Cox Capital 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 | $5.96M | Sell |
20,586
-54
| -0.3% | -$15.4K | 3.32% | 8 |
|
|
2026
Q1 | $5.24M | Buy |
20,640
+897
| +5% | +$233K | 3.48% | 6 |
|
|
2025
Q4 | $5.15M | Buy |
19,743
+42
| +0.2% | +$11.3K | 3.2% | 12 |
|
|
2025
Q3 | $5.02M | Buy |
19,701
+4,698
| +31% | +$1.06M | 3.28% | 10 |
|
|
2025
Q2 | $3.08M | Sell |
15,003
-310
| -2% | -$62.6K | 2.1% | 20 |
|
|
2025
Q1 | $3.4M | Sell |
15,313
-493
| -3% | -$114K | 2.48% | 15 |
|
|
2024
Q4 | $3.96M | Sell |
15,806
-59
| -0.4% | -$13.9K | 2.54% | 14 |
|
|
2024
Q3 | $3.7M | Buy |
15,865
+34
| +0.2% | +$7.59K | 2.21% | 15 |
|
|
2024
Q2 | $3.33M | Sell |
15,831
-680
| -4% | -$127K | 2.02% | 16 |
|
|
2024
Q1 | $2.83M | Sell |
16,511
-302
| -2% | -$54.9K | 1.75% | 23 |
|
|
2023
Q4 | $3.24M | Sell |
16,813
-739
| -4% | -$136K | 2.11% | 13 |
|
|
2023
Q3 | $3.01M | Buy |
17,552
+596
| +4% | +$109K | 2.11% | 14 |
|
|
2023
Q2 | $3.29M | Sell |
16,956
-865
| -5% | -$151K | 2.42% | 10 |
|
|
2023
Q1 | $2.94M | Sell |
17,821
-7,619
| -30% | -$1.12M | 2.12% | 15 |
|
|
2022
Q4 | $3.31M | Buy |
25,440
+295
| +1% | +$42.2K | 2.15% | 11 |
|
|
2022
Q3 | $3.48M | Buy |
25,145
+1,888
| +8% | +$296K | 2.52% | 6 |
|
|
2022
Q2 | $3.18M | Sell |
23,257
-95
| -0.4% | -$14.4K | 2.17% | 12 |
|
|
2022
Q1 | $4.08M | Buy |
23,352
+618
| +3% | +$104K | 2.56% | 5 |
|
|
2021
Q4 | $4.04M | Buy |
22,734
+925
| +4% | +$146K | 2.39% | 8 |
|
|
2021
Q3 | $3.09M | Sell |
21,809
-519
| -2% | -$76.4K | 2.08% | 11 |
|
|
2021
Q2 | $3.06M | Sell |
22,328
-555
| -2% | -$71.9K | 2.05% | 13 |
|
|
2021
Q1 | $2.79M | Sell |
22,883
-385
| -2% | -$49.4K | 1.94% | 16 |
|
|
2020
Q4 | $3.09M | Buy |
23,268
+913
| +4% | +$110K | 2.35% | 7 |
|
|
2020
Q3 | $2.59M | Sell |
22,355
-5
| -0% | -$546 | 2.28% | 9 |
|
|
2020
Q2 | $2.04M | Sell |
22,360
-29,568
| -57% | -$2.29M | 2.01% | 13 |
|
|
2020
Q1 | $3.81M | Hold |
51,928
| – | – | 3.32% | 2 |
|
|
2019
Q4 | $3.81M | Buy |
51,928
+236
| +0.5% | +$15.2K | 3.47% | 2 |
|
|
2019
Q3 | $2.89M | Buy |
51,692
+1,064
| +2% | +$55.6K | 2.82% | 4 |
|
|
2019
Q2 | $2.5M | Buy |
50,628
+96
| +0.2% | +$4.68K | 2.54% | 11 |
|
|
2019
Q1 | $2.4M | Buy |
50,532
+884
| +2% | +$37.5K | 2.59% | 9 |
|
|
2018
Q4 | $1.9M | Buy |
49,648
+364
| +0.7% | +$17.6K | 2.22% | 14 |
|
|
2018
Q3 | $2.78M | Buy |
49,284
+380
| +0.8% | +$19.8K | 2.96% | 6 |
|
|
2018
Q2 | $2.26M | Buy |
+48,904
| New | +$2.22M | 2.73% | 7 |
|
Other funds holding AAPL
Cox Capital Management's AAPL Position: Q2 2026 in Review
Cox Capital Management reduced its Apple (AAPL) stake by 0.26% in Q2 2026, selling an estimated $15.4K and leaving 20,586 shares worth $5.96M. The position accounts for 3.32% of the portfolio, ranked #8.
Cox Capital Management first reported a position in AAPL in Q2 2018 and has held it in 33 quarters since. 2,960 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Cox Capital Management held 20,586 shares of Apple worth $5.96M as of Q2 2026.
- Cox Capital Management sold 54 Apple shares in Q2 2026, an estimated $15.4K.
- Apple made up 3.32% of Cox Capital Management's portfolio in Q2 2026, its #8 holding.
- Cox Capital Management first reported a position in Apple in Q2 2018 and has held it in 33 quarters since.
- 2,960 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.