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Formidable Asset Management’s Apple AAPL Stock Holding History

Formidable Asset Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.2M Sell
178,292
-2,210
-1% -$632K 7.2% 1
2026
Q1 		$49.1M Sell
180,502
-15,589
-8% -$4.06M 7.58% 1
2025
Q4 		$49.9M Sell
196,091
-6,941
-3% -$1.86M 7.26% 1
2025
Q3 		$41.7M Sell
203,032
-7,299
-3% -$1.65M 6.56% 2
2025
Q2 		$46.7M Sell
210,331
-104
-0% -$21K 7.81% 2
2025
Q1 		$46.7M Sell
210,435
-5,800
-3% -$1.34M 7.81% 2
2024
Q4 		$54.1M Sell
216,235
-5,654
-3% -$1.33M 8.89% 1
2024
Q3 		$51.7M Sell
221,889
-4,818
-2% -$1.08M 8.26% 2
2024
Q2 		$47.7M Buy
226,707
+1,773
+0.8% +$331K 7.72% 2
2024
Q1 		$38.6M Buy
224,934
+17,792
+9% +$3.24M 6.29% 2
2023
Q4 		$39.9M Sell
207,142
-4,821
-2% -$890K 8.28% 2
2023
Q3 		$36.3M Sell
211,963
-2,291
-1% -$420K 8.04% 2
2023
Q2 		$41.6M Sell
214,254
-10,426
-5% -$1.82M 9.07% 2
2023
Q1 		$37.3M Sell
224,680
-2,179
-1% -$322K 7.88% 2
2022
Q4 		$29.5M Sell
226,859
-1,591
-0.7% -$227K 6.66% 2
2022
Q3 		$34.7M Sell
228,450
-5,118
-2% -$803K 8.06% 2
2022
Q2 		$32.3M Sell
233,568
-1,675
-0.7% -$254K 7.27% 2
2022
Q1 		$41.1M Sell
235,243
-2,066
-0.9% -$347K 7.88% 2
2021
Q4 		$42.6M Sell
237,309
-34,853
-13% -$5.51M 8.17% 2
2021
Q3 		$38.5M Buy
272,162
+227,242
+506% +$33.5M 7.23% 2
2021
Q2 		$6.15M Sell
44,920
-237,980
-84% -$30.8M 1.32% 15
2021
Q1 		$34.7M Sell
282,900
-11,548
-4% -$1.48M 7.55% 2
2020
Q4 		$38.2M Buy
294,448
+626
+0.2% +$75.3K 8.85% 2
2020
Q3 		$33.3M Buy
293,822
+2,638
+0.9% +$288K 9.7% 2
2020
Q2 		$28.3M Buy
291,184
+3,308
+1% +$256K 8.35% 2
2020
Q1 		$18.3M Sell
287,876
-10,736
-4% -$790K 7.21% 3
2019
Q4 		$23.6M Buy
298,612
+292,760
+5,003% +$18.8M 7.44% 3
2019
Q3 		$328K Sell
5,852
-320,632
-98% -$16.8M 0.3% 60
2019
Q2 		$17.4M Buy
326,484
+252,344
+340% +$12.3M 5.97% 3
2019
Q1 		$547K Sell
74,140
-283,136
-79% -$12M 0.22% 91
2018
Q4 		$14.1M Buy
357,276
+6,044
+2% +$293K 7.45% 3
2018
Q3 		$20.4M Sell
351,232
-4,944
-1% -$257K 8.02% 2
2018
Q2 		$16.5M Sell
356,176
-4,240
-1% -$192K 7.1% 3
2018
Q1 		$15.1M Sell
360,416
-1,996
-0.6% -$85.9K 7.58% 3
2017
Q4 		$15.3M Buy
362,412
+696
+0.2% +$29.1K 7.05% 3
2017
Q3 		$13.9M Buy
361,716
+7,540
+2% +$293K 5.88% 3
2017
Q2 		$12.8M Buy
354,176
+2,388
+0.7% +$88.3K 6.29% 3
2017
Q1 		$13.4M Sell
351,788
-12,324
-3% -$406K 5.86% 3
2016
Q4 		$1.26M Buy
364,112
+7,952
+2% +$225K 0.64% 31
2016
Q3 		$10.1M Sell
356,160
-10,816
-3% -$286K 5% 3
2016
Q2 		$9.17M Buy
366,976
+41,036
+13% +$1.02M 5.1% 2
2016
Q1 		$8.56M Sell
325,940
-4,024
-1% -$100K 6.02% 2
2015
Q4 		$8.31M Buy
329,964
+4,756
+1% +$136K 5.75% 2
2015
Q3 		$8.97M Buy
325,208
+13,676
+4% +$401K 5.99% 2
2015
Q2 		$9.77M Buy
311,532
+660
+0.2% +$21.1K 6.23% 2
2015
Q1 		$9.78M Sell
310,872
-8,696
-3% -$263K 6.43% 2
2014
Q4 		$8.82M Buy
319,568
+640
+0.2% +$17.4K 6.02% 2
2014
Q3 		$8.72M Sell
318,928
-4,496
-1% -$110K 5.76% 2
2014
Q2 		$7.51M Buy
323,424
+6,100
+2% +$130K 4.54% 2
2014
Q1 		$6.73M Buy
317,324
+10,388
+3% +$198K 4.7% 3
2013
Q4 		$5.7M Buy
306,936
+2,436
+0.8% +$46K 3.83% 3
2013
Q3 		$5.32M Buy
+304,500
New +$5.05M 4.6% 2

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Formidable Asset Management's AAPL Position: Q2 2026 in Review

Formidable Asset Management reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $632K and leaving 178,292 shares worth $45.2M. The position accounts for 7.2% of the portfolio, ranked #1.

Formidable Asset Management first reported a position in AAPL in Q3 2013 and has held it in 52 quarters since. The position peaked at $54.1M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Formidable Asset Management held 178,292 shares of Apple worth $45.2M as of Q2 2026.
  • Formidable Asset Management sold 2,210 Apple shares in Q2 2026, an estimated $632K.
  • Apple made up 7.2% of Formidable Asset Management's portfolio in Q2 2026, its #1 holding.
  • Formidable Asset Management first reported a position in Apple in Q3 2013 and has held it in 52 quarters since.
  • Formidable Asset Management's Apple position peaked at $54.1M in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.