Wilkerson Advisory Group’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
$2.3M Buy
7,944
+141
+2% +$40.3K 0.71% 24
2026
Q1
$1.98M Sell
7,803
-964
-11% -$251K 0.68% 25
2025
Q4
$2.38M Buy
+8,767
New +$2.35M 0.84% 23

Other funds holding AAPL

Wilkerson Advisory Group's AAPL Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $40.3K and bringing the position to 7,944 shares worth $2.3M. The position accounts for 0.71% of the portfolio, ranked #24.

Wilkerson Advisory Group first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q4 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wilkerson Advisory Group held 7,944 shares of Apple worth $2.3M as of Q2 2026.
  • Wilkerson Advisory Group bought 141 Apple shares in Q2 2026, an estimated $40.3K.
  • Apple made up 0.71% of Wilkerson Advisory Group's portfolio in Q2 2026, its #24 holding.
  • Wilkerson Advisory Group first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Apple position peaked at $2.38M in Q4 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.