Elmwood Wealth Management’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 | $10.7M | Buy |
36,896
+540
| +1% | +$154K | 2.67% | 5 |
|
|
2026
Q1 | $9.23M | Buy |
36,356
+1,718
| +5% | +$447K | 2.55% | 5 |
|
|
2025
Q4 | $9.42M | Buy |
34,638
+8,747
| +34% | +$2.35M | 2.97% | 1 |
|
|
2025
Q3 | $6.59M | Buy |
25,891
+3,717
| +17% | +$840K | 2.34% | 7 |
|
|
2025
Q2 | $4.55M | Sell |
22,174
-1,506
| -6% | -$304K | 1.8% | 15 |
|
|
2025
Q1 | $5.26M | Sell |
23,680
-302
| -1% | -$70K | 2.16% | 10 |
|
|
2024
Q4 | $6.01M | Buy |
23,982
+497
| +2% | +$117K | 2.42% | 7 |
|
|
2024
Q3 | $5.47M | Sell |
23,485
-1,062
| -4% | -$237K | 2.26% | 8 |
|
|
2024
Q2 | $5.17M | Sell |
24,547
-900
| -4% | -$168K | 2.3% | 8 |
|
|
2024
Q1 | $4.36M | Buy |
25,447
+5,092
| +25% | +$926K | 1.87% | 10 |
|
|
2023
Q4 | $3.92M | Sell |
20,355
-8,326
| -29% | -$1.54M | 2.75% | 8 |
|
|
2023
Q3 | $4.91M | Sell |
28,681
-183
| -0.6% | -$33.6K | 2.37% | 11 |
|
|
2023
Q2 | $5.6M | Sell |
28,864
-5,228
| -15% | -$911K | 2.61% | 6 |
|
|
2023
Q1 | $5.62M | Sell |
34,092
-555
| -2% | -$81.9K | 2.66% | 6 |
|
|
2022
Q4 | $4.5M | Buy |
34,647
+104
| +0.3% | +$14.9K | 2.25% | 6 |
|
|
2022
Q3 | $4.77M | Buy |
+34,543
| New | +$5.42M | 2.38% | 4 |
|
|
2021
Q2 | $4.72M | Buy |
34,478
+117
| +0.3% | +$15.2K | 2.49% | 7 |
|
|
2021
Q1 | $4.2M | Buy |
+34,361
| New | +$4.41M | 2.56% | 7 |
|
|
2020
Q3 | $3.44M | Sell |
9,420
-28,260
| -75% | -$3.08M | 2.79% | 6 |
|
|
2020
Q2 | $3.44M | Sell |
37,680
-22,500
| -37% | -$1.74M | 2.79% | 6 |
|
|
2020
Q1 | $2.52M | Buy |
60,180
+21,592
| +56% | +$1.59M | 2.41% | 9 |
|
|
2019
Q4 | $2.83M | Buy |
38,588
+5,800
| +18% | +$373K | 2.47% | 5 |
|
|
2019
Q3 | $1.84M | Sell |
32,788
-104
| -0.3% | -$5.44K | 1.86% | 12 |
|
|
2019
Q2 | $1.63M | Sell |
32,892
-1,180
| -3% | -$57.5K | 1.44% | 20 |
|
|
2019
Q1 | $1.62M | Sell |
34,072
-26,356
| -44% | -$1.12M | 1.5% | 16 |
|
|
2018
Q4 | $2.38M | Buy |
60,428
+128
| +0.2% | +$6.21K | 2.3% | 8 |
|
|
2018
Q3 | $3.4M | Buy |
60,300
+696
| +1% | +$36.2K | 2.82% | 3 |
|
|
2018
Q2 | $2.76M | Sell |
59,604
-576
| -1% | -$26.1K | 2.51% | 7 |
|
|
2018
Q1 | $2.52M | Buy |
+60,180
| New | +$2.59M | 2.41% | 9 |
|
Other funds holding AAPL
Elmwood Wealth Management's AAPL Position: Q2 2026 in Review
Elmwood Wealth Management increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $154K and bringing the position to 36,896 shares worth $10.7M. The position accounts for 2.67% of the portfolio, ranked #5.
Elmwood Wealth Management first reported a position in AAPL in Q1 2018 and has held it in 29 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Elmwood Wealth Management held 36,896 shares of Apple worth $10.7M as of Q2 2026.
- Elmwood Wealth Management bought 540 Apple shares in Q2 2026, an estimated $154K.
- Apple made up 2.67% of Elmwood Wealth Management's portfolio in Q2 2026, its #5 holding.
- Elmwood Wealth Management first reported a position in Apple in Q1 2018 and has held it in 29 quarters since.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.