Asset Advisors 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
$6.63M Sell
22,899
-2,459
-10% -$703K 0.61% 41
2026
Q1
$6.44M Sell
25,358
-9,180
-27% -$2.39M 0.61% 43
2025
Q4
$9.39M Hold
34,538
0.87% 36
2025
Q3
$8.79M Buy
34,538
+94
+0.3% +$21.2K 0.83% 39
2025
Q2
$7.07M Sell
34,444
-1,056
-3% -$213K 0.7% 40
2025
Q1
$7.89M Sell
35,500
-248
-0.7% -$57.5K 0.83% 36
2024
Q4
$8.95M Hold
35,748
0.94% 33
2024
Q3
$8.33M Sell
35,748
-443
-1% -$98.9K 0.87% 35
2024
Q2
$7.62M Buy
36,191
+24,632
+213% +$4.59M 0.83% 35
2024
Q1
$1.98M Buy
11,559
+30
+0.3% +$5.46K 0.22% 57
2023
Q4
$2.22M Buy
11,529
+96
+0.8% +$17.7K 0.27% 54
2023
Q3
$1.96M Buy
11,433
+100
+0.9% +$18.3K 0.26% 55
2023
Q2
$2.2M Sell
11,333
-100
-0.9% -$17.4K 0.28% 56
2023
Q1
$1.89M Sell
11,433
-300
-3% -$44.3K 0.25% 59
2022
Q4
$1.52M Buy
11,733
+92
+0.8% +$13.1K 0.2% 61
2022
Q3
$1.61M Buy
11,641
+50
+0.4% +$7.85K 0.23% 59
2022
Q2
$1.58M Hold
11,591
0.22% 59
2022
Q1
$2.02M Buy
11,591
+2,665
+30% +$448K 0.23% 57
2021
Q4
$1.58M Sell
8,926
-240
-3% -$37.9K 0.16% 62
2021
Q3
$1.3M Sell
9,166
-979
-10% -$144K 0.14% 65
2021
Q2
$1.39M Buy
10,145
+3,545
+54% +$459K 0.15% 64
2021
Q1
$878K Hold
6,600
0.1% 68
2020
Q4
$876K Buy
6,600
+200
+3% +$24.1K 0.11% 65
2020
Q3
$741K Sell
6,400
-256
-4% -$27.9K 0.11% 62
2020
Q2
$607K Sell
6,656
-1,120
-14% -$86.8K 0.1% 71
2020
Q1
$494K Buy
7,776
+700
+10% +$51.5K 0.09% 76
2019
Q4
$553K Buy
7,076
+176
+3% +$11.3K 0.08% 78
2019
Q3
$386K Sell
6,900
-32
-0.5% -$1.67K 0.06% 83
2019
Q2
$343K Buy
6,932
+612
+10% +$29.8K 0.06% 79
2019
Q1
$300K Sell
6,320
-4,284
-40% -$182K 0.05% 85
2018
Q4
$418K Sell
10,604
-4,048
-28% -$196K 0.08% 74
2018
Q3
$827K Buy
+14,652
New +$763K 0.14% 71

Other funds holding AAPL

Asset Advisors Investment Management's AAPL Position: Q2 2026 in Review

Asset Advisors Investment Management reduced its Apple (AAPL) stake by 9.7% in Q2 2026, selling an estimated $703K and leaving 22,899 shares worth $6.63M. The position accounts for 0.61% of the portfolio, ranked #41.

Asset Advisors Investment Management first reported a position in AAPL in Q3 2018 and has held it in 32 quarters since. The position peaked at $9.39M in Q4 2025. 2,366 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Asset Advisors Investment Management held 22,899 shares of Apple worth $6.63M as of Q2 2026.
  • Asset Advisors Investment Management sold 2,459 Apple shares in Q2 2026, an estimated $703K.
  • Apple made up 0.61% of Asset Advisors Investment Management's portfolio in Q2 2026, its #41 holding.
  • Asset Advisors Investment Management first reported a position in Apple in Q3 2018 and has held it in 32 quarters since.
  • Asset Advisors Investment Management's Apple position peaked at $9.39M in Q4 2025.
  • 2,366 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Asset Advisors Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.