Exeter Financial’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 | $11.4M | Sell |
39,531
-438
| -1% | -$125K | 4.38% | 3 |
|
|
2026
Q1 | $10.1M | Buy |
39,969
+306
| +0.8% | +$79.6K | 4.14% | 4 |
|
|
2025
Q4 | $10.8M | Buy |
39,663
+398
| +1% | +$107K | 4.59% | 4 |
|
|
2025
Q3 | $10M | Sell |
39,265
-1,589
| -4% | -$359K | 4.32% | 4 |
|
|
2025
Q2 | $8.38M | Sell |
40,854
-1,102
| -3% | -$223K | 3.73% | 5 |
|
|
2025
Q1 | $9.32M | Sell |
41,956
-1,520
| -3% | -$352K | 4.18% | 3 |
|
|
2024
Q4 | $10.9M | Sell |
43,476
-54
| -0.1% | -$12.7K | 4.98% | 2 |
|
|
2024
Q3 | $10.1M | Sell |
43,530
-725
| -2% | -$162K | 4.49% | 3 |
|
|
2024
Q2 | $9.32M | Sell |
44,255
-27,868
| -39% | -$5.2M | 4.45% | 3 |
|
|
2024
Q1 | $12.2M | Sell |
72,123
-735
| -1% | -$134K | 5.61% | 1 |
|
|
2023
Q4 | $13.5M | Buy |
72,858
+24,813
| +52% | +$4.58M | 6.54% | 1 |
|
|
2023
Q3 | $8.23M | Sell |
48,045
-1,941
| -4% | -$356K | 4.35% | 4 |
|
|
2023
Q2 | $9.4M | Sell |
49,986
-8,521
| -15% | -$1.48M | 4.85% | 1 |
|
|
2023
Q1 | $9.48M | Buy |
58,507
+864
| +1% | +$127K | 4.75% | 1 |
|
|
2022
Q4 | $7.49M | Buy |
57,643
+75
| +0.1% | +$10.7K | 3.9% | 3 |
|
|
2022
Q3 | $7.96M | Buy |
57,568
+501
| +0.9% | +$78.6K | 4.62% | 2 |
|
|
2022
Q2 | $7.8M | Sell |
57,067
-1,120
| -2% | -$170K | 4.35% | 2 |
|
|
2022
Q1 | $10.2M | Sell |
58,187
-750
| -1% | -$126K | 5.51% | 1 |
|
|
2021
Q4 | $10.1M | Sell |
58,937
-1,963
| -3% | -$310K | 5.56% | 1 |
|
|
2021
Q3 | $8.62M | Sell |
60,900
-1,307
| -2% | -$192K | 5.15% | 2 |
|
|
2021
Q2 | $8.71M | Buy |
62,207
+1,871
| +3% | +$242K | 5.05% | 2 |
|
|
2021
Q1 | $7.37M | Sell |
60,336
-282
| -0.5% | -$36.2K | 4.65% | 2 |
|
|
2020
Q4 | $8.04M | Sell |
60,618
-1,157
| -2% | -$139K | 5.58% | 2 |
|
|
2020
Q3 | $7.15M | Sell |
61,775
-7,745
| -11% | -$845K | 5.59% | 2 |
|
|
2020
Q2 | $6.34M | Sell |
69,520
-2,248
| -3% | -$174K | 5.27% | 2 |
|
|
2020
Q1 | $4.56M | Sell |
71,768
-4,428
| -6% | -$326K | 4.29% | 4 |
|
|
2019
Q4 | $5.59M | Sell |
76,196
-7,680
| -9% | -$494K | 4.34% | 2 |
|
|
2019
Q3 | $4.7M | Buy |
83,876
+10,748
| +15% | +$562K | 3.74% | 4 |
|
|
2019
Q2 | $3.62M | Sell |
73,128
-11,416
| -14% | -$556K | 3.02% | 6 |
|
|
2019
Q1 | $4.01M | Buy |
84,544
+9,036
| +12% | +$383K | 3.48% | 4 |
|
|
2018
Q4 | $2.98M | Buy |
75,508
+20,900
| +38% | +$1.01M | 2.81% | 10 |
|
|
2018
Q3 | $3.08M | Sell |
54,608
-488
| -0.9% | -$25.4K | 2.53% | 11 |
|
|
2018
Q2 | $2.55M | Sell |
55,096
-820
| -1% | -$37.2K | 2.25% | 16 |
|
|
2018
Q1 | $2.35M | Buy |
55,916
+2,772
| +5% | +$119K | 2.01% | 19 |
|
|
2017
Q4 | $2.25M | Buy |
+53,144
| New | +$2.22M | 1.96% | 17 |
|
Other funds holding AAPL
Exeter Financial's AAPL Position: Q2 2026 in Review
Exeter Financial reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $125K and leaving 39,531 shares worth $11.4M. The position accounts for 4.38% of the portfolio, ranked #3.
Exeter Financial first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $13.5M in Q4 2023. 2,598 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Exeter Financial held 39,531 shares of Apple worth $11.4M as of Q2 2026.
- Exeter Financial sold 438 Apple shares in Q2 2026, an estimated $125K.
- Apple made up 4.38% of Exeter Financial's portfolio in Q2 2026, its #3 holding.
- Exeter Financial first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- Exeter Financial's Apple position peaked at $13.5M in Q4 2023.
- 2,598 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.