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Aull & Monroe Investment Management’s Apple AAPL Stock Holding History

Aull & Monroe 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 		$1.63M Buy
5,625
+215
+4% +$61.5K 0.68% 45
2026
Q1 		$1.37M Hold
5,410
– – 0.64% 48
2025
Q4 		$1.47M Sell
5,410
-159
-3% -$42.7K 0.74% 45
2025
Q3 		$1.42M Sell
5,569
-88
-2% -$19.9K 0.72% 46
2025
Q2 		$1.16M Sell
5,657
-399
-7% -$80.6K 0.62% 51
2025
Q1 		$1.35M Sell
6,056
-22
-0.4% -$5.1K 0.67% 48
2024
Q4 		$1.52M Sell
6,078
-25
-0.4% -$5.89K 0.78% 47
2024
Q3 		$1.42M Hold
6,103
– – 0.66% 51
2024
Q2 		$1.29M Sell
6,103
-203
-3% -$37.9K 0.63% 52
2024
Q1 		$1.08M Hold
6,306
– – 0.49% 55
2023
Q4 		$1.21M Sell
6,306
-229
-4% -$42.3K 0.6% 52
2023
Q3 		$1.12M Sell
6,535
-25
-0.4% -$4.58K 0.58% 52
2023
Q2 		$1.27M Hold
6,560
– – 0.64% 52
2023
Q1 		$1.08M Buy
6,560
+2,400
+58% +$354K 0.55% 57
2022
Q4 		$540K Buy
4,160
+3
+0.1% +$429 0.27% 76
2022
Q3 		$574K Hold
4,157
– – 0.31% 72
2022
Q2 		$568K Buy
4,157
+151
+4% +$22.9K 0.29% 76
2022
Q1 		$700K Buy
4,006
+7
+0.2% +$1.18K 0.32% 69
2021
Q4 		$710K Buy
3,999
+100
+3% +$15.8K 0.32% 72
2021
Q3 		$552K Sell
3,899
-580
-13% -$85.4K 0.27% 82
2021
Q2 		$613K Sell
4,479
-170
-4% -$22K 0.29% 79
2021
Q1 		$568K Sell
4,649
-427
-8% -$54.8K 0.28% 82
2020
Q4 		$673K Sell
5,076
-166
-3% -$20K 0.36% 70
2020
Q3 		$607K Buy
5,242
+438
+9% +$47.8K 0.36% 70
2020
Q2 		$438K Sell
4,804
-136
-3% -$10.5K 0.27% 86
2020
Q1 		$314K Buy
4,940
+1,120
+29% +$82.4K 0.21% 96
2019
Q4 		$280K Sell
3,820
-128
-3% -$8.23K 0.14% 112
2019
Q3 		$221K Buy
+3,948
New +$206K 0.12% 123
2018
Q4 		– Sell
-3,724
Closed -$210K – 122
2018
Q3 		$210K Buy
+3,724
New +$194K 0.1% 130

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Aull & Monroe Investment Management's AAPL Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Apple (AAPL) stake by 4% in Q2 2026, buying an estimated $61.5K and bringing the position to 5,625 shares worth $1.63M. The position accounts for 0.68% of the portfolio, ranked #45.

Aull & Monroe Investment Management first reported a position in AAPL in Q3 2018 and has held it in 29 quarters since. 2,365 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aull & Monroe Investment Management held 5,625 shares of Apple worth $1.63M as of Q2 2026.
  • Aull & Monroe Investment Management bought 215 Apple shares in Q2 2026, an estimated $61.5K.
  • Apple made up 0.68% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #45 holding.
  • Aull & Monroe Investment Management first reported a position in Apple in Q3 2018 and has held it in 29 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.