Winch Advisory Services’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 | $30.5M | Sell |
105,446
-1,874
| -2% | -$536K | 6.34% | 3 |
|
|
2026
Q1 | $27.2M | Sell |
107,320
-1,472
| -1% | -$383K | 6.22% | 4 |
|
|
2025
Q4 | $29.6M | Sell |
108,792
-3,318
| -3% | -$891K | 6.54% | 3 |
|
|
2025
Q3 | $28.5M | Sell |
112,110
-853
| -0.8% | -$193K | 6.42% | 4 |
|
|
2025
Q2 | $23.2M | Sell |
112,963
-2,542
| -2% | -$513K | 5.66% | 5 |
|
|
2025
Q1 | $25.7M | Sell |
115,505
-3,438
| -3% | -$796K | 6.78% | 3 |
|
|
2024
Q4 | $29.8M | Sell |
118,943
-2,517
| -2% | -$593K | 7.75% | 2 |
|
|
2024
Q3 | $28.3M | Sell |
121,460
-3,004
| -2% | -$671K | 7.83% | 2 |
|
|
2024
Q2 | $26.2M | Sell |
124,464
-2,043
| -2% | -$381K | 7.5% | 3 |
|
|
2024
Q1 | $21.7M | Sell |
126,507
-1,557
| -1% | -$283K | 6.63% | 3 |
|
|
2023
Q4 | $24.7M | Sell |
128,064
-2,224
| -2% | -$411K | 8.18% | 3 |
|
|
2023
Q3 | $22.3M | Sell |
130,288
-4,475
| -3% | -$821K | 8.18% | 4 |
|
|
2023
Q2 | $26.1M | Sell |
134,763
-3,051
| -2% | -$532K | 9.39% | 4 |
|
|
2023
Q1 | $22.7M | Sell |
137,814
-1,747
| -1% | -$258K | 8.82% | 4 |
|
|
2022
Q4 | $18.1M | Sell |
139,561
-6,280
| -4% | -$897K | 7.74% | 4 |
|
|
2022
Q3 | $20.2M | Sell |
145,841
-2,033
| -1% | -$319K | 8.66% | 4 |
|
|
2022
Q2 | $20.2M | Sell |
147,874
-1,152
| -0.8% | -$174K | 8.25% | 3 |
|
|
2022
Q1 | $26M | Sell |
149,026
-7,686
| -5% | -$1.29M | 9.05% | 3 |
|
|
2021
Q4 | $27.8M | Sell |
156,712
-1,236
| -0.8% | -$195K | 9.2% | 1 |
|
|
2021
Q3 | $22.4M | Buy |
157,948
+140
| +0.1% | +$20.6K | 7.79% | 3 |
|
|
2021
Q2 | $21.6M | Buy |
157,808
+897
| +0.6% | +$116K | 7.77% | 1 |
|
|
2021
Q1 | $19.2M | Buy |
156,911
+1,529
| +1% | +$196K | 7.68% | 2 |
|
|
2020
Q4 | $20.6M | Sell |
155,382
-1,081
| -0.7% | -$130K | 8.57% | 1 |
|
|
2020
Q3 | $18.1M | Sell |
156,463
-97
| -0.1% | -$10.6K | 7.67% | 3 |
|
|
2020
Q2 | $14.3M | Sell |
156,560
-3,880
| -2% | -$301K | 6.79% | 6 |
|
|
2020
Q1 | $10.2M | Sell |
160,440
-92,204
| -36% | -$6.78M | 5.07% | 8 |
|
|
2019
Q4 | $18.5M | Sell |
252,644
-3,748
| -1% | -$241K | 8.8% | 1 |
|
|
2019
Q3 | $14.4M | Sell |
256,392
-1,412
| -0.5% | -$73.8K | 7.48% | 3 |
|
|
2019
Q2 | $12.8M | Buy |
257,804
+20,276
| +9% | +$988K | 6.65% | 4 |
|
|
2019
Q1 | $11.3M | Buy |
237,528
+3,416
| +1% | +$145K | 6.24% | 3 |
|
|
2018
Q4 | $9.23M | Buy |
234,112
+764
| +0.3% | +$37K | 5.14% | 4 |
|
|
2018
Q3 | $13.2M | Buy |
233,348
+4,796
| +2% | +$250K | 6.62% | 2 |
|
|
2018
Q2 | $10.6M | Buy |
228,552
+14,596
| +7% | +$662K | 5.7% | 2 |
|
|
2018
Q1 | $8.97M | Buy |
213,956
+5,324
| +3% | +$229K | 5.26% | 2 |
|
|
2017
Q4 | $8.83M | Sell |
208,632
-4,108
| -2% | -$172K | 5.31% | 1 |
|
|
2017
Q3 | $8.22M | Buy |
212,740
+20,792
| +11% | +$807K | 5.35% | 1 |
|
|
2017
Q2 | $6.9M | Buy |
191,948
+10,660
| +6% | +$394K | 4.34% | 3 |
|
|
2017
Q1 | $6.51M | Buy |
181,288
+2,152
| +1% | +$70.9K | 4.13% | 3 |
|
|
2016
Q4 | $5.19M | Sell |
179,136
-75,328
| -30% | -$2.14M | 3.57% | 5 |
|
|
2016
Q3 | $7.19M | Sell |
254,464
-64,468
| -20% | -$1.71M | 5.86% | 2 |
|
|
2016
Q2 | $7.62M | Sell |
318,932
-35,040
| -10% | -$871K | 9.24% | 2 |
|
|
2016
Q1 | $9.64M | Sell |
353,972
-83,564
| -19% | -$2.08M | 15.56% | 1 |
|
|
2015
Q4 | $11.5M | Sell |
437,536
-9,740
| -2% | -$278K | 13.05% | 1 |
|
|
2015
Q3 | $12.3M | Buy |
447,276
+1,236
| +0.3% | +$36.2K | 18.03% | 1 |
|
|
2015
Q2 | $14M | Buy |
+446,040
| New | +$14.3M | 7.64% | 1 |
|
|
2014
Q4 | – | Sell |
-288,964
| Closed | -$7.28M | – | 37 |
|
|
2014
Q3 | $7.28M | Buy |
288,964
+48,100
| +20% | +$1.18M | 4.67% | 5 |
|
|
2014
Q2 | $5.6M | Sell |
240,864
-16,148
| -6% | -$344K | 3.28% | 8 |
|
|
2014
Q1 | $4.93M | Buy |
+257,012
| New | +$4.89M | 3.12% | 7 |
|
Other funds holding AAPL
Winch Advisory Services's AAPL Position: Q2 2026 in Review
Winch Advisory Services reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $536K and leaving 105,446 shares worth $30.5M. The position accounts for 6.34% of the portfolio, ranked #3.
Winch Advisory Services first reported a position in AAPL in Q1 2014 and has held it in 48 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Winch Advisory Services held 105,446 shares of Apple worth $30.5M as of Q2 2026.
- Winch Advisory Services sold 1,874 Apple shares in Q2 2026, an estimated $536K.
- Apple made up 6.34% of Winch Advisory Services's portfolio in Q2 2026, its #3 holding.
- Winch Advisory Services first reported a position in Apple in Q1 2014 and has held it in 48 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.