Anchor 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 | $37.6M | Buy |
130,094
+189
| +0.1% | +$54.1K | 2.83% | 2 |
|
|
2026
Q1 | $33M | Sell |
129,905
-727
| -0.6% | -$189K | 2.75% | 2 |
|
|
2025
Q4 | $35.5M | Sell |
130,632
-2,688
| -2% | -$722K | 2.89% | 3 |
|
|
2025
Q3 | $33.9M | Sell |
133,320
-3,339
| -2% | -$754K | 2.81% | 3 |
|
|
2025
Q2 | $28M | Buy |
136,659
+1,011
| +0.7% | +$204K | 2.46% | 3 |
|
|
2025
Q1 | $30.1M | Buy |
135,648
+5,839
| +4% | +$1.35M | 2.81% | 3 |
|
|
2024
Q4 | $32.5M | Buy |
129,809
+4,086
| +3% | +$963K | 3.03% | 3 |
|
|
2024
Q3 | $29.3M | Buy |
125,723
+184
| +0.1% | +$41.1K | 2.76% | 2 |
|
|
2024
Q2 | $26.4M | Buy |
125,539
+3,184
| +3% | +$594K | 2.72% | 3 |
|
|
2024
Q1 | $21M | Buy |
122,355
+2,284
| +2% | +$415K | 2.2% | 3 |
|
|
2023
Q4 | $23.1M | Buy |
120,071
+6,255
| +5% | +$1.15M | 2.65% | 3 |
|
|
2023
Q3 | $19.5M | Buy |
113,816
+3,449
| +3% | +$632K | 2.54% | 3 |
|
|
2023
Q2 | $21.4M | Buy |
110,367
+5,759
| +6% | +$1M | 2.73% | 3 |
|
|
2023
Q1 | $17.2M | Buy |
104,608
+1,111
| +1% | +$164K | 2.35% | 3 |
|
|
2022
Q4 | $13.4M | Buy |
103,497
+2,291
| +2% | +$327K | 1.93% | 3 |
|
|
2022
Q3 | $14M | Sell |
101,206
-8,663
| -8% | -$1.36M | 2.17% | 3 |
|
|
2022
Q2 | $15M | Sell |
109,869
-941
| -0.8% | -$143K | 2.18% | 3 |
|
|
2022
Q1 | $19.3M | Buy |
110,810
+2,048
| +2% | +$344K | 2.44% | 3 |
|
|
2021
Q4 | $19.3M | Buy |
108,762
+1,033
| +1% | +$163K | 2.4% | 3 |
|
|
2021
Q3 | $15.2M | Sell |
107,729
-776
| -0.7% | -$114K | 2.12% | 3 |
|
|
2021
Q2 | $14.9M | Buy |
108,505
+2,054
| +2% | +$266K | 2.06% | 5 |
|
|
2021
Q1 | $13M | Buy |
106,451
+10,464
| +11% | +$1.34M | 1.98% | 4 |
|
|
2020
Q4 | $12.7M | Sell |
95,987
-11,252
| -10% | -$1.35M | 2.29% | 4 |
|
|
2020
Q3 | $12.4M | Sell |
107,239
-1,161
| -1% | -$127K | 2.52% | 4 |
|
|
2020
Q2 | $9.89M | Sell |
108,400
-920
| -0.8% | -$71.3K | 2.21% | 4 |
|
|
2020
Q1 | $6.95M | Buy |
109,320
+19,772
| +22% | +$1.45M | 1.79% | 4 |
|
|
2019
Q4 | $6.57M | Sell |
89,548
-1,372
| -2% | -$88.3K | 1.4% | 6 |
|
|
2019
Q3 | $5.09M | Sell |
90,920
-180
| -0.2% | -$9.41K | 1.17% | 11 |
|
|
2019
Q2 | $4.51M | Buy |
91,100
+4,972
| +6% | +$242K | 1.07% | 14 |
|
|
2019
Q1 | $4.09M | Sell |
86,128
-4,828
| -5% | -$205K | 1.02% | 18 |
|
|
2018
Q4 | $3.59M | Sell |
90,956
-52,152
| -36% | -$2.53M | 1.02% | 18 |
|
|
2018
Q3 | $8.08M | Buy |
143,108
+26,400
| +23% | +$1.37M | 1.85% | 6 |
|
|
2018
Q2 | $5.4M | Buy |
116,708
+2,928
| +3% | +$133K | 1.33% | 8 |
|
|
2018
Q1 | $4.77M | Buy |
113,780
+4,916
| +5% | +$212K | 1.25% | 8 |
|
|
2017
Q4 | $4.61M | Buy |
108,864
+13,804
| +15% | +$577K | 1.22% | 10 |
|
|
2017
Q3 | $3.66M | Buy |
95,060
+1,148
| +1% | +$44.5K | 1.07% | 16 |
|
|
2017
Q2 | $3.38M | Sell |
93,912
-100
| -0.1% | -$3.7K | 1.12% | 15 |
|
|
2017
Q1 | $3.38M | Buy |
94,012
+1,540
| +2% | +$50.7K | 1.16% | 14 |
|
|
2016
Q4 | $2.68M | Buy |
92,472
+344
| +0.4% | +$9.75K | 1% | 22 |
|
|
2016
Q3 | $2.6M | Sell |
92,128
-176
| -0.2% | -$4.66K | 1.01% | 22 |
|
|
2016
Q2 | $2.21M | Sell |
92,304
-296
| -0.3% | -$7.36K | 0.87% | 26 |
|
|
2016
Q1 | $2.52M | Buy |
+92,600
| New | +$2.31M | 1.03% | 19 |
|
Other funds holding AAPL
Anchor Investment Management's AAPL Position: Q2 2026 in Review
Anchor Investment Management increased its Apple (AAPL) stake by 0.15% in Q2 2026, buying an estimated $54.1K and bringing the position to 130,094 shares worth $37.6M. The position accounts for 2.83% of the portfolio, ranked #2.
Anchor Investment Management first reported a position in AAPL in Q1 2016 and has held it in 42 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Anchor Investment Management held 130,094 shares of Apple worth $37.6M as of Q2 2026.
- Anchor Investment Management bought 189 Apple shares in Q2 2026, an estimated $54.1K.
- Apple made up 2.83% of Anchor Investment Management's portfolio in Q2 2026, its #2 holding.
- Anchor Investment Management first reported a position in Apple in Q1 2016 and has held it in 42 quarters since.
- 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.