WP Advisors’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 | $39.3M | Sell |
154,698
-782
| -0.5% | -$204K | 10.16% | 1 |
|
|
2025
Q4 | $42.3M | Sell |
155,480
-7,610
| -5% | -$2.04M | 10.53% | 1 |
|
|
2025
Q3 | $41.5M | Sell |
163,090
-470
| -0.3% | -$106K | 10.56% | 1 |
|
|
2025
Q2 | $33.6M | Buy |
163,560
+2,825
| +2% | +$571K | 9.22% | 1 |
|
|
2025
Q1 | $35.7M | Sell |
160,735
-11,460
| -7% | -$2.65M | 11.89% | 1 |
|
|
2024
Q4 | $43.1M | Sell |
172,195
-5,599
| -3% | -$1.32M | 14.37% | 1 |
|
|
2024
Q3 | $41.4M | Sell |
177,794
-1,689
| -0.9% | -$377K | 15.14% | 1 |
|
|
2024
Q2 | $37.8M | Sell |
179,483
-342
| -0.2% | -$63.8K | 12.07% | 1 |
|
|
2024
Q1 | $30.8M | Sell |
179,825
-2,264
| -1% | -$412K | 10.12% | 1 |
|
|
2023
Q4 | $35.1M | Sell |
182,089
-10
| -0% | -$1.85K | 12.98% | 1 |
|
|
2023
Q3 | $31.2M | Sell |
182,099
-2,685
| -1% | -$492K | 12.89% | 1 |
|
|
2023
Q2 | $35.8M | Sell |
184,784
-2,121
| -1% | -$370K | 14.34% | 1 |
|
|
2023
Q1 | $30.8M | Sell |
186,905
-485
| -0.3% | -$71.6K | 12.71% | 1 |
|
|
2022
Q4 | $24.3M | Sell |
187,390
-587
| -0.3% | -$83.9K | 10.89% | 1 |
|
|
2022
Q3 | $26M | Sell |
187,977
-304
| -0.2% | -$47.7K | 11.76% | 1 |
|
|
2022
Q2 | $25.7M | Sell |
188,281
-3,853
| -2% | -$583K | 11.19% | 1 |
|
|
2022
Q1 | $33.5M | Sell |
192,134
-1,972
| -1% | -$332K | 13.82% | 1 |
|
|
2021
Q4 | $34.5M | Sell |
194,106
-968
| -0.5% | -$153K | 14.36% | 1 |
|
|
2021
Q3 | $27.6M | Buy |
195,074
+1,058
| +0.5% | +$156K | 11.32% | 2 |
|
|
2021
Q2 | $26.6M | Sell |
194,016
-364
| -0.2% | -$47.2K | 11.08% | 2 |
|
|
2021
Q1 | $23.7M | Buy |
194,380
+3,873
| +2% | +$497K | 10.26% | 2 |
|
|
2020
Q4 | $25.3M | Sell |
190,507
-5,354
| -3% | -$644K | 12.21% | 1 |
|
|
2020
Q3 | $22.7M | Sell |
195,861
-44,751
| -19% | -$4.88M | 13.67% | 1 |
|
|
2020
Q2 | $21.9M | Buy |
240,612
+5,992
| +3% | +$464K | 15.43% | 2 |
|
|
2020
Q1 | $14.9M | Sell |
234,620
-5,904
| -2% | -$434K | 14.49% | 2 |
|
|
2019
Q4 | $17.7M | Buy |
240,524
+32
| +0% | +$2.06K | 18.23% | 1 |
|
|
2019
Q3 | $13.5M | Sell |
240,492
-420
| -0.2% | -$22K | 15.43% | 1 |
|
|
2019
Q2 | $11.9M | Sell |
240,912
-2,684
| -1% | -$131K | 13.29% | 1 |
|
|
2019
Q1 | $116K | Sell |
243,596
-152
| -0.1% | -$6.45K | 12.59% | 1 |
|
|
2018
Q4 | $9.61M | Sell |
243,748
-1,856
| -0.8% | -$90K | 9.48% | 2 |
|
|
2018
Q3 | $13.9M | Sell |
245,604
-10,436
| -4% | -$543K | 12.9% | 1 |
|
|
2018
Q2 | $11.8M | Buy |
256,040
+496
| +0.2% | +$22.5K | 11.18% | 1 |
|
|
2018
Q1 | $10.7M | Sell |
255,544
-868
| -0.3% | -$37.4K | 11.57% | 2 |
|
|
2017
Q4 | $10.8M | Sell |
256,412
-3,748
| -1% | -$157K | 10.5% | 1 |
|
|
2017
Q3 | $10M | Sell |
260,160
-2,584
| -1% | -$100K | 7.57% | 2 |
|
|
2017
Q2 | $9.46M | Sell |
262,744
-11,712
| -4% | -$433K | 6.86% | 3 |
|
|
2017
Q1 | $9.86M | Buy |
274,456
+16,544
| +6% | +$545K | 6.19% | 4 |
|
|
2016
Q4 | $7.47M | Buy |
+257,912
| New | +$7.31M | 5.21% | 6 |
|
Other funds holding AAPL
VCM
VPM
WP Advisors's AAPL Position: Q1 2026 in Review
WP Advisors reduced its Apple (AAPL) stake by 0.5% in Q1 2026, selling an estimated $204K and leaving 154,698 shares worth $39.3M. The position accounts for 10.16% of the portfolio, ranked #1.
WP Advisors first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $43.1M in Q4 2024. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- WP Advisors held 154,698 shares of Apple worth $39.3M as of Q1 2026.
- WP Advisors sold 782 Apple shares in Q1 2026, an estimated $204K.
- Apple made up 10.16% of WP Advisors's portfolio in Q1 2026, its #1 holding.
- WP Advisors first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- WP Advisors's Apple position peaked at $43.1M in Q4 2024.
- 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.