Chesley Taft & Associates’s Apple AAPL Stock Holding History

Chesley Taft & Associates’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	$82.3M	Sell	284,343 -44	-0%	-$12.6K	3.2%	3
2026 Q1	$72.2M	Sell	284,387 -2,548	-0.9%	-$663K	3.02%	4
2025 Q4	$78M	Buy	286,935 +278	+0.1%	+$74.6K	3.08%	5
2025 Q3	$73M	Buy	286,657 +4,359	+2%	+$985K	3.09%	5
2025 Q2	$57.9M	Sell	282,298 -17,549	-6%	-$3.54M	2.59%	7
2025 Q1	$66.6M	Sell	299,847 -1,820	-0.6%	-$422K	3.22%	3
2024 Q4	$75.5M	Sell	301,667 -2,881	-0.9%	-$679K	3.51%	4
2024 Q3	$71M	Sell	304,548 -832	-0.3%	-$186K	3.38%	3
2024 Q2	$64.3M	Sell	305,380 -20,591	-6%	-$3.84M	3.22%	3
2024 Q1	$55.9M	Sell	325,971 -25,604	-7%	-$4.66M	2.86%	3
2023 Q4	$67.7M	Buy	351,575 +1,439	+0.4%	+$266K	3.8%	2
2023 Q3	$59.9M	Sell	350,136 -4,672	-1%	-$857K	3.89%	3
2023 Q2	$68.8M	Sell	354,808 -5,685	-2%	-$991K	4.22%	2
2023 Q1	$59.4M	Sell	360,493 -89	-0%	-$13.1K	3.9%	2
2022 Q4	$46.9M	Sell	360,582 -8,414	-2%	-$1.2M	3.23%	2
2022 Q3	$51M	Sell	368,996 -2,875	-0.8%	-$451K	3.75%	2
2022 Q2	$50.8M	Sell	371,871 -2,916	-0.8%	-$442K	3.47%	3
2022 Q1	$62.8M	Sell	374,787 -9,037	-2%	-$1.52M	3.67%	3
2021 Q4	$68.2M	Sell	383,824 -2,492	-0.6%	-$394K	3.53%	3
2021 Q3	$54.7M	Sell	386,316 -11,545	-3%	-$1.7M	3.12%	4
2021 Q2	$54.5M	Sell	397,861 -7,827	-2%	-$1.01M	3.13%	4
2021 Q1	$51.1M	Sell	405,688 -12,131	-3%	-$1.56M	3.05%	4
2020 Q4	$55.4M	Sell	417,819 -30,347	-7%	-$3.65M	3.54%	3
2020 Q3	$51.9M	Sell	448,166 -15,002	-3%	-$1.64M	3.69%	3
2020 Q2	$42.2M	Buy	463,168 +4,448	+1%	+$345K	3.21%	3
2020 Q1	$29.2M	Sell	458,720 -1,236	-0.3%	-$90.9K	2.65%	5
2019 Q4	$33.8M	Sell	459,956 -5,152	-1%	-$331K	2.43%	7
2019 Q3	$26M	Sell	465,108 -16,648	-3%	-$870K	2.02%	10
2019 Q2	$23.8M	Buy	481,756 +11,464	+2%	+$559K	1.86%	14
2019 Q1	$22.3M	Buy	470,292 +1,800	+0.4%	+$76.4K	1.86%	12
2018 Q4	$18.5M	Sell	468,492 -16,820	-3%	-$815K	1.78%	11
2018 Q3	$27.4M	Sell	485,312 -4,028	-0.8%	-$210K	2.18%	6
2018 Q2	$22.6M	Buy	489,340 +6,060	+1%	+$275K	1.95%	6
2018 Q1	$20.3M	Buy	483,280 +580	+0.1%	+$25K	1.8%	7
2017 Q4	$20.4M	Buy	482,700 +145,796	+43%	+$6.09M	1.73%	8
2017 Q3	$13M	Buy	336,904 +1,360	+0.4%	+$52.8K	1.12%	27
2017 Q2	$12.1M	Buy	335,544 +1,612	+0.5%	+$59.6K	1.09%	30
2017 Q1	$12M	Sell	333,932 -32,948	-9%	-$1.08M	1.13%	29
2016 Q4	$10.6M	Buy	366,880 +1,384	+0.4%	+$39.2K	1.05%	32
2016 Q3	$10.3M	Sell	365,496 -32,600	-8%	-$863K	1.04%	36
2016 Q2	$9.51M	Sell	398,096 -271,304	-41%	-$6.74M	0.98%	37
2016 Q1	$18.2M	Buy	669,400 +22,180	+3%	+$553K	1.92%	10
2015 Q4	$17M	Sell	647,220 -61,028	-9%	-$1.74M	1.79%	11
2015 Q3	$19.5M	Buy	708,248 +48,104	+7%	+$1.41M	2.13%	8
2015 Q2	$20.7M	Buy	660,144 +14,500	+2%	+$464K	2.11%	6
2015 Q1	$20.1M	Sell	645,644 -17,612	-3%	-$532K	2.06%	7
2014 Q4	$18.3M	Buy	663,256 +207,548	+46%	+$5.65M	1.85%	7
2014 Q3	$11.5M	Sell	455,708 -10,704	-2%	-$263K	1.2%	26
2014 Q2	$10.8M	Sell	466,412 -13,480	-3%	-$287K	1.12%	27
2014 Q1	$9.2M	Buy	479,892 +46,340	+11%	+$881K	0.99%	36
2013 Q4	$8.69M	Sell	433,552 -8,736	-2%	-$165K	0.87%	40
2013 Q3	$7.53M	Sell	442,288 -3,276	-0.7%	-$54.3K	0.82%	45
2013 Q2	$6.31M	Buy	+445,564	New	+$6.85M	0.73%	44

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Chesley Taft & Associates's AAPL Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Apple (AAPL) stake by 0.02% in Q2 2026, selling an estimated $12.6K and leaving 284,343 shares worth $82.3M. The position accounts for 3.2% of the portfolio, ranked #3.

Chesley Taft & Associates first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,958 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Chesley Taft & Associates held 284,343 shares of Apple worth $82.3M as of Q2 2026.
Chesley Taft & Associates sold 44 Apple shares in Q2 2026, an estimated $12.6K.
Apple made up 3.2% of Chesley Taft & Associates's portfolio in Q2 2026, its #3 holding.
Chesley Taft & Associates first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
2,958 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.