Abacus Planning 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 | $14.9M | Sell |
51,499
-3,266
| -6% | -$934K | 1.84% | 12 |
|
|
2026
Q1 | $13.9M | Sell |
54,765
-2,378
| -4% | -$619K | 1.87% | 12 |
|
|
2025
Q4 | $15.5M | Sell |
57,143
-1,118
| -2% | -$300K | 2.07% | 11 |
|
|
2025
Q3 | $14.8M | Sell |
58,261
-316
| -0.5% | -$71.4K | 2.05% | 11 |
|
|
2025
Q2 | $12M | Sell |
58,577
-5,107
| -8% | -$1.03M | 1.79% | 12 |
|
|
2025
Q1 | $14.1M | Buy |
63,684
+731
| +1% | +$169K | 2.48% | 10 |
|
|
2024
Q4 | $15.8M | Buy |
62,953
+463
| +0.7% | +$109K | 2.77% | 10 |
|
|
2024
Q3 | $14.6M | Buy |
62,490
+2,769
| +5% | +$618K | 2.6% | 10 |
|
|
2024
Q2 | $12.6M | Sell |
59,721
-40,436
| -40% | -$7.54M | 2.44% | 10 |
|
|
2024
Q1 | $17.2M | Sell |
100,157
-10,500
| -9% | -$1.91M | 3.36% | 8 |
|
|
2023
Q4 | $21.3M | Sell |
110,657
-5,205
| -4% | -$961K | 4.49% | 5 |
|
|
2023
Q3 | $19.8M | Sell |
115,862
-880
| -0.8% | -$161K | 4.83% | 5 |
|
|
2023
Q2 | $22.6M | Sell |
116,742
-14,298
| -11% | -$2.49M | 5.48% | 5 |
|
|
2023
Q1 | $21.6M | Sell |
131,040
-24,983
| -16% | -$3.69M | 5.57% | 5 |
|
|
2022
Q4 | $20.3M | Sell |
156,023
-430
| -0.3% | -$61.5K | 5.54% | 5 |
|
|
2022
Q3 | $21.6M | Buy |
156,453
+28,794
| +23% | +$4.52M | 6.53% | 4 |
|
|
2022
Q2 | $17.5M | Buy |
127,659
+689
| +0.5% | +$104K | 5.14% | 6 |
|
|
2022
Q1 | $22.2M | Sell |
126,970
-201
| -0.2% | -$33.8K | 5.97% | 5 |
|
|
2021
Q4 | $22.6M | Buy |
127,171
+3,450
| +3% | +$545K | 6.03% | 5 |
|
|
2021
Q3 | $17.5M | Sell |
123,721
-816
| -0.7% | -$120K | 5.57% | 5 |
|
|
2021
Q2 | $17.1M | Sell |
124,537
-5,361
| -4% | -$695K | 5.21% | 5 |
|
|
2021
Q1 | $15.9M | Buy |
129,898
+1,046
| +0.8% | +$134K | 5.08% | 6 |
|
|
2020
Q4 | $17.1M | Sell |
128,852
-1,785
| -1% | -$215K | 5.28% | 5 |
|
|
2020
Q3 | $15.1M | Sell |
130,637
-2,395
| -2% | -$261K | 5.52% | 5 |
|
|
2020
Q2 | $12.1M | Sell |
133,032
-3,948
| -3% | -$306K | 4.94% | 5 |
|
|
2020
Q1 | $8.71M | Sell |
136,980
-45,764
| -25% | -$3.37M | 4.28% | 5 |
|
|
2019
Q4 | $13.4M | Sell |
182,744
-1,476
| -0.8% | -$95K | 6.16% | 3 |
|
|
2019
Q3 | $10.3M | Sell |
184,220
-22,724
| -11% | -$1.19M | 5.11% | 4 |
|
|
2019
Q2 | $10.2M | Sell |
206,944
-29,132
| -12% | -$1.42M | 6.15% | 4 |
|
|
2019
Q1 | $11.2M | Buy |
236,076
+904
| +0.4% | +$38.3K | 7.01% | 3 |
|
|
2018
Q4 | $9.27M | Buy |
235,172
+136
| +0.1% | +$6.59K | 7.03% | 3 |
|
|
2018
Q3 | $13.3M | Sell |
235,036
-12,788
| -5% | -$666K | 8.9% | 2 |
|
|
2018
Q2 | $11.5M | Buy |
247,824
+1,864
| +0.8% | +$84.5K | 8.61% | 2 |
|
|
2018
Q1 | $10.3M | Sell |
245,960
-5,756
| -2% | -$248K | 8.41% | 2 |
|
|
2017
Q4 | $10.7M | Buy |
+251,716
| New | +$10.5M | 10.8% | 1 |
|
Other funds holding AAPL
Abacus Planning Group's AAPL Position: Q2 2026 in Review
Abacus Planning Group reduced its Apple (AAPL) stake by 6% in Q2 2026, selling an estimated $934K and leaving 51,499 shares worth $14.9M. The position accounts for 1.84% of the portfolio, ranked #12.
Abacus Planning Group first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $22.6M in Q2 2023. 3,658 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Abacus Planning Group held 51,499 shares of Apple worth $14.9M as of Q2 2026.
- Abacus Planning Group sold 3,266 Apple shares in Q2 2026, an estimated $934K.
- Apple made up 1.84% of Abacus Planning Group's portfolio in Q2 2026, its #12 holding.
- Abacus Planning Group first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- Abacus Planning Group's Apple position peaked at $22.6M in Q2 2023.
- 3,658 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.