Edgestream Partners’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 | – | Sell |
-21,110
| Closed | -$5.36M | – | 938 |
|
|
2026
Q1 | $5.36M | Sell |
21,110
-45,617
| -68% | -$11.9M | 0.18% | 214 |
|
|
2025
Q4 | $18.1M | Buy |
66,727
+43,000
| +181% | +$11.5M | 0.51% | 7 |
|
|
2025
Q3 | $6.04M | Sell |
23,727
-80,697
| -77% | -$18.2M | 0.18% | 192 |
|
|
2025
Q2 | $21.4M | Buy |
104,424
+46,004
| +79% | +$9.29M | 0.6% | 5 |
|
|
2025
Q1 | $13M | Sell |
58,420
-66,371
| -53% | -$15.4M | 0.44% | 13 |
|
|
2024
Q4 | $31.3M | Buy |
124,791
+44,134
| +55% | +$10.4M | 1.33% | 2 |
|
|
2024
Q3 | $18.8M | Sell |
80,657
-50,094
| -38% | -$11.2M | 0.83% | 5 |
|
|
2024
Q2 | $27.5M | Buy |
130,751
+66,928
| +105% | +$12.5M | 1.33% | 4 |
|
|
2024
Q1 | $10.9M | Sell |
63,823
-37,454
| -37% | -$6.81M | 0.55% | 7 |
|
|
2023
Q4 | $19.5M | Sell |
101,277
-29,590
| -23% | -$5.46M | 1.4% | 3 |
|
|
2023
Q3 | $22.4M | Sell |
130,867
-31,811
| -20% | -$5.83M | 1.78% | 3 |
|
|
2023
Q2 | $31.6M | Buy |
162,678
+47,322
| +41% | +$8.25M | 2.86% | 1 |
|
|
2023
Q1 | $19M | Buy |
115,356
+22,166
| +24% | +$3.27M | 2.1% | 3 |
|
|
2022
Q4 | $12.1M | Buy |
93,190
+67,890
| +268% | +$9.7M | 1.36% | 4 |
|
|
2022
Q3 | $3.5M | Sell |
25,300
-21,471
| -46% | -$3.37M | 0.27% | 134 |
|
|
2022
Q2 | $6.39M | Sell |
46,771
-57,760
| -55% | -$8.75M | 0.5% | 43 |
|
|
2022
Q1 | $18.3M | Sell |
104,531
-149,621
| -59% | -$25.2M | 1.45% | 1 |
|
|
2021
Q4 | $45.1M | Buy |
+254,152
| New | +$40.2M | 2.81% | 2 |
|
|
2021
Q3 | – | Sell |
-89,043
| Closed | -$12.2M | – | 477 |
|
|
2021
Q2 | $12.2M | Sell |
89,043
-138,752
| -61% | -$18M | 0.72% | 23 |
|
|
2021
Q1 | $27.8M | Sell |
227,795
-102,767
| -31% | -$13.2M | 1.55% | 3 |
|
|
2020
Q4 | $43.9M | Buy |
330,562
+50,476
| +18% | +$6.07M | 2.2% | 1 |
|
|
2020
Q3 | $32.4M | Buy |
280,086
+277,482
| +10,656% | +$30.3M | 2.1% | 2 |
|
|
2020
Q2 | $237K | Sell |
2,604
-14,028
| -84% | -$1.09M | 0.01% | 287 |
|
|
2020
Q1 | $1.06M | Sell |
16,632
-92,220
| -85% | -$6.78M | 0.1% | 197 |
|
|
2019
Q4 | $7.99M | Buy |
108,852
+31,236
| +40% | +$2.01M | 0.42% | 78 |
|
|
2019
Q3 | $4.35M | Sell |
77,616
-90,028
| -54% | -$4.71M | 0.42% | 82 |
|
|
2019
Q2 | $8.29M | Buy |
167,644
+7,568
| +5% | +$369K | 0.94% | 33 |
|
|
2019
Q1 | $7.6M | Sell |
160,076
-61,280
| -28% | -$2.6M | 1.12% | 25 |
|
|
2018
Q4 | $8.73M | Buy |
221,356
+194,964
| +739% | +$9.45M | 1.53% | 10 |
|
|
2018
Q3 | $1.49M | Sell |
26,392
-12,388
| -32% | -$645K | 0.25% | 127 |
|
|
2018
Q2 | $1.79M | Buy |
+38,780
| New | +$1.76M | 0.37% | 101 |
|
|
2018
Q1 | – | Sell |
-10,692
| Closed | -$452K | – | 246 |
|
|
2017
Q4 | $452K | Sell |
10,692
-126,372
| -92% | -$5.28M | 0.54% | 48 |
|
|
2017
Q3 | $5.28M | Sell |
137,064
-711,020
| -84% | -$27.6M | 2.81% | 8 |
|
|
2017
Q2 | $30.5M | Buy |
848,084
+382,708
| +82% | +$14.1M | 11.51% | 2 |
|
|
2017
Q1 | $16.7M | Buy |
465,376
+455,656
| +4,688% | +$15M | 7.36% | 2 |
|
|
2016
Q4 | $281K | Sell |
9,720
-260,588
| -96% | -$7.39M | 0.58% | 56 |
|
|
2016
Q3 | $7.64M | Buy |
270,308
+121,468
| +82% | +$3.21M | 4.21% | 3 |
|
|
2016
Q2 | $3.56M | Sell |
148,840
-5,904
| -4% | -$147K | 4.77% | 3 |
|
|
2016
Q1 | $4.22M | Buy |
+154,744
| New | +$3.86M | 4.74% | 5 |
|
|
2015
Q3 | – | Sell |
-462,072
| Closed | -$14.5M | – | 53 |
|
|
2015
Q2 | $14.5M | Buy |
462,072
+386,728
| +513% | +$12.4M | 9.99% | 1 |
|
|
2015
Q1 | $2.34M | Buy |
+75,344
| New | +$2.28M | 3.05% | 7 |
|
|
2014
Q4 | – | Sell |
-108,840
| Closed | -$2.74M | – | 59 |
|
|
2014
Q3 | $2.74M | Sell |
108,840
-210,476
| -66% | -$5.17M | 2.39% | 11 |
|
|
2014
Q2 | $7.42M | Sell |
319,316
-239,004
| -43% | -$5.09M | 4.73% | 6 |
|
|
2014
Q1 | $10.7M | Buy |
558,320
+342,524
| +159% | +$6.52M | 11.39% | 1 |
|
|
2013
Q4 | $4.32M | Buy |
+215,796
| New | +$4.08M | 9.33% | 1 |
|
Other funds holding AAPL
Edgestream Partners's AAPL Position: Q2 2026 in Review
Edgestream Partners sold out of Apple (AAPL) in Q2 2026, closing a stake of 21,110 shares — an estimated $5.36M sold.
Edgestream Partners first reported a position in AAPL in Q4 2013 and held it in 45 quarters. The position peaked at $45.1M in Q4 2021. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Edgestream Partners reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
- Edgestream Partners sold 21,110 Apple shares in Q2 2026, an estimated $5.36M.
- Edgestream Partners first reported a position in Apple in Q4 2013 and held it in 45 quarters.
- Edgestream Partners's Apple position peaked at $45.1M in Q4 2021.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.