Grimes & Company’s Apple AAPL Stock Holding History

Grimes & Company’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	$123M	Buy	426,013 +1,563	+0.4%	+$447K	2.67%	10
2026 Q1	$108M	Buy	424,450 +2,707	+0.6%	+$705K	2.98%	7
2025 Q4	$115M	Buy	421,743 +9,661	+2%	+$2.59M	2.74%	10
2025 Q3	$105M	Sell	412,082 -21,576	-5%	-$4.87M	2.59%	10
2025 Q2	$89M	Sell	433,658 -3,956	-0.9%	-$799K	2.42%	10
2025 Q1	$97.2M	Sell	437,614 -675	-0.2%	-$156K	3.01%	8
2024 Q4	$110M	Sell	438,289 -49,345	-10%	-$11.6M	3.16%	8
2024 Q3	$114M	Sell	487,634 -13,351	-3%	-$2.98M	3.07%	9
2024 Q2	$106M	Buy	500,985 +54,968	+12%	+$10.3M	3.16%	8
2024 Q1	$76.5M	Buy	446,017 +38,608	+9%	+$7.02M	2.35%	9
2023 Q4	$78.4M	Buy	407,409 +4,948	+1%	+$914K	2.6%	9
2023 Q3	$68.9M	Buy	402,461 +5,455	+1%	+$1M	2.66%	8
2023 Q2	$77M	Sell	397,006 -5,925	-1%	-$1.03M	2.73%	9
2023 Q1	$66.4M	Sell	402,931 -2,257	-0.6%	-$333K	2.72%	8
2022 Q4	$52.6M	Sell	405,188 -341	-0.1%	-$48.7K	2.22%	7
2022 Q3	$56M	Sell	405,529 -3,204	-0.8%	-$503K	2.92%	6
2022 Q2	$55.9M	Sell	408,733 -6,870	-2%	-$1.04M	2.82%	5
2022 Q1	$72.6M	Buy	415,603 +2,884	+0.7%	+$485K	3.78%	4
2021 Q4	$73.3M	Sell	412,719 -2,110	-0.5%	-$333K	3.35%	6
2021 Q3	$58.7M	Buy	414,829 +785	+0.2%	+$116K	2.55%	9
2021 Q2	$56.7M	Sell	414,044 -8,042	-2%	-$1.04M	2.46%	11
2021 Q1	$51.6M	Buy	422,086 +19,052	+5%	+$2.45M	2.48%	11
2020 Q4	$53.5M	Sell	403,034 -7,807	-2%	-$939K	2.78%	11
2020 Q3	$47.6M	Sell	410,841 -55,531	-12%	-$6.06M	3.04%	9
2020 Q2	$42.5M	Sell	466,372 -5,808	-1%	-$450K	2.96%	9
2020 Q1	$30M	Sell	472,180 -560	-0.1%	-$41.2K	2.74%	6
2019 Q4	$34.7M	Sell	472,740 -400	-0.1%	-$25.7K	2.27%	10
2019 Q3	$26.5M	Sell	473,140 -24,660	-5%	-$1.29M	1.89%	9
2019 Q2	$24.6M	Buy	497,800 +3,060	+0.6%	+$149K	1.87%	10
2019 Q1	$23.5M	Buy	494,740 +37,148	+8%	+$1.58M	1.84%	15
2018 Q4	$18M	Sell	457,592 -28,500	-6%	-$1.38M	1.76%	8
2018 Q3	$27.4M	Sell	486,092 -532	-0.1%	-$27.7K	2.2%	11
2018 Q2	$22.5M	Sell	486,624 -18,324	-4%	-$831K	1.99%	12
2018 Q1	$21.2M	Buy	504,948 +53,520	+12%	+$2.3M	2.05%	11
2017 Q4	$19.1M	Buy	451,428 +18,676	+4%	+$780K	1.84%	13
2017 Q3	$16.7M	Sell	432,752 -12,644	-3%	-$491K	1.77%	12
2017 Q2	$16M	Sell	445,396 -35,360	-7%	-$1.31M	1.79%	12
2017 Q1	$17.3M	Buy	480,756 +44	+0%	+$1.45K	1.89%	13
2016 Q4	$13.9M	Buy	480,712 +8,720	+2%	+$247K	1.61%	12
2016 Q3	$13.3M	Sell	471,992 -69,420	-13%	-$1.84M	1.79%	11
2016 Q2	$12.9M	Buy	541,412 +65,376	+14%	+$1.62M	1.73%	11
2016 Q1	$13M	Buy	476,036 +10,488	+2%	+$261K	1.67%	8
2015 Q4	$12.3M	Sell	465,548 -8,368	-2%	-$239K	1.65%	7
2015 Q3	$13.1M	Sell	473,916 -2,592	-0.5%	-$76K	1.68%	8
2015 Q2	$14.9M	Buy	476,508 +2,464	+0.5%	+$78.8K	2.1%	8
2015 Q1	$14.7M	Buy	474,044 +7,124	+2%	+$215K	3.54%	1
2014 Q4	$12.9M	Buy	466,920 +1,932	+0.4%	+$52.6K	3.33%	1
2014 Q3	$11.7M	Sell	464,988 -40,720	-8%	-$999K	3.07%	1
2014 Q2	$11.7M	Buy	505,708 +51,072	+11%	+$1.09M	3.08%	1
2014 Q1	$8.71M	Buy	454,636 +6,020	+1%	+$115K	2.45%	2
2013 Q4	$8.99M	Sell	448,616 -7,672	-2%	-$145K	2.69%	1
2013 Q3	$7.77M	Buy	456,288 +28,728	+7%	+$476K	2.63%	1
2013 Q2	$6.05M	Buy	+427,560	New	+$6.58M	2.21%	5

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Grimes & Company's AAPL Position: Q2 2026 in Review

Grimes & Company increased its Apple (AAPL) stake by 0.37% in Q2 2026, buying an estimated $447K and bringing the position to 426,013 shares worth $123M. The position accounts for 2.67% of the portfolio, ranked #10.

Grimes & Company first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Grimes & Company held 426,013 shares of Apple worth $123M as of Q2 2026.
Grimes & Company bought 1,563 Apple shares in Q2 2026, an estimated $447K.
Apple made up 2.67% of Grimes & Company's portfolio in Q2 2026, its #10 holding.
Grimes & Company first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.