Greenwood Capital Associates’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 | $40.5M | Sell |
139,989
-1,067
| -0.8% | -$305K | 3.98% | 1 |
|
|
2026
Q1 | $35.8M | Sell |
141,056
-5,937
| -4% | -$1.55M | 3.94% | 2 |
|
|
2025
Q4 | $40M | Buy |
146,993
+441
| +0.3% | +$118K | 4.34% | 2 |
|
|
2025
Q3 | $37.3M | Sell |
146,552
-1,468
| -1% | -$332K | 4.31% | 2 |
|
|
2025
Q2 | $30.4M | Buy |
148,020
+9,819
| +7% | +$1.98M | 3.78% | 3 |
|
|
2025
Q1 | $30.7M | Sell |
138,201
-7,197
| -5% | -$1.67M | 4.14% | 1 |
|
|
2024
Q4 | $36.4M | Sell |
145,398
-1,645
| -1% | -$388K | 4.75% | 1 |
|
|
2024
Q3 | $34.3M | Sell |
147,043
-3,319
| -2% | -$741K | 4.46% | 1 |
|
|
2024
Q2 | $31.7M | Sell |
150,362
-927
| -0.6% | -$173K | 4.16% | 1 |
|
|
2024
Q1 | $25.9M | Sell |
151,289
-6,467
| -4% | -$1.18M | 3.45% | 2 |
|
|
2023
Q4 | $30.4M | Buy |
157,756
+3,367
| +2% | +$622K | 3.94% | 1 |
|
|
2023
Q3 | $26.4M | Buy |
154,389
+495
| +0.3% | +$90.8K | 3.84% | 1 |
|
|
2023
Q2 | $29.9M | Sell |
153,894
-1,493
| -1% | -$260K | 4.19% | 1 |
|
|
2023
Q1 | $25.6M | Buy |
+155,387
| New | +$22.9M | 3.68% | 1 |
|
|
2019
Q1 | – | Sell |
-151,700
| Closed | -$5.98M | – | 167 |
|
|
2018
Q4 | $5.98M | Buy |
151,700
+8,108
| +6% | +$393K | 1.57% | 21 |
|
|
2018
Q3 | $8.1M | Sell |
143,592
-2,004
| -1% | -$104K | 1.77% | 14 |
|
|
2018
Q2 | $6.74M | Sell |
145,596
-1,468
| -1% | -$66.6K | 1.55% | 22 |
|
|
2018
Q1 | $6.17M | Sell |
147,064
-73,340
| -33% | -$3.16M | 1.5% | 17 |
|
|
2017
Q4 | $9.32M | Sell |
220,404
-5,488
| -2% | -$229K | 2.17% | 3 |
|
|
2017
Q3 | $8.7M | Sell |
225,892
-9,280
| -4% | -$360K | 2.16% | 4 |
|
|
2017
Q2 | $8.47M | Sell |
235,172
-16,628
| -7% | -$615K | 2.2% | 3 |
|
|
2017
Q1 | $9.04M | Sell |
251,800
-51,772
| -17% | -$1.7M | 2.37% | 3 |
|
|
2016
Q4 | $8.79M | Sell |
303,572
-684
| -0.2% | -$19.4K | 2.48% | 2 |
|
|
2016
Q3 | $8.6M | Sell |
304,256
-51,328
| -14% | -$1.36M | 2.61% | 3 |
|
|
2016
Q2 | $8.5M | Sell |
355,584
-5,380
| -1% | -$134K | 2.61% | 2 |
|
|
2016
Q1 | $9.84M | Sell |
360,964
-14,828
| -4% | -$369K | 3.1% | 1 |
|
|
2015
Q4 | $9.89M | Sell |
375,792
-1,748
| -0.5% | -$50K | 3.19% | 2 |
|
|
2015
Q3 | $10.4M | Sell |
377,540
-11,632
| -3% | -$341K | 3.69% | 1 |
|
|
2015
Q2 | $12.2M | Sell |
389,172
-20,520
| -5% | -$656K | 3.69% | 1 |
|
|
2015
Q1 | $12.7M | Sell |
409,692
-25,476
| -6% | -$769K | 3.65% | 2 |
|
|
2014
Q4 | $12M | Sell |
435,168
-10,616
| -2% | -$289K | 3.48% | 2 |
|
|
2014
Q3 | $11.2M | Sell |
445,784
-2,596
| -0.6% | -$63.7K | 3.45% | 2 |
|
|
2014
Q2 | $10.4M | Buy |
448,380
+25,580
| +6% | +$544K | 3.23% | 2 |
|
|
2014
Q1 | $8.11M | Sell |
422,800
-36,512
| -8% | -$694K | 2.6% | 3 |
|
|
2013
Q4 | $9.2M | Sell |
459,312
-2,408
| -0.5% | -$45.5K | 2.86% | 2 |
|
|
2013
Q3 | $7.86M | Sell |
461,720
-51,156
| -10% | -$848K | 2.77% | 2 |
|
|
2013
Q2 | $7.26M | Buy |
+512,876
| New | +$7.89M | 3.15% | 2 |
|
Other funds holding AAPL
Greenwood Capital Associates's AAPL Position: Q2 2026 in Review
Greenwood Capital Associates reduced its Apple (AAPL) stake by 0.76% in Q2 2026, selling an estimated $305K and leaving 139,989 shares worth $40.5M. The position accounts for 3.98% of the portfolio, ranked #1.
Greenwood Capital Associates first reported a position in AAPL in Q2 2013 and has held it in 37 quarters since. 2,578 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Greenwood Capital Associates held 139,989 shares of Apple worth $40.5M as of Q2 2026.
- Greenwood Capital Associates sold 1,067 Apple shares in Q2 2026, an estimated $305K.
- Apple made up 3.98% of Greenwood Capital Associates's portfolio in Q2 2026, its #1 holding.
- Greenwood Capital Associates first reported a position in Apple in Q2 2013 and has held it in 37 quarters since.
- 2,578 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.