Wealthspire Advisors (New York)’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 | – | Sell |
-512,807
| Closed | -$147M | – | 1293 |
|
|
2026
Q1 | $130M | Sell |
512,807
-77,757
| -13% | -$20.2M | 1.02% | 20 |
|
|
2025
Q4 | $161M | Buy |
590,564
+147,930
| +33% | +$39.7M | 1.28% | 19 |
|
|
2025
Q3 | $113M | Sell |
442,634
-5,837
| -1% | -$1.32M | 0.59% | 22 |
|
|
2025
Q2 | $92M | Sell |
448,471
-153,044
| -25% | -$30.9M | 0.52% | 30 |
|
|
2025
Q1 | $134M | Buy |
601,515
+139,367
| +30% | +$32.3M | 0.8% | 22 |
|
|
2024
Q4 | $116M | Buy |
462,148
+24,823
| +6% | +$5.85M | 1.15% | 19 |
|
|
2024
Q3 | $102M | Buy |
437,325
+45,130
| +12% | +$10.1M | 1.04% | 18 |
|
|
2024
Q2 | $82.6M | Buy |
392,195
+19,542
| +5% | +$3.64M | 1.06% | 19 |
|
|
2024
Q1 | $63.9M | Buy |
372,653
+3,364
| +0.9% | +$612K | 0.85% | 23 |
|
|
2023
Q4 | $71.1M | Buy |
369,289
+25,252
| +7% | +$4.66M | 1.01% | 21 |
|
|
2023
Q3 | $58.9M | Buy |
344,037
+39,385
| +13% | +$7.22M | 0.97% | 23 |
|
|
2023
Q2 | $59.1M | Buy |
304,652
+6,410
| +2% | +$1.12M | 0.97% | 21 |
|
|
2023
Q1 | $49.2M | Sell |
298,242
-24,806
| -8% | -$3.66M | 0.84% | 27 |
|
|
2022
Q4 | $42M | Buy |
323,048
+26,593
| +9% | +$3.8M | 0.76% | 27 |
|
|
2022
Q3 | $41M | Sell |
296,455
-3,374
| -1% | -$530K | 0.86% | 24 |
|
|
2022
Q2 | $41M | Buy |
299,829
+89,865
| +43% | +$13.6M | 0.86% | 21 |
|
|
2022
Q1 | $36.7M | Sell |
209,964
-58,421
| -22% | -$9.82M | 0.82% | 17 |
|
|
2021
Q4 | $47.7M | Sell |
268,385
-61,643
| -19% | -$9.74M | 1.05% | 18 |
|
|
2021
Q3 | $46.7M | Buy |
330,028
+164,199
| +99% | +$24.2M | 0.97% | 18 |
|
|
2021
Q2 | $22.7M | Sell |
165,829
-264,504
| -61% | -$34.3M | 0.6% | 25 |
|
|
2021
Q1 | $52.6M | Buy |
430,333
+127,453
| +42% | +$16.4M | 1.25% | 16 |
|
|
2020
Q4 | $40.2M | Buy |
302,880
+171,501
| +131% | +$20.6M | 1.2% | 17 |
|
|
2020
Q3 | $15.2M | Buy |
131,379
+10,487
| +9% | +$1.14M | 0.9% | 18 |
|
|
2020
Q2 | $11M | Sell |
120,892
-336,416
| -74% | -$26.1M | 0.77% | 20 |
|
|
2020
Q1 | $29.1M | Buy |
457,308
+385,920
| +541% | +$28.4M | 1.22% | 18 |
|
|
2019
Q4 | $5.24M | Buy |
71,388
+12,576
| +21% | +$809K | 0.38% | 25 |
|
|
2019
Q3 | $3.29M | Buy |
58,812
+43,280
| +279% | +$2.26M | 0.27% | 25 |
|
|
2019
Q2 | $769K | Buy |
+15,532
| New | +$757K | 0.07% | 41 |
|
|
2019
Q1 | – | Sell |
-24,384
| Closed | -$962K | – | 49 |
|
|
2018
Q4 | $962K | Buy |
+24,384
| New | +$1.18M | 0.09% | 27 |
|
Other funds holding AAPL
Wealthspire Advisors (New York)'s AAPL Position: Q2 2026 in Review
Wealthspire Advisors (New York) sold out of Apple (AAPL) in Q2 2026, closing a stake of 512,807 shares — an estimated $147M sold.
Wealthspire Advisors (New York) first reported a position in AAPL in Q4 2018 and held it in 29 quarters. The position peaked at $161M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Wealthspire Advisors (New York) reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
- Wealthspire Advisors (New York) sold 512,807 Apple shares in Q2 2026, an estimated $147M.
- Wealthspire Advisors (New York) first reported a position in Apple in Q4 2018 and held it in 29 quarters.
- Wealthspire Advisors (New York)'s Apple position peaked at $161M in Q4 2025.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.