Annex Advisory Services’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 | $131M | Sell |
453,907
-6,213
| -1% | -$1.78M | 2.24% | 11 |
|
|
2026
Q1 | $117M | Sell |
460,120
-5,073
| -1% | -$1.32M | 2.19% | 11 |
|
|
2025
Q4 | $126M | Buy |
465,193
+49,301
| +12% | +$13.2M | 2.42% | 9 |
|
|
2025
Q3 | $106M | Sell |
415,892
-12,570
| -3% | -$2.84M | 2.25% | 9 |
|
|
2025
Q2 | $87.9M | Buy |
428,462
+36,654
| +9% | +$7.4M | 2.12% | 12 |
|
|
2025
Q1 | $87M | Buy |
391,808
+48,783
| +14% | +$11.3M | 2.47% | 10 |
|
|
2024
Q4 | $85.9M | Buy |
343,025
+44,417
| +15% | +$10.5M | 2.59% | 9 |
|
|
2024
Q3 | $69.6M | Buy |
298,608
+97,567
| +49% | +$21.8M | 2.23% | 9 |
|
|
2024
Q2 | $42.3M | Buy |
201,041
+6,233
| +3% | +$1.16M | 1.49% | 9 |
|
|
2024
Q1 | $33.4M | Sell |
194,808
-8,531
| -4% | -$1.55M | 1.19% | 13 |
|
|
2023
Q4 | $39.1M | Buy |
203,339
+5,642
| +3% | +$1.04M | 1.63% | 16 |
|
|
2023
Q3 | $33.8M | Buy |
197,697
+9,101
| +5% | +$1.67M | 2.05% | 12 |
|
|
2023
Q2 | $36.6M | Sell |
188,596
-11,989
| -6% | -$2.09M | 2.03% | 12 |
|
|
2023
Q1 | $33.1M | Sell |
200,585
-16,589
| -8% | -$2.45M | 1.77% | 11 |
|
|
2022
Q4 | $28.2M | Buy |
217,174
+5,243
| +2% | +$749K | 1.59% | 11 |
|
|
2022
Q3 | $29.3M | Buy |
211,931
+2,870
| +1% | +$450K | 1.97% | 13 |
|
|
2022
Q2 | $28.6M | Buy |
209,061
+1,864
| +0.9% | +$282K | 2.06% | 11 |
|
|
2022
Q1 | $36.2M | Buy |
207,197
+10,089
| +5% | +$1.7M | 2.65% | 9 |
|
|
2021
Q4 | $35M | Sell |
197,108
-411
| -0.2% | -$65K | 2.4% | 10 |
|
|
2021
Q3 | $28M | Sell |
197,519
-21,859
| -10% | -$3.22M | 2.29% | 9 |
|
|
2021
Q2 | $30.1M | Buy |
219,378
+5,157
| +2% | +$668K | 2.44% | 10 |
|
|
2021
Q1 | $26.2M | Sell |
214,221
-11,668
| -5% | -$1.5M | 2.52% | 9 |
|
|
2020
Q4 | $30M | Buy |
225,889
+47,143
| +26% | +$5.67M | 2.94% | 8 |
|
|
2020
Q3 | $20.7M | Sell |
178,746
-226
| -0.1% | -$24.7K | 2.64% | 10 |
|
|
2020
Q2 | $16.3M | Sell |
178,972
-10,760
| -6% | -$834K | 2.28% | 10 |
|
|
2020
Q1 | $12.1M | Buy |
189,732
+21,604
| +13% | +$1.59M | 1.71% | 12 |
|
|
2019
Q4 | $12.3M | Buy |
168,128
+484
| +0.3% | +$31.1K | 1.5% | 12 |
|
|
2019
Q3 | $9.39M | Buy |
167,644
+5,104
| +3% | +$267K | 1.26% | 14 |
|
|
2019
Q2 | $8.04M | Buy |
162,540
+32,384
| +25% | +$1.58M | 1.13% | 14 |
|
|
2019
Q1 | $6.18M | Sell |
130,156
-1,532
| -1% | -$65K | 0.93% | 15 |
|
|
2018
Q4 | $5.19M | Buy |
131,688
+16,276
| +14% | +$789K | 0.82% | 17 |
|
|
2018
Q3 | $6.51M | Sell |
115,412
-804
| -0.7% | -$41.9K | 1.01% | 15 |
|
|
2018
Q2 | $5.38M | Buy |
116,216
+2,732
| +2% | +$124K | 0.92% | 15 |
|
|
2018
Q1 | $4.76M | Buy |
113,484
+2,312
| +2% | +$99.5K | 0.87% | 15 |
|
|
2017
Q4 | $4.7M | Sell |
111,172
-3,800
| -3% | -$159K | 0.89% | 13 |
|
|
2017
Q3 | $4.43M | Sell |
114,972
-404
| -0.4% | -$15.7K | 0.91% | 13 |
|
|
2017
Q2 | $4.15M | Buy |
115,376
+2,628
| +2% | +$97.2K | 0.92% | 13 |
|
|
2017
Q1 | $4.05M | Buy |
112,748
+1,076
| +1% | +$35.4K | 1.01% | 13 |
|
|
2016
Q4 | $3.23M | Buy |
111,672
+7,980
| +8% | +$226K | 0.79% | 14 |
|
|
2016
Q3 | $2.93M | Sell |
103,692
-1,080
| -1% | -$28.6K | 0.76% | 14 |
|
|
2016
Q2 | $2.5M | Buy |
104,772
+2,000
| +2% | +$49.7K | 0.68% | 15 |
|
|
2016
Q1 | $2.8M | Sell |
102,772
-23,104
| -18% | -$576K | 0.79% | 14 |
|
|
2015
Q4 | $3.31M | Sell |
125,876
-332
| -0.3% | -$9.49K | 0.97% | 14 |
|
|
2015
Q3 | $3.48M | Buy |
126,208
+28,468
| +29% | +$835K | 1.13% | 13 |
|
|
2015
Q2 | $3.06M | Buy |
97,740
+17,116
| +21% | +$547K | 0.98% | 13 |
|
|
2015
Q1 | $2.51M | Buy |
80,624
+5,468
| +7% | +$165K | 0.81% | 15 |
|
|
2014
Q4 | $2.07M | Sell |
75,156
-1,076
| -1% | -$29.3K | 0.65% | 18 |
|
|
2014
Q3 | $1.92M | Buy |
76,232
+2,020
| +3% | +$49.6K | 0.65% | 18 |
|
|
2014
Q2 | $1.72M | Buy |
74,212
+8,412
| +13% | +$179K | 0.59% | 20 |
|
|
2014
Q1 | $1.26M | Buy |
65,800
+2,492
| +4% | +$47.4K | 0.47% | 22 |
|
|
2013
Q4 | $1.27M | Sell |
63,308
-2,856
| -4% | -$54K | 0.49% | 24 |
|
|
2013
Q3 | $1.13M | Buy |
66,164
+112
| +0.2% | +$1.86K | 0.52% | 32 |
|
|
2013
Q2 | $935K | Buy |
+66,052
| New | +$1.02M | 0.52% | 36 |
|
Other funds holding AAPL
Annex Advisory Services's AAPL Position: Q2 2026 in Review
Annex Advisory Services reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $1.78M and leaving 453,907 shares worth $131M. The position accounts for 2.24% of the portfolio, ranked #11.
Annex Advisory Services first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Annex Advisory Services held 453,907 shares of Apple worth $131M as of Q2 2026.
- Annex Advisory Services sold 6,213 Apple shares in Q2 2026, an estimated $1.78M.
- Apple made up 2.24% of Annex Advisory Services's portfolio in Q2 2026, its #11 holding.
- Annex Advisory Services first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.