Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.7M Hold
50,867
2.78% 10
2026
Q1
$12.9M Sell
50,867
-433
-0.8% -$113K 2.99% 10
2025
Q4
$13.9M Sell
51,300
-1,961
-4% -$526K 3.26% 9
2025
Q3
$13.6M Sell
53,261
-367
-0.7% -$82.9K 3.29% 10
2025
Q2
$11M Sell
53,628
-3
-0% -$606 2.88% 11
2025
Q1
$11.9M Sell
53,631
-1,470
-3% -$341K 3.37% 10
2024
Q4
$13.8M Sell
55,101
-1,759
-3% -$415K 3.94% 8
2024
Q3
$13.2M Sell
56,860
-2,236
-4% -$499K 3.76% 8
2024
Q2
$12.4M Sell
59,096
-477
-0.8% -$89K 3.83% 7
2024
Q1
$10.2M Buy
59,573
+644
+1% +$117K 3.23% 11
2023
Q4
$11.3M Buy
58,929
+6,042
+11% +$1.12M 3.91% 8
2023
Q3
$9.05M Buy
52,887
+164
+0.3% +$30.1K 3.61% 11
2023
Q2
$10.2M Buy
52,723
+67
+0.1% +$11.7K 3.91% 8
2023
Q1
$8.68M Sell
52,656
-334
-0.6% -$49.3K 3.56% 10
2022
Q4
$6.88M Buy
52,990
+60
+0.1% +$8.57K 3.01% 11
2022
Q3
$7.32M Sell
52,930
-804
-1% -$126K 3.57% 9
2022
Q2
$7.35M Sell
53,734
-82
-0.2% -$12.4K 3.43% 9
2022
Q1
$9.4M Sell
53,816
-6,709
-11% -$1.13M 3.62% 8
2021
Q4
$10.7M Buy
60,525
+474
+0.8% +$74.9K 4.18% 8
2021
Q3
$8.5M Sell
60,051
-337
-0.6% -$49.6K 3.58% 10
2021
Q2
$8.27M Buy
60,388
+13
+0% +$1.68K 3.49% 10
2021
Q1
$7.37M Buy
60,375
+574
+1% +$73.7K 3.55% 11
2020
Q4
$7.93M Sell
59,801
-1,239
-2% -$149K 4.05% 8
2020
Q3
$7.07M Sell
61,040
-2,104
-3% -$230K 4.04% 7
2020
Q2
$5.76M Sell
63,144
-1,680
-3% -$130K 3.62% 9
2020
Q1
$4.12M Buy
64,824
+48
+0.1% +$3.53K 2.93% 13
2019
Q4
$4.75M Sell
64,776
-1,744
-3% -$112K 2.63% 15
2019
Q3
$3.72M Sell
66,520
-3,304
-5% -$173K 2.29% 16
2019
Q2
$3.45M Buy
69,824
+88
+0.1% +$4.29K 2.15% 17
2019
Q1
$3.31M Buy
69,736
+932
+1% +$39.5K 2.16% 17
2018
Q4
$2.71M Sell
68,804
-1,452
-2% -$70.4K 2.08% 19
2018
Q3
$3.96M Sell
70,256
-460
-0.7% -$24K 2.72% 14
2018
Q2
$3.27M Buy
70,716
+796
+1% +$36.1K 2.55% 15
2018
Q1
$2.93M Sell
69,920
-428
-0.6% -$18.4K 2.34% 17
2017
Q4
$2.98M Buy
+70,348
New +$2.94M 2.51% 16

Other funds holding AAPL

Ballast Inc's AAPL Position: Q2 2026 in Review

Ballast Inc held its Apple (AAPL) position steady in Q2 2026 at 50,867 shares worth $14.7M. The position accounts for 2.78% of the portfolio, ranked #10.

Ballast Inc first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ballast Inc held 50,867 shares of Apple worth $14.7M as of Q2 2026.
  • Ballast Inc left its Apple share count unchanged in Q2 2026.
  • Apple made up 2.78% of Ballast Inc's portfolio in Q2 2026, its #10 holding.
  • Ballast Inc first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.