Columbia Asset Management’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
$55M Sell
189,981
-8,107
-4% -$2.32M 9.56% 1
2026
Q1
$50.3M Sell
198,088
-1,551
-0.8% -$404K 9.57% 1
2025
Q4
$54.3M Sell
199,639
-3,704
-2% -$994K 9.65% 1
2025
Q3
$51.8M Sell
203,343
-4,929
-2% -$1.11M 9.69% 1
2025
Q2
$42.7M Sell
208,272
-5,020
-2% -$1.01M 8.4% 2
2025
Q1
$47.4M Sell
213,292
-7,653
-3% -$1.77M 9.27% 1
2024
Q4
$55.3M Sell
220,945
-6,365
-3% -$1.5M 10.11% 1
2024
Q3
$53M Sell
227,310
-2,588
-1% -$578K 9.23% 1
2024
Q2
$48.4M Sell
229,898
-9,245
-4% -$1.72M 9.03% 1
2024
Q1
$46M Sell
239,143
-230
-0.1% -$41.8K 9.34% 1
2023
Q4
$46.1M Sell
239,373
-5,315
-2% -$981K 9.34% 1
2023
Q3
$41.9M Sell
244,688
-4,490
-2% -$823K 9.25% 1
2023
Q2
$48.3M Sell
249,178
-1,474
-0.6% -$257K 10.28% 1
2023
Q1
$41.3M Sell
250,652
-1,823
-0.7% -$269K 9.3% 1
2022
Q4
$32.8M Sell
252,475
-2,180
-0.9% -$312K 7.96% 1
2022
Q3
$35.2M Sell
254,655
-225
-0.1% -$35.3K 9.25% 1
2022
Q2
$34.8M Buy
+254,880
New +$38.6M 8.83% 1
2021
Q4
$47.4M Sell
267,188
-1,147
-0.4% -$181K 9.62% 1
2021
Q3
$38M Buy
268,335
+12,796
+5% +$1.88M 8.28% 1
2021
Q2
$35M Sell
255,539
-26,535
-9% -$3.44M 7.77% 1
2021
Q1
$34.5M Buy
282,074
+802
+0.3% +$103K 6.25% 2
2020
Q4
$37.3M Sell
281,272
-1,132
-0.4% -$136K 7.52% 1
2020
Q3
$32.7M Sell
282,404
-89,080
-24% -$9.72M 7.49% 1
2020
Q2
$33.9M Buy
371,484
+1,244
+0.3% +$96.4K 8.11% 1
2020
Q1
$23.5M Buy
370,240
+648
+0.2% +$47.7K 5.81% 2
2019
Q4
$271K Sell
369,592
-1,756
-0.5% -$113K 6.54% 1
2019
Q3
$20.8M Buy
371,348
+1,952
+0.5% +$102K 5.41% 1
2019
Q2
$18.3M Sell
369,396
-5,748
-2% -$280K 4.81% 2
2019
Q1
$17.8M Buy
375,144
+2,644
+0.7% +$112K 4.75% 1
2018
Q4
$14.7M Sell
372,500
-2,040
-0.5% -$98.9K 4.46% 1
2018
Q3
$21.1M Buy
374,540
+2,192
+0.6% +$114K 5.52% 1
2018
Q2
$17.2M Buy
372,348
+576
+0.2% +$26.1K 5.01% 1
2018
Q1
$15.6M Buy
371,772
+2,092
+0.6% +$90.1K 4.57% 1
2017
Q4
$15.6M Buy
369,680
+8
+0% +$334 4.49% 1
2017
Q3
$14.2M Sell
369,672
-4,072
-1% -$158K 4.38% 1
2017
Q2
$13.5M Sell
373,744
-3,192
-0.8% -$118K 4.34% 1
2017
Q1
$13.5M Buy
376,936
+3,960
+1% +$130K 4.53% 1
2016
Q4
$10.8M Buy
372,976
+2,128
+0.6% +$60.3K 3.65% 1
2016
Q3
$10.5M Sell
370,848
-5,280
-1% -$140K 3.67% 1
2016
Q2
$8.99M Buy
376,128
+13,208
+4% +$328K 3.2% 3
2016
Q1
$9.89M Buy
362,920
+13,076
+4% +$326K 3.63% 2
2015
Q4
$9.21M Sell
349,844
-3,928
-1% -$112K 3.7% 1
2015
Q3
$9.76M Buy
353,772
+5,612
+2% +$165K 3.97% 2
2015
Q2
$10.9M Sell
348,160
-652
-0.2% -$20.9K 4.16% 1
2015
Q1
$10.9M Buy
348,812
+1,844
+0.5% +$55.7K 4.08% 1
2014
Q4
$9.57M Sell
346,968
-2,172
-0.6% -$59.1K 3.69% 1
2014
Q3
$8.79M Sell
349,140
-13,692
-4% -$336K 3.55% 2
2014
Q2
$8.43M Buy
362,832
+1,884
+0.5% +$40.1K 3.42% 2
2014
Q1
$6.92M Buy
360,948
+9,576
+3% +$182K 3.01% 2
2013
Q4
$7.04M Buy
+351,372
New +$6.64M 3.11% 2

Other funds holding AAPL

Columbia Asset Management's AAPL Position: Q2 2026 in Review

Columbia Asset Management reduced its Apple (AAPL) stake by 4.1% in Q2 2026, selling an estimated $2.32M and leaving 189,981 shares worth $55M. The position accounts for 9.56% of the portfolio, ranked #1.

Columbia Asset Management first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $55.3M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Columbia Asset Management held 189,981 shares of Apple worth $55M as of Q2 2026.
  • Columbia Asset Management sold 8,107 Apple shares in Q2 2026, an estimated $2.32M.
  • Apple made up 9.56% of Columbia Asset Management's portfolio in Q2 2026, its #1 holding.
  • Columbia Asset Management first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
  • Columbia Asset Management's Apple position peaked at $55.3M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.