Wilsey Asset Management’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 | $549K | Hold |
1,896
| – | – | 0.08% | 20 |
|
|
2026
Q1 | $481K | Hold |
1,896
| – | – | 0.08% | 19 |
|
|
2025
Q4 | $515K | Buy |
1,896
+800
| +73% | +$215K | 0.08% | 19 |
|
|
2025
Q3 | $279K | Buy |
+1,096
| New | +$248K | 0.05% | 24 |
|
|
2020
Q4 | – | Sell |
-2,082
| Closed | -$241K | – | 30 |
|
|
2020
Q3 | $241K | Buy |
+2,082
| New | +$227K | 0.11% | 19 |
|
|
2019
Q2 | – | Sell |
-178,168
| Closed | -$8.46M | – | 21 |
|
|
2019
Q1 | $8.46M | Buy |
178,168
+3,660
| +2% | +$155K | 3.53% | 17 |
|
|
2018
Q4 | $6.83M | Buy |
174,508
+131,852
| +309% | +$6.39M | 3.32% | 17 |
|
|
2018
Q3 | $2.42M | Sell |
42,656
-304,064
| -88% | -$15.8M | 1.05% | 19 |
|
|
2018
Q2 | $16.1M | Sell |
346,720
-14,660
| -4% | -$665K | 8.29% | 2 |
|
|
2018
Q1 | $15.1M | Buy |
361,380
+19,004
| +6% | +$818K | 8.3% | 3 |
|
|
2017
Q4 | $14.5M | Buy |
342,376
+9,028
| +3% | +$377K | 8.13% | 3 |
|
|
2017
Q3 | $12.8M | Sell |
333,348
-13,320
| -4% | -$517K | 8.26% | 3 |
|
|
2017
Q2 | $12.5M | Sell |
346,668
-9,924
| -3% | -$367K | 9.06% | 2 |
|
|
2017
Q1 | $12.8M | Sell |
356,592
-3,672
| -1% | -$121K | 8.99% | 1 |
|
|
2016
Q4 | $10.4M | Sell |
360,264
-2,736
| -0.8% | -$77.6K | 7.35% | 3 |
|
|
2016
Q3 | $10.3M | Sell |
363,000
-5,908
| -2% | -$156K | 7.92% | 1 |
|
|
2016
Q2 | $8.82M | Buy |
368,908
+1,632
| +0.4% | +$40.6K | 6.31% | 4 |
|
|
2016
Q1 | $10M | Buy |
367,276
+220
| +0.1% | +$5.48K | 7.02% | 2 |
|
|
2015
Q4 | $9.66M | Buy |
367,056
+3,284
| +0.9% | +$93.8K | 6.96% | 4 |
|
|
2015
Q3 | $10M | Buy |
363,772
+5,108
| +1% | +$150K | 7.75% | 2 |
|
|
2015
Q2 | $11.3M | Sell |
358,664
-9,708
| -3% | -$311K | 9.04% | 2 |
|
|
2015
Q1 | $11.5M | Sell |
368,372
-7,644
| -2% | -$231K | 8.62% | 2 |
|
|
2014
Q4 | $10.4M | Sell |
376,016
-13,020
| -3% | -$354K | 7.27% | 2 |
|
|
2014
Q3 | $9.8M | Sell |
389,036
-3,280
| -0.8% | -$80.5K | 7.82% | 2 |
|
|
2014
Q2 | $9.11M | Sell |
392,316
-412
| -0.1% | -$8.77K | 7.11% | 2 |
|
|
2014
Q1 | $7.53M | Buy |
392,728
+10,416
| +3% | +$198K | 6.07% | 3 |
|
|
2013
Q4 | $7.75M | Buy |
+382,312
| New | +$7.22M | 7.11% | 3 |
|
Other funds holding AAPL
Wilsey Asset Management's AAPL Position: Q2 2026 in Review
Wilsey Asset Management held its Apple (AAPL) position steady in Q2 2026 at 1,896 shares worth $549K. The position accounts for 0.08% of the portfolio, ranked #20.
Wilsey Asset Management first reported a position in AAPL in Q4 2013 and has held it in 27 quarters since. The position peaked at $16.1M in Q2 2018. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Wilsey Asset Management held 1,896 shares of Apple worth $549K as of Q2 2026.
- Wilsey Asset Management left its Apple share count unchanged in Q2 2026.
- Apple made up 0.08% of Wilsey Asset Management's portfolio in Q2 2026, its #20 holding.
- Wilsey Asset Management first reported a position in Apple in Q4 2013 and has held it in 27 quarters since.
- Wilsey Asset Management's Apple position peaked at $16.1M in Q2 2018.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Wilsey Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.