% | 6 |
|
|
2024
Q1 | $21.5M | Sell |
125,134
-2,709
| -2% | -$493K | 2.83% | 11 |
|
|
2023
Q4 | $24.6M | Buy |
127,843
+3,643
| +3% | +$673K | 3.45% | 8 |
|
|
2023
Q3 | $21.3M | Sell |
124,200
-2,064
| -2% | -$379K | 3.62% | 9 |
|
|
2023
Q2 | $24.5M | Sell |
126,264
-1,145
| -0.9% | -$200K | 4.04% | 7 |
|
|
2023
Q1 | $21M | Sell |
127,409
-538
| -0.4% | -$79.4K | 3.72% | 9 |
|
|
2022
Q4 | $16.6M | Sell |
127,947
-5,350
| -4% | -$765K | 3.14% | 9 |
|
|
2022
Q3 | $18.4M | Sell |
133,297
-610
| -0.5% | -$95.7K | 3.86% | 9 |
|
|
2022
Q2 | $18.3M | Sell |
133,907
-914
| -0.7% | -$138K | 3.58% | 9 |
|
|
2022
Q1 | $23.5M | Buy |
134,821
+10,496
| +8% | +$1.77M | 4% | 9 |
|
|
2021
Q4 | $22.1M | Sell |
124,325
-3,679
| -3% | -$581K | 3.87% | 8 |
|
|
2021
Q3 | $18.1M | Sell |
128,004
-2,189
| -2% | -$322K | 3.52% | 8 |
|
|
2021
Q2 | $17.8M | Sell |
130,193
-339
| -0.3% | -$43.9K | 3.49% | 8 |
|
|
2021
Q1 | $15.9M | Buy |
130,532
+51
| +0% | +$6.55K | 3.45% | 8 |
|
|
2020
Q4 | $17.3M | Sell |
130,481
-2,783
| -2% | -$335K | 4.03% | 8 |
|
|
2020
Q3 | $15.4M | Sell |
133,264
-2,592
| -2% | -$283K | 4.19% | 8 |
|
|
2020
Q2 | $12.4M | Sell |
135,856
-12,168
| -8% | -$943K | 3.47% | 9 |
|
|
2020
Q1 | $9.41M | Buy |
148,024
+404
| +0.3% | +$29.7K | 3.27% | 10 |
|
|
2019
Q4 | $10.8M | Sell |
147,620
-4,816
| -3% | -$310K | 3.03% | 10 |
|
|
2019
Q3 | $8.54M | Sell |
152,436
-3,804
| -2% | -$199K | 2.6% | 12 |
|
|
2019
Q2 | $7.73M | Sell |
156,240
-9,488
| -6% | -$462K | 2.33% | 12 |
|
|
2019
Q1 | $7.87M | Buy |
165,728
+7,520
| +5% | +$319K | 2.45% | 12 |
|
|
2018
Q4 | $6.24M | Buy |
158,208
+232
| +0.1% | +$11.2K | 2.24% | 12 |
|
|
2018
Q3 | $8.91M | Buy |
157,976
+468
| +0.3% | +$24.4K | 2.75% | 11 |
|
|
2018
Q2 | $7.29M | Sell |
157,508
-4,304
| -3% | -$195K | 2.36% | 11 |
|
|
2018
Q1 | $6.79M | Buy |
161,812
+29,860
| +23% | +$1.29M | 2.25% | 11 |
|
|
2017
Q4 | $5.58M | Buy |
131,952
+34,544
| +35% | +$1.44M | 1.83% | 12 |
|
|
2017
Q3 | $3.85M | Buy |
97,408
+8
| +0% | +$310 | 1.34% | 14 |
|
|
2017
Q2 | $3.51M | Sell |
97,400
-4,384
| -4% | -$162K | 1.31% | 13 |
|
|
2017
Q1 | $3.66M | Sell |
101,784
-6,012
| -6% | -$198K | 1.45% | 12 |
|
|
2016
Q4 | $3.12M | Buy |
107,796
+792
| +0.7% | +$22.5K | 1.39% | 12 |
|
|
2016
Q3 | $3.02M | Buy |
107,004
+15,572
| +17% | +$412K | 1.4% | 13 |
|
|
2016
Q2 | $2.18M | Sell |
91,432
-35,864
| -28% | -$891K | 1.06% | 16 |
|
|
2016
Q1 | $3.47M | Sell |
127,296
-1,064
| -0.8% | -$26.5K | 1.73% | 12 |
|
|
2015
Q4 | $3.38M | Buy |
128,360
+28,536
| +29% | +$815K | 1.67% | 12 |
|
|
2015
Q3 | $2.75M | Sell |
99,824
-9,200
| -8% | -$270K | 1.48% | 12 |
|
|
2015
Q2 | $3.42M | Buy |
109,024
+54,300
| +99% | +$1.74M | 1.84% | 10 |
|
|
2015
Q1 | $1.7M | Sell |
54,724
-27,712
| -34% | -$837K | 0.98% | 14 |
|
|
2014
Q4 | $2.27M | Buy |
+82,436
| New | +$2.24M | 1.34% | 11 |
|
Other funds holding AAPL
Wealth Architects's AAPL Position: Q2 2026 in Review
Wealth Architects reduced its Apple (AAPL) stake by 0.62% in Q2 2026, selling an estimated $271K and leaving 153,166 shares worth $44.3M. The position accounts for 3.5% of the portfolio, ranked #8.
Wealth Architects first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. The position peaked at $44.9M in Q3 2025. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Wealth Architects held 153,166 shares of Apple worth $44.3M as of Q2 2026.
- Wealth Architects sold 948 Apple shares in Q2 2026, an estimated $271K.
- Apple made up 3.5% of Wealth Architects's portfolio in Q2 2026, its #8 holding.
- Wealth Architects first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
- Wealth Architects's Apple position peaked at $44.9M in Q3 2025.
- 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.