Wealth Enhancement Advisory Services’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 | $1.87B | Buy |
6,393,572
+849,756
| +15% | +$243M | 3.13% | 2 |
|
|
2026
Q1 | $0 | Sell |
5,543,816
-2,270,230
| -29% | -$591M | ﹤0.01% | 3570 |
|
|
2025
Q4 | $2.05B | Buy |
7,814,046
+27,028
| +0.3% | +$7.26M | 2.78% | 3 |
|
|
2025
Q3 | $2B | Buy |
7,787,018
+235,519
| +3% | +$53.2M | 3.02% | 2 |
|
|
2025
Q2 | $1.61B | Buy |
7,551,499
+524,612
| +7% | +$106M | 2.67% | 3 |
|
|
2025
Q1 | $1.56B | Sell |
7,026,887
-108,109
| -2% | -$25M | 2.99% | 2 |
|
|
2024
Q4 | $1.79B | Buy |
7,134,996
+873,958
| +14% | +$206M | 3.42% | 2 |
|
|
2024
Q3 | $1.46B | Buy |
6,261,038
+207,000
| +3% | +$46.2M | 3.14% | 2 |
|
|
2024
Q2 | $1.28B | Buy |
6,054,038
+469,648
| +8% | +$87.6M | 3.03% | 2 |
|
|
2024
Q1 | $958M | Buy |
5,584,390
+77,841
| +1% | +$14.2M | 2.48% | 3 |
|
|
2023
Q4 | $1.06B | Buy |
5,506,549
+111,580
| +2% | +$20.6M | 3.08% | 2 |
|
|
2023
Q3 | $924M | Buy |
5,394,969
+4,969,925
| +1,169% | +$911M | 3.04% | 2 |
|
|
2023
Q2 | $82.4M | Sell |
425,044
-58,435
| -12% | -$10.2M | 0.89% | 22 |
|
|
2023
Q1 | $79.7M | Buy |
483,479
+195,131
| +68% | +$28.8M | 0.93% | 23 |
|
|
2022
Q4 | $41.2M | Buy |
288,348
+78,588
| +37% | +$11.2M | 0.53% | 38 |
|
|
2022
Q3 | $29.4M | Sell |
209,760
-41,729
| -17% | -$6.55M | 0.42% | 43 |
|
|
2022
Q2 | $37M | Buy |
251,489
+23,583
| +10% | +$3.57M | 0.52% | 38 |
|
|
2022
Q1 | $40.7M | Sell |
227,906
-993
| -0.4% | -$167K | 0.55% | 37 |
|
|
2021
Q4 | $39.5M | Sell |
228,899
-12,084
| -5% | -$1.91M | 0.57% | 37 |
|
|
2021
Q3 | $36M | Buy |
240,983
+905
| +0.4% | +$133K | 0.53% | 40 |
|
|
2021
Q2 | $35.6M | Sell |
240,078
-8,727
| -4% | -$1.13M | 0.57% | 37 |
|
|
2021
Q1 | $31.4M | Buy |
248,805
+9,334
| +4% | +$1.2M | 0.57% | 39 |
|
|
2020
Q4 | $30.4M | Sell |
239,471
-4,989
| -2% | -$600K | 0.69% | 29 |
|
|
2020
Q3 | $30.4M | Buy |
244,460
+42,244
| +21% | +$4.61M | 0.8% | 27 |
|
|
2020
Q2 | $19.7M | Sell |
202,216
-24,344
| -11% | -$1.89M | 0.56% | 32 |
|
|
2020
Q1 | $15.8M | Sell |
226,560
-3,104
| -1% | -$228K | 0.56% | 33 |
|
|
2019
Q4 | $16.9M | Sell |
229,664
-2,676
| -1% | -$172K | 0.6% | 28 |
|
|
2019
Q3 | $13.7M | Buy |
232,340
+20,112
| +9% | +$1.05M | 0.55% | 31 |
|
|
2019
Q2 | $11.1M | Sell |
212,228
-14,028
| -6% | -$684K | 0.49% | 30 |
|
|
2019
Q1 | $11.7M | Buy |
226,256
+10,032
| +5% | +$426K | 0.66% | 26 |
|
|
2018
Q4 | $8.48M | Sell |
216,224
-6,152
| -3% | -$298K | 0.54% | 30 |
|
|
2018
Q3 | $12M | Buy |
222,376
+66,096
| +42% | +$3.44M | 0.72% | 24 |
|
|
2018
Q2 | $7.44M | Buy |
156,280
+40,268
| +35% | +$1.83M | 0.46% | 32 |
|
|
2018
Q1 | $5.05M | Sell |
116,012
-28,060
| -19% | -$1.21M | 0.34% | 35 |
|
|
2017
Q4 | $6.38M | Buy |
144,072
+120,712
| +517% | +$5.04M | 0.45% | 33 |
|
|
2017
Q3 | $907K | Buy |
23,360
+9,360
| +67% | +$363K | 0.08% | 114 |
|
|
2017
Q2 | $507K | Sell |
14,000
-112,976
| -89% | -$4.18M | 0.05% | 136 |
|
|
2017
Q1 | $4.56M | Sell |
126,976
-24,744
| -16% | -$815K | 0.48% | 38 |
|
|
2016
Q4 | $4.39M | Buy |
151,720
+48,172
| +47% | +$1.37M | 0.53% | 35 |
|
|
2016
Q3 | $2.93M | Buy |
103,548
+53,948
| +109% | +$1.43M | 0.44% | 34 |
|
|
2016
Q2 | $1.19M | Buy |
49,600
+6,940
| +16% | +$172K | 0.21% | 99 |
|
|
2016
Q1 | $1.17M | Sell |
42,660
-38,148
| -47% | -$950K | 0.24% | 76 |
|
|
2015
Q4 | $2.13M | Buy |
80,808
+16,904
| +26% | +$483K | 0.54% | 35 |
|
|
2015
Q3 | $1.75M | Buy |
63,904
+308
| +0.5% | +$9.03K | 0.53% | 34 |
|
|
2015
Q2 | $1.99M | Buy |
+63,596
| New | +$2.03M | 0.62% | 32 |
|
Other funds holding AAPL
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CNB
COPPSERS
P
WT
QCM
Wealth Enhancement Advisory Services's AAPL Position: Q2 2026 in Review
Wealth Enhancement Advisory Services increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $243M and bringing the position to 6,393,572 shares worth $1.87B. The position accounts for 3.13% of the portfolio, ranked #2.
Wealth Enhancement Advisory Services first reported a position in AAPL in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.05B in Q4 2025. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Wealth Enhancement Advisory Services held 6,393,572 shares of Apple worth $1.87B as of Q2 2026.
- Wealth Enhancement Advisory Services bought 849,756 Apple shares in Q2 2026, an estimated $243M.
- Apple made up 3.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2 holding.
- Wealth Enhancement Advisory Services first reported a position in Apple in Q2 2015 and has held it in 45 quarters since.
- Wealth Enhancement Advisory Services's Apple position peaked at $2.05B in Q4 2025.
- 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.