Baldwin 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 | $28.9M | Buy |
99,797
+29,226
| +41% | +$8.36M | 2.79% | 3 |
|
|
2026
Q1 | $17.9M | Buy |
70,571
+621
| +0.9% | +$162K | 2.09% | 5 |
|
|
2025
Q4 | $19M | Sell |
69,950
-2,536
| -3% | -$681K | 2.15% | 4 |
|
|
2025
Q3 | $18.5M | Buy |
72,486
+58
| +0.1% | +$13.1K | 2.11% | 4 |
|
|
2025
Q2 | $14.9M | Buy |
72,428
+366
| +0.5% | +$73.9K | 1.79% | 5 |
|
|
2025
Q1 | $16M | Sell |
72,062
-471
| -0.6% | -$109K | 1.92% | 2 |
|
|
2024
Q4 | $18.2M | Sell |
72,533
-1,034
| -1% | -$244K | 2.37% | 3 |
|
|
2024
Q3 | $17.1M | Sell |
73,567
-352
| -0.5% | -$78.6K | 2.15% | 3 |
|
|
2024
Q2 | $15.6M | Sell |
73,919
-871
| -1% | -$162K | 2.13% | 3 |
|
|
2024
Q1 | $12.8M | Buy |
74,790
+4,246
| +6% | +$772K | 1.74% | 3 |
|
|
2023
Q4 | $13.6M | Buy |
70,544
+1,614
| +2% | +$298K | 2.12% | 3 |
|
|
2023
Q3 | $11.8M | Sell |
68,930
-497
| -0.7% | -$91.1K | 1.97% | 3 |
|
|
2023
Q2 | $13.5M | Sell |
69,427
-3,985
| -5% | -$694K | 2.22% | 2 |
|
|
2023
Q1 | $12.1M | Sell |
73,412
-3,727
| -5% | -$550K | 2.15% | 2 |
|
|
2022
Q4 | $10M | Sell |
77,139
-828
| -1% | -$118K | 1.81% | 2 |
|
|
2022
Q3 | $10.8K | Sell |
77,967
-5,921
| -7% | -$929K | 2.19% | 2 |
|
|
2022
Q2 | $11.5K | Sell |
83,888
-2,437
| -3% | -$369K | 2.18% | 2 |
|
|
2022
Q1 | $15.1K | Sell |
86,325
-6,583
| -7% | -$1.11M | 2.28% | 2 |
|
|
2021
Q4 | $16.5K | Sell |
92,908
-504
| -0.5% | -$79.7K | 2.58% | 2 |
|
|
2021
Q3 | $13.2M | Buy |
93,412
+706
| +0.8% | +$104K | 2.3% | 2 |
|
|
2021
Q2 | $12.7M | Sell |
92,706
-4,035
| -4% | -$523K | 2.16% | 2 |
|
|
2021
Q1 | $11.8M | Sell |
96,741
-9,993
| -9% | -$1.28M | 2.16% | 2 |
|
|
2020
Q4 | $14.2M | Buy |
106,734
+6,193
| +6% | +$745K | 2.8% | 2 |
|
|
2020
Q3 | $11.6M | Buy |
100,541
+17,365
| +21% | +$1.89M | 2.73% | 2 |
|
|
2020
Q2 | $7.59M | Sell |
83,176
-400
| -0.5% | -$31K | 2.38% | 2 |
|
|
2020
Q1 | $5.31M | Sell |
83,576
-2,596
| -3% | -$191K | 1.83% | 2 |
|
|
2019
Q4 | $6.33M | Hold |
86,172
| – | – | 1.69% | 2 |
|
|
2019
Q3 | $4.83M | Buy |
86,172
+512
| +0.6% | +$26.8K | 1.4% | 2 |
|
|
2019
Q2 | $4.24M | Sell |
85,660
-1,700
| -2% | -$82.8K | 1.22% | 2 |
|
|
2019
Q1 | $4.15M | Sell |
87,360
-8,400
| -9% | -$356K | 1.25% | 2 |
|
|
2018
Q4 | $3.78M | Sell |
95,760
-800
| -0.8% | -$38.8K | 1.2% | 2 |
|
|
2018
Q3 | $5.45M | Sell |
96,560
-1,000
| -1% | -$52.1K | 1.56% | 2 |
|
|
2018
Q2 | $4.51M | Buy |
97,560
+7,952
| +9% | +$361K | 1.42% | 2 |
|
|
2018
Q1 | $3.76M | Sell |
89,608
-3,520
| -4% | -$152K | 1.34% | 2 |
|
|
2017
Q4 | $3.94M | Sell |
93,128
-1,280
| -1% | -$53.5K | 1.4% | 2 |
|
|
2017
Q3 | $3.64M | Sell |
94,408
-800
| -0.8% | -$31K | 1.37% | 2 |
|
|
2017
Q2 | $3.43M | Sell |
95,208
-9,664
| -9% | -$357K | 1.38% | 2 |
|
|
2017
Q1 | $3.77M | Sell |
104,872
-2,400
| -2% | -$79K | 1.46% | 2 |
|
|
2016
Q4 | $3.11M | Sell |
107,272
-3,780
| -3% | -$107K | 1.23% | 2 |
|
|
2016
Q3 | $3.14M | Sell |
111,052
-520
| -0.5% | -$13.8K | 1.34% | 2 |
|
|
2016
Q2 | $2.67M | Sell |
111,572
-840
| -0.7% | -$20.9K | 1.15% | 2 |
|
|
2016
Q1 | $3.06M | Buy |
112,412
+3,300
| +3% | +$82.2K | 1.32% | 2 |
|
|
2015
Q4 | $2.87M | Sell |
109,112
-368
| -0.3% | -$10.5K | 1.29% | 2 |
|
|
2015
Q3 | $3.02M | Buy |
109,480
+1,800
| +2% | +$52.8K | 1.33% | 2 |
|
|
2015
Q2 | $3.38M | Sell |
107,680
-1,060
| -1% | -$33.9K | 1.4% | 2 |
|
|
2015
Q1 | $3.38M | Buy |
108,740
+1,312
| +1% | +$39.6K | 1.34% | 2 |
|
|
2014
Q4 | $2.96M | Hold |
107,428
| – | – | 1.15% | 2 |
|
|
2014
Q3 | $2.71M | Buy |
107,428
+7,500
| +8% | +$184K | 1.11% | 2 |
|
|
2014
Q2 | $2.32M | Buy |
99,928
+3,440
| +4% | +$73.2K | 1% | 5 |
|
|
2014
Q1 | $1.85M | Buy |
96,488
+1,372
| +1% | +$26.1K | 0.82% | 5 |
|
|
2013
Q4 | $1.91M | Hold |
95,116
| – | – | 0.86% | 5 |
|
|
2013
Q3 | $1.62M | Hold |
95,116
| – | – | 0.78% | 10 |
|
|
2013
Q2 | $1.35M | Buy |
+95,116
| New | +$1.46M | 0.67% | 13 |
|
Other funds holding AAPL
Baldwin Investment Management's AAPL Position: Q2 2026 in Review
Baldwin Investment Management increased its Apple (AAPL) stake by 41% in Q2 2026, buying an estimated $8.36M and bringing the position to 99,797 shares worth $28.9M. The position accounts for 2.79% of the portfolio, ranked #3.
Baldwin Investment Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Baldwin Investment Management held 99,797 shares of Apple worth $28.9M as of Q2 2026.
- Baldwin Investment Management bought 29,226 Apple shares in Q2 2026, an estimated $8.36M.
- Apple made up 2.79% of Baldwin Investment Management's portfolio in Q2 2026, its #3 holding.
- Baldwin Investment Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.