Cypress Advisory 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
$4.03M Hold
13,929
3.12% 6
2026
Q1
$3.54M Hold
13,929
2.7% 8
2025
Q4
$3.79M Hold
13,929
2.78% 7
2025
Q3
$3.55M Buy
13,929
+21
+0.2% +$4.74K 2.62% 9
2025
Q2
$2.85M Sell
13,908
-28
-0.2% -$5.66K 2.21% 11
2025
Q1
$3.1M Hold
13,936
2.82% 7
2024
Q4
$3.49M Buy
+13,936
New +$3.28M 3.21% 6

Other funds holding AAPL

Cypress Advisory Group's AAPL Position: Q2 2026 in Review

Cypress Advisory Group held its Apple (AAPL) position steady in Q2 2026 at 13,929 shares worth $4.03M. The position accounts for 3.12% of the portfolio, ranked #6.

Cypress Advisory Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,479 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cypress Advisory Group held 13,929 shares of Apple worth $4.03M as of Q2 2026.
  • Cypress Advisory Group left its Apple share count unchanged in Q2 2026.
  • Apple made up 3.12% of Cypress Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Cypress Advisory Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.