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Allen Mooney & Barnes Investment Advisors’s Apple AAPL Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.5M Sell
119,343
-14,140
-11% -$4.04M 5.25% 1
2026
Q1 		$33.9M Buy
133,483
+1,513
+1% +$394K 4.87% 1
2025
Q4 		$35.9M Sell
131,970
-1,011
-0.8% -$271K 5.4% 1
2025
Q3 		$33.9M Sell
132,981
-4,947
-4% -$1.12M 5.28% 1
2025
Q2 		$28.3M Buy
137,928
+1,697
+1% +$343K 4.65% 2
2025
Q1 		$30.3M Sell
136,231
-29,046
-18% -$6.73M 4.92% 1
2024
Q4 		$41.4M Sell
165,277
-2,761
-2% -$651K 6.98% 1
2024
Q3 		$39.2M Sell
168,038
-1,422
-0.8% -$318K 6.67% 1
2024
Q2 		$35.7M Buy
169,460
+41,473
+32% +$7.73M 6.38% 1
2024
Q1 		$22.4M Sell
127,987
-49,724
-28% -$9.04M 4.3% 2
2023
Q4 		$34.2M Buy
177,711
+5,898
+3% +$1.09M 6.51% 1
2023
Q3 		$29.4M Buy
171,813
+5,994
+4% +$1.1M 6.27% 1
2023
Q2 		$32.2M Buy
165,819
+4,689
+3% +$817K 7.12% 1
2023
Q1 		$26.6M Buy
161,130
+932
+0.6% +$138K 6.36% 1
2022
Q4 		$20.8M Buy
160,198
+4,450
+3% +$636K 5% 2
2022
Q3 		$21.5M Buy
155,748
+6,225
+4% +$977K 5.75% 1
2022
Q2 		$20.4M Buy
149,523
+5,427
+4% +$822K 5.23% 1
2022
Q1 		$25.2M Buy
+144,096
New +$24.2M 5.57% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Allen Mooney & Barnes Investment Advisors's AAPL Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $4.04M and leaving 119,343 shares worth $34.5M. The position accounts for 5.25% of the portfolio, ranked #1.

Allen Mooney & Barnes Investment Advisors first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. The position peaked at $41.4M in Q4 2024. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 119,343 shares of Apple worth $34.5M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 14,140 Apple shares in Q2 2026, an estimated $4.04M.
  • Apple made up 5.25% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Apple position peaked at $41.4M in Q4 2024.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.