Affiance Financial’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 | $10.2M | Sell |
35,289
-3,749
| -10% | -$1.07M | 1.47% | 14 |
|
|
2026
Q1 | $9.91M | Sell |
39,038
-4,841
| -11% | -$1.26M | 1.61% | 13 |
|
|
2025
Q4 | $11.9M | Sell |
43,879
-1,664
| -4% | -$447K | 1.92% | 10 |
|
|
2025
Q3 | $11.6M | Sell |
45,543
-301
| -0.7% | -$68K | 2.11% | 10 |
|
|
2025
Q2 | $9.41M | Sell |
45,844
-1,219
| -3% | -$246K | 1.91% | 12 |
|
|
2025
Q1 | $10.5M | Sell |
47,063
-4,583
| -9% | -$1.06M | 2.43% | 10 |
|
|
2024
Q4 | $12.9M | Buy |
51,646
+669
| +1% | +$158K | 3.09% | 6 |
|
|
2024
Q3 | $11.9M | Sell |
50,977
-283
| -0.6% | -$63.2K | 2.88% | 7 |
|
|
2024
Q2 | $10.8M | Sell |
51,260
-26
| -0.1% | -$4.85K | 2.82% | 8 |
|
|
2024
Q1 | $8.79M | Buy |
51,286
+1,243
| +2% | +$226K | 2.38% | 9 |
|
|
2023
Q4 | $9.63M | Sell |
50,043
-145
| -0.3% | -$26.8K | 2.8% | 8 |
|
|
2023
Q3 | $8.59M | Sell |
50,188
-949
| -2% | -$174K | 4.36% | 6 |
|
|
2023
Q2 | $9.92M | Buy |
51,137
+98
| +0.2% | +$17.1K | 4.83% | 6 |
|
|
2023
Q1 | $8.42M | Sell |
51,039
-314
| -0.6% | -$46.3K | 4.45% | 6 |
|
|
2022
Q4 | $6.67M | Sell |
51,353
-3,866
| -7% | -$552K | 2.7% | 10 |
|
|
2022
Q3 | $7.63M | Buy |
55,219
+754
| +1% | +$118K | 4.3% | 7 |
|
|
2022
Q2 | $7.45M | Sell |
54,465
-686
| -1% | -$104K | 4.01% | 8 |
|
|
2022
Q1 | $9.63M | Sell |
55,151
-853
| -2% | -$143K | 4.68% | 6 |
|
|
2021
Q4 | $9.95M | Buy |
56,004
+1,778
| +3% | +$281K | 4.15% | 5 |
|
|
2021
Q3 | $7.67M | Sell |
54,226
-1,629
| -3% | -$240K | 3.34% | 6 |
|
|
2021
Q2 | $7.65M | Sell |
55,855
-1,825
| -3% | -$236K | 3.24% | 7 |
|
|
2021
Q1 | $7.05M | Buy |
57,680
+1,827
| +3% | +$235K | 3.14% | 8 |
|
|
2020
Q4 | $7.41M | Sell |
55,853
-3,320
| -6% | -$399K | 3.86% | 8 |
|
|
2020
Q3 | $6.85M | Buy |
59,173
+629
| +1% | +$68.6K | 3.96% | 7 |
|
|
2020
Q2 | $5.34M | Buy |
58,544
+2,264
| +4% | +$175K | 2.9% | 10 |
|
|
2020
Q1 | $3.58M | Buy |
56,280
+608
| +1% | +$44.7K | 2.47% | 10 |
|
|
2019
Q4 | $4.09M | Buy |
55,672
+1,852
| +3% | +$119K | 2.25% | 9 |
|
|
2019
Q3 | $3.01M | Buy |
53,820
+4,840
| +10% | +$253K | 1.83% | 9 |
|
|
2019
Q2 | $2.42M | Buy |
48,980
+2,204
| +5% | +$107K | 1.48% | 10 |
|
|
2019
Q1 | $2.22M | Buy |
46,776
+20
| +0% | +$848 | 1.4% | 13 |
|
|
2018
Q4 | $1.84M | Sell |
46,756
-276
| -0.6% | -$13.4K | 1.22% | 19 |
|
|
2018
Q3 | $2.65M | Buy |
47,032
+440
| +0.9% | +$22.9K | 1.75% | 9 |
|
|
2018
Q2 | $2.16M | Sell |
46,592
-72
| -0.2% | -$3.27K | 1.65% | 11 |
|
|
2018
Q1 | $1.96M | Sell |
46,664
-1,840
| -4% | -$79.2K | 1.73% | 10 |
|
|
2017
Q4 | $2.05M | Sell |
48,504
-692
| -1% | -$28.9K | 1.52% | 13 |
|
|
2017
Q3 | $1.9M | Sell |
49,196
-72
| -0.1% | -$2.79K | 1.53% | 12 |
|
|
2017
Q2 | $1.77M | Buy |
49,268
+3,384
| +7% | +$125K | 1.41% | 12 |
|
|
2017
Q1 | $1.65M | Buy |
45,884
+1,368
| +3% | +$45K | 1.27% | 14 |
|
|
2016
Q4 | $1.29M | Sell |
44,516
-2,448
| -5% | -$69.4K | 1.03% | 17 |
|
|
2016
Q3 | $1.33M | Sell |
46,964
-1,100
| -2% | -$29.1K | 1.08% | 16 |
|
|
2016
Q2 | $1.15M | Buy |
48,064
+600
| +1% | +$14.9K | 0.97% | 21 |
|
|
2016
Q1 | $1.29M | Buy |
47,464
+2,088
| +5% | +$52K | 1.24% | 17 |
|
|
2015
Q4 | $1.19M | Buy |
45,376
+728
| +2% | +$20.8K | 1.23% | 17 |
|
|
2015
Q3 | $1.23M | Buy |
44,648
+1,344
| +3% | +$39.4K | 1.54% | 14 |
|
|
2015
Q2 | $1.36M | Buy |
43,304
+2,600
| +6% | +$83.2K | 1.73% | 10 |
|
|
2015
Q1 | $1.27M | Buy |
40,704
+1,200
| +3% | +$36.2K | 1.92% | 9 |
|
|
2014
Q4 | $1.09M | Buy |
+39,504
| New | +$1.07M | 1.91% | 10 |
|
Other funds holding AAPL
Affiance Financial's AAPL Position: Q2 2026 in Review
Affiance Financial reduced its Apple (AAPL) stake by 9.6% in Q2 2026, selling an estimated $1.07M and leaving 35,289 shares worth $10.2M. The position accounts for 1.47% of the portfolio, ranked #14.
Affiance Financial first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. The position peaked at $12.9M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Affiance Financial held 35,289 shares of Apple worth $10.2M as of Q2 2026.
- Affiance Financial sold 3,749 Apple shares in Q2 2026, an estimated $1.07M.
- Apple made up 1.47% of Affiance Financial's portfolio in Q2 2026, its #14 holding.
- Affiance Financial first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
- Affiance Financial's Apple position peaked at $12.9M in Q4 2024.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.