Allied Investment Advisors’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 | $13.8M | Sell |
47,590
-605
| -1% | -$173K | 1.73% | 26 |
|
|
2026
Q1 | $12.2M | Sell |
48,195
-955
| -2% | -$249K | 1.75% | 27 |
|
|
2025
Q4 | $13.4M | Sell |
49,150
-440
| -0.9% | -$118K | 2.07% | 21 |
|
|
2025
Q3 | $12.6M | Sell |
49,590
-885
| -2% | -$200K | 2.01% | 21 |
|
|
2025
Q2 | $10.4M | Sell |
50,475
-695
| -1% | -$140K | 1.81% | 28 |
|
|
2025
Q1 | $11.4M | Sell |
51,170
-32,536
| -39% | -$7.54M | 2.16% | 19 |
|
|
2024
Q4 | $21M | Buy |
83,706
+976
| +1% | +$230K | 4.22% | 5 |
|
|
2024
Q3 | $19.3M | Sell |
82,730
-769
| -0.9% | -$172K | 3.82% | 5 |
|
|
2024
Q2 | $17.6M | Buy |
83,499
+523
| +0.6% | +$97.5K | 4.13% | 4 |
|
|
2024
Q1 | $14.2M | Buy |
82,976
+2,166
| +3% | +$394K | 3.44% | 6 |
|
|
2023
Q4 | $15.6M | Sell |
80,810
-184
| -0.2% | -$34K | 4.23% | 4 |
|
|
2023
Q3 | $13.9M | Sell |
80,994
-721
| -0.9% | -$132K | 4.15% | 3 |
|
|
2023
Q2 | $15.9M | Buy |
81,715
+419
| +0.5% | +$73K | 4.59% | 3 |
|
|
2023
Q1 | $13.4M | Buy |
81,296
+656
| +0.8% | +$96.8K | 4.15% | 3 |
|
|
2022
Q4 | $10.5M | Sell |
80,640
-694
| -0.9% | -$99.2K | 3.28% | 5 |
|
|
2022
Q3 | $11.2M | Buy |
81,334
+400
| +0.5% | +$62.8K | 4.19% | 3 |
|
|
2022
Q2 | $11.1M | Buy |
80,934
+194
| +0.2% | +$29.4K | 3.97% | 3 |
|
|
2022
Q1 | $14.1M | Buy |
80,740
+2,243
| +3% | +$377K | 4.59% | 3 |
|
|
2021
Q4 | $13.9M | Sell |
78,497
-732
| -0.9% | -$116K | 4.77% | 3 |
|
|
2021
Q3 | $11.2M | Sell |
79,229
-923
| -1% | -$136K | 4.24% | 3 |
|
|
2021
Q2 | $11M | Buy |
80,152
+1,576
| +2% | +$204K | 4.13% | 3 |
|
|
2021
Q1 | $9.6M | Sell |
78,576
-3,869
| -5% | -$497K | 4.11% | 3 |
|
|
2020
Q4 | $10.9M | Sell |
82,445
-2,446
| -3% | -$294K | 5.26% | 3 |
|
|
2020
Q3 | $9.83M | Sell |
84,891
-10,233
| -11% | -$1.12M | 5.29% | 3 |
|
|
2020
Q2 | $8.68M | Sell |
95,124
-8,052
| -8% | -$624K | 5% | 3 |
|
|
2020
Q1 | $6.56M | Sell |
103,176
-11,784
| -10% | -$867K | 4.74% | 3 |
|
|
2019
Q4 | $8.44M | Sell |
114,960
-3,236
| -3% | -$208K | 4.99% | 4 |
|
|
2019
Q3 | $6.62M | Buy |
118,196
+344
| +0.3% | +$18K | 4.26% | 4 |
|
|
2019
Q2 | $5.83M | Sell |
117,852
-2,200
| -2% | -$107K | 3.91% | 4 |
|
|
2019
Q1 | $5.7M | Buy |
120,052
+8,628
| +8% | +$366K | 3.95% | 4 |
|
|
2018
Q4 | $4.39M | Buy |
111,424
+532
| +0.5% | +$25.8K | 3.63% | 10 |
|
|
2018
Q3 | $6.26M | Sell |
110,892
-8,932
| -7% | -$465K | 4.65% | 4 |
|
|
2018
Q2 | $5.54M | Sell |
119,824
-5,900
| -5% | -$268K | 4.52% | 4 |
|
|
2018
Q1 | $5.27M | Sell |
125,724
-2,184
| -2% | -$94K | 4.34% | 5 |
|
|
2017
Q4 | $5.41M | Buy |
+127,908
| New | +$5.34M | 4.56% | 7 |
|
Other funds holding AAPL
Allied Investment Advisors's AAPL Position: Q2 2026 in Review
Allied Investment Advisors reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $173K and leaving 47,590 shares worth $13.8M. The position accounts for 1.73% of the portfolio, ranked #26.
Allied Investment Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $21M in Q4 2024. 2,972 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Allied Investment Advisors held 47,590 shares of Apple worth $13.8M as of Q2 2026.
- Allied Investment Advisors sold 605 Apple shares in Q2 2026, an estimated $173K.
- Apple made up 1.73% of Allied Investment Advisors's portfolio in Q2 2026, its #26 holding.
- Allied Investment Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- Allied Investment Advisors's Apple position peaked at $21M in Q4 2024.
- 2,972 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.