Congress 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 | $466M | Sell |
1,609,746
-21,739
| -1% | -$6.22M | 2.87% | 2 |
|
|
2026
Q1 | $414M | Sell |
1,631,485
-12,072
| -0.7% | -$3.14M | 2.97% | 2 |
|
|
2025
Q4 | $447M | Buy |
1,643,557
+229,069
| +16% | +$61.5M | 3.14% | 2 |
|
|
2025
Q3 | $360M | Sell |
1,414,488
-7,189
| -0.5% | -$1.62M | 2.4% | 2 |
|
|
2025
Q2 | $292M | Sell |
1,421,677
-21,001
| -1% | -$4.24M | 2% | 3 |
|
|
2025
Q1 | $320M | Sell |
1,442,678
-1,841
| -0.1% | -$427K | 2.4% | 1 |
|
|
2024
Q4 | $362M | Buy |
1,444,519
+6,595
| +0.5% | +$1.55M | 2.44% | 1 |
|
|
2024
Q3 | $335M | Sell |
1,437,924
-2
| -0% | -$447 | 2.28% | 1 |
|
|
2024
Q2 | $303M | Buy |
1,437,926
+21,288
| +2% | +$3.97M | 2.17% | 2 |
|
|
2024
Q1 | $243M | Buy |
1,416,638
+37,321
| +3% | +$6.79M | 1.73% | 3 |
|
|
2023
Q4 | $266M | Buy |
1,379,317
+1,469
| +0.1% | +$271K | 2.09% | 1 |
|
|
2023
Q3 | $236M | Sell |
1,377,848
-2,506
| -0.2% | -$460K | 2.09% | 1 |
|
|
2023
Q2 | $268M | Buy |
1,380,354
+29,100
| +2% | +$5.07M | 2.33% | 1 |
|
|
2023
Q1 | $223M | Buy |
1,351,254
+9,815
| +0.7% | +$1.45M | 2.08% | 1 |
|
|
2022
Q4 | $174M | Sell |
1,341,439
-38,153
| -3% | -$5.45M | 1.75% | 2 |
|
|
2022
Q3 | $191M | Buy |
1,379,592
+14,197
| +1% | +$2.23M | 2.04% | 2 |
|
|
2022
Q2 | $187M | Sell |
1,365,395
-4,030
| -0.3% | -$610K | 1.79% | 3 |
|
|
2022
Q1 | $239M | Sell |
1,369,425
-21,419
| -2% | -$3.6M | 2.03% | 1 |
|
|
2021
Q4 | $247M | Sell |
1,390,844
-167,778
| -11% | -$26.5M | 1.88% | 3 |
|
|
2021
Q3 | $221M | Buy |
1,558,622
+61,453
| +4% | +$9.05M | 1.72% | 3 |
|
|
2021
Q2 | $205M | Sell |
1,497,169
-25,296
| -2% | -$3.28M | 1.72% | 6 |
|
|
2021
Q1 | $186M | Sell |
1,522,465
-35,849
| -2% | -$4.6M | 1.68% | 6 |
|
|
2020
Q4 | $207M | Sell |
1,558,314
-172,023
| -10% | -$20.7M | 1.95% | 3 |
|
|
2020
Q3 | $200M | Sell |
1,730,337
-224,907
| -12% | -$24.5M | 2.17% | 1 |
|
|
2020
Q2 | $178M | Sell |
1,955,244
-20,516
| -1% | -$1.59M | 2.12% | 4 |
|
|
2020
Q1 | $126M | Sell |
1,975,760
-131,324
| -6% | -$9.66M | 1.91% | 1 |
|
|
2019
Q4 | $155M | Sell |
2,107,084
-109,864
| -5% | -$7.07M | 1.88% | 3 |
|
|
2019
Q3 | $124M | Sell |
2,216,948
-32,172
| -1% | -$1.68M | 1.6% | 4 |
|
|
2019
Q2 | $111M | Buy |
2,249,120
+11,616
| +0.5% | +$566K | 1.41% | 9 |
|
|
2019
Q1 | $106M | Buy |
2,237,504
+21,860
| +1% | +$927K | 1.39% | 12 |
|
|
2018
Q4 | $87.4M | Sell |
2,215,644
-36,532
| -2% | -$1.77M | 1.31% | 16 |
|
|
2018
Q3 | $127M | Sell |
2,252,176
-141,420
| -6% | -$7.36M | 1.64% | 2 |
|
|
2018
Q2 | $111M | Sell |
2,393,596
-32,988
| -1% | -$1.5M | 1.52% | 2 |
|
|
2018
Q1 | $102M | Sell |
2,426,584
-59,952
| -2% | -$2.58M | 1.43% | 4 |
|
|
2017
Q4 | $105M | Sell |
2,486,536
-105,532
| -4% | -$4.41M | 1.53% | 3 |
|
|
2017
Q3 | $99.9M | Buy |
2,592,068
+246,476
| +11% | +$9.56M | 1.54% | 3 |
|
|
2017
Q2 | $84.5M | Sell |
2,345,592
-110,344
| -4% | -$4.08M | 1.51% | 5 |
|
|
2017
Q1 | $88.2M | Sell |
2,455,936
-154,924
| -6% | -$5.1M | 1.69% | 2 |
|
|
2016
Q4 | $75.6M | Sell |
2,610,860
-138,500
| -5% | -$3.93M | 1.58% | 2 |
|
|
2016
Q3 | $77.7M | Sell |
2,749,360
-61,248
| -2% | -$1.62M | 1.71% | 2 |
|
|
2016
Q2 | $67.2M | Sell |
2,810,608
-55,508
| -2% | -$1.38M | 1.55% | 5 |
|
|
2016
Q1 | $78.1M | Sell |
2,866,116
-63,224
| -2% | -$1.58M | 1.89% | 2 |
|
|
2015
Q4 | $77.1M | Sell |
2,929,340
-51,068
| -2% | -$1.46M | 1.91% | 3 |
|
|
2015
Q3 | $82.2M | Buy |
2,980,408
+404,960
| +16% | +$11.9M | 2.12% | 1 |
|
|
2015
Q2 | $80.8M | Sell |
2,575,448
-497,668
| -16% | -$15.9M | 2.32% | 1 |
|
|
2015
Q1 | $95.6M | Sell |
3,073,116
-261,016
| -8% | -$7.88M | 2.29% | 1 |
|
|
2014
Q4 | $92M | Sell |
3,334,132
-147,220
| -4% | -$4.01M | 2.34% | 1 |
|
|
2014
Q3 | $87.7M | Sell |
3,481,352
-205,636
| -6% | -$5.05M | 2.25% | 1 |
|
|
2014
Q2 | $85.7M | Sell |
3,686,988
-297,020
| -7% | -$6.32M | 2.18% | 2 |
|
|
2014
Q1 | $76.4M | Sell |
3,984,008
-164,052
| -4% | -$3.12M | 1.91% | 7 |
|
|
2013
Q4 | $83.1M | Sell |
4,148,060
-119,168
| -3% | -$2.25M | 2.18% | 3 |
|
|
2013
Q3 | $72.7M | Sell |
4,267,228
-65,800
| -2% | -$1.09M | 2.04% | 4 |
|
|
2013
Q2 | $61.4M | Buy |
+4,333,028
| New | +$66.7M | 1.82% | 27 |
|
Other funds holding AAPL
CRM
CNB
Congress Asset Management's AAPL Position: Q2 2026 in Review
Congress Asset Management reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $6.22M and leaving 1,609,746 shares worth $466M. The position accounts for 2.87% of the portfolio, ranked #2.
Congress Asset Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Congress Asset Management held 1,609,746 shares of Apple worth $466M as of Q2 2026.
- Congress Asset Management sold 21,739 Apple shares in Q2 2026, an estimated $6.22M.
- Apple made up 2.87% of Congress Asset Management's portfolio in Q2 2026, its #2 holding.
- Congress Asset Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.