AMI 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 | $2.59M | Buy |
8,965
+4
| +0% | +$1.14K | 0.55% | 40 |
|
|
2026
Q1 | $2.27M | Sell |
8,961
-1,145
| -11% | -$298K | 0.51% | 41 |
|
|
2025
Q4 | $2.75M | Hold |
10,106
| – | – | 0.62% | 39 |
|
|
2025
Q3 | $2.57M | Sell |
10,106
-86
| -0.8% | -$19.4K | 0.6% | 39 |
|
|
2025
Q2 | $2.09M | Sell |
10,192
-564
| -5% | -$114K | 0.54% | 41 |
|
|
2025
Q1 | $2.39M | Sell |
10,756
-284
| -3% | -$65.8K | 0.77% | 36 |
|
|
2024
Q4 | $2.76M | Sell |
11,040
-53
| -0.5% | -$12.5K | 0.9% | 35 |
|
|
2024
Q3 | $2.58M | Sell |
11,093
-393
| -3% | -$87.8K | 0.87% | 34 |
|
|
2024
Q2 | $2.42M | Sell |
11,486
-124
| -1% | -$23.1K | 0.84% | 36 |
|
|
2024
Q1 | $1.99M | Sell |
11,610
-446
| -4% | -$81.1K | 0.72% | 40 |
|
|
2023
Q4 | $2.32M | Sell |
12,056
-372
| -3% | -$68.7K | 0.94% | 36 |
|
|
2023
Q3 | $2.13M | Sell |
12,428
-923
| -7% | -$169K | 0.96% | 38 |
|
|
2023
Q2 | $2.59M | Hold |
13,351
| – | – | 1.15% | 34 |
|
|
2023
Q1 | $2.2M | Buy |
13,351
+22
| +0.2% | +$3.25K | 1.03% | 34 |
|
|
2022
Q4 | $1.73M | Sell |
13,329
-380
| -3% | -$54.3K | 0.87% | 38 |
|
|
2022
Q3 | $1.9M | Sell |
13,709
-1,053
| -7% | -$165K | 1.07% | 37 |
|
|
2022
Q2 | $2.02M | Buy |
14,762
+1,275
| +9% | +$193K | 1.02% | 36 |
|
|
2022
Q1 | $2.35M | Buy |
13,487
+639
| +5% | +$107K | 1.03% | 35 |
|
|
2021
Q4 | $2.28M | Buy |
12,848
+53
| +0.4% | +$8.38K | 0.92% | 37 |
|
|
2021
Q3 | $1.81M | Sell |
12,795
-514
| -4% | -$75.7K | 0.76% | 40 |
|
|
2021
Q2 | $1.82M | Buy |
13,309
+248
| +2% | +$32.1K | 0.72% | 42 |
|
|
2021
Q1 | $1.59M | Sell |
13,061
-53
| -0.4% | -$6.8K | 0.67% | 44 |
|
|
2020
Q4 | $1.74M | Sell |
13,114
-2,247
| -15% | -$270K | 0.77% | 42 |
|
|
2020
Q3 | $1.78M | Buy |
15,361
+989
| +7% | +$108K | 0.9% | 40 |
|
|
2020
Q2 | $1.31M | Buy |
14,372
+20
| +0.1% | +$1.55K | 0.7% | 46 |
|
|
2020
Q1 | $912K | Sell |
14,352
-3,740
| -21% | -$275K | 0.54% | 50 |
|
|
2019
Q4 | $1.33M | Hold |
18,092
| – | – | 0.57% | 49 |
|
|
2019
Q3 | $1.01M | Buy |
18,092
+2,148
| +13% | +$112K | 0.47% | 49 |
|
|
2019
Q2 | $789K | Buy |
15,944
+348
| +2% | +$17K | 0.4% | 48 |
|
|
2019
Q1 | $741K | Sell |
15,596
-788
| -5% | -$33.4K | 0.39% | 50 |
|
|
2018
Q4 | $646K | Sell |
16,384
-964
| -6% | -$46.7K | 0.38% | 50 |
|
|
2018
Q3 | $979K | Sell |
17,348
-668
| -4% | -$34.8K | 0.51% | 48 |
|
|
2018
Q2 | $834K | Buy |
18,016
+12,688
| +238% | +$575K | 0.44% | 48 |
|
|
2018
Q1 | $223K | Hold |
5,328
| – | – | 0.14% | 49 |
|
|
2017
Q4 | $225K | Buy |
+5,328
| New | +$223K | 0.13% | 50 |
|
Other funds holding AAPL
AMI Investment Management's AAPL Position: Q2 2026 in Review
AMI Investment Management increased its Apple (AAPL) stake by 0.04% in Q2 2026, buying an estimated $1.14K and bringing the position to 8,965 shares worth $2.59M. The position accounts for 0.55% of the portfolio, ranked #40.
AMI Investment Management first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.76M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- AMI Investment Management held 8,965 shares of Apple worth $2.59M as of Q2 2026.
- AMI Investment Management bought 4 Apple shares in Q2 2026, an estimated $1.14K.
- Apple made up 0.55% of AMI Investment Management's portfolio in Q2 2026, its #40 holding.
- AMI Investment Management first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- AMI Investment Management's Apple position peaked at $2.76M in Q4 2024.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.