CX Institutional’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 | $70.6M | Sell |
243,940
-10,814
| -4% | -$3.09M | 2.04% | 4 |
|
|
2026
Q1 | $64.7M | Buy |
254,754
+18,308
| +8% | +$4.76M | 1.97% | 5 |
|
|
2025
Q4 | $64.3M | Sell |
236,446
-8,771
| -4% | -$2.35M | 1.92% | 7 |
|
|
2025
Q3 | $62.4M | Buy |
245,217
+36,993
| +18% | +$8.36M | 1.9% | 7 |
|
|
2025
Q2 | $42.7M | Buy |
208,224
+18,246
| +10% | +$3.68M | 1.49% | 18 |
|
|
2025
Q1 | $42.2M | Buy |
189,978
+13,013
| +7% | +$3.01M | 1.59% | 16 |
|
|
2024
Q4 | $44.3M | Buy |
176,965
+18,481
| +12% | +$4.36M | 1.76% | 11 |
|
|
2024
Q3 | $36.9M | Sell |
158,484
-5,336
| -3% | -$1.19M | 1.64% | 7 |
|
|
2024
Q2 | $34.5M | Buy |
163,820
+15,270
| +10% | +$2.85M | 1.62% | 8 |
|
|
2024
Q1 | $25.5M | Buy |
148,550
+38,562
| +35% | +$7.01M | 1.23% | 19 |
|
|
2023
Q4 | $21.2M | Sell |
109,988
-27,053
| -20% | -$5M | 1.13% | 16 |
|
|
2023
Q3 | $23.5M | Sell |
137,041
-13,507
| -9% | -$2.48M | 1.29% | 15 |
|
|
2023
Q2 | $29.2M | Buy |
150,548
+7,106
| +5% | +$1.24M | 1.51% | 4 |
|
|
2023
Q1 | $23.8M | Buy |
143,442
+59,742
| +71% | +$8.81M | 1.27% | 11 |
|
|
2022
Q4 | $10.9M | Buy |
83,700
+4,219
| +5% | +$603K | 0.66% | 34 |
|
|
2022
Q3 | $11M | Buy |
79,481
+26,292
| +49% | +$4.13M | 0.76% | 29 |
|
|
2022
Q2 | $7.27M | Buy |
53,189
+4,270
| +9% | +$647K | 0.55% | 42 |
|
|
2022
Q1 | $8.54M | Sell |
48,919
-6,886
| -12% | -$1.16M | 0.68% | 32 |
|
|
2021
Q4 | $9.91M | Sell |
55,805
-109
| -0.2% | -$17.2K | 0.79% | 30 |
|
|
2021
Q3 | $7.91M | Sell |
55,914
-157
| -0.3% | -$23.1K | 0.65% | 38 |
|
|
2021
Q2 | $7.68M | Sell |
56,071
-5,543
| -9% | -$718K | 0.63% | 38 |
|
|
2021
Q1 | $7.53M | Sell |
61,614
-8,072
| -12% | -$1.04M | 0.67% | 39 |
|
|
2020
Q4 | $9.25M | Sell |
69,686
-11,015
| -14% | -$1.32M | 0.89% | 20 |
|
|
2020
Q3 | $9.35M | Buy |
80,701
+37,993
| +89% | +$4.15M | 1.01% | 20 |
|
|
2020
Q2 | $3.9M | Buy |
42,708
+4,820
| +13% | +$374K | 0.51% | 45 |
|
|
2020
Q1 | $2.41M | Buy |
37,888
+6,872
| +22% | +$505K | 0.39% | 58 |
|
|
2019
Q4 | $2.28M | Sell |
31,016
-37,652
| -55% | -$2.42M | 0.4% | 62 |
|
|
2019
Q3 | $3.85M | Buy |
68,668
+25,176
| +58% | +$1.32M | 0.62% | 39 |
|
|
2019
Q2 | $2.15M | Buy |
43,492
+14,956
| +52% | +$729K | 0.34% | 73 |
|
|
2019
Q1 | $1.35M | Sell |
28,536
-6,360
| -18% | -$270K | 0.24% | 107 |
|
|
2018
Q4 | $1.38M | Buy |
34,896
+28,912
| +483% | +$1.4M | 0.29% | 79 |
|
|
2018
Q3 | $338K | Hold |
5,984
| – | – | 0.11% | 110 |
|
|
2018
Q2 | $277K | Buy |
+5,984
| New | +$271K | 0.1% | 109 |
|
Other funds holding AAPL
CRM
CNB
COPPSERS
P
WT
CX Institutional's AAPL Position: Q2 2026 in Review
CX Institutional reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $3.09M and leaving 243,940 shares worth $70.6M. The position accounts for 2.04% of the portfolio, ranked #4.
CX Institutional first reported a position in AAPL in Q2 2018 and has held it in 33 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- CX Institutional held 243,940 shares of Apple worth $70.6M as of Q2 2026.
- CX Institutional sold 10,814 Apple shares in Q2 2026, an estimated $3.09M.
- Apple made up 2.04% of CX Institutional's portfolio in Q2 2026, its #4 holding.
- CX Institutional first reported a position in Apple in Q2 2018 and has held it in 33 quarters since.
- 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.