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Dupree Financial Group’s Apple AAPL Stock Holding History

Dupree Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.52M Sell
19,073
-339
-2% -$97K 2.07% 16
2026
Q1 		$4.93M Buy
19,412
+57
+0.3% +$14.8K 1.98% 20
2025
Q4 		$5.26M Sell
19,355
-72
-0.4% -$19.3K 1.92% 24
2025
Q3 		$4.95M Buy
19,427
+609
+3% +$138K 1.88% 23
2025
Q2 		$3.86M Sell
18,818
-570
-3% -$115K 1.52% 27
2025
Q1 		$4.31M Sell
19,388
-225
-1% -$52.1K 1.75% 20
2024
Q4 		$4.91M Buy
19,613
+305
+2% +$71.9K 2.24% 18
2024
Q3 		$4.5M Sell
19,308
-453
-2% -$101K 1.8% 21
2024
Q2 		$4.16M Sell
19,761
-806
-4% -$150K 1.89% 20
2024
Q1 		$3.53M Sell
20,567
-160
-0.8% -$29.1K 1.57% 25
2023
Q4 		$3.99M Buy
+20,727
New +$3.83M 1.95% 24

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dupree Financial Group's AAPL Position: Q2 2026 in Review

Dupree Financial Group reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $97K and leaving 19,073 shares worth $5.52M. The position accounts for 2.07% of the portfolio, ranked #16.

Dupree Financial Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,845 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Dupree Financial Group held 19,073 shares of Apple worth $5.52M as of Q2 2026.
  • Dupree Financial Group sold 339 Apple shares in Q2 2026, an estimated $97K.
  • Apple made up 2.07% of Dupree Financial Group's portfolio in Q2 2026, its #16 holding.
  • Dupree Financial Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 2,845 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.