Cooper Financial 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 | $47.1M | Buy |
162,755
+3,445
| +2% | +$985K | 3.9% | 4 |
|
|
2026
Q1 | $40.4M | Buy |
159,310
+5,211
| +3% | +$1.36M | 4.09% | 4 |
|
|
2025
Q4 | $41.9M | Buy |
154,099
+2,255
| +1% | +$605K | 4.46% | 4 |
|
|
2025
Q3 | $38.7M | Buy |
151,844
+413
| +0.3% | +$93.3K | 4.28% | 4 |
|
|
2025
Q2 | $31.1M | Sell |
151,431
-11,879
| -7% | -$2.4M | 3.65% | 4 |
|
|
2025
Q1 | $36.3M | Buy |
163,310
+7,713
| +5% | +$1.79M | 4.78% | 2 |
|
|
2024
Q4 | $39M | Buy |
155,597
+6,953
| +5% | +$1.64M | 4.69% | 1 |
|
|
2024
Q3 | $34.6M | Buy |
148,644
+4,366
| +3% | +$975K | 4.5% | 3 |
|
|
2024
Q2 | $30.4M | Buy |
144,278
+3,286
| +2% | +$613K | 4.47% | 2 |
|
|
2024
Q1 | $24.2M | Sell |
140,992
-5,790
| -4% | -$1.05M | 3.97% | 4 |
|
|
2023
Q4 | $28.3M | Buy |
146,782
+4,122
| +3% | +$761K | 5.14% | 1 |
|
|
2023
Q3 | $24.4M | Buy |
142,660
+4,838
| +4% | +$887K | 5.87% | 1 |
|
|
2023
Q2 | $26.7M | Sell |
137,822
-3,823
| -3% | -$666K | 6.63% | 1 |
|
|
2023
Q1 | $23.4M | Buy |
141,645
+5,087
| +4% | +$751K | 6.29% | 1 |
|
|
2022
Q4 | $17.7M | Buy |
136,558
+848
| +0.6% | +$121K | 5.42% | 1 |
|
|
2022
Q3 | $18.8M | Buy |
135,710
+1,672
| +1% | +$262K | 6.75% | 1 |
|
|
2022
Q2 | $18.3M | Buy |
134,038
+19,457
| +17% | +$2.95M | 6.66% | 1 |
|
|
2022
Q1 | $20M | Buy |
114,581
+2,516
| +2% | +$423K | 7.6% | 1 |
|
|
2021
Q4 | $19.9M | Sell |
112,065
-35,801
| -24% | -$5.66M | 7.51% | 1 |
|
|
2021
Q3 | $20.9M | Buy |
147,866
+1,826
| +1% | +$269K | 4.34% | 4 |
|
|
2021
Q2 | $20M | Buy |
146,040
+4,547
| +3% | +$589K | 4.07% | 5 |
|
|
2021
Q1 | $17.3M | Sell |
141,493
-35,651
| -20% | -$4.58M | 3.9% | 6 |
|
|
2020
Q4 | $23.5M | Buy |
177,144
+35,423
| +25% | +$4.26M | 4.79% | 3 |
|
|
2020
Q3 | $16.4M | Buy |
141,721
+1,049
| +0.7% | +$114K | 4.74% | 4 |
|
|
2020
Q2 | $12.8M | Buy |
140,672
+11,808
| +9% | +$915K | 4.15% | 4 |
|
|
2020
Q1 | $8.19M | Buy |
128,864
+25,428
| +25% | +$1.87M | 3.41% | 7 |
|
|
2019
Q4 | $7.59M | Sell |
103,436
-17,324
| -14% | -$1.11M | 3.04% | 8 |
|
|
2019
Q3 | $6.76M | Buy |
120,760
+10,232
| +9% | +$535K | 3.05% | 8 |
|
|
2019
Q2 | $5.47M | Buy |
110,528
+8,792
| +9% | +$428K | 2.65% | 9 |
|
|
2019
Q1 | $4.83M | Buy |
101,736
+9,340
| +10% | +$396K | 2.66% | 11 |
|
|
2018
Q4 | $3.64M | Buy |
+92,396
| New | +$4.48M | 2.47% | 9 |
|
Other funds holding AAPL
Cooper Financial Group's AAPL Position: Q2 2026 in Review
Cooper Financial Group increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $985K and bringing the position to 162,755 shares worth $47.1M. The position accounts for 3.9% of the portfolio, ranked #4.
Cooper Financial Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 3,812 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Cooper Financial Group held 162,755 shares of Apple worth $47.1M as of Q2 2026.
- Cooper Financial Group bought 3,445 Apple shares in Q2 2026, an estimated $985K.
- Apple made up 3.9% of Cooper Financial Group's portfolio in Q2 2026, its #4 holding.
- Cooper Financial Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 3,812 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.