Wills Financial 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
Q1 | $16.8M | Sell |
56,201
-383
| -0.7% | -$99.7K | 6.33% | 2 |
|
|
2025
Q4 | $15.4M | Sell |
56,584
-271
| -0.5% | -$72.8K | 5.88% | 3 |
|
|
2025
Q3 | $14.5M | Sell |
56,855
-543
| -0.9% | -$123K | 5.94% | 3 |
|
|
2025
Q2 | $11.8M | Sell |
57,398
-618
| -1% | -$125K | 5.11% | 3 |
|
|
2025
Q1 | $12.9M | Sell |
58,016
-11,500
| -17% | -$2.66M | 5.71% | 3 |
|
|
2024
Q4 | $17.4M | Sell |
69,516
-1,039
| -1% | -$245K | 7.52% | 2 |
|
|
2024
Q3 | $16.4M | Buy |
70,555
+29
| +0% | +$6.48K | 6.9% | 3 |
|
|
2024
Q2 | $14.9M | Sell |
70,526
-8,384
| -11% | -$1.56M | 6.84% | 3 |
|
|
2024
Q1 | $13.5M | Buy |
78,910
+134
| +0.2% | +$24.4K | 6.37% | 3 |
|
|
2023
Q4 | $15.2M | Sell |
78,776
-2,342
| -3% | -$432K | 7.66% | 3 |
|
|
2023
Q3 | $13.9M | Sell |
81,118
-1,026
| -1% | -$188K | 7.51% | 3 |
|
|
2023
Q2 | $15.9M | Sell |
82,144
-441
| -0.5% | -$76.8K | 8.08% | 2 |
|
|
2023
Q1 | $13.6M | Sell |
82,585
-20,809
| -20% | -$3.07M | 7.34% | 2 |
|
|
2022
Q4 | $13.4M | Buy |
103,394
+77
| +0.1% | +$11K | 7.48% | 2 |
|
|
2022
Q3 | $14.3M | Buy |
103,317
+916
| +0.9% | +$144K | 7.93% | 1 |
|
|
2022
Q2 | $14M | Sell |
102,401
-256
| -0.2% | -$38.8K | 6.89% | 1 |
|
|
2022
Q1 | $17.9M | Sell |
102,657
-120
| -0.1% | -$20.2K | 7.53% | 1 |
|
|
2021
Q4 | $18.3M | Sell |
102,777
-160
| -0.2% | -$25.3K | 7.22% | 1 |
|
|
2021
Q3 | $14.6M | Sell |
102,937
-10,575
| -9% | -$1.56M | 6.54% | 1 |
|
|
2021
Q2 | $15.5M | Buy |
113,512
+2,033
| +2% | +$263K | 6.74% | 1 |
|
|
2021
Q1 | $13.6M | Buy |
111,479
+1,487
| +1% | +$191K | 6.61% | 1 |
|
|
2020
Q4 | $14.6M | Sell |
109,992
-2,333
| -2% | -$281K | 7.27% | 1 |
|
|
2020
Q3 | $13M | Sell |
112,325
-3,467
| -3% | -$378K | 7.56% | 1 |
|
|
2020
Q2 | $10.6M | Sell |
115,792
-556
| -0.5% | -$43.1K | 6.57% | 2 |
|
|
2020
Q1 | $7.4M | Sell |
116,348
-4,280
| -4% | -$315K | 5.27% | 4 |
|
|
2019
Q4 | $8.86M | Sell |
120,628
-5,408
| -4% | -$348K | 5.09% | 3 |
|
|
2019
Q3 | $7.06M | Sell |
126,036
-336
| -0.3% | -$17.6K | 4.53% | 5 |
|
|
2019
Q2 | $6.25M | Sell |
126,372
-11,788
| -9% | -$574K | 4.07% | 6 |
|
|
2019
Q1 | $6.56M | Sell |
138,160
-2,684
| -2% | -$114K | 4.45% | 5 |
|
|
2018
Q4 | $5.55M | Buy |
140,844
+5,160
| +4% | +$250K | 4.27% | 5 |
|
|
2018
Q3 | $7.66M | Buy |
135,684
+2,784
| +2% | +$145K | 5.05% | 2 |
|
|
2018
Q2 | $6.15M | Buy |
132,900
+312
| +0.2% | +$14.1K | 4.45% | 3 |
|
|
2018
Q1 | $5.56M | Sell |
132,588
-7,292
| -5% | -$314K | 4.12% | 5 |
|
|
2017
Q4 | $5.92M | Sell |
139,880
-3,484
| -2% | -$146K | 4.13% | 5 |
|
|
2017
Q3 | $5.52M | Sell |
143,364
-16,744
| -10% | -$650K | 4.06% | 5 |
|
|
2017
Q2 | $5.76M | Sell |
160,108
-1,956
| -1% | -$72.3K | 4.28% | 6 |
|
|
2017
Q1 | $5.82M | Sell |
162,064
-2,044
| -1% | -$67.3K | 4.45% | 6 |
|
|
2016
Q4 | $4.75M | Buy |
164,108
+4,372
| +3% | +$124K | 3.86% | 6 |
|
|
2016
Q3 | $4.51M | Buy |
159,736
+4,960
| +3% | +$131K | 3.94% | 6 |
|
|
2016
Q2 | $3.7M | Buy |
154,776
+3,880
| +3% | +$96.4K | 3.08% | 10 |
|
|
2016
Q1 | $4.11M | Sell |
150,896
-640
| -0.4% | -$15.9K | 3.54% | 8 |
|
|
2015
Q4 | $3.99M | Buy |
151,536
+7,452
| +5% | +$213K | 3.51% | 7 |
|
|
2015
Q3 | $3.97M | Buy |
144,084
+14,344
| +11% | +$421K | 3.67% | 6 |
|
|
2015
Q2 | $4.07M | Buy |
129,740
+2,024
| +2% | +$64.7K | 3.47% | 8 |
|
|
2015
Q1 | $3.97M | Sell |
127,716
-700
| -0.5% | -$21.1K | 3.27% | 9 |
|
|
2014
Q4 | $3.54M | Buy |
128,416
+21,512
| +20% | +$585K | 2.87% | 10 |
|
|
2014
Q3 | $2.69M | Buy |
106,904
+1,540
| +1% | +$37.8K | 2.28% | 13 |
|
|
2014
Q2 | $2.45M | Buy |
105,364
+2,520
| +2% | +$53.6K | 2.03% | 15 |
|
|
2014
Q1 | $1.97M | Buy |
102,844
+3,864
| +4% | +$73.5K | 1.87% | 17 |
|
|
2013
Q4 | $1.98M | Buy |
+98,980
| New | +$1.87M | 2.04% | 13 |
|
Other funds holding AAPL
VCM
VPM
Wills Financial Group's AAPL Position: Q1 2026 in Review
Wills Financial Group reduced its Apple (AAPL) stake by 0.68% in Q1 2026, selling an estimated $99.7K and leaving 56,201 shares worth $16.8M. The position accounts for 6.33% of the portfolio, ranked #2.
Wills Financial Group first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $18.3M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Wills Financial Group held 56,201 shares of Apple worth $16.8M as of Q1 2026.
- Wills Financial Group sold 383 Apple shares in Q1 2026, an estimated $99.7K.
- Apple made up 6.33% of Wills Financial Group's portfolio in Q1 2026, its #2 holding.
- Wills Financial Group first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Wills Financial Group's Apple position peaked at $18.3M in Q4 2021.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.