Avalon Capital 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
$13.4M Hold
46,166
3.16% 10
2026
Q1
$11.7M Sell
46,166
-8,213
-15% -$2.14M 3.31% 9
2025
Q4
$14.8M Sell
54,379
-47
-0.1% -$12.6K 3.54% 7
2025
Q3
$13.9M Buy
54,426
+877
+2% +$198K 3.4% 6
2025
Q2
$11M Sell
53,549
-7,999
-13% -$1.62M 2.95% 9
2025
Q1
$13.7M Sell
61,548
-2,845
-4% -$659K 3.97% 5
2024
Q4
$16.1M Sell
64,393
-3,275
-5% -$772K 5.2% 4
2024
Q3
$15.8M Sell
67,668
-1,247
-2% -$278K 4.78% 6
2024
Q2
$14.5M Buy
68,915
+3,741
+6% +$698K 4.6% 6
2024
Q1
$11.2M Sell
65,174
-17,042
-21% -$3.1M 4.58% 6
2023
Q4
$15.8M Sell
82,216
-5,554
-6% -$1.03M 6.65% 3
2023
Q3
$15M Sell
87,770
-3,070
-3% -$563K 7.67% 3
2023
Q2
$17.6M Sell
90,840
-205
-0.2% -$35.7K 8.25% 4
2023
Q1
$15M Sell
91,045
-20
-0% -$2.95K 7.7% 4
2022
Q4
$11.8M Sell
91,065
-1,475
-2% -$211K 5.96% 5
2022
Q3
$12.8M Sell
92,540
-200
-0.2% -$31.4K 6.12% 5
2022
Q2
$12.7M Buy
92,740
+32
+0% +$4.85K 5.19% 6
2022
Q1
$14.6M Buy
92,708
+23,700
+34% +$3.99M 5.61% 5
2021
Q4
$12.3M Buy
69,008
+1,388
+2% +$219K 5.4% 5
2021
Q3
$9.57M Buy
67,620
+11,887
+21% +$1.75M 5.37% 5
2021
Q2
$7.63M Buy
55,733
+5,074
+10% +$657K 6.44% 5
2021
Q1
$6.19M Sell
50,659
-190
-0.4% -$24.4K 5.76% 8
2020
Q4
$6.75M Buy
50,849
+264
+0.5% +$31.8K 6.38% 6
2020
Q3
$5.86M Sell
50,585
-3,431
-6% -$374K 5.42% 9
2020
Q2
$4.93M Sell
54,016
-200
-0.4% -$15.5K 4.85% 10
2020
Q1
$3.45M Sell
54,216
-44
-0.1% -$3.24K 4.09% 9
2019
Q4
$3.98M Sell
54,260
-448
-0.8% -$28.8K 4.84% 7
2019
Q3
$3.06M Sell
54,708
-2,144
-4% -$112K 3.62% 11
2019
Q2
$2.81M Sell
56,852
-9,076
-14% -$442K 3.21% 10
2019
Q1
$3.13M Buy
65,928
+11,168
+20% +$474K 2.65% 17
2018
Q4
$2.16M Sell
54,760
-7,372
-12% -$357K 2.3% 17
2018
Q3
$3.51M Hold
62,132
3.2% 12
2018
Q2
$2.88M Sell
62,132
-732
-1% -$33.2K 2.86% 14
2018
Q1
$2.64M Sell
62,864
-62,460
-50% -$2.69M 2.59% 12
2017
Q4
$5.3M Sell
125,324
-27,876
-18% -$1.16M 4.73% 3
2017
Q3
$5.9M Sell
153,200
-53,816
-26% -$2.09M 4.09% 1
2017
Q2
$7.45M Sell
207,016
-3,072
-1% -$114K 5.5% 1
2017
Q1
$7.54M Buy
210,088
+61,404
+41% +$2.02M 5.23% 1
2016
Q4
$4.3M Sell
148,684
-79,448
-35% -$2.25M 3.28% 5
2016
Q3
$6.45M Buy
228,132
+70,360
+45% +$1.86M 4.96% 2
2016
Q2
$3.77M Buy
157,772
+8
+0% +$199 2.95% 7
2016
Q1
$4.3M Sell
157,764
-6,692
-4% -$167K 3.45% 6
2015
Q4
$4.33M Sell
164,456
-156
-0.1% -$4.46K 3.9% 5
2015
Q3
$4.54M Sell
164,612
-10,588
-6% -$311K 4.18% 4
2015
Q2
$5.49M Buy
175,200
+520
+0.3% +$16.6K 5.01% 1
2015
Q1
$5.43M Sell
174,680
-31,332
-15% -$946K 4.39% 1
2014
Q4
$5.68M Sell
206,012
-93,236
-31% -$2.54M 4.37% 3
2014
Q3
$7.54M Sell
299,248
-45,648
-13% -$1.12M 6.28% 2
2014
Q2
$8.01M Buy
344,896
+44,624
+15% +$950K 6.66% 1
2014
Q1
$5.76M Sell
300,272
-131,292
-30% -$2.5M 4.65% 1
2013
Q4
$8.65M Buy
431,564
+137,060
+47% +$2.59M 7.29% 1
2013
Q3
$5.01M Sell
294,504
-2,016
-0.7% -$33.4K 4.95% 3
2013
Q2
$4.2M Buy
+296,520
New +$4.56M 4.13% 6

Other funds holding AAPL

Avalon Capital Management's AAPL Position: Q2 2026 in Review

Avalon Capital Management held its Apple (AAPL) position steady in Q2 2026 at 46,166 shares worth $13.4M. The position accounts for 3.16% of the portfolio, ranked #10.

Avalon Capital Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.6M in Q2 2023. 2,667 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Avalon Capital Management held 46,166 shares of Apple worth $13.4M as of Q2 2026.
  • Avalon Capital Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 3.16% of Avalon Capital Management's portfolio in Q2 2026, its #10 holding.
  • Avalon Capital Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Avalon Capital Management's Apple position peaked at $17.6M in Q2 2023.
  • 2,667 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.