Black Diamond Financial’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 | $10.9M | Buy |
37,747
+181
| +0.5% | +$51.8K | 0.96% | 29 |
|
|
2026
Q1 | $9.53M | Buy |
37,566
+2,268
| +6% | +$590K | 1.04% | 25 |
|
|
2025
Q4 | $9.6M | Buy |
35,298
+3,913
| +12% | +$1.05M | 1.01% | 25 |
|
|
2025
Q3 | $7.99M | Buy |
31,385
+2,961
| +10% | +$669K | 0.9% | 27 |
|
|
2025
Q2 | $5.83M | Sell |
28,424
-2,103
| -7% | -$425K | 0.91% | 28 |
|
|
2025
Q1 | $6.78M | Sell |
30,527
-3,791
| -11% | -$878K | 1.02% | 27 |
|
|
2024
Q4 | $8.59M | Buy |
34,318
+4,362
| +15% | +$1.03M | 1.29% | 21 |
|
|
2024
Q3 | $6.98M | Buy |
29,956
+1,194
| +4% | +$267K | 1.18% | 28 |
|
|
2024
Q2 | $6.06M | Buy |
28,762
+1,434
| +5% | +$267K | 1.17% | 26 |
|
|
2024
Q1 | $5.26M | Hold |
27,328
| – | – | 1.42% | 20 |
|
|
2023
Q4 | $5.26M | Buy |
27,328
+1,421
| +5% | +$262K | 1.42% | 20 |
|
|
2023
Q3 | $4.44M | Buy |
25,907
+1,877
| +8% | +$344K | 1.37% | 20 |
|
|
2023
Q2 | $4.66M | Sell |
24,030
-737
| -3% | -$128K | 1.38% | 20 |
|
|
2023
Q1 | $4.08M | Sell |
24,767
-529
| -2% | -$78.1K | 1.34% | 19 |
|
|
2022
Q4 | $3.29M | Sell |
25,296
-669
| -3% | -$95.6K | 1.19% | 22 |
|
|
2022
Q3 | $3.59M | Sell |
25,965
-3,571
| -12% | -$560K | 1.45% | 19 |
|
|
2022
Q2 | $4.04M | Buy |
29,536
+3,044
| +11% | +$461K | 1.59% | 18 |
|
|
2022
Q1 | $4.63M | Sell |
26,492
-1,337
| -5% | -$225K | 1.46% | 19 |
|
|
2021
Q4 | $4.94M | Buy |
27,829
+7,238
| +35% | +$1.14M | 1.66% | 14 |
|
|
2021
Q3 | $2.91M | Sell |
20,591
-1,873
| -8% | -$276K | 1.4% | 17 |
|
|
2021
Q2 | $3.08M | Sell |
22,464
-28
| -0.1% | -$3.63K | 1.2% | 18 |
|
|
2021
Q1 | $2.75M | Buy |
22,492
+3
| +0% | +$385 | 1.17% | 19 |
|
|
2020
Q4 | $2.98M | Sell |
22,489
-291
| -1% | -$35K | 1.37% | 16 |
|
|
2020
Q3 | $2.64M | Buy |
22,780
+800
| +4% | +$87.3K | 1.48% | 16 |
|
|
2020
Q2 | $2M | Buy |
21,980
+3,556
| +19% | +$276K | 1.31% | 20 |
|
|
2020
Q1 | $1.17M | Buy |
18,424
+2,392
| +15% | +$176K | 0.89% | 29 |
|
|
2019
Q4 | $1.18M | Sell |
16,032
-804
| -5% | -$51.7K | 0.85% | 31 |
|
|
2019
Q3 | $943K | Buy |
16,836
+2,164
| +15% | +$113K | 0.7% | 33 |
|
|
2019
Q2 | $726K | Sell |
14,672
-1,504
| -9% | -$73.3K | 0.62% | 33 |
|
|
2019
Q1 | $768K | Sell |
16,176
-112
| -0.7% | -$4.75K | 0.69% | 33 |
|
|
2018
Q4 | $636K | Buy |
+16,288
| New | +$790K | 0.5% | 37 |
|
Other funds holding AAPL
Black Diamond Financial's AAPL Position: Q2 2026 in Review
Black Diamond Financial increased its Apple (AAPL) stake by 0.48% in Q2 2026, buying an estimated $51.8K and bringing the position to 37,747 shares worth $10.9M. The position accounts for 0.96% of the portfolio, ranked #29.
Black Diamond Financial first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Black Diamond Financial held 37,747 shares of Apple worth $10.9M as of Q2 2026.
- Black Diamond Financial bought 181 Apple shares in Q2 2026, an estimated $51.8K.
- Apple made up 0.96% of Black Diamond Financial's portfolio in Q2 2026, its #29 holding.
- Black Diamond Financial first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.