Winthrop 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 | $44.4M | Sell |
153,589
-625
| -0.4% | -$179K | 2.99% | 9 |
|
|
2026
Q1 | $39.1M | Sell |
154,214
-2,443
| -2% | -$636K | 3.2% | 9 |
|
|
2025
Q4 | $42.6M | Sell |
156,657
-361
| -0.2% | -$96.9K | 3.61% | 9 |
|
|
2025
Q3 | $40M | Buy |
157,018
+1,231
| +0.8% | +$278K | 3.5% | 9 |
|
|
2025
Q2 | $32M | Buy |
155,787
+5,164
| +3% | +$1.04M | 3.08% | 10 |
|
|
2025
Q1 | $33.5M | Sell |
150,623
-3,965
| -3% | -$919K | 4.02% | 8 |
|
|
2024
Q4 | $38.7M | Sell |
154,588
-3,101
| -2% | -$731K | 4.65% | 7 |
|
|
2024
Q3 | $36.7M | Buy |
157,689
+3,819
| +2% | +$853K | 4.54% | 7 |
|
|
2024
Q2 | $32.4M | Sell |
153,870
-2,309
| -1% | -$431K | 4.41% | 7 |
|
|
2024
Q1 | $26.8M | Sell |
156,179
-2,047
| -1% | -$372K | 3.87% | 8 |
|
|
2023
Q4 | $30.5M | Sell |
158,226
-4,644
| -3% | -$857K | 4.76% | 7 |
|
|
2023
Q3 | $27.9M | Sell |
162,870
-1,751
| -1% | -$321K | 4.58% | 8 |
|
|
2023
Q2 | $31.9M | Sell |
164,621
-303
| -0.2% | -$52.8K | 5.12% | 8 |
|
|
2023
Q1 | $27.2M | Sell |
164,924
-1,517
| -0.9% | -$224K | 4.8% | 7 |
|
|
2022
Q4 | $21.6M | Buy |
166,441
+522
| +0.3% | +$74.6K | 4.1% | 7 |
|
|
2022
Q3 | $22.9M | Buy |
165,919
+746
| +0.5% | +$117K | 4.91% | 7 |
|
|
2022
Q2 | $22.6M | Buy |
165,173
+3,418
| +2% | +$518K | 5.3% | 6 |
|
|
2022
Q1 | $28.2M | Buy |
161,755
+3,052
| +2% | +$513K | 5.89% | 6 |
|
|
2021
Q4 | $28.2M | Sell |
158,703
-3,341
| -2% | -$528K | 5.66% | 6 |
|
|
2021
Q3 | $22.9M | Sell |
162,044
-685
| -0.4% | -$101K | 5.1% | 7 |
|
|
2021
Q2 | $22.3M | Sell |
162,729
-3,169
| -2% | -$411K | 5.01% | 6 |
|
|
2021
Q1 | $20.3M | Buy |
165,898
+1,095
| +0.7% | +$141K | 5% | 6 |
|
|
2020
Q4 | $21.9M | Buy |
164,803
+2,176
| +1% | +$262K | 5.72% | 6 |
|
|
2020
Q3 | $18.9M | Sell |
162,627
-353
| -0.2% | -$38.5K | 5.79% | 5 |
|
|
2020
Q2 | $14.8M | Sell |
162,980
-4,436
| -3% | -$344K | 5.24% | 5 |
|
|
2020
Q1 | $10.6M | Sell |
167,416
-6,244
| -4% | -$459K | 4.26% | 6 |
|
|
2019
Q4 | $12.7M | Sell |
173,660
-5,508
| -3% | -$354K | 4.59% | 7 |
|
|
2019
Q3 | $10M | Sell |
179,168
-2,428
| -1% | -$127K | 3.97% | 8 |
|
|
2019
Q2 | $8.98M | Sell |
181,596
-19,456
| -10% | -$948K | 3.76% | 8 |
|
|
2019
Q1 | $9.59M | Sell |
201,052
-93,896
| -32% | -$3.98M | 4.22% | 7 |
|
|
2018
Q4 | $11.6M | Buy |
294,948
+20,732
| +8% | +$1.01M | 5.91% | 6 |
|
|
2018
Q3 | $15.5M | Buy |
274,216
+7,464
| +3% | +$389K | 8.71% | 4 |
|
|
2018
Q2 | $12.3M | Buy |
266,752
+952
| +0.4% | +$43.2K | 8.09% | 4 |
|
|
2018
Q1 | $10.8M | Buy |
265,800
+3,304
| +1% | +$142K | 7.61% | 5 |
|
|
2017
Q4 | $11.4M | Buy |
+262,496
| New | +$11M | 8.12% | 4 |
|
Other funds holding AAPL
CRM
CNB
COPPSERS
P
WT
Winthrop Advisory Group's AAPL Position: Q2 2026 in Review
Winthrop Advisory Group reduced its Apple (AAPL) stake by 0.41% in Q2 2026, selling an estimated $179K and leaving 153,589 shares worth $44.4M. The position accounts for 2.99% of the portfolio, ranked #9.
Winthrop Advisory Group first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 1,303 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Winthrop Advisory Group held 153,589 shares of Apple worth $44.4M as of Q2 2026.
- Winthrop Advisory Group sold 625 Apple shares in Q2 2026, an estimated $179K.
- Apple made up 2.99% of Winthrop Advisory Group's portfolio in Q2 2026, its #9 holding.
- Winthrop Advisory Group first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 1,303 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.