Wealth Management Associates’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 | $45.4M | Buy |
156,777
+96,459
| +160% | +$27.6M | 12.52% | 1 |
|
|
2026
Q1 | $15.3M | Buy |
60,318
+3,391
| +6% | +$883K | 5.29% | 1 |
|
|
2025
Q4 | $15.5M | Sell |
56,927
-5,770
| -9% | -$1.55M | 5.38% | 1 |
|
|
2025
Q3 | $16M | Sell |
62,697
-1,855
| -3% | -$419K | 5.67% | 1 |
|
|
2025
Q2 | $13.2M | Sell |
64,552
-1,377
| -2% | -$278K | 5.15% | 1 |
|
|
2025
Q1 | $14.6M | Sell |
65,929
-380
| -0.6% | -$88K | 6.28% | 1 |
|
|
2024
Q4 | $16.6M | Buy |
66,309
+794
| +1% | +$187K | 7.1% | 1 |
|
|
2024
Q3 | $15.3M | Sell |
65,515
-10,055
| -13% | -$2.25M | 6.71% | 1 |
|
|
2024
Q2 | $15.9M | Hold |
75,570
| – | – | 7.47% | 1 |
|
|
2024
Q1 | $15.9M | Sell |
75,570
-2,792
| -4% | -$508K | 7.47% | 1 |
|
|
2023
Q4 | $15.1M | Sell |
78,362
-381
| -0.5% | -$70.3K | 7.96% | 1 |
|
|
2023
Q3 | $13.5M | Buy |
78,743
+405
| +0.5% | +$74.3K | 7.87% | 1 |
|
|
2023
Q2 | $15.2M | Sell |
78,338
-1,937
| -2% | -$338K | 8.6% | 1 |
|
|
2023
Q1 | $13.2M | Sell |
80,275
-1,568
| -2% | -$231K | 8.17% | 1 |
|
|
2022
Q4 | $10.6M | Buy |
81,843
+386
| +0.5% | +$55.2K | 7.08% | 1 |
|
|
2022
Q3 | $11.3M | Buy |
81,457
+597
| +0.7% | +$93.7K | 7.93% | 1 |
|
|
2022
Q2 | $11.1M | Sell |
80,860
-375
| -0.5% | -$56.8K | 7.54% | 1 |
|
|
2022
Q1 | $14.2M | Sell |
81,235
-1,714
| -2% | -$288K | 8.05% | 1 |
|
|
2021
Q4 | $14.7M | Sell |
82,949
-7,443
| -8% | -$1.18M | 7.92% | 1 |
|
|
2021
Q3 | $12.8M | Sell |
90,392
-338
| -0.4% | -$49.8K | 7.48% | 1 |
|
|
2021
Q2 | $12.4M | Buy |
90,730
+31
| +0% | +$4.02K | 7.05% | 1 |
|
|
2021
Q1 | $11.1M | Buy |
90,699
+260
| +0.3% | +$33.4K | 7.03% | 1 |
|
|
2020
Q4 | $12M | Buy |
90,439
+897
| +1% | +$108K | 7.88% | 1 |
|
|
2020
Q3 | $10.4M | Sell |
89,542
-9,426
| -10% | -$1.03M | 8.01% | 1 |
|
|
2020
Q2 | $9.03M | Buy |
98,968
+5,544
| +6% | +$430K | 7.61% | 1 |
|
|
2020
Q1 | $5.94M | Sell |
93,424
-2,540
| -3% | -$187K | 6% | 2 |
|
|
2019
Q4 | $7.05M | Sell |
95,964
-744
| -0.8% | -$47.9K | 5.04% | 3 |
|
|
2019
Q3 | $5.42M | Buy |
96,708
+7,016
| +8% | +$367K | 4.36% | 3 |
|
|
2019
Q2 | $4.44M | Buy |
89,692
+3,180
| +4% | +$155K | 4.42% | 3 |
|
|
2019
Q1 | $4.11M | Sell |
86,512
-128
| -0.1% | -$5.43K | 4.48% | 3 |
|
|
2018
Q4 | $3.42M | Buy |
+86,640
| New | +$4.2M | 4.6% | 3 |
|
Other funds holding AAPL
Wealth Management Associates's AAPL Position: Q2 2026 in Review
Wealth Management Associates increased its Apple (AAPL) stake by 160% in Q2 2026, buying an estimated $27.6M and bringing the position to 156,777 shares worth $45.4M. The position accounts for 12.52% of the portfolio, ranked #1.
Wealth Management Associates first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Wealth Management Associates held 156,777 shares of Apple worth $45.4M as of Q2 2026.
- Wealth Management Associates bought 96,459 Apple shares in Q2 2026, an estimated $27.6M.
- Apple made up 12.52% of Wealth Management Associates's portfolio in Q2 2026, its #1 holding.
- Wealth Management Associates first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.