Chicago Partners Investment Group’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 | $108M | Buy |
336,798
+35,337
| +12% | +$10.1M | 2.17% | 4 |
|
|
2026
Q1 | $82.4M | Buy |
301,461
+7,415
| +3% | +$1.93M | 1.84% | 5 |
|
|
2025
Q4 | $72.9M | Buy |
294,046
+12,002
| +4% | +$3.22M | 1.8% | 6 |
|
|
2025
Q3 | $75.9M | Buy |
282,044
+16,352
| +6% | +$3.69M | 1.98% | 6 |
|
|
2025
Q2 | $56.9M | Buy |
265,692
+7,160
| +3% | +$1.45M | 1.64% | 11 |
|
|
2025
Q1 | $50.7M | Buy |
258,532
+3,995
| +2% | +$926K | 1.69% | 11 |
|
|
2024
Q4 | $61.8M | Buy |
254,537
+13,533
| +6% | +$3.19M | 2.05% | 8 |
|
|
2024
Q3 | $55.6M | Buy |
241,004
+3,275
| +1% | +$731K | 1.98% | 9 |
|
|
2024
Q2 | $52M | Buy |
237,729
+3,970
| +2% | +$740K | 2.01% | 8 |
|
|
2024
Q1 | $39M | Buy |
233,759
+4,493
| +2% | +$817K | 1.66% | 10 |
|
|
2023
Q4 | $44.6M | Sell |
229,266
-1,196
| -0.5% | -$221K | 2.06% | 8 |
|
|
2023
Q3 | $39.9M | Buy |
230,462
+6,506
| +3% | +$1.19M | 2.15% | 6 |
|
|
2023
Q2 | $43.1M | Buy |
223,956
+3,115
| +1% | +$543K | 2.24% | 5 |
|
|
2023
Q1 | $36.5M | Buy |
220,841
+16,948
| +8% | +$2.5M | 2.13% | 6 |
|
|
2022
Q4 | $31.5M | Buy |
203,893
+4,512
| +2% | +$645K | 1.93% | 7 |
|
|
2022
Q3 | $27.7M | Buy |
199,381
+5,429
| +3% | +$852K | 1.98% | 8 |
|
|
2022
Q2 | $31.5M | Buy |
193,952
+2,643
| +1% | +$400K | 2.28% | 7 |
|
|
2022
Q1 | $26.9M | Buy |
191,309
+8,495
| +5% | +$1.43M | 2.06% | 9 |
|
|
2021
Q4 | $30.9M | Buy |
182,814
+896
| +0.5% | +$142K | 2.19% | 8 |
|
|
2021
Q3 | $26.9M | Buy |
181,918
+4,453
| +3% | +$656K | 1.89% | 9 |
|
|
2021
Q2 | $26.4M | Buy |
177,465
+881
| +0.5% | +$114K | 1.97% | 10 |
|
|
2021
Q1 | $23.8M | Buy |
176,584
+2,574
| +1% | +$330K | 1.96% | 10 |
|
|
2020
Q4 | $24.2M | Buy |
174,010
+9,162
| +6% | +$1.1M | 2.29% | 9 |
|
|
2020
Q3 | $18.2M | Sell |
164,848
-3,024
| -2% | -$330K | 2.16% | 10 |
|
|
2020
Q2 | $15.9M | Buy |
167,872
+10,540
| +7% | +$817K | 1.99% | 11 |
|
|
2020
Q1 | $11.1M | Buy |
157,332
+2,784
| +2% | +$205K | 1.72% | 14 |
|
|
2019
Q4 | $12.2M | Buy |
154,548
+24,040
| +18% | +$1.55M | 1.5% | 16 |
|
|
2019
Q3 | $7.95M | Sell |
130,508
-1,916
| -1% | -$100K | 1.12% | 22 |
|
|
2019
Q2 | $6.86M | Sell |
132,424
-5,900
| -4% | -$287K | 0.98% | 27 |
|
|
2019
Q1 | $7.05M | Sell |
138,324
-30,632
| -18% | -$1.3M | 1.04% | 25 |
|
|
2018
Q4 | $6.5M | Sell |
168,956
-10,548
| -6% | -$511K | 0.96% | 27 |
|
|
2018
Q3 | $9.52M | Buy |
179,504
+19,568
| +12% | +$1.02M | 1.42% | 17 |
|
|
2018
Q2 | $7.4M | Buy |
159,936
+17,264
| +12% | +$783K | 1.15% | 23 |
|
|
2018
Q1 | $5.98M | Buy |
142,672
+6,068
| +4% | +$261K | 1.03% | 25 |
|
|
2017
Q4 | $5.78M | Sell |
136,604
-1,176
| -0.9% | -$49.1K | 0.95% | 28 |
|
|
2017
Q3 | $5.31M | Buy |
137,780
+3,216
| +2% | +$125K | 0.91% | 30 |
|
|
2017
Q2 | $4.38M | Buy |
134,564
+67,728
| +101% | +$2.5M | 1.14% | 22 |
|
|
2017
Q1 | $2.4M | Sell |
66,836
-1,000
| -1% | -$32.9K | 0.68% | 34 |
|
|
2016
Q4 | $1.96M | Sell |
67,836
-8,104
| -11% | -$230K | 0.72% | 30 |
|
|
2016
Q3 | $2.15M | Buy |
75,940
+13,692
| +22% | +$362K | 0.85% | 29 |
|
|
2016
Q2 | $1.49M | Buy |
62,248
+3,888
| +7% | +$96.6K | 0.72% | 34 |
|
|
2016
Q1 | $1.59M | Sell |
58,360
-1,120
| -2% | -$27.9K | 0.82% | 31 |
|
|
2015
Q4 | $1.56M | Buy |
59,480
+6,684
| +13% | +$191K | 0.75% | 34 |
|
|
2015
Q3 | $1.46M | Buy |
52,796
+12,412
| +31% | +$364K | 0.81% | 31 |
|
|
2015
Q2 | $1.27M | Sell |
40,384
-5,280
| -12% | -$169K | 0.58% | 42 |
|
|
2015
Q1 | $1.26M | Buy |
45,664
+5,808
| +15% | +$175K | 0.56% | 43 |
|
|
2014
Q4 | $1.1M | Buy |
+39,856
| New | +$1.08M | 0.47% | 45 |
|
Other funds holding AAPL
Chicago Partners Investment Group's AAPL Position: Q2 2026 in Review
Chicago Partners Investment Group increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $10.1M and bringing the position to 336,798 shares worth $108M. The position accounts for 2.17% of the portfolio, ranked #4.
Chicago Partners Investment Group first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Chicago Partners Investment Group held 336,798 shares of Apple worth $108M as of Q2 2026.
- Chicago Partners Investment Group bought 35,337 Apple shares in Q2 2026, an estimated $10.1M.
- Apple made up 2.17% of Chicago Partners Investment Group's portfolio in Q2 2026, its #4 holding.
- Chicago Partners Investment Group first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.