Empirical 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 | $180M | Buy |
620,743
+8,324
| +1% | +$2.38M | 2.62% | 8 |
|
|
2026
Q1 | $155M | Sell |
612,419
-7,927
| -1% | -$2.06M | 2.69% | 7 |
|
|
2025
Q4 | $169M | Buy |
620,346
+17,431
| +3% | +$4.68M | 3% | 7 |
|
|
2025
Q3 | $154M | Buy |
602,915
+10,436
| +2% | +$2.36M | 3.07% | 7 |
|
|
2025
Q2 | $122M | Buy |
592,479
+97,378
| +20% | +$19.7M | 2.74% | 7 |
|
|
2025
Q1 | $110M | Buy |
495,101
+40,557
| +9% | +$9.4M | 2.83% | 7 |
|
|
2024
Q4 | $114M | Buy |
454,544
+13,781
| +3% | +$3.25M | 3.09% | 5 |
|
|
2024
Q3 | $103M | Sell |
440,763
-37,866
| -8% | -$8.46M | 2.88% | 7 |
|
|
2024
Q2 | $101M | Sell |
478,629
-2,457
| -0.5% | -$458K | 2.99% | 7 |
|
|
2024
Q1 | $82.5M | Sell |
481,086
-155,306
| -24% | -$28.2M | 2.49% | 12 |
|
|
2023
Q4 | $123M | Buy |
636,392
+16,628
| +3% | +$3.07M | 4.07% | 4 |
|
|
2023
Q3 | $106M | Buy |
619,764
+254,635
| +70% | +$46.7M | 4.16% | 4 |
|
|
2023
Q2 | $70.8M | Sell |
365,129
-22,315
| -6% | -$3.89M | 2.85% | 8 |
|
|
2023
Q1 | $63.9M | Buy |
387,444
+27,852
| +8% | +$4.11M | 2.77% | 8 |
|
|
2022
Q4 | $46.7M | Sell |
359,592
-15,536
| -4% | -$2.22M | 2.2% | 12 |
|
|
2022
Q3 | $51.8M | Buy |
375,128
+23,869
| +7% | +$3.75M | 2.72% | 5 |
|
|
2022
Q2 | $48M | Buy |
351,259
+23,384
| +7% | +$3.54M | 2.52% | 7 |
|
|
2022
Q1 | $57.3M | Buy |
327,875
+29,384
| +10% | +$4.94M | 2.85% | 5 |
|
|
2021
Q4 | $53M | Sell |
298,491
-21,553
| -7% | -$3.41M | 2.65% | 5 |
|
|
2021
Q3 | $45.3M | Buy |
320,044
+16,324
| +5% | +$2.4M | 2.58% | 6 |
|
|
2021
Q2 | $41.6M | Buy |
303,720
+70,958
| +30% | +$9.19M | 2.52% | 7 |
|
|
2021
Q1 | $28.4M | Sell |
232,762
-73,916
| -24% | -$9.49M | 2.28% | 9 |
|
|
2020
Q4 | $40.7M | Buy |
306,678
+43,873
| +17% | +$5.28M | 3.1% | 6 |
|
|
2020
Q3 | $30.4M | Sell |
262,805
-52,475
| -17% | -$5.73M | 2.6% | 7 |
|
|
2020
Q2 | $28.8M | Sell |
315,280
-37,064
| -11% | -$2.87M | 2.68% | 7 |
|
|
2020
Q1 | $22.4M | Buy |
352,344
+79,080
| +29% | +$5.82M | 2.45% | 7 |
|
|
2019
Q4 | $20.1M | Buy |
273,264
+54,280
| +25% | +$3.49M | 2.2% | 8 |
|
|
2019
Q3 | $12.3M | Buy |
218,984
+34,504
| +19% | +$1.8M | 1.48% | 10 |
|
|
2019
Q2 | $9.13M | Buy |
184,480
+20,844
| +13% | +$1.02M | 1.19% | 15 |
|
|
2019
Q1 | $7.77M | Buy |
163,636
+17,748
| +12% | +$753K | 1.13% | 15 |
|
|
2018
Q4 | $5.75M | Buy |
145,888
+25,900
| +22% | +$1.26M | 0.98% | 19 |
|
|
2018
Q3 | $6.77M | Buy |
119,988
+4,312
| +4% | +$225K | 1.2% | 14 |
|
|
2018
Q2 | $5.35M | Buy |
115,676
+21,476
| +23% | +$974K | 1% | 16 |
|
|
2018
Q1 | $3.95M | Sell |
94,200
-13,256
| -12% | -$571K | 0.78% | 20 |
|
|
2017
Q4 | $4.55M | Buy |
107,456
+2,456
| +2% | +$103K | 0.97% | 17 |
|
|
2017
Q3 | $4.05M | Buy |
105,000
+18,768
| +22% | +$728K | 0.93% | 16 |
|
|
2017
Q2 | $3.1M | Buy |
86,232
+16,616
| +24% | +$614K | 0.76% | 19 |
|
|
2017
Q1 | $2.5M | Sell |
69,616
-16,080
| -19% | -$530K | 0.62% | 20 |
|
|
2016
Q4 | $2.48M | Sell |
85,696
-24
| -0% | -$680 | 0.61% | 20 |
|
|
2016
Q3 | $2.42M | Buy |
85,720
+4,712
| +6% | +$125K | 0.63% | 18 |
|
|
2016
Q2 | $1.94M | Sell |
81,008
-11,480
| -12% | -$285K | 0.51% | 25 |
|
|
2016
Q1 | $2.52M | Buy |
92,488
+40,720
| +79% | +$1.01M | 0.61% | 17 |
|
|
2015
Q4 | $1.36M | Sell |
51,768
-18,528
| -26% | -$529K | 0.33% | 40 |
|
|
2015
Q3 | $1.94M | Buy |
70,296
+21,908
| +45% | +$642K | 0.46% | 30 |
|
|
2015
Q2 | $1.52M | Buy |
48,388
+13,620
| +39% | +$436K | 0.35% | 37 |
|
|
2015
Q1 | $1.08M | Sell |
34,768
-31,420
| -47% | -$949K | 0.26% | 48 |
|
|
2014
Q4 | $1.83M | Sell |
66,188
-10,144
| -13% | -$276K | 0.45% | 31 |
|
|
2014
Q3 | $1.92M | Buy |
76,332
+16,020
| +27% | +$393K | 0.47% | 32 |
|
|
2014
Q2 | $1.4M | Buy |
60,312
+3,752
| +7% | +$79.8K | 0.35% | 40 |
|
|
2014
Q1 | $1.08M | Buy |
+56,560
| New | +$1.08M | 0.29% | 44 |
|
|
2013
Q4 | – | Sell |
-56,896
| Closed | -$969K | – | 94 |
|
|
2013
Q3 | $969K | Buy |
56,896
+1,036
| +2% | +$17.2K | 0.3% | 41 |
|
|
2013
Q2 | $791K | Buy |
+55,860
| New | +$859K | 0.26% | 41 |
|
Other funds holding AAPL
ECSS
Empirical Wealth Management's AAPL Position: Q2 2026 in Review
Empirical Wealth Management increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $2.38M and bringing the position to 620,743 shares worth $180M. The position accounts for 2.62% of the portfolio, ranked #8.
Empirical Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 2,673 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Empirical Wealth Management held 620,743 shares of Apple worth $180M as of Q2 2026.
- Empirical Wealth Management bought 8,324 Apple shares in Q2 2026, an estimated $2.38M.
- Apple made up 2.62% of Empirical Wealth Management's portfolio in Q2 2026, its #8 holding.
- Empirical Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- 2,673 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.