Groesbeck Investment Management’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 | $1.69M | Hold |
5,830
| – | – | 2.69% | 8 |
|
|
2026
Q1 | $1.48M | Sell |
5,830
-20
| -0.3% | -$5.21K | 2.88% | 9 |
|
|
2025
Q4 | $1.59M | Hold |
5,850
| – | – | 3% | 8 |
|
|
2025
Q3 | $1.49M | Sell |
5,850
-5,160
| -47% | -$1.17M | 2.91% | 9 |
|
|
2025
Q2 | $2.26M | Sell |
11,010
-180
| -2% | -$36.4K | 3.96% | 5 |
|
|
2025
Q1 | $2.49M | Sell |
11,190
-1,080
| -9% | -$250K | 3.48% | 4 |
|
|
2024
Q4 | $3.07M | Sell |
12,270
-1,101
| -8% | -$259K | 4% | 4 |
|
|
2024
Q3 | $3.12M | Sell |
13,371
-399
| -3% | -$89.1K | 4.57% | 3 |
|
|
2024
Q2 | $2.9M | Sell |
13,770
-235
| -2% | -$43.8K | 4.02% | 5 |
|
|
2024
Q1 | $2.4M | Hold |
14,005
| – | – | 2.56% | 7 |
|
|
2023
Q4 | $2.7M | Buy |
14,005
+35
| +0.3% | +$6.46K | 3.73% | 6 |
|
|
2023
Q3 | $2.39M | Buy |
13,970
+250
| +2% | +$45.8K | 3.62% | 5 |
|
|
2023
Q2 | $2.66M | Buy |
13,720
+600
| +5% | +$105K | 4.05% | 3 |
|
|
2023
Q1 | $2.16M | Hold |
13,120
| – | – | 3.24% | 6 |
|
|
2022
Q4 | $1.71M | Sell |
13,120
-120
| -0.9% | -$17.1K | 2.86% | 8 |
|
|
2022
Q3 | $1.81M | Hold |
13,240
| – | – | 2.99% | 7 |
|
|
2022
Q2 | $1.81M | Sell |
13,240
-500
| -4% | -$75.7K | 2.99% | 7 |
|
|
2022
Q1 | $2.4M | Hold |
13,740
| – | – | 2.69% | 5 |
|
|
2021
Q4 | $2.44M | Hold |
13,740
| – | – | 3.1% | 8 |
|
|
2021
Q3 | $1.94M | Hold |
13,740
| – | – | 2.24% | 9 |
|
|
2021
Q2 | $1.88M | Sell |
13,740
-164
| -1% | -$21.2K | 2.4% | 9 |
|
|
2021
Q1 | $1.7M | Buy |
13,904
+80
| +0.6% | +$10.3K | 2.45% | 8 |
|
|
2020
Q4 | $1.83M | Hold |
13,824
| – | – | 3% | 5 |
|
|
2020
Q3 | $1.6M | Sell |
13,824
-800
| -5% | -$87.3K | 3% | 6 |
|
|
2020
Q2 | $1.33M | Sell |
14,624
-2,940
| -17% | -$228K | 2.64% | 7 |
|
|
2020
Q1 | $1.12M | Sell |
17,564
-20,080
| -53% | -$1.48M | 3% | 6 |
|
|
2019
Q4 | $2.76M | Sell |
37,644
-1,600
| -4% | -$103K | 2.04% | 13 |
|
|
2019
Q3 | $2.2M | Buy |
39,244
+80
| +0.2% | +$4.18K | 1.65% | 19 |
|
|
2019
Q2 | $1.94M | Buy |
39,164
+7,920
| +25% | +$386K | 1.57% | 21 |
|
|
2019
Q1 | $1.48M | Hold |
31,244
| – | – | 1.13% | 28 |
|
|
2018
Q4 | $1.23M | Buy |
31,244
+6,400
| +26% | +$310K | 1.05% | 27 |
|
|
2018
Q3 | $1.4M | Buy |
24,844
+6,880
| +38% | +$358K | 0.95% | 33 |
|
|
2018
Q2 | $831K | Hold |
17,964
| – | – | 0.58% | 42 |
|
|
2018
Q1 | $753K | Sell |
17,964
-1,200
| -6% | -$51.7K | 0.55% | 44 |
|
|
2017
Q4 | $811K | Hold |
19,164
| – | – | 0.57% | 44 |
|
|
2017
Q3 | $738K | Sell |
19,164
-400
| -2% | -$15.5K | 0.53% | 46 |
|
|
2017
Q2 | $704K | Hold |
19,564
| – | – | 0.52% | 46 |
|
|
2017
Q1 | $703K | Sell |
19,564
-800
| -4% | -$26.3K | 0.52% | 49 |
|
|
2016
Q4 | $590K | Sell |
20,364
-2,132
| -9% | -$60.4K | 0.46% | 54 |
|
|
2016
Q3 | $636K | Buy |
22,496
+740
| +3% | +$19.6K | 0.47% | 52 |
|
|
2016
Q2 | $520K | Sell |
21,756
-162,088
| -88% | -$4.03M | 0.38% | 58 |
|
|
2016
Q1 | $5.01M | Sell |
183,844
-107,124
| -37% | -$2.67M | 3.58% | 7 |
|
|
2015
Q4 | $7.66M | Sell |
290,968
-5,716
| -2% | -$163K | 4.88% | 2 |
|
|
2015
Q3 | $8.18M | Sell |
296,684
-7,396
| -2% | -$217K | 5.16% | 1 |
|
|
2015
Q2 | $9.54M | Buy |
304,080
+2,840
| +0.9% | +$90.8K | 4.57% | 1 |
|
|
2015
Q1 | $9.37M | Sell |
301,240
-14,128
| -4% | -$427K | 4.54% | 1 |
|
|
2014
Q4 | $8.7M | Sell |
315,368
-12,016
| -4% | -$327K | 4.27% | 1 |
|
|
2014
Q3 | $8.25M | Sell |
327,384
-26,972
| -8% | -$662K | 3.92% | 1 |
|
|
2014
Q2 | $8.23M | Sell |
354,356
-36,020
| -9% | -$766K | 3.58% | 1 |
|
|
2014
Q1 | $7.48M | Sell |
390,376
-32,676
| -8% | -$622K | 3.37% | 2 |
|
|
2013
Q4 | $8.48M | Buy |
423,052
+7,644
| +2% | +$144K | 3.52% | 1 |
|
|
2013
Q3 | $7.07M | Sell |
415,408
-6,860
| -2% | -$114K | 3.06% | 6 |
|
|
2013
Q2 | $5.98M | Buy |
+422,268
| New | +$6.5M | 2.52% | 15 |
|
Other funds holding AAPL
Groesbeck Investment Management's AAPL Position: Q2 2026 in Review
Groesbeck Investment Management held its Apple (AAPL) position steady in Q2 2026 at 5,830 shares worth $1.69M. The position accounts for 2.69% of the portfolio, ranked #8.
Groesbeck Investment Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.54M in Q2 2015. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Groesbeck Investment Management held 5,830 shares of Apple worth $1.69M as of Q2 2026.
- Groesbeck Investment Management left its Apple share count unchanged in Q2 2026.
- Apple made up 2.69% of Groesbeck Investment Management's portfolio in Q2 2026, its #8 holding.
- Groesbeck Investment Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- Groesbeck Investment Management's Apple position peaked at $9.54M in Q2 2015.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.