Benjamin Edwards Inc’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 | $268M | Sell |
926,035
-31,127
| -3% | -$8.9M | 2.44% | 1 |
|
|
2026
Q1 | $243M | Sell |
957,162
-6,756
| -0.7% | -$1.76M | 2.42% | 1 |
|
|
2025
Q4 | $262M | Buy |
963,918
+2,680
| +0.3% | +$719K | 2.9% | 1 |
|
|
2025
Q3 | $245M | Buy |
961,238
+163,396
| +20% | +$36.9M | 2.77% | 1 |
|
|
2025
Q2 | $164M | Sell |
797,842
-33,416
| -4% | -$6.75M | 2.08% | 1 |
|
|
2025
Q1 | $185M | Buy |
831,258
+15,155
| +2% | +$3.51M | 2.58% | 1 |
|
|
2024
Q4 | $204M | Buy |
816,103
+12,167
| +2% | +$2.87M | 2.92% | 1 |
|
|
2024
Q3 | $187M | Buy |
803,936
+720,680
| +866% | +$161M | 2.73% | 1 |
|
|
2024
Q2 | $17.5M | Buy |
83,256
+7,025
| +9% | +$1.31M | 3.37% | 3 |
|
|
2024
Q1 | $13.1M | Buy |
76,231
+2,128
| +3% | +$387K | 2.6% | 3 |
|
|
2023
Q4 | $14.3M | Sell |
74,103
-165
| -0.2% | -$30.5K | 3.11% | 2 |
|
|
2023
Q3 | $12.7M | Sell |
74,268
-238
| -0.3% | -$43.6K | 3.01% | 2 |
|
|
2023
Q2 | $14.5M | Sell |
74,506
-2,560
| -3% | -$446K | 3.36% | 1 |
|
|
2023
Q1 | $12.7M | Buy |
77,066
+3,881
| +5% | +$573K | 3.1% | 1 |
|
|
2022
Q4 | $9.51M | Buy |
73,185
+120
| +0.2% | +$17.1K | 2.5% | 2 |
|
|
2022
Q3 | $10.1M | Buy |
73,065
+1,909
| +3% | +$300K | 3.03% | 1 |
|
|
2022
Q2 | $9.73M | Buy |
71,156
+6,246
| +10% | +$946K | 2.86% | 1 |
|
|
2022
Q1 | $11.3M | Buy |
64,910
+8,071
| +14% | +$1.36M | 3.29% | 1 |
|
|
2021
Q4 | $10.1M | Buy |
56,839
+27,759
| +95% | +$4.39M | 3.27% | 1 |
|
|
2021
Q3 | $4.12M | Buy |
29,080
+2,325
| +9% | +$342K | 2.5% | 1 |
|
|
2021
Q2 | $3.66M | Buy |
26,755
+2,176
| +9% | +$282K | 2.52% | 1 |
|
|
2021
Q1 | $3M | Sell |
24,579
-1,719
| -7% | -$221K | 2.28% | 1 |
|
|
2020
Q4 | $3.49M | Sell |
26,298
-3,616
| -12% | -$435K | 2.71% | 1 |
|
|
2020
Q3 | $3.46M | Sell |
29,914
-7,134
| -19% | -$778K | 2.86% | 2 |
|
|
2020
Q2 | $3.38M | Buy |
37,048
+3,708
| +11% | +$287K | 2.82% | 2 |
|
|
2020
Q1 | $2.12M | Buy |
33,340
+26,728
| +404% | +$1.97M | 2.2% | 4 |
|
|
2019
Q4 | $485K | Sell |
6,612
-1,040
| -14% | -$66.9K | 0.99% | 29 |
|
|
2019
Q3 | $428K | Buy |
7,652
+472
| +7% | +$24.7K | 0.93% | 29 |
|
|
2019
Q2 | $355K | Buy |
7,180
+1,104
| +18% | +$53.8K | 0.86% | 28 |
|
|
2019
Q1 | $289K | Buy |
+6,076
| New | +$258K | 1.38% | 15 |
|
Other funds holding AAPL
Benjamin Edwards Inc's AAPL Position: Q2 2026 in Review
Benjamin Edwards Inc reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $8.9M and leaving 926,035 shares worth $268M. The position accounts for 2.44% of the portfolio, ranked #1.
Benjamin Edwards Inc first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Benjamin Edwards Inc held 926,035 shares of Apple worth $268M as of Q2 2026.
- Benjamin Edwards Inc sold 31,127 Apple shares in Q2 2026, an estimated $8.9M.
- Apple made up 2.44% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1 holding.
- Benjamin Edwards Inc first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
- 6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.