Xcel Wealth 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 | $13.4M | Sell |
46,195
-755
| -2% | -$216K | 3.19% | 6 |
|
|
2026
Q1 | $11.9M | Sell |
46,950
-3,321
| -7% | -$864K | 3.3% | 6 |
|
|
2025
Q4 | $13.7M | Sell |
50,271
-468
| -0.9% | -$126K | 3.48% | 8 |
|
|
2025
Q3 | $12.9M | Sell |
50,739
-972
| -2% | -$220K | 3.36% | 7 |
|
|
2025
Q2 | $10.6M | Sell |
51,711
-919
| -2% | -$186K | 3.02% | 8 |
|
|
2025
Q1 | $11.7M | Sell |
52,630
-650
| -1% | -$151K | 3.64% | 5 |
|
|
2024
Q4 | $13.3M | Sell |
53,280
-804
| -1% | -$189K | 3.7% | 5 |
|
|
2024
Q3 | $12.6M | Buy |
54,084
+381
| +0.7% | +$85.1K | 3.69% | 5 |
|
|
2024
Q2 | $11.3M | Sell |
53,703
-23
| -0% | -$4.29K | 3.54% | 5 |
|
|
2024
Q1 | $9.21M | Sell |
53,726
-326
| -0.6% | -$59.3K | 2.88% | 7 |
|
|
2023
Q4 | $10.4M | Sell |
54,052
-53
| -0.1% | -$9.79K | 3.65% | 7 |
|
|
2023
Q3 | $9.26M | Sell |
54,105
-12,238
| -18% | -$2.24M | 3.66% | 6 |
|
|
2023
Q2 | $12.9M | Sell |
66,343
-528
| -0.8% | -$92K | 4.07% | 4 |
|
|
2023
Q1 | $11M | Buy |
66,871
+857
| +1% | +$126K | 3.88% | 6 |
|
|
2022
Q4 | $8.58M | Buy |
66,014
+1,721
| +3% | +$246K | 3.38% | 9 |
|
|
2022
Q3 | $8.88M | Buy |
64,293
+1,151
| +2% | +$181K | 3.31% | 6 |
|
|
2022
Q2 | $8.63M | Sell |
63,142
-5,279
| -8% | -$799K | 3.15% | 6 |
|
|
2022
Q1 | $11.9M | Sell |
68,421
-6,120
| -8% | -$1.03M | 3.28% | 4 |
|
|
2021
Q4 | $13.2M | Sell |
74,541
-113
| -0.2% | -$17.9K | 3.4% | 4 |
|
|
2021
Q3 | $10.6M | Sell |
74,654
-2,086
| -3% | -$307K | 3.06% | 6 |
|
|
2021
Q2 | $10.5M | Buy |
76,740
+2,315
| +3% | +$300K | 3.17% | 4 |
|
|
2021
Q1 | $9.09M | Buy |
74,425
+7,866
| +12% | +$1.01M | 3.24% | 6 |
|
|
2020
Q4 | $8.83M | Buy |
66,559
+2,701
| +4% | +$325K | 3.81% | 3 |
|
|
2020
Q3 | $7.39M | Sell |
63,858
-8,838
| -12% | -$964K | 3.8% | 4 |
|
|
2020
Q2 | $6.63M | Sell |
72,696
-3,156
| -4% | -$245K | 4.11% | 4 |
|
|
2020
Q1 | $4.82M | Buy |
75,852
+7,640
| +11% | +$562K | 4.35% | 4 |
|
|
2019
Q4 | $5.01M | Buy |
68,212
+2,104
| +3% | +$135K | 4.16% | 7 |
|
|
2019
Q3 | $3.7M | Sell |
66,108
-1,840
| -3% | -$96.2K | 3.43% | 10 |
|
|
2019
Q2 | $3.36M | Sell |
67,948
-15,320
| -18% | -$746K | 3.29% | 10 |
|
|
2019
Q1 | $3.95M | Sell |
83,268
-8,288
| -9% | -$352K | 4.08% | 7 |
|
|
2018
Q4 | $3.61M | Buy |
+91,556
| New | +$4.44M | 4.42% | 7 |
|
Other funds holding AAPL
Xcel Wealth Management's AAPL Position: Q2 2026 in Review
Xcel Wealth Management reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $216K and leaving 46,195 shares worth $13.4M. The position accounts for 3.19% of the portfolio, ranked #6.
Xcel Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.7M in Q4 2025. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Xcel Wealth Management held 46,195 shares of Apple worth $13.4M as of Q2 2026.
- Xcel Wealth Management sold 755 Apple shares in Q2 2026, an estimated $216K.
- Apple made up 3.19% of Xcel Wealth Management's portfolio in Q2 2026, its #6 holding.
- Xcel Wealth Management first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Xcel Wealth Management's Apple position peaked at $13.7M in Q4 2025.
- 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.