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
$22.9M Buy
78,400
+500
+0.6% +$143K 0.04% 405
2026
Q1
$1.32B Buy
+77,900
New +$20.3M 2.69% 3
2025
Q4
Sell
-116,675
Closed -$584K 3647
2025
Q3
$584K Buy
116,675
+47,175
+68% +$10.7M ﹤0.01% 2237
2025
Q2
$877K Sell
69,500
-72,600
-51% -$14.7M ﹤0.01% 1832
2025
Q1
$1.84M Buy
142,100
+37,100
+35% +$8.59M ﹤0.01% 1288
2024
Q4
$781K Sell
105,000
-14,700
-12% -$3.46M ﹤0.01% 1689
2024
Q3
$459K Buy
119,700
+114,000
+2,000% +$25.5M ﹤0.01% 1879
2024
Q2
$15.4K Buy
5,700
+5,600
+5,600% +$1.04M ﹤0.01% 2501
2024
Q1
$44 Hold
100
﹤0.01% 2481
2023
Q4
$73 Sell
100
-105,200
-100% -$19.4M ﹤0.01% 2332
2023
Q3
$582K Buy
+105,300
New +$19.3M ﹤0.01% 1345

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. 1,236 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.
  • 1,236 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.