Appleton Partners’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 | $95.4M | Sell |
329,859
-6,767
| -2% | -$1.94M | 5.85% | 1 |
|
|
2026
Q1 | $85.4M | Sell |
336,626
-5,089
| -1% | -$1.32M | 5.96% | 1 |
|
|
2025
Q4 | $92.9M | Sell |
341,715
-6,359
| -2% | -$1.71M | 6.12% | 1 |
|
|
2025
Q3 | $88.6M | Sell |
348,074
-1,283
| -0.4% | -$290K | 5.95% | 1 |
|
|
2025
Q2 | $71.7M | Sell |
349,357
-5,027
| -1% | -$1.02M | 5.07% | 1 |
|
|
2025
Q1 | $78.7M | Sell |
354,384
-8,398
| -2% | -$1.95M | 6.08% | 1 |
|
|
2024
Q4 | $90.8M | Sell |
362,782
-19,085
| -5% | -$4.5M | 6.72% | 1 |
|
|
2024
Q3 | $89M | Sell |
381,867
-9,202
| -2% | -$2.05M | 6.55% | 1 |
|
|
2024
Q2 | $82.4M | Sell |
391,069
-10,131
| -3% | -$1.89M | 6.34% | 1 |
|
|
2024
Q1 | $68.8M | Sell |
401,200
-27,906
| -7% | -$5.07M | 5.34% | 1 |
|
|
2023
Q4 | $82.6M | Sell |
429,106
-16,370
| -4% | -$3.02M | 6.66% | 1 |
|
|
2023
Q3 | $76.3M | Sell |
445,476
-10,742
| -2% | -$1.97M | 6.78% | 1 |
|
|
2023
Q2 | $88.5M | Sell |
456,218
-3,407
| -0.7% | -$594K | 7.47% | 1 |
|
|
2023
Q1 | $75.8M | Sell |
459,625
-7,010
| -2% | -$1.03M | 6.74% | 1 |
|
|
2022
Q4 | $60.6M | Sell |
466,635
-2,364
| -0.5% | -$338K | 5.74% | 1 |
|
|
2022
Q3 | $64.8M | Sell |
468,999
-11,774
| -2% | -$1.85M | 6.48% | 1 |
|
|
2022
Q2 | $65.7M | Buy |
480,773
+872
| +0.2% | +$132K | 6.22% | 1 |
|
|
2022
Q1 | $83.8M | Sell |
479,901
-12,376
| -3% | -$2.08M | 6.85% | 1 |
|
|
2021
Q4 | $87.4M | Sell |
492,277
-4,209
| -0.8% | -$665K | 6.58% | 1 |
|
|
2021
Q3 | $70.3M | Sell |
496,486
-5,793
| -1% | -$853K | 5.85% | 1 |
|
|
2021
Q2 | $68.8M | Sell |
502,279
-11,621
| -2% | -$1.51M | 5.86% | 1 |
|
|
2021
Q1 | $62.8M | Sell |
513,900
-12,549
| -2% | -$1.61M | 5.84% | 1 |
|
|
2020
Q4 | $69.9M | Sell |
526,449
-8,056
| -2% | -$969K | 6.88% | 1 |
|
|
2020
Q3 | $61.9M | Sell |
534,505
-10,199
| -2% | -$1.11M | 6.84% | 1 |
|
|
2020
Q2 | $49.7M | Sell |
544,704
-42,440
| -7% | -$3.29M | 5.95% | 1 |
|
|
2020
Q1 | $37.3M | Sell |
587,144
-22,896
| -4% | -$1.68M | 5.17% | 1 |
|
|
2019
Q4 | $44.8M | Buy |
610,040
+23,476
| +4% | +$1.51M | 4.92% | 1 |
|
|
2019
Q3 | $32.8M | Sell |
586,564
-4,256
| -0.7% | -$223K | 3.96% | 2 |
|
|
2019
Q2 | $29.2M | Buy |
590,820
+7,332
| +1% | +$357K | 3.61% | 2 |
|
|
2019
Q1 | $27.7M | Buy |
583,488
+12,984
| +2% | +$551K | 3.67% | 2 |
|
|
2018
Q4 | $22.5M | Sell |
570,504
-4,344
| -0.8% | -$211K | 3.37% | 2 |
|
|
2018
Q3 | $32.4M | Sell |
574,848
-2,232
| -0.4% | -$116K | 4.32% | 1 |
|
|
2018
Q2 | $26.7M | Buy |
577,080
+5,900
| +1% | +$268K | 3.82% | 1 |
|
|
2018
Q1 | $24M | Sell |
571,180
-10,032
| -2% | -$432K | 3.64% | 2 |
|
|
2017
Q4 | $24.6M | Buy |
581,212
+1,628
| +0.3% | +$68K | 3.81% | 1 |
|
|
2017
Q3 | $22.3M | Sell |
579,584
-16,036
| -3% | -$622K | 3.76% | 2 |
|
|
2017
Q2 | $21.4M | Sell |
595,620
-18,476
| -3% | -$683K | 3.6% | 2 |
|
|
2017
Q1 | $22.1M | Sell |
614,096
-106,768
| -15% | -$3.52M | 4.06% | 1 |
|
|
2016
Q4 | $20.9M | Sell |
720,864
-43,568
| -6% | -$1.24M | 4.22% | 1 |
|
|
2016
Q3 | $21.6M | Sell |
764,432
-4,596
| -0.6% | -$122K | 4.07% | 1 |
|
|
2016
Q2 | $18.4M | Sell |
769,028
-44,648
| -5% | -$1.11M | 3.76% | 1 |
|
|
2016
Q1 | $22.2M | Sell |
813,676
-12,528
| -2% | -$312K | 4.38% | 1 |
|
|
2015
Q4 | $21.7M | Buy |
826,204
+56,740
| +7% | +$1.62M | 4.29% | 1 |
|
|
2015
Q3 | $21.2M | Buy |
769,464
+18,764
| +2% | +$550K | 4.82% | 1 |
|
|
2015
Q2 | $23.5M | Sell |
750,700
-9,664
| -1% | -$309K | 5.27% | 1 |
|
|
2015
Q1 | $23.7M | Sell |
760,364
-34,484
| -4% | -$1.04M | 5.33% | 1 |
|
|
2014
Q4 | $21.9M | Sell |
794,848
-8,772
| -1% | -$239K | 5.02% | 1 |
|
|
2014
Q3 | $20.2M | Sell |
803,620
-5,556
| -0.7% | -$136K | 4.73% | 1 |
|
|
2014
Q2 | $18.8M | Sell |
809,176
-18,280
| -2% | -$389K | 4.4% | 1 |
|
|
2014
Q1 | $15.9M | Buy |
827,456
+8,288
| +1% | +$158K | 3.75% | 1 |
|
|
2013
Q4 | $16.4M | Buy |
819,168
+3,136
| +0.4% | +$59.2K | 3.94% | 1 |
|
|
2013
Q3 | $13.9M | Sell |
816,032
-18,284
| -2% | -$303K | 3.72% | 1 |
|
|
2013
Q2 | $11.8M | Buy |
+834,316
| New | +$12.8M | 3.41% | 1 |
|
Other funds holding AAPL
Appleton Partners's AAPL Position: Q2 2026 in Review
Appleton Partners reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $1.94M and leaving 329,859 shares worth $95.4M. The position accounts for 5.85% of the portfolio, ranked #1.
Appleton Partners first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Appleton Partners held 329,859 shares of Apple worth $95.4M as of Q2 2026.
- Appleton Partners sold 6,767 Apple shares in Q2 2026, an estimated $1.94M.
- Apple made up 5.85% of Appleton Partners's portfolio in Q2 2026, its #1 holding.
- Appleton Partners first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.