CWA Asset Management 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 | $168M | Buy |
579,127
+5,930
| +1% | +$1.7M | 5.11% | 2 |
|
|
2026
Q1 | $145M | Buy |
573,197
+15,927
| +3% | +$4.15M | 4.94% | 2 |
|
|
2025
Q4 | $151M | Buy |
557,270
+13,635
| +3% | +$3.66M | 5.46% | 2 |
|
|
2025
Q3 | $138M | Buy |
543,635
+19,440
| +4% | +$4.39M | 5.12% | 2 |
|
|
2025
Q2 | $108M | Sell |
524,195
-10,096
| -2% | -$2.04M | 4.54% | 2 |
|
|
2025
Q1 | $119M | Buy |
534,291
+9,825
| +2% | +$2.28M | 5.69% | 1 |
|
|
2024
Q4 | $131M | Buy |
524,466
+14,111
| +3% | +$3.33M | 6.62% | 2 |
|
|
2024
Q3 | $119M | Buy |
+510,355
| New | +$114M | 6.32% | 2 |
|
|
2024
Q1 | $84.9M | Buy |
495,187
+41,153
| +9% | +$7.48M | 5.16% | 2 |
|
|
2023
Q4 | $87.4M | Buy |
454,034
+17,738
| +4% | +$3.28M | 5.99% | 1 |
|
|
2023
Q3 | $74.7M | Buy |
436,296
+6,993
| +2% | +$1.28M | 5.52% | 2 |
|
|
2023
Q2 | $83.3M | Buy |
429,303
+4,892
| +1% | +$852K | 5.72% | 2 |
|
|
2023
Q1 | $70M | Buy |
424,411
+15,748
| +4% | +$2.32M | 5.2% | 2 |
|
|
2022
Q4 | $53.1M | Buy |
408,663
+4,579
| +1% | +$654K | 4.31% | 2 |
|
|
2022
Q3 | $55.8M | Sell |
404,084
-11,638
| -3% | -$1.83M | 5.39% | 3 |
|
|
2022
Q2 | $56.8M | Sell |
415,722
-30,745
| -7% | -$4.66M | 5.32% | 2 |
|
|
2022
Q1 | $78M | Sell |
446,467
-25,302
| -5% | -$4.25M | 5.95% | 1 |
|
|
2021
Q4 | $83.8M | Sell |
471,769
-4,425
| -0.9% | -$699K | 6.2% | 1 |
|
|
2021
Q3 | $67.4M | Buy |
476,194
+19,397
| +4% | +$2.86M | 5.34% | 2 |
|
|
2021
Q2 | $62.7M | Sell |
456,797
-9,173
| -2% | -$1.19M | 5.09% | 2 |
|
|
2021
Q1 | $56.9M | Buy |
465,970
+37,231
| +9% | +$4.78M | 5.2% | 1 |
|
|
2020
Q4 | $56.9M | Buy |
428,739
+24,885
| +6% | +$2.99M | 5.96% | 1 |
|
|
2020
Q3 | $46.8M | Buy |
403,854
+27,142
| +7% | +$2.96M | 6.25% | 1 |
|
|
2020
Q2 | $34.4M | Sell |
376,712
-12,740
| -3% | -$987K | 6.02% | 1 |
|
|
2020
Q1 | $24.8M | Buy |
389,452
+29,044
| +8% | +$2.14M | 4.72% | 1 |
|
|
2019
Q4 | $26.5M | Sell |
360,408
-133,916
| -27% | -$8.62M | 4.27% | 2 |
|
|
2019
Q3 | $27.5M | Sell |
494,324
-41,508
| -8% | -$2.17M | 4.42% | 2 |
|
|
2019
Q2 | $26.5M | Buy |
535,832
+17,856
| +3% | +$870K | 4.54% | 2 |
|
|
2019
Q1 | $24.6M | Buy |
517,976
+5,052
| +1% | +$214K | 4.75% | 2 |
|
|
2018
Q4 | $20.2M | Buy |
512,924
+172,572
| +51% | +$8.37M | 4.71% | 3 |
|
|
2018
Q3 | $19.2M | Buy |
340,352
+8,436
| +3% | +$439K | 4.25% | 2 |
|
|
2018
Q2 | $15.4M | Buy |
331,916
+2,936
| +0.9% | +$133K | 3.59% | 2 |
|
|
2018
Q1 | $13.8M | Buy |
328,980
+12,392
| +4% | +$533K | 3.4% | 2 |
|
|
2017
Q4 | $13.4M | Buy |
316,588
+5,000
| +2% | +$209K | 3.54% | 3 |
|
|
2017
Q3 | $12M | Buy |
311,588
+4,868
| +2% | +$189K | 3.5% | 3 |
|
|
2017
Q2 | $11M | Buy |
306,720
+8,832
| +3% | +$327K | 3.5% | 4 |
|
|
2017
Q1 | $10.7M | Buy |
297,888
+13,448
| +5% | +$443K | 3.65% | 5 |
|
|
2016
Q4 | $8.24M | Buy |
284,440
+27,408
| +11% | +$777K | 3.52% | 3 |
|
|
2016
Q3 | $7.26M | Sell |
257,032
-5,180
| -2% | -$137K | 4.03% | 3 |
|
|
2016
Q2 | $6.27M | Buy |
262,212
+33,440
| +15% | +$831K | 3.83% | 3 |
|
|
2016
Q1 | $6.23M | Buy |
228,772
+14,580
| +7% | +$363K | 6.38% | 3 |
|
|
2015
Q4 | $5.64M | Buy |
+214,192
| New | +$6.12M | 6.34% | 2 |
|
Other funds holding AAPL
CRM
CNB
CWA Asset Management Group's AAPL Position: Q2 2026 in Review
CWA Asset Management Group increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $1.7M and bringing the position to 579,127 shares worth $168M. The position accounts for 5.11% of the portfolio, ranked #2.
CWA Asset Management Group first reported a position in AAPL in Q4 2015 and has held it in 42 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- CWA Asset Management Group held 579,127 shares of Apple worth $168M as of Q2 2026.
- CWA Asset Management Group bought 5,930 Apple shares in Q2 2026, an estimated $1.7M.
- Apple made up 5.11% of CWA Asset Management Group's portfolio in Q2 2026, its #2 holding.
- CWA Asset Management Group first reported a position in Apple in Q4 2015 and has held it in 42 quarters since.
- 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.