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Goelzer Investment Management’s Apple AAPL Stock Holding History

Goelzer Investment 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 		$44.8M Sell
154,703
-7,254
-4% -$2.07M 1.95% 6
2026
Q1 		$41.1M Buy
161,957
+6,192
+4% +$1.61M 1.99% 7
2025
Q4 		$42.3M Buy
155,765
+8,158
+6% +$2.19M 1.96% 6
2025
Q3 		$37.6M Sell
147,607
-59
-0% -$13.3K 1.99% 8
2025
Q2 		$30.3M Sell
147,666
-6,840
-4% -$1.38M 1.66% 8
2025
Q1 		$34.3M Buy
154,506
+1,044
+0.7% +$242K 1.99% 6
2024
Q4 		$38.4M Buy
153,462
+1,354
+0.9% +$319K 2.23% 5
2024
Q3 		$35.4M Sell
152,108
-4,454
-3% -$995K 1.94% 7
2024
Q2 		$33M Sell
156,562
-2,137
-1% -$399K 1.84% 7
2024
Q1 		$27.2M Buy
158,699
+5,573
+4% +$1.01M 1.54% 8
2023
Q4 		$29.5M Buy
153,126
+2,293
+2% +$423K 1.9% 8
2023
Q3 		$25.8M Sell
150,833
-1,625
-1% -$298K 1.82% 8
2023
Q2 		$29.6M Sell
152,458
-4,388
-3% -$765K 2.5% 8
2023
Q1 		$25.9M Sell
156,846
-17,357
-10% -$2.56M 2.25% 8
2022
Q4 		$22.6M Sell
174,203
-5,013
-3% -$716K 1.94% 9
2022
Q3 		$24.8M Buy
179,216
+11,048
+7% +$1.73M 2.47% 6
2022
Q2 		$23M Buy
168,168
+7,058
+4% +$1.07M 2.22% 7
2022
Q1 		$28.1M Sell
161,110
-44,472
-22% -$7.48M 2.43% 6
2021
Q4 		$36.5M Sell
205,582
-14,279
-6% -$2.26M 2.97% 6
2021
Q3 		$31.1M Sell
219,861
-6,248
-3% -$920K 2.73% 6
2021
Q2 		$31M Sell
226,109
-807
-0.4% -$105K 2.57% 7
2021
Q1 		$27.7M Sell
226,916
-12,931
-5% -$1.66M 2.44% 7
2020
Q4 		$31.8M Sell
239,847
-52,070
-18% -$6.26M 2.93% 5
2020
Q3 		$33.8M Sell
291,917
-18,507
-6% -$2.02M 3.13% 5
2020
Q2 		$28.3M Sell
310,424
-21,896
-7% -$1.7M 2.73% 6
2020
Q1 		$21.1M Sell
332,320
-14,896
-4% -$1.1M 2.41% 7
2019
Q4 		$25.5M Sell
347,216
-3,764
-1% -$242K 2.19% 6
2019
Q3 		$19.7M Buy
350,980
+2,196
+0.6% +$115K 1.8% 9
2019
Q2 		$17.3M Buy
348,784
+1,096
+0.3% +$53.4K 1.59% 10
2019
Q1 		$16.5M Buy
347,688
+48,952
+16% +$2.08M 1.56% 9
2018
Q4 		$11.8M Sell
298,736
-10,220
-3% -$495K 1.51% 8
2018
Q3 		$17.4M Sell
308,956
-2,232
-0.7% -$116K 1.94% 4
2018
Q2 		$14.4M Sell
311,188
-1,248
-0.4% -$56.6K 1.68% 5
2018
Q1 		$13.1M Sell
312,436
-64,224
-17% -$2.76M 1.57% 4
2017
Q4 		$15.9M Sell
376,660
-25,008
-6% -$1.05M 1.79% 3
2017
Q3 		$15.5M Sell
401,668
-5,712
-1% -$222K 1.82% 4
2017
Q2 		$14.7M Sell
407,380
-30,576
-7% -$1.13M 1.8% 4
2017
Q1 		$15.7M Sell
437,956
-6,200
-1% -$204K 1.96% 3
2016
Q4 		$12.9M Sell
444,156
-12,020
-3% -$341K 1.67% 7
2016
Q3 		$12.9M Sell
456,176
-8,908
-2% -$236K 1.74% 5
2016
Q2 		$11.1M Sell
465,084
-16,216
-3% -$403K 1.53% 8
2016
Q1 		$13.1M Buy
481,300
+10,204
+2% +$254K 1.87% 4
2015
Q4 		$12.4M Buy
471,096
+9,100
+2% +$260K 1.81% 3
2015
Q3 		$12.7M Buy
461,996
+127,908
+38% +$3.75M 2.02% 2
2015
Q2 		$10.5M Sell
334,088
-47,288
-12% -$1.51M 1.58% 5
2015
Q1 		$11.9M Sell
381,376
-3,592
-0.9% -$108K 1.79% 3
2014
Q4 		$10.6M Buy
384,968
+16,040
+4% +$436K 1.6% 3
2014
Q3 		$9.29M Sell
368,928
-856
-0.2% -$21K 1.54% 3
2014
Q2 		$8.59M Buy
369,784
+12,812
+4% +$273K 1.43% 3
2014
Q1 		$6.84M Buy
356,972
+52,108
+17% +$991K 1.22% 11
2013
Q4 		$6.11M Sell
304,864
-3,052
-1% -$57.7K 1.11% 23
2013
Q3 		$5.24M Sell
307,916
-283,220
-48% -$4.7M 1.07% 23
2013
Q2 		$8.37M Buy
+591,136
New +$9.09M 0.89% 33

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Goelzer Investment Management's AAPL Position: Q2 2026 in Review

Goelzer Investment Management reduced its Apple (AAPL) stake by 4.5% in Q2 2026, selling an estimated $2.07M and leaving 154,703 shares worth $44.8M. The position accounts for 1.95% of the portfolio, ranked #6.

Goelzer Investment Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,175 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Goelzer Investment Management held 154,703 shares of Apple worth $44.8M as of Q2 2026.
  • Goelzer Investment Management sold 7,254 Apple shares in Q2 2026, an estimated $2.07M.
  • Apple made up 1.95% of Goelzer Investment Management's portfolio in Q2 2026, its #6 holding.
  • Goelzer Investment Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 2,175 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.