Albion Financial 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 | $95.4M | Buy |
329,691
+1,994
| +0.6% | +$570K | 5.53% | 2 |
|
|
2026
Q1 | $83.2M | Sell |
327,697
-910
| -0.3% | -$237K | 5.37% | 3 |
|
|
2025
Q4 | $89.3M | Sell |
328,607
-11,173
| -3% | -$3M | 5.56% | 2 |
|
|
2025
Q3 | $86.5M | Buy |
339,780
+2,580
| +0.8% | +$583K | 5.23% | 2 |
|
|
2025
Q2 | $69.2M | Sell |
337,200
-17,394
| -5% | -$3.51M | 4.52% | 4 |
|
|
2025
Q1 | $78.8M | Buy |
354,594
+3,419
| +1% | +$792K | 5.57% | 2 |
|
|
2024
Q4 | $87.9M | Buy |
351,175
+2,381
| +0.7% | +$561K | 6.02% | 2 |
|
|
2024
Q3 | $81.3M | Buy |
348,794
+1,719
| +0.5% | +$384K | 5.64% | 2 |
|
|
2024
Q2 | $73.1M | Buy |
347,075
+218
| +0.1% | +$40.7K | 5.51% | 3 |
|
|
2024
Q1 | $59.5M | Sell |
346,857
-426
| -0.1% | -$77.5K | 4.59% | 4 |
|
|
2023
Q4 | $66.9M | Buy |
347,283
+3,558
| +1% | +$657K | 5.51% | 4 |
|
|
2023
Q3 | $58.8M | Sell |
343,725
-3,447
| -1% | -$632K | 5.43% | 4 |
|
|
2023
Q2 | $67.3M | Sell |
347,172
-2,336
| -0.7% | -$407K | 5.89% | 3 |
|
|
2023
Q1 | $57.6M | Sell |
349,508
-117,928
| -25% | -$17.4M | 5.27% | 4 |
|
|
2022
Q4 | $60.7M | Buy |
467,436
+1,645
| +0.4% | +$235K | 5.86% | 3 |
|
|
2022
Q3 | $64.4M | Buy |
465,791
+1,830
| +0.4% | +$287K | 6.64% | 2 |
|
|
2022
Q2 | $63.4M | Buy |
463,961
+15,318
| +3% | +$2.32M | 6.28% | 2 |
|
|
2022
Q1 | $78.3M | Buy |
448,643
+634
| +0.1% | +$107K | 6.67% | 2 |
|
|
2021
Q4 | $79.6M | Buy |
448,009
+6,513
| +1% | +$1.03M | 6.3% | 2 |
|
|
2021
Q3 | $62.5M | Sell |
441,496
-7,616
| -2% | -$1.12M | 5.47% | 3 |
|
|
2021
Q2 | $61.5M | Buy |
+449,112
| New | +$58.2M | 5.33% | 3 |
|
|
2020
Q4 | $62.1M | Buy |
468,377
+13,286
| +3% | +$1.6M | 6.09% | 2 |
|
|
2020
Q3 | $52.7M | Sell |
455,091
-233
| -0.1% | -$25.4K | 5.71% | 2 |
|
|
2020
Q2 | $41.5M | Buy |
455,324
+1,296
| +0.3% | +$100K | 4.9% | 3 |
|
|
2020
Q1 | $28.9M | Buy |
454,028
+628
| +0.1% | +$46.2K | 4.22% | 4 |
|
|
2019
Q4 | $33.3M | Sell |
453,400
-480
| -0.1% | -$30.9K | 3.95% | 3 |
|
|
2019
Q3 | $25.4M | Sell |
453,880
-3,180
| -0.7% | -$166K | 3.26% | 4 |
|
|
2019
Q2 | $22.6M | Buy |
457,060
+3,356
| +0.7% | +$164K | 2.92% | 6 |
|
|
2019
Q1 | $21.5M | Sell |
453,704
-2,040
| -0.4% | -$86.5K | 2.92% | 6 |
|
|
2018
Q4 | $18M | Buy |
455,744
+1,720
| +0.4% | +$83.4K | 2.8% | 7 |
|
|
2018
Q3 | $25.6M | Buy |
454,024
+4,544
| +1% | +$237K | 3.47% | 4 |
|
|
2018
Q2 | $20.8M | Buy |
449,480
+5,720
| +1% | +$259K | 3% | 6 |
|
|
2018
Q1 | $18.6M | Buy |
443,760
+86,840
| +24% | +$3.74M | 2.86% | 7 |
|
|
2017
Q4 | $15.1M | Sell |
356,920
-5,916
| -2% | -$247K | 2.3% | 9 |
|
|
2017
Q3 | $14M | Sell |
362,836
-7,296
| -2% | -$283K | 2.14% | 9 |
|
|
2017
Q2 | $13.3M | Sell |
370,132
-480
| -0.1% | -$17.7K | 2.21% | 8 |
|
|
2017
Q1 | $13.3M | Sell |
370,612
-185,180
| -33% | -$6.1M | 2% | 9 |
|
|
2016
Q4 | $16.1M | Sell |
555,792
-16,280
| -3% | -$462K | 2.66% | 4 |
|
|
2016
Q3 | $16.2M | Buy |
572,072
+6,932
| +1% | +$183K | 2.77% | 3 |
|
|
2016
Q2 | $13.5M | Buy |
565,140
+840
| +0.1% | +$20.9K | 2.43% | 6 |
|
|
2016
Q1 | $15.4M | Sell |
564,300
-222,348
| -28% | -$5.54M | 2.61% | 5 |
|
|
2015
Q4 | $20.7M | Sell |
786,648
-10,900
| -1% | -$311K | 3.56% | 4 |
|
|
2015
Q3 | $22M | Buy |
797,548
+7,640
| +1% | +$224K | 3.98% | 5 |
|
|
2015
Q2 | $24.8M | Buy |
789,908
+1,392
| +0.2% | +$44.5K | 4.12% | 5 |
|
|
2015
Q1 | $24.5M | Sell |
788,516
-408
| -0.1% | -$12.3K | 4.16% | 5 |
|
|
2014
Q4 | $21.8M | Buy |
788,924
+2,092
| +0.3% | +$56.9K | 3.76% | 5 |
|
|
2014
Q3 | $19.8M | Buy |
786,832
+5,112
| +0.7% | +$125K | 3.51% | 5 |
|
|
2014
Q2 | $18.2M | Buy |
781,720
+23,284
| +3% | +$495K | 3.14% | 4 |
|
|
2014
Q1 | $14.5M | Sell |
758,436
-192,472
| -20% | -$3.66M | 2.68% | 4 |
|
|
2013
Q4 | $19.1M | Sell |
950,908
-3,360
| -0.4% | -$63.5K | 3.57% | 4 |
|
|
2013
Q3 | $16.2M | Buy |
954,268
+4,564
| +0.5% | +$75.7K | 3.47% | 3 |
|
|
2013
Q2 | $13.4M | Buy |
+949,704
| New | +$14.6M | 2.99% | 4 |
|
Other funds holding AAPL
CRM
CNB
Albion Financial Group's AAPL Position: Q2 2026 in Review
Albion Financial Group increased its Apple (AAPL) stake by 0.61% in Q2 2026, buying an estimated $570K and bringing the position to 329,691 shares worth $95.4M. The position accounts for 5.53% of the portfolio, ranked #2.
Albion Financial Group first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 2,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Albion Financial Group held 329,691 shares of Apple worth $95.4M as of Q2 2026.
- Albion Financial Group bought 1,994 Apple shares in Q2 2026, an estimated $570K.
- Apple made up 5.53% of Albion Financial Group's portfolio in Q2 2026, its #2 holding.
- Albion Financial Group first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- 2,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.