Aull & Monroe 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 | $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
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. 6,136 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.
- 6,136 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.