Empire Life Investments’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
$67.6M Sell
233,546
-11,159
-5% -$3.19M 3.77% 6
2026
Q1
$62.6M Buy
244,705
+18,840
+8% +$4.9M 3.8% 5
2025
Q4
$61.4M Sell
225,865
-4,441
-2% -$1.19M 3.46% 5
2025
Q3
$58.6M Buy
230,306
+85,933
+60% +$19.4M 3.43% 5
2025
Q2
$29.6M Sell
144,373
-8,673
-6% -$1.75M 1.88% 11
2025
Q1
$34M Buy
153,046
+13,604
+10% +$3.15M 2.21% 9
2024
Q4
$34.9M Buy
139,442
+34,269
+33% +$8.08M 2.19% 7
2024
Q3
$24.5M Buy
105,173
+14,774
+16% +$3.3M 1.49% 23
2024
Q2
$19M Buy
90,399
+74,273
+461% +$13.9M 1.2% 32
2024
Q1
$2.77M Buy
16,126
+3,859
+31% +$702K 0.17% 67
2023
Q4
$2.36M Buy
+12,267
New +$2.26M 0.15% 69
2020
Q2
Sell
-136
Closed -$9K 97
2020
Q1
$9K Sell
136
-493,440
-100% -$36.3M ﹤0.01% 107
2019
Q4
$36.2M Buy
493,576
+4,100
+0.8% +$264K 2.76% 14
2019
Q3
$27.4M Buy
489,476
+64,648
+15% +$3.38M 2.3% 16
2019
Q2
$21M Sell
424,828
-286,320
-40% -$14M 1.7% 22
2019
Q1
$33.8M Buy
711,148
+40,272
+6% +$1.71M 2.83% 6
2018
Q4
$26.5M Buy
670,876
+43,904
+7% +$2.13M 2.38% 12
2018
Q3
$35.4M Sell
626,972
-263,928
-30% -$13.7M 2.7% 5
2018
Q2
$41.2M Sell
890,900
-69,600
-7% -$3.16M 2.97% 5
2018
Q1
$40.3M Buy
960,500
+69,884
+8% +$3.01M 2.86% 5
2017
Q4
$37.7M Buy
890,616
+59,360
+7% +$2.48M 2.91% 6
2017
Q3
$32M Sell
831,256
-14,828
-2% -$575K 2.59% 6
2017
Q2
$30.5M Buy
846,084
+178,056
+27% +$6.58M 2.65% 5
2017
Q1
$24M Buy
668,028
+149,200
+29% +$4.91M 2.34% 9
2016
Q4
$14.7M Buy
+518,828
New +$14.7M 1.19% 35

Other funds holding AAPL

Empire Life Investments's AAPL Position: Q2 2026 in Review

Empire Life Investments reduced its Apple (AAPL) stake by 4.6% in Q2 2026, selling an estimated $3.19M and leaving 233,546 shares worth $67.6M. The position accounts for 3.77% of the portfolio, ranked #6.

Empire Life Investments first reported a position in AAPL in Q4 2016 and has held it in 25 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Empire Life Investments held 233,546 shares of Apple worth $67.6M as of Q2 2026.
  • Empire Life Investments sold 11,159 Apple shares in Q2 2026, an estimated $3.19M.
  • Apple made up 3.77% of Empire Life Investments's portfolio in Q2 2026, its #6 holding.
  • Empire Life Investments first reported a position in Apple in Q4 2016 and has held it in 25 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.