Baltimore-Washington Financial Advisors’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 | $68.5M | Sell |
236,655
-2,628
| -1% | -$752K | 2.56% | 12 |
|
|
2026
Q1 | $60.7M | Buy |
239,283
+5,775
| +2% | +$1.5M | 2.62% | 9 |
|
|
2025
Q4 | $63.5M | Buy |
233,508
+3,498
| +2% | +$939K | 2.64% | 10 |
|
|
2025
Q3 | $58.6M | Buy |
230,010
+3,134
| +1% | +$708K | 2.51% | 10 |
|
|
2025
Q2 | $46.5M | Buy |
226,876
+8,983
| +4% | +$1.81M | 2.17% | 12 |
|
|
2025
Q1 | $48.4M | Buy |
217,893
+2,248
| +1% | +$521K | 2.57% | 6 |
|
|
2024
Q4 | $54M | Buy |
215,645
+428
| +0.2% | +$101K | 2.77% | 6 |
|
|
2024
Q3 | $50.1M | Buy |
215,217
+1,304
| +0.6% | +$291K | 2.7% | 7 |
|
|
2024
Q2 | $45.1M | Buy |
213,913
+4,489
| +2% | +$837K | 2.6% | 7 |
|
|
2024
Q1 | $35.9M | Buy |
209,424
+3,967
| +2% | +$721K | 2.23% | 11 |
|
|
2023
Q4 | $39.6M | Buy |
205,457
+9,827
| +5% | +$1.81M | 2.74% | 6 |
|
|
2023
Q3 | $33.5M | Sell |
195,630
-3,268
| -2% | -$599K | 2.71% | 6 |
|
|
2023
Q2 | $38.6M | Sell |
198,898
-47,997
| -19% | -$8.36M | 3.07% | 5 |
|
|
2023
Q1 | $40.7M | Sell |
246,895
-2,345
| -0.9% | -$346K | 3.59% | 3 |
|
|
2022
Q4 | $32.4M | Sell |
249,240
-4,911
| -2% | -$702K | 3.17% | 4 |
|
|
2022
Q3 | $46M | Buy |
254,151
+12,247
| +5% | +$1.92M | 3.86% | 5 |
|
|
2022
Q2 | $33.1M | Buy |
241,904
+7,318
| +3% | +$1.11M | 3.54% | 4 |
|
|
2022
Q1 | $28.7M | Sell |
234,586
-9,975
| -4% | -$1.68M | 2.8% | 4 |
|
|
2021
Q4 | $43.4M | Buy |
244,561
+6,189
| +3% | +$978K | 3.51% | 4 |
|
|
2021
Q3 | $33.7M | Buy |
238,372
+1,669
| +0.7% | +$246K | 2.97% | 4 |
|
|
2021
Q2 | $32.4M | Sell |
236,703
-1,021
| -0.4% | -$132K | 3.02% | 4 |
|
|
2021
Q1 | $29M | Sell |
237,724
-552
| -0.2% | -$70.9K | 2.96% | 4 |
|
|
2020
Q4 | $31.6M | Buy |
238,276
+682
| +0.3% | +$82K | 3.45% | 3 |
|
|
2020
Q3 | $27.5M | Sell |
237,594
-11,034
| -4% | -$1.2M | 3.56% | 3 |
|
|
2020
Q2 | $22.7M | Sell |
248,628
-7,188
| -3% | -$557K | 3.12% | 5 |
|
|
2020
Q1 | $16.3M | Sell |
255,816
-4,008
| -2% | -$295K | 2.93% | 4 |
|
|
2019
Q4 | $19.1M | Sell |
259,824
-2,460
| -0.9% | -$158K | 2.8% | 4 |
|
|
2019
Q3 | $14.7M | Sell |
262,284
-3,916
| -1% | -$205K | 2.41% | 7 |
|
|
2019
Q2 | $13.2M | Buy |
266,200
+3,144
| +1% | +$153K | 2.22% | 10 |
|
|
2019
Q1 | $12.5M | Sell |
263,056
-6,360
| -2% | -$270K | 2.19% | 9 |
|
|
2018
Q4 | $10.6M | Buy |
269,416
+616
| +0.2% | +$29.9K | 2.2% | 8 |
|
|
2018
Q3 | $15.2M | Buy |
268,800
+3,340
| +1% | +$174K | 2.74% | 5 |
|
|
2018
Q2 | $12.3M | Buy |
265,460
+4,972
| +2% | +$225K | 2.44% | 6 |
|
|
2018
Q1 | $10.9M | Sell |
260,488
-267,924
| -51% | -$11.5M | 2.39% | 6 |
|
|
2017
Q4 | $22.4M | Buy |
528,412
+256,320
| +94% | +$10.7M | 4.7% | 1 |
|
|
2017
Q3 | $10.5M | Buy |
272,092
+420
| +0.2% | +$16.3K | 2.38% | 6 |
|
|
2017
Q2 | $9.78M | Sell |
271,672
-116
| -0% | -$4.29K | 2.35% | 7 |
|
|
2017
Q1 | $9.76M | Sell |
271,788
-3,772
| -1% | -$124K | 2.49% | 7 |
|
|
2016
Q4 | $7.98M | Sell |
275,560
-9,904
| -3% | -$281K | 2.18% | 17 |
|
|
2016
Q3 | $8.07M | Sell |
285,464
-83,492
| -23% | -$2.21M | 2.3% | 11 |
|
|
2016
Q2 | $8.82M | Sell |
368,956
-17,800
| -5% | -$442K | 2.62% | 4 |
|
|
2016
Q1 | $10.5M | Buy |
386,756
+9,928
| +3% | +$247K | 3.2% | 1 |
|
|
2015
Q4 | $9.92M | Buy |
376,828
+18,900
| +5% | +$540K | 3.1% | 1 |
|
|
2015
Q3 | $9.87M | Buy |
357,928
+6,544
| +2% | +$192K | 3.13% | 1 |
|
|
2015
Q2 | $11M | Buy |
351,384
+2,124
| +0.6% | +$67.9K | 3.28% | 1 |
|
|
2015
Q1 | $10.9M | Buy |
349,260
+160
| +0% | +$4.83K | 3.16% | 1 |
|
|
2014
Q4 | $9.63M | Buy |
349,100
+10,272
| +3% | +$279K | 2.86% | 1 |
|
|
2014
Q3 | $8.53M | Sell |
338,828
-1,964
| -0.6% | -$48.2K | 2.74% | 2 |
|
|
2014
Q2 | $7.92M | Buy |
340,792
+3,140
| +0.9% | +$66.8K | 2.46% | 2 |
|
|
2014
Q1 | $6.47M | Buy |
337,652
+756
| +0.2% | +$14.4K | 2.21% | 3 |
|
|
2013
Q4 | $6.75M | Buy |
336,896
+39,312
| +13% | +$743K | 2.28% | 3 |
|
|
2013
Q3 | $5.07M | Buy |
297,584
+278,348
| +1,447% | +$4.61M | 2.01% | 12 |
|
|
2013
Q2 | $272K | Buy |
+19,236
| New | +$296K | 0.12% | 85 |
|
Other funds holding AAPL
Baltimore-Washington Financial Advisors's AAPL Position: Q2 2026 in Review
Baltimore-Washington Financial Advisors reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $752K and leaving 236,655 shares worth $68.5M. The position accounts for 2.56% of the portfolio, ranked #12.
Baltimore-Washington Financial Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Baltimore-Washington Financial Advisors held 236,655 shares of Apple worth $68.5M as of Q2 2026.
- Baltimore-Washington Financial Advisors sold 2,628 Apple shares in Q2 2026, an estimated $752K.
- Apple made up 2.56% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #12 holding.
- Baltimore-Washington Financial Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.