Founders Capital Management (Connecticut)’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
$21.3M Sell
73,438
-555
-0.8% -$159K 3.17% 8
2026
Q1
$18.8M Sell
73,993
-323
-0.4% -$84.1K 3.09% 8
2025
Q4
$20.2M Sell
74,316
-316
-0.4% -$84.8K 3% 8
2025
Q3
$19M Sell
74,632
-1,590
-2% -$359K 2.97% 8
2025
Q2
$15.6M Sell
76,222
-7,873
-9% -$1.59M 2.66% 10
2025
Q1
$18.7M Buy
84,095
+1,802
+2% +$417K 3.44% 7
2024
Q4
$20.6M Sell
82,293
-937
-1% -$221K 3.61% 7
2024
Q3
$19.4M Sell
83,230
-1,410
-2% -$315K 3.36% 7
2024
Q2
$17.8M Buy
84,640
+12
+0% +$2.24K 3.2% 8
2024
Q1
$14.5M Sell
84,628
-229
-0.3% -$41.6K 2.68% 11
2023
Q4
$16.3M Buy
84,857
+2,814
+3% +$520K 3.35% 6
2023
Q3
$14M Sell
82,043
-2,606
-3% -$478K 3.19% 6
2023
Q2
$16.4M Buy
84,649
+1,720
+2% +$300K 3.66% 6
2023
Q1
$13.7M Sell
82,929
-973
-1% -$144K 3.41% 7
2022
Q4
$10.9M Sell
83,902
-164
-0.2% -$23.4K 2.93% 12
2022
Q3
$11.6M Buy
84,066
+80
+0.1% +$12.6K 3.26% 8
2022
Q2
$11.5M Sell
83,986
-56
-0.1% -$8.48K 2.94% 11
2022
Q1
$14.7M Sell
84,042
-143
-0.2% -$24K 3.15% 11
2021
Q4
$14.9M Sell
84,185
-3
-0% -$474 3.23% 12
2021
Q3
$11.9M Buy
84,188
+108
+0.1% +$15.9K 3.01% 14
2021
Q2
$11.5M Sell
84,080
-37,852
-31% -$4.9M 2.78% 14
2021
Q1
$14.9M Buy
121,932
+37,196
+44% +$4.77M 3.74% 9
2020
Q4
$11.2M Sell
84,736
-1,029
-1% -$124K 3.25% 10
2020
Q3
$9.93M Sell
85,765
-391
-0.5% -$42.7K 3.15% 11
2020
Q2
$7.86M Buy
86,156
+284
+0.3% +$22K 2.69% 12
2020
Q1
$5.46M Sell
85,872
-3,332
-4% -$245K 2.17% 17
2019
Q4
$6.55M Sell
89,204
-800
-0.9% -$51.5K 2.16% 18
2019
Q3
$5.11M Sell
90,004
-2,212
-2% -$116K 1.82% 18
2019
Q2
$4.56M Sell
92,216
-516
-0.6% -$25.1K 1.62% 19
2019
Q1
$4.4M Buy
92,732
+32,252
+53% +$1.37M 1.62% 19
2018
Q4
$2.38M Buy
60,480
+37,584
+164% +$1.82M 1.02% 23
2018
Q3
$1.3M Buy
22,896
+108
+0.5% +$5.62K 0.53% 31
2018
Q2
$1.05M Buy
22,788
+1,000
+5% +$45.4K 0.48% 28
2018
Q1
$908K Buy
21,788
+2,076
+11% +$89.4K 0.42% 31
2017
Q4
$834K Hold
19,712
0.37% 35
2017
Q3
$759K Buy
19,712
+520
+3% +$20.2K 0.36% 35
2017
Q2
$691K Hold
19,192
0.35% 33
2017
Q1
$689K Buy
19,192
+412
+2% +$13.6K 0.35% 35
2016
Q4
$544K Buy
18,780
+12
+0.1% +$340 0.29% 37
2016
Q3
$530K Buy
18,768
+16
+0.1% +$423 0.3% 36
2016
Q2
$448K Sell
18,752
-1,936
-9% -$48.1K 0.25% 38
2016
Q1
$564K Buy
20,688
+4,840
+31% +$121K 0.33% 36
2015
Q4
$417K Buy
15,848
+4,516
+40% +$129K 0.25% 37
2015
Q3
$312K Buy
11,332
+324
+3% +$9.5K 0.2% 44
2015
Q2
$345K Hold
11,008
0.21% 42
2015
Q1
$342K Buy
11,008
+3,280
+42% +$99K 0.2% 41
2014
Q4
$213K Buy
+7,728
New +$210K 0.13% 47

Other funds holding AAPL

Founders Capital Management (Connecticut)'s AAPL Position: Q2 2026 in Review

Founders Capital Management (Connecticut) reduced its Apple (AAPL) stake by 0.75% in Q2 2026, selling an estimated $159K and leaving 73,438 shares worth $21.3M. The position accounts for 3.17% of the portfolio, ranked #8.

Founders Capital Management (Connecticut) first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Founders Capital Management (Connecticut) held 73,438 shares of Apple worth $21.3M as of Q2 2026.
  • Founders Capital Management (Connecticut) sold 555 Apple shares in Q2 2026, an estimated $159K.
  • Apple made up 3.17% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #8 holding.
  • Founders Capital Management (Connecticut) first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.