Baugh & Associates’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 | $16.1M | Sell |
55,672
-6,107
| -10% | -$1.75M | 7.13% | 2 |
|
|
2026
Q1 | $15.7M | Sell |
61,779
-469
| -0.8% | -$122K | 6.77% | 1 |
|
|
2025
Q4 | $15.7M | Sell |
62,248
-2,465
| -4% | -$662K | 7.73% | 2 |
|
|
2025
Q3 | $15.1M | Sell |
64,713
-1,861
| -3% | -$420K | 7.48% | 2 |
|
|
2025
Q2 | $12.6M | Sell |
66,574
-3,262
| -5% | -$659K | 6.58% | 2 |
|
|
2025
Q1 | $14.9M | Sell |
69,836
-493
| -0.7% | -$114K | 7.54% | 2 |
|
|
2024
Q4 | $17M | Sell |
70,329
-34
| -0% | -$8.01K | 8.82% | 2 |
|
|
2024
Q3 | $15.8M | Buy |
70,363
+1,842
| +3% | +$411K | 8.15% | 2 |
|
|
2024
Q2 | $15.3M | Sell |
68,521
-3,941
| -5% | -$735K | 7.92% | 2 |
|
|
2024
Q1 | $12.4M | Sell |
72,462
-7
| -0% | -$1.27K | 6.61% | 2 |
|
|
2023
Q4 | $14M | Sell |
72,469
-1,346
| -2% | -$249K | 8.02% | 2 |
|
|
2023
Q3 | $12.6M | Sell |
73,815
-94
| -0.1% | -$17.2K | 7.9% | 2 |
|
|
2023
Q2 | $14.3M | Buy |
73,909
+1,028
| +1% | +$179K | 8.63% | 2 |
|
|
2023
Q1 | $12.2M | Sell |
72,881
-1,390
| -2% | -$205K | 7.8% | 2 |
|
|
2022
Q4 | $9.65M | Sell |
74,271
-76
| -0.1% | -$10.9K | 6.25% | 2 |
|
|
2022
Q3 | $10.3M | Sell |
74,347
-337
| -0.5% | -$52.9K | 7.27% | 2 |
|
|
2022
Q2 | $10.2M | Sell |
74,684
-73
| -0.1% | -$11.1K | 6.87% | 2 |
|
|
2022
Q1 | $13.1M | Sell |
74,757
-322
| -0.4% | -$54.1K | 7.67% | 2 |
|
|
2021
Q4 | $13.3M | Sell |
75,079
-159
| -0.2% | -$25.1K | 7.37% | 2 |
|
|
2021
Q3 | $10.6M | Sell |
75,238
-149
| -0.2% | -$21.9K | 6.52% | 2 |
|
|
2021
Q2 | $10.3M | Sell |
75,387
-614
| -0.8% | -$79.6K | 6.4% | 2 |
|
|
2021
Q1 | $9.28M | Buy |
76,001
+463
| +0.6% | +$59.4K | 6.13% | 2 |
|
|
2020
Q4 | $10M | Sell |
75,538
-1,285
| -2% | -$155K | 7.15% | 2 |
|
|
2020
Q3 | $8.9M | Sell |
76,823
-2,125
| -3% | -$232K | 6.98% | 2 |
|
|
2020
Q2 | $7.2M | Sell |
78,948
-568
| -0.7% | -$44K | 5.75% | 2 |
|
|
2020
Q1 | $5.05M | Sell |
79,516
-16
| -0% | -$1.18K | 4.89% | 3 |
|
|
2019
Q4 | $5.84M | Sell |
79,532
-1,024
| -1% | -$65.9K | 4.26% | 2 |
|
|
2019
Q3 | $4.51M | Sell |
80,556
-224
| -0.3% | -$11.7K | 3.5% | 6 |
|
|
2019
Q2 | $4M | Buy |
80,780
+264
| +0.3% | +$12.9K | 3.17% | 8 |
|
|
2019
Q1 | $3.82M | Buy |
80,516
+4,800
| +6% | +$204K | 3.06% | 11 |
|
|
2018
Q4 | $2.99M | Buy |
75,716
+1,176
| +2% | +$57K | 2.57% | 19 |
|
|
2018
Q3 | $4.21M | Buy |
74,540
+220
| +0.3% | +$11.5K | 3.36% | 8 |
|
|
2018
Q2 | $3.44M | Sell |
74,320
-36,628
| -33% | -$1.66M | 3% | 12 |
|
|
2018
Q1 | $4.65M | Sell |
110,948
-628
| -0.6% | -$27K | 3.75% | 4 |
|
|
2017
Q4 | $4.72M | Buy |
+111,576
| New | +$4.66M | 3.98% | 4 |
|
Other funds holding AAPL
Baugh & Associates's AAPL Position: Q2 2026 in Review
Baugh & Associates reduced its Apple (AAPL) stake by 9.9% in Q2 2026, selling an estimated $1.75M and leaving 55,672 shares worth $16.1M. The position accounts for 7.13% of the portfolio, ranked #2.
Baugh & Associates first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $17M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Baugh & Associates held 55,672 shares of Apple worth $16.1M as of Q2 2026.
- Baugh & Associates sold 6,107 Apple shares in Q2 2026, an estimated $1.75M.
- Apple made up 7.13% of Baugh & Associates's portfolio in Q2 2026, its #2 holding.
- Baugh & Associates first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- Baugh & Associates's Apple position peaked at $17M in Q4 2024.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.