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Chad R. Baker’s Apple AAPL Stock Holding History

Chad R. Baker’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 		$47.4M Sell
163,883
-10,000
-6% -$2.86M 7.65% 2
2026
Q1 		$44.1M Sell
173,883
-5,000
-3% -$1.3M 8.32% 1
2025
Q4 		$48.8M Sell
178,883
-16,501
-8% -$4.43M 8.76% 1
2025
Q3 		$49.8M Hold
195,384
– – 8.56% 1
2025
Q2 		$40.1M Hold
195,384
– – 7.45% 1
2025
Q1 		$43.4M Sell
195,384
-15,090
-7% -$3.5M 8.84% 1
2024
Q4 		$52.7M Sell
210,474
-20,000
-9% -$4.71M 10.32% 1
2024
Q3 		$53.7M Sell
230,474
-15,000
-6% -$3.35M 10.55% 1
2024
Q2 		$51.7M Sell
245,474
-10,080
-4% -$1.88M 10.79% 1
2024
Q1 		$43.8M Sell
255,554
-10
-0% -$1.82K 9.33% 1
2023
Q4 		$49.2M Sell
255,564
-10,225
-4% -$1.89M 11.07% 1
2023
Q3 		$45.5M Sell
265,789
-20
-0% -$3.67K 11.49% 1
2023
Q2 		$51.6M Sell
265,809
-11,251
-4% -$1.96M 12.18% 1
2023
Q1 		$45.7M Buy
277,060
+1,825
+0.7% +$269K 11.61% 1
2022
Q4 		$35.8M Sell
275,235
-65
-0% -$9.29K 10.03% 1
2022
Q3 		$38M Sell
275,300
-35
-0% -$5.49K 10.84% 1
2022
Q2 		$37.6M Hold
275,335
– – 10.47% 1
2022
Q1 		$48.1M Sell
275,335
-65
-0% -$10.9K 10.84% 1
2021
Q4 		$48.9M Sell
275,400
-8,600
-3% -$1.36M 10.12% 1
2021
Q3 		$40.2M Hold
284,000
– – 9.01% 1
2021
Q2 		$38.9M Hold
284,000
– – 8.75% 1
2021
Q1 		$34.7M Sell
284,000
-135
-0% -$17.3K 8.31% 1
2020
Q4 		$37.7M Sell
284,135
-10,445
-4% -$1.26M 9.2% 1
2020
Q3 		$34.1M Sell
294,580
-1,100
-0.4% -$120K 9.19% 1
2020
Q2 		$27M Sell
295,680
-460
-0.2% -$35.6K 8.12% 1
2020
Q1 		$18.8M Hold
296,140
– – 7.31% 1
2019
Q4 		$21.7M Hold
296,140
– – 7.22% 1
2019
Q3 		$16.6M Hold
296,140
– – 5.89% 1
2019
Q2 		$14.7M Hold
296,140
– – 5.11% 4
2019
Q1 		$14.1M Hold
296,140
– – 5.09% 2
2018
Q4 		$11.7M Hold
296,140
– – 5.04% 2
2018
Q3 		$16.7M Hold
296,140
– – 6.09% 2
2018
Q2 		$13.7M Hold
296,140
– – 5.48% 2
2018
Q1 		$12.4M Hold
296,140
– – 4.9% 2
2017
Q4 		$12.5M Buy
296,140
+3,800
+1% +$159K 4.95% 2
2017
Q3 		$11.3M Sell
292,340
-53,660
-16% -$2.08M 4.43% 3
2017
Q2 		$12.5M Hold
346,000
– – 4.93% 2
2017
Q1 		$12.4M Buy
346,000
+3,600
+1% +$119K 5.05% 3
2016
Q4 		$9.91M Sell
342,400
-1,400
-0.4% -$39.7K 4.38% 4
2016
Q3 		$9.72M Hold
343,800
– – 4.18% 4
2016
Q2 		$8.22M Hold
343,800
– – 3.67% 5
2016
Q1 		$9.37M Sell
343,800
-800
-0.2% -$19.9K 4.25% 4
2015
Q4 		$9.07M Buy
+344,600
New +$9.85M 4.05% 4

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Chad R. Baker's AAPL Position: Q2 2026 in Review

Chad R. Baker reduced its Apple (AAPL) stake by 5.8% in Q2 2026, selling an estimated $2.86M and leaving 163,883 shares worth $47.4M. The position accounts for 7.65% of the portfolio, ranked #2.

Chad R. Baker first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. The position peaked at $53.7M in Q3 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Chad R. Baker held 163,883 shares of Apple worth $47.4M as of Q2 2026.
  • Chad R. Baker sold 10,000 Apple shares in Q2 2026, an estimated $2.86M.
  • Apple made up 7.65% of Chad R. Baker's portfolio in Q2 2026, its #2 holding.
  • Chad R. Baker first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
  • Chad R. Baker's Apple position peaked at $53.7M in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.