Butensky & Cohen Financial Security’s Apple AAPL Stock Holding History

Butensky & Cohen Financial Security’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	$7.25M	Sell	25,069 -561	-2%	-$160K	1.79%	6
2026 Q1	$6.5M	Sell	25,630 -271	-1%	-$70.5K	1.71%	12
2025 Q4	$7.04M	Sell	25,901 -239	-0.9%	-$64.2K	1.91%	5
2025 Q3	$6.66M	Buy	26,140 +53	+0.2%	+$12K	1.85%	9
2025 Q2	$5.35M	Buy	26,087 +401	+2%	+$81K	1.59%	21
2025 Q1	$5.71M	Sell	25,686 -338	-1%	-$78.3K	1.75%	10
2024 Q4	$6.52M	Sell	26,024 -57	-0.2%	-$13.4K	2.05%	1
2024 Q3	$6.08M	Sell	26,081 -985	-4%	-$220K	1.8%	3
2024 Q2	$5.7M	Buy	27,066 +125	+0.5%	+$23.3K	1.81%	3
2024 Q1	$4.62M	Sell	26,941 -73	-0.3%	-$13.3K	1.44%	31
2023 Q4	$5.2M	Sell	27,014 -196	-0.7%	-$36.2K	1.73%	6
2023 Q3	$4.66M	Buy	27,210 +633	+2%	+$116K	1.69%	9
2023 Q2	$5.16M	Sell	26,577 -2,597	-9%	-$453K	1.85%	1
2023 Q1	$4.81M	Buy	29,174 +376	+1%	+$55.5K	1.73%	6
2022 Q4	$3.74M	Buy	28,798 +390	+1%	+$55.7K	1.38%	38
2022 Q3	$3.93M	Buy	28,408 +2,167	+8%	+$340K	1.63%	15
2022 Q2	$3.59M	Sell	26,241 -790	-3%	-$120K	1.47%	24
2022 Q1	$4.72M	Sell	27,031 -150	-0.6%	-$25.2K	1.66%	7
2021 Q4	$4.83M	Sell	27,181 -320	-1%	-$50.6K	1.72%	4
2021 Q3	$3.89M	Sell	27,501 -872	-3%	-$128K	1.55%	10
2021 Q2	$3.89M	Buy	28,373 +324	+1%	+$42K	1.54%	13
2021 Q1	$3.43M	Sell	28,049 -590	-2%	-$75.7K	1.42%	34
2020 Q4	$3.8M	Sell	28,639 -601	-2%	-$72.3K	1.72%	2
2020 Q3	$3.39M	Sell	29,240 -6,224	-18%	-$679K	1.79%	2
2020 Q2	$3.23M	Sell	35,464 -5,876	-14%	-$455K	1.84%	2
2020 Q1	$2.63M	Sell	41,340 -6,520	-14%	-$479K	1.98%	5
2019 Q4	$3.51M	Sell	47,860 -6,540	-12%	-$421K	2.01%	1
2019 Q3	$3.05M	Buy	54,400 +2,564	+5%	+$134K	1.83%	3
2019 Q2	$2.56M	Buy	51,836 +1,856	+4%	+$90.4K	1.71%	14
2019 Q1	$2.37M	Buy	49,980 +7,352	+17%	+$312K	1.72%	13
2018 Q4	$1.68M	Buy	42,628 +40	+0.1%	+$1.94K	1.49%	34
2018 Q3	$2.4M	Sell	42,588 -9,592	-18%	-$500K	1.93%	3
2018 Q2	$2.42M	Sell	52,180 -3,164	-6%	-$143K	2.04%	1
2018 Q1	$2.32M	Sell	55,344 -828	-1%	-$35.6K	2.04%	3
2017 Q4	$2.38M	Sell	56,172 -2,068	-4%	-$86.4K	1.97%	5
2017 Q3	$2.24M	Sell	58,240 -2,192	-4%	-$85K	1.99%	6
2017 Q2	$2.18M	Sell	60,432 -4,416	-7%	-$163K	1.96%	2
2017 Q1	$2.33M	Sell	64,848 -9,468	-13%	-$312K	2.13%	1
2016 Q4	$2.15M	Buy	74,316 +740	+1%	+$21K	1.98%	6
2016 Q3	$2.08M	Buy	73,576 +1,032	+1%	+$27.3K	2%	6
2016 Q2	$1.73M	Buy	72,544 +3,288	+5%	+$81.7K	1.7%	20
2016 Q1	$1.89M	Buy	69,256 +3,636	+6%	+$90.6K	1.81%	15
2015 Q4	$1.73M	Buy	65,620 +1,816	+3%	+$51.9K	1.7%	18
2015 Q3	$1.76M	Buy	63,804 +3,604	+6%	+$106K	1.88%	17
2015 Q2	$1.89M	Sell	60,200 -52	-0.1%	-$1.66K	1.9%	11
2015 Q1	$1.87M	Sell	60,252 -5,276	-8%	-$159K	1.86%	14
2014 Q4	$1.81M	Buy	+65,528	New	+$1.78M	1.82%	16

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Butensky & Cohen Financial Security's AAPL Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $160K and leaving 25,069 shares worth $7.25M. The position accounts for 1.79% of the portfolio, ranked #6.

Butensky & Cohen Financial Security first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Butensky & Cohen Financial Security held 25,069 shares of Apple worth $7.25M as of Q2 2026.
Butensky & Cohen Financial Security sold 561 Apple shares in Q2 2026, an estimated $160K.
Apple made up 1.79% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #6 holding.
Butensky & Cohen Financial Security first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.