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

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.