Barton Investment Management’s Apple AAPL Stock Holding History

Barton Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.19M	Hold	24,862	–	–	0.97%	15
2026 Q1	$6.31M	Sell	24,862 -540	-2%	-$141K	0.79%	16
2025 Q4	$6.91M	Sell	25,402 -2,927	-10%	-$786K	0.74%	18
2025 Q3	$7.21M	Sell	28,329 -455	-2%	-$103K	0.73%	19
2025 Q2	$5.91M	Sell	28,784 -410	-1%	-$82.8K	0.61%	18
2025 Q1	$6.48M	Hold	29,194	–	–	0.8%	18
2024 Q4	$7.31M	Sell	29,194 -2,150	-7%	-$507K	0.78%	17
2024 Q3	$7.3M	Hold	31,344	–	–	0.91%	17
2024 Q2	$6.6M	Sell	31,344 -1,700	-5%	-$317K	0.88%	16
2024 Q1	$5.67M	Buy	33,044 +75	+0.2%	+$13.6K	0.69%	17
2023 Q4	$6.35M	Hold	32,969	–	–	0.83%	16
2023 Q3	$5.64M	Sell	32,969 -760	-2%	-$139K	0.91%	16
2023 Q2	$6.54M	Buy	33,729 +110	+0.3%	+$19.2K	0.98%	15
2023 Q1	$5.54M	Sell	33,619 -285	-0.8%	-$42.1K	0.98%	15
2022 Q4	$4.41M	Buy	33,904 +1,444	+4%	+$206K	0.87%	17
2022 Q3	$4.49M	Hold	32,460	–	–	0.91%	17
2022 Q2	$4.44M	Hold	32,460	–	–	0.9%	16
2022 Q1	$5.67M	Sell	32,460 -125	-0.4%	-$21K	0.72%	16
2021 Q4	$5.79M	Buy	32,585 +5,245	+19%	+$829K	0.5%	16
2021 Q3	$3.87M	Hold	27,340	–	–	0.32%	18
2021 Q2	$3.74M	Sell	27,340 -200	-0.7%	-$25.9K	0.31%	18
2021 Q1	$3.36M	Buy	27,540 +7,486	+37%	+$961K	0.31%	18
2020 Q4	$2.66M	Sell	20,054 -206	-1%	-$24.8K	0.23%	20
2020 Q3	$2.35M	Hold	20,260	–	–	0.23%	20
2020 Q2	$1.85M	Hold	20,260	–	–	0.19%	21
2020 Q1	$1.29M	Buy	20,260 +420	+2%	+$30.9K	0.2%	21
2019 Q4	$1.46M	Hold	19,840	–	–	0.23%	20
2019 Q3	$1.11M	Hold	19,840	–	–	0.19%	21
2019 Q2	$982K	Sell	19,840 -1,920	-9%	-$93.6K	0.15%	21
2019 Q1	$1.03M	Buy	21,760 +380	+2%	+$16.1K	0.17%	21
2018 Q4	$843K	Buy	21,380 +1,120	+6%	+$54.3K	0.17%	23
2018 Q3	$1.14M	Sell	20,260 -200	-1%	-$10.4K	0.18%	20
2018 Q2	$946K	Buy	20,460 +720	+4%	+$32.7K	0.15%	23
2018 Q1	$828K	Hold	19,740	–	–	0.15%	24
2017 Q4	$835K	Sell	19,740 -200	-1%	-$8.36K	0.18%	23
2017 Q3	$768K	Hold	19,940	–	–	0.18%	24
2017 Q2	$718K	Hold	19,940	–	–	0.19%	24
2017 Q1	$716K	Buy	19,940 +400	+2%	+$13.2K	0.21%	24
2016 Q4	$565K	Hold	19,540	–	–	0.19%	28
2016 Q3	$552K	Hold	19,540	–	–	0.19%	27
2016 Q2	$467K	Sell	19,540 -10,864	-36%	-$270K	0.17%	29
2016 Q1	$828K	Buy	30,404 +10,624	+54%	+$265K	0.23%	28
2015 Q4	$521K	Hold	19,780	–	–	0.17%	28
2015 Q3	$545K	Sell	19,780 -520	-3%	-$15.3K	0.2%	30
2015 Q2	$637K	Sell	20,300 -1,400	-6%	-$44.8K	0.23%	30
2015 Q1	$675K	Hold	21,700	–	–	0.25%	30
2014 Q4	$599K	Hold	21,700	–	–	0.23%	30
2014 Q3	$547K	Sell	21,700 -8,400	-28%	-$206K	0.21%	32
2014 Q2	$699K	Hold	30,100	–	–	0.27%	28
2014 Q1	$577K	Sell	30,100 -1,932	-6%	-$36.7K	0.24%	30
2013 Q4	$642K	Buy	32,032 +532	+2%	+$10.1K	0.26%	29
2013 Q3	$536K	Hold	31,500	–	–	0.24%	29
2013 Q2	$446K	Buy	+31,500	New	+$485K	0.23%	35

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Barton Investment Management's AAPL Position: Q2 2026 in Review

Barton Investment Management held its Apple (AAPL) position steady in Q2 2026 at 24,862 shares worth $7.19M. The position accounts for 0.97% of the portfolio, ranked #15.

Barton Investment Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.31M in Q4 2024. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Barton Investment Management held 24,862 shares of Apple worth $7.19M as of Q2 2026.
Barton Investment Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.97% of Barton Investment Management's portfolio in Q2 2026, its #15 holding.
Barton Investment Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Barton Investment Management's Apple position peaked at $7.31M in Q4 2024.
3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.