Barry Investment 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 | $5.42M | Sell |
18,740
-550
| -3% | -$157K | 1.13% | 20 |
|
|
2026
Q1 | $4.9M | Sell |
19,290
-132
| -0.7% | -$34.4K | 1.08% | 24 |
|
|
2025
Q4 | $5.28M | Sell |
19,422
-1,366
| -7% | -$367K | 1.18% | 21 |
|
|
2025
Q3 | $5.29M | Sell |
20,788
-905
| -4% | -$204K | 1.22% | 19 |
|
|
2025
Q2 | $4.45M | Sell |
21,693
-322
| -1% | -$65K | 1.11% | 24 |
|
|
2025
Q1 | $4.89M | Sell |
22,015
-7,024
| -24% | -$1.63M | 1.3% | 22 |
|
|
2024
Q4 | $7.27M | Sell |
29,039
-4,542
| -14% | -$1.07M | 2.34% | 11 |
|
|
2024
Q3 | $7.82M | Sell |
33,581
-1,651
| -5% | -$369K | 2.39% | 13 |
|
|
2024
Q2 | $7.42M | Sell |
35,232
-451
| -1% | -$84.1K | 2.5% | 11 |
|
|
2024
Q1 | $6.12M | Sell |
35,683
-187
| -0.5% | -$34K | 2.04% | 15 |
|
|
2023
Q4 | $6.91M | Sell |
35,870
-754
| -2% | -$139K | 2.34% | 14 |
|
|
2023
Q3 | $6.27M | Sell |
36,624
-17,540
| -32% | -$3.22M | 2.26% | 15 |
|
|
2023
Q2 | $10.5M | Sell |
54,164
-973
| -2% | -$170K | 3.55% | 5 |
|
|
2023
Q1 | $9.09M | Sell |
55,137
-200
| -0.4% | -$29.5K | 2.98% | 11 |
|
|
2022
Q4 | $7.19M | Sell |
55,337
-470
| -0.8% | -$67.2K | 2.27% | 17 |
|
|
2022
Q3 | $7.71M | Sell |
55,807
-606
| -1% | -$95.1K | 2.64% | 13 |
|
|
2022
Q2 | $7.71M | Sell |
56,413
-3,473
| -6% | -$526K | 2.31% | 16 |
|
|
2022
Q1 | $10.5M | Sell |
59,886
-468
| -0.8% | -$78.7K | 2.78% | 10 |
|
|
2021
Q4 | $10.7M | Sell |
60,354
-424
| -0.7% | -$67K | 2.82% | 11 |
|
|
2021
Q3 | $8.6M | Sell |
60,778
-1,135
| -2% | -$167K | 2.38% | 13 |
|
|
2021
Q2 | $8.48M | Sell |
61,913
-3,389
| -5% | -$439K | 2.27% | 16 |
|
|
2021
Q1 | $7.98M | Sell |
65,302
-2,018
| -3% | -$259K | 2.19% | 18 |
|
|
2020
Q4 | $8.93M | Sell |
67,320
-3,314
| -5% | -$399K | 2.64% | 9 |
|
|
2020
Q3 | $8.18M | Sell |
70,634
-302
| -0.4% | -$33K | 2.81% | 11 |
|
|
2020
Q2 | $6.47M | Sell |
70,936
-3,232
| -4% | -$250K | 2.29% | 19 |
|
|
2020
Q1 | $4.71M | Sell |
74,168
-64,416
| -46% | -$4.74M | 2.34% | 18 |
|
|
2019
Q4 | $11M | Sell |
138,584
-65,608
| -32% | -$4.22M | 3.85% | 8 |
|
|
2019
Q3 | $11.4M | Sell |
204,192
-3,332
| -2% | -$174K | 4.13% | 7 |
|
|
2019
Q2 | $10.3M | Sell |
207,524
-6,020
| -3% | -$293K | 3.52% | 9 |
|
|
2019
Q1 | $10.1M | Buy |
213,544
+183,540
| +612% | +$7.79M | 3.17% | 11 |
|
|
2018
Q4 | $1.18M | Buy |
30,004
+6,232
| +26% | +$302K | 0.44% | 36 |
|
|
2018
Q3 | $1.34M | Sell |
23,772
-1,032
| -4% | -$53.7K | 0.45% | 31 |
|
|
2018
Q2 | $1.15M | Sell |
24,804
-8
| -0% | -$363 | 0.44% | 31 |
|
|
2018
Q1 | $1.04M | Sell |
24,812
-2,532
| -9% | -$109K | 0.39% | 33 |
|
|
2017
Q4 | $1.16M | Buy |
27,344
+576
| +2% | +$24.1K | 0.43% | 33 |
|
|
2017
Q3 | $1.03M | Sell |
26,768
-2,352
| -8% | -$91.2K | 0.38% | 35 |
|
|
2017
Q2 | $1.05M | Sell |
29,120
-1,124
| -4% | -$41.6K | 0.4% | 35 |
|
|
2017
Q1 | $1.09M | Sell |
30,244
-5,556
| -16% | -$183K | 0.4% | 35 |
|
|
2016
Q4 | $1.04M | Sell |
35,800
-14,860
| -29% | -$421K | 0.36% | 38 |
|
|
2016
Q3 | $1.43M | Buy |
50,660
+2,152
| +4% | +$57K | 0.49% | 35 |
|
|
2016
Q2 | $1.16M | Buy |
48,508
+1,528
| +3% | +$38K | 0.45% | 37 |
|
|
2016
Q1 | $1.28M | Buy |
46,980
+3,844
| +9% | +$95.8K | 0.41% | 40 |
|
|
2015
Q4 | $1.14M | Buy |
43,136
+688
| +2% | +$19.7K | 0.37% | 44 |
|
|
2015
Q3 | $1.17M | Buy |
42,448
+968
| +2% | +$28.4K | 0.38% | 40 |
|
|
2015
Q2 | $1.3M | Buy |
41,480
+512
| +1% | +$16.4K | 1.31% | 16 |
|
|
2015
Q1 | $1.27M | Sell |
40,968
-1,852
| -4% | -$55.9K | 0.39% | 38 |
|
|
2014
Q4 | $1.18M | Buy |
+42,820
| New | +$1.17M | 0.38% | 39 |
|
Other funds holding AAPL
Barry Investment Advisors's AAPL Position: Q2 2026 in Review
Barry Investment Advisors reduced its Apple (AAPL) stake by 2.9% in Q2 2026, selling an estimated $157K and leaving 18,740 shares worth $5.42M. The position accounts for 1.13% of the portfolio, ranked #20.
Barry Investment Advisors first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. The position peaked at $11.4M in Q3 2019. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Barry Investment Advisors held 18,740 shares of Apple worth $5.42M as of Q2 2026.
- Barry Investment Advisors sold 550 Apple shares in Q2 2026, an estimated $157K.
- Apple made up 1.13% of Barry Investment Advisors's portfolio in Q2 2026, its #20 holding.
- Barry Investment Advisors first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
- Barry Investment Advisors's Apple position peaked at $11.4M in Q3 2019.
- 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.