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Aspen Investment Management’s Apple AAPL Stock Holding History

Aspen Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.93M Buy
34,299
+532
+2% +$152K 2.67% 5
2026
Q1 		$8.57M Sell
33,767
-9,608
-22% -$2.5M 2.62% 5
2025
Q4 		$11.8M Buy
43,375
+28,240
+187% +$7.58M 3.55% 3
2025
Q3 		$3.85M Sell
15,135
-971
-6% -$219K 1.49% 13
2025
Q2 		$3.31M Buy
16,106
+345
+2% +$69.7K 1.39% 15
2025
Q1 		$3.5M Sell
15,761
-1,282
-8% -$297K 1.61% 12
2024
Q4 		$4.27M Sell
17,043
-187
-1% -$44.1K 1.98% 9
2024
Q3 		$4.01M Sell
17,230
-65
-0.4% -$14.5K 1.87% 8
2024
Q2 		$3.64M Sell
17,295
-1,545
-8% -$288K 1.82% 10
2024
Q1 		$3.23M Buy
18,840
+835
+5% +$152K 1.64% 11
2023
Q4 		$3.47M Buy
18,005
+896
+5% +$165K 1.94% 9
2023
Q3 		$2.93M Sell
17,109
-227
-1% -$41.6K 1.77% 11
2023
Q2 		$3.36M Sell
17,336
-410
-2% -$71.4K 2% 11
2023
Q1 		$2.93M Buy
17,746
+1,765
+11% +$260K 1.87% 10
2022
Q4 		$2.08M Sell
15,981
-2,633
-14% -$376K 1.36% 19
2022
Q3 		$2.57M Sell
18,614
-346
-2% -$54.3K 1.72% 13
2022
Q2 		$2.59M Sell
18,960
-3,689
-16% -$559K 1.62% 14
2022
Q1 		$3.95M Sell
22,649
-2,250
-9% -$378K 2.07% 8
2021
Q4 		$4.42M Sell
24,899
-16
-0.1% -$2.53K 2.18% 8
2021
Q3 		$3.52M Sell
24,915
-494
-2% -$72.7K 1.87% 11
2021
Q2 		$3.48M Buy
25,409
+165
+0.7% +$21.4K 1.82% 10
2021
Q1 		$3.08M Sell
25,244
-752
-3% -$96.5K 1.72% 13
2020
Q4 		$3.45M Buy
25,996
+631
+2% +$75.9K 2.04% 8
2020
Q3 		$2.94M Sell
25,365
-5,647
-18% -$616K 1.96% 12
2020
Q2 		$2.83M Buy
31,012
+972
+3% +$75.3K 2.03% 12
2020
Q1 		$1.91M Buy
30,040
+3,240
+12% +$238K 1.65% 14
2019
Q4 		$1.97M Hold
26,800
– – 1.23% 22
2019
Q3 		$1.5M Buy
26,800
+140
+0.5% +$7.32K 1% 28
2019
Q2 		$1.32M Sell
26,660
-100
-0.4% -$4.87K 0.87% 35
2019
Q1 		$1.27M Buy
26,760
+5,120
+24% +$217K 0.89% 29
2018
Q4 		$853K Buy
21,640
+1,744
+9% +$84.5K 0.68% 48
2018
Q3 		$1.12M Sell
19,896
-480
-2% -$25K 0.74% 41
2018
Q2 		$943K Buy
20,376
+468
+2% +$21.2K 0.65% 47
2018
Q1 		$835K Buy
19,908
+700
+4% +$30.1K 0.6% 54
2017
Q4 		$813K Buy
19,208
+300
+2% +$12.5K 0.58% 52
2017
Q3 		$729K Hold
18,908
– – 0.54% 52
2017
Q2 		$681K Hold
18,908
– – 0.51% 53
2017
Q1 		$679K Sell
18,908
-244
-1% -$8.04K 0.5% 52
2016
Q4 		$555K Sell
19,152
-2,880
-13% -$81.7K 0.42% 60
2016
Q3 		$623K Hold
22,032
– – 0.49% 52
2016
Q2 		$527K Sell
22,032
-1,480
-6% -$36.8K 0.43% 58
2016
Q1 		$641K Sell
23,512
-1,000
-4% -$24.9K 0.59% 46
2015
Q4 		$645K Hold
24,512
– – 0.64% 47
2015
Q3 		$676K Sell
24,512
-1,932
-7% -$56.7K 0.66% 45
2015
Q2 		$829K Buy
26,444
+984
+4% +$31.5K 0.7% 42
2015
Q1 		$792K Buy
25,460
+1,500
+6% +$45.3K 0.63% 44
2014
Q4 		$661K Sell
23,960
-800
-3% -$21.8K 0.56% 51
2014
Q3 		$624K Sell
24,760
-24,200
-49% -$594K 0.52% 49
2014
Q2 		$1.14M Sell
48,960
-1,776
-4% -$37.8K 0.69% 44
2014
Q1 		$973K Hold
50,736
– – 0.62% 51
2013
Q4 		$1.02M Buy
50,736
+28
+0.1% +$529 0.68% 47
2013
Q3 		$863K Hold
50,708
– – 0.61% 53
2013
Q2 		$718K Buy
+50,708
New +$780K 0.49% 67

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Aspen Investment Management's AAPL Position: Q2 2026 in Review

Aspen Investment Management increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $152K and bringing the position to 34,299 shares worth $9.93M. The position accounts for 2.67% of the portfolio, ranked #5.

Aspen Investment Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.8M in Q4 2025. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aspen Investment Management held 34,299 shares of Apple worth $9.93M as of Q2 2026.
  • Aspen Investment Management bought 532 Apple shares in Q2 2026, an estimated $152K.
  • Apple made up 2.67% of Aspen Investment Management's portfolio in Q2 2026, its #5 holding.
  • Aspen Investment Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Apple position peaked at $11.8M in Q4 2025.
  • 1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.