Harrell Investment Partners’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
$30M Sell
103,658
-1,450
-1% -$415K 6.5% 2
2026
Q1
$26.7M Sell
105,108
-2,095
-2% -$545K 6.36% 2
2025
Q4
$29.1M Buy
107,203
+431
+0.4% +$116K 6.87% 2
2025
Q3
$27.2M Sell
106,772
-3,043
-3% -$687K 6.42% 3
2025
Q2
$22.5M Buy
109,815
+4,600
+4% +$929K 5.71% 3
2025
Q1
$23.4M Buy
105,215
+1,959
+2% +$454K 6.93% 1
2024
Q4
$25.9M Buy
103,256
+240
+0.2% +$56.6K 7.23% 1
2024
Q3
$24M Sell
103,016
-1,524
-1% -$340K 6.79% 1
2024
Q2
$22M Buy
104,540
+368
+0.4% +$68.6K 6.4% 1
2024
Q1
$17.9M Sell
104,172
-1,414
-1% -$257K 5.29% 1
2023
Q4
$20.3M Buy
105,586
+347
+0.3% +$64.1K 6.32% 1
2023
Q3
$18.3M Sell
105,239
-11,276
-10% -$2.07M 6.23% 1
2023
Q2
$22.6M Buy
116,515
+856
+0.7% +$149K 7.66% 1
2023
Q1
$18.6M Buy
115,659
+4,658
+4% +$687K 6.62% 1
2022
Q4
$14.4M Buy
111,001
+4,474
+4% +$639K 5.67% 1
2022
Q3
$14.8M Sell
106,527
-4,241
-4% -$666K 6.17% 1
2022
Q2
$15.1M Buy
110,768
+1,517
+1% +$230K 6.18% 2
2022
Q1
$19.1M Sell
109,251
-1,995
-2% -$335K 6.75% 1
2021
Q4
$19.8M Buy
111,246
+628
+0.6% +$99.2K 6.07% 1
2021
Q3
$15.7M Sell
110,618
-5,001
-4% -$736K 5.04% 2
2021
Q2
$15.8M Buy
115,619
+3,069
+3% +$398K 5.14% 2
2021
Q1
$13.7M Buy
112,550
+4,180
+4% +$537K 4.86% 2
2020
Q4
$14.4M Buy
108,370
+8,218
+8% +$988K 5.53% 1
2020
Q3
$11.6M Sell
100,152
-3,448
-3% -$376K 5.05% 2
2020
Q2
$9.63M Sell
103,600
-340
-0.3% -$26.3K 4.9% 2
2020
Q1
$6.61M Buy
103,940
+2,912
+3% +$214K 3.6% 4
2019
Q4
$7.42M Buy
+101,028
New +$6.5M 3.38% 5

Other funds holding AAPL

Harrell Investment Partners's AAPL Position: Q2 2026 in Review

Harrell Investment Partners reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $415K and leaving 103,658 shares worth $30M. The position accounts for 6.5% of the portfolio, ranked #2.

Harrell Investment Partners first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Harrell Investment Partners held 103,658 shares of Apple worth $30M as of Q2 2026.
  • Harrell Investment Partners sold 1,450 Apple shares in Q2 2026, an estimated $415K.
  • Apple made up 6.5% of Harrell Investment Partners's portfolio in Q2 2026, its #2 holding.
  • Harrell Investment Partners first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.