WealthShield Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.1M | Sell |
75,292
-410
| -0.5% | -$107K | 2.13% | 4 |
|
|
2025
Q4 | $20.6M | Buy |
75,702
+680
| +0.9% | +$183K | 2.27% | 3 |
|
|
2025
Q3 | $19.1M | Buy |
75,022
+801
| +1% | +$181K | 2.17% | 3 |
|
|
2025
Q2 | $15.2M | Buy |
74,221
+3,388
| +5% | +$684K | 1.84% | 8 |
|
|
2025
Q1 | $15.7M | Buy |
70,833
+11,718
| +20% | +$2.71M | 2.02% | 3 |
|
|
2024
Q4 | $14.8M | Sell |
59,115
-4,234
| -7% | -$998K | 2.1% | 5 |
|
|
2024
Q3 | $14.8M | Buy |
63,349
+4,408
| +7% | +$984K | 2% | 6 |
|
|
2024
Q2 | $12.4M | Sell |
58,941
-724
| -1% | -$135K | 1.89% | 7 |
|
|
2024
Q1 | $10.2M | Buy |
59,665
+4,169
| +8% | +$758K | 1.66% | 6 |
|
|
2023
Q4 | $10.7M | Sell |
55,496
-4,095
| -7% | -$756K | 1.76% | 6 |
|
|
2023
Q3 | $10.2M | Buy |
59,591
+311
| +0.5% | +$57K | 1.54% | 11 |
|
|
2023
Q2 | $11.5M | Sell |
59,280
-1,358
| -2% | -$237K | 1.73% | 10 |
|
|
2023
Q1 | $10M | Sell |
60,638
-635
| -1% | -$93.7K | 1.61% | 11 |
|
|
2022
Q4 | $7.96M | Sell |
61,273
-1,735
| -3% | -$248K | 1.52% | 13 |
|
|
2022
Q3 | $8.71M | Sell |
63,008
-186
| -0.3% | -$29.2K | 1.73% | 10 |
|
|
2022
Q2 | $8.64M | Sell |
63,194
-1,680
| -3% | -$254K | 1.71% | 10 |
|
|
2022
Q1 | $11.3M | Sell |
64,874
-34,645
| -35% | -$5.83M | 1.81% | 8 |
|
|
2021
Q4 | $17.7M | Buy |
99,519
+69,200
| +228% | +$10.9M | 2.94% | 4 |
|
|
2021
Q3 | $4.29M | Sell |
30,319
-19,107
| -39% | -$2.81M | 1.15% | 25 |
|
|
2021
Q2 | $6.77M | Sell |
49,426
-412
| -0.8% | -$53.4K | 1.06% | 27 |
|
|
2021
Q1 | $6.09M | Sell |
49,838
-27,681
| -36% | -$3.55M | 1.09% | 23 |
|
|
2020
Q4 | $10.3M | Buy |
77,519
+23,147
| +43% | +$2.78M | 1.9% | 9 |
|
|
2020
Q3 | $6.3M | Buy |
54,372
+9,268
| +21% | +$1.01M | 2.21% | 4 |
|
|
2020
Q2 | $4.11M | Buy |
45,104
+21,408
| +90% | +$1.66M | 1.89% | 11 |
|
|
2020
Q1 | $1.51M | Buy |
23,696
+4,500
| +23% | +$331K | 0.92% | 25 |
|
|
2019
Q4 | $1.41M | Sell |
19,196
-956
| -5% | -$61.5K | 0.69% | 29 |
|
|
2019
Q3 | $1.13M | Sell |
20,152
-696
| -3% | -$36.4K | 0.6% | 35 |
|
|
2019
Q2 | $1.03M | Sell |
20,848
-272
| -1% | -$13.3K | 0.6% | 33 |
|
|
2019
Q1 | $1M | Buy |
21,120
+492
| +2% | +$20.9K | 0.56% | 39 |
|
|
2018
Q4 | $814K | Buy |
20,628
+904
| +5% | +$43.8K | 0.55% | 37 |
|
|
2018
Q3 | $1.11M | Buy |
19,724
+1,060
| +6% | +$55.2K | 0.64% | 30 |
|
|
2018
Q2 | $864K | Buy |
18,664
+492
| +3% | +$22.3K | 0.53% | 39 |
|
|
2018
Q1 | $762K | Sell |
18,172
-2,348
| -11% | -$101K | 0.48% | 43 |
|
|
2017
Q4 | $883K | Buy |
+20,520
| New | +$857K | 0.54% | 36 |
|
Other funds holding AAPL
VCM
VPM
WealthShield Partners's AAPL Position: Q1 2026 in Review
WealthShield Partners reduced its Apple (AAPL) stake by 0.54% in Q1 2026, selling an estimated $107K and leaving 75,292 shares worth $19.1M. The position accounts for 2.13% of the portfolio, ranked #4.
WealthShield Partners first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $20.6M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- WealthShield Partners held 75,292 shares of Apple worth $19.1M as of Q1 2026.
- WealthShield Partners sold 410 Apple shares in Q1 2026, an estimated $107K.
- Apple made up 2.13% of WealthShield Partners's portfolio in Q1 2026, its #4 holding.
- WealthShield Partners first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's Apple position peaked at $20.6M in Q4 2025.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.