Allen Investment 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 | $91M | Sell |
314,359
-312
| -0.1% | -$89.2K | 1.08% | 26 |
|
|
2026
Q1 | $79.9M | Sell |
314,671
-278
| -0.1% | -$72.3K | 0.99% | 26 |
|
|
2025
Q4 | $85.6M | Buy |
314,949
+13,383
| +4% | +$3.59M | 0.95% | 27 |
|
|
2025
Q3 | $76.8M | Buy |
301,566
+1,659
| +0.6% | +$375K | 0.85% | 30 |
|
|
2025
Q2 | $61.5M | Sell |
299,907
-7,073
| -2% | -$1.43M | 0.67% | 33 |
|
|
2025
Q1 | $68.2M | Buy |
306,980
+31,357
| +11% | +$7.26M | 0.8% | 22 |
|
|
2024
Q4 | $69M | Sell |
275,623
-14,132
| -5% | -$3.33M | 0.8% | 21 |
|
|
2024
Q3 | $67.5M | Hold |
289,755
| – | – | 0.8% | 21 |
|
|
2024
Q2 | $61M | Sell |
289,755
-6,155
| -2% | -$1.15M | 0.74% | 24 |
|
|
2024
Q1 | $50.7M | Sell |
295,910
-18,403
| -6% | -$3.35M | 0.64% | 26 |
|
|
2023
Q4 | $60.5M | Sell |
314,313
-13,387
| -4% | -$2.47M | 0.81% | 22 |
|
|
2023
Q3 | $56.1M | Buy |
327,700
+292
| +0.1% | +$53.5K | 0.82% | 22 |
|
|
2023
Q2 | $63.5M | Hold |
327,408
| – | – | 0.93% | 23 |
|
|
2023
Q1 | $54M | Buy |
327,408
+2,516
| +0.8% | +$371K | 0.91% | 24 |
|
|
2022
Q4 | $42.2M | Buy |
324,892
+140
| +0% | +$20K | 0.68% | 27 |
|
|
2022
Q3 | $44.9M | Sell |
324,752
-11,535
| -3% | -$1.81M | 0.78% | 24 |
|
|
2022
Q2 | $46M | Buy |
336,287
+36
| +0% | +$5.45K | 0.74% | 26 |
|
|
2022
Q1 | $58.7M | Hold |
336,251
| – | – | 0.79% | 27 |
|
|
2021
Q4 | $59.7M | Buy |
336,251
+160,748
| +92% | +$25.4M | 0.75% | 28 |
|
|
2021
Q3 | $24.8M | Buy |
175,503
+4,604
| +3% | +$678K | 0.34% | 39 |
|
|
2021
Q2 | $23.4M | Sell |
170,899
-740
| -0.4% | -$95.9K | 0.32% | 38 |
|
|
2021
Q1 | $21M | Hold |
171,639
| – | – | 0.32% | 38 |
|
|
2020
Q4 | $22.8M | Buy |
171,639
+556
| +0.3% | +$66.9K | 0.39% | 35 |
|
|
2020
Q3 | $19.8M | Buy |
171,083
+15,947
| +10% | +$1.74M | 0.37% | 36 |
|
|
2020
Q2 | $14.1M | Buy |
155,136
+6,940
| +5% | +$538K | 0.3% | 40 |
|
|
2020
Q1 | $9.42M | Buy |
148,196
+18,628
| +14% | +$1.37M | 0.28% | 40 |
|
|
2019
Q4 | $9.51M | Hold |
129,568
| – | – | 0.23% | 50 |
|
|
2019
Q3 | $7.25M | Buy |
129,568
+27,420
| +27% | +$1.43M | 0.19% | 50 |
|
|
2019
Q2 | $5.05M | Buy |
102,148
+23,124
| +29% | +$1.13M | 0.14% | 66 |
|
|
2019
Q1 | $3.75M | Sell |
79,024
-2,220
| -3% | -$94.2K | 0.12% | 69 |
|
|
2018
Q4 | $3.2M | Sell |
81,244
-580
| -0.7% | -$28.1K | 0.13% | 64 |
|
|
2018
Q3 | $4.62M | Buy |
81,824
+3,452
| +4% | +$180K | 0.16% | 58 |
|
|
2018
Q2 | $3.63M | Hold |
78,372
| – | – | 0.14% | 62 |
|
|
2018
Q1 | $3.29M | Buy |
78,372
+9,532
| +14% | +$410K | 0.14% | 61 |
|
|
2017
Q4 | $2.91M | Sell |
68,840
-5,744
| -8% | -$240K | 0.13% | 58 |
|
|
2017
Q3 | $2.87M | Buy |
74,584
+3,904
| +6% | +$151K | 0.13% | 64 |
|
|
2017
Q2 | $2.54M | Sell |
70,680
-2,868
| -4% | -$106K | 0.12% | 68 |
|
|
2017
Q1 | $2.64M | Sell |
73,548
-12,284
| -14% | -$405K | 0.14% | 67 |
|
|
2016
Q4 | $2.48M | Sell |
85,832
-2,116
| -2% | -$60K | 0.15% | 63 |
|
|
2016
Q3 | $2.49M | Sell |
87,948
-14,760
| -14% | -$391K | 0.16% | 59 |
|
|
2016
Q2 | $2.46M | Sell |
102,708
-35,872
| -26% | -$891K | 0.17% | 58 |
|
|
2016
Q1 | $3.78M | Buy |
138,580
+1,940
| +1% | +$48.3K | 0.3% | 43 |
|
|
2015
Q4 | $3.6M | Buy |
136,640
+33,816
| +33% | +$966K | 0.3% | 49 |
|
|
2015
Q3 | $2.83M | Sell |
102,824
-103,276
| -50% | -$3.03M | 0.27% | 56 |
|
|
2015
Q2 | $6.46M | Buy |
206,100
+22,060
| +12% | +$706K | 0.61% | 31 |
|
|
2015
Q1 | $5.72M | Buy |
184,040
+1,988
| +1% | +$60K | 0.42% | 49 |
|
|
2014
Q4 | $5.02M | Buy |
182,052
+131,336
| +259% | +$3.57M | 0.38% | 51 |
|
|
2014
Q3 | $1.28M | Buy |
+50,716
| New | +$1.24M | 0.11% | 82 |
|
Other funds holding AAPL
Allen Investment Management's AAPL Position: Q2 2026 in Review
Allen Investment Management reduced its Apple (AAPL) stake by 0.1% in Q2 2026, selling an estimated $89.2K and leaving 314,359 shares worth $91M. The position accounts for 1.08% of the portfolio, ranked #26.
Allen Investment Management first reported a position in AAPL in Q3 2014 and has held it in 48 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Allen Investment Management held 314,359 shares of Apple worth $91M as of Q2 2026.
- Allen Investment Management sold 312 Apple shares in Q2 2026, an estimated $89.2K.
- Apple made up 1.08% of Allen Investment Management's portfolio in Q2 2026, its #26 holding.
- Allen Investment Management first reported a position in Apple in Q3 2014 and has held it in 48 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.