Harvey Investment Company’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 | $3.17M | Sell |
10,967
-2,310
| -17% | -$661K | 0.35% | 44 |
|
|
2026
Q1 | $3.37M | Hold |
13,277
| – | – | 0.37% | 44 |
|
|
2025
Q4 | $3.61M | Sell |
13,277
-50
| -0.4% | -$13.4K | 0.38% | 41 |
|
|
2025
Q3 | $3.39M | Hold |
13,327
| – | – | 0.36% | 42 |
|
|
2025
Q2 | $2.73M | Hold |
13,327
| – | – | 0.3% | 45 |
|
|
2025
Q1 | $2.96M | Sell |
13,327
-221
| -2% | -$51.2K | 0.33% | 44 |
|
|
2024
Q4 | $3.39M | Hold |
13,548
| – | – | 0.39% | 41 |
|
|
2024
Q3 | $3.16M | Sell |
13,548
-177
| -1% | -$39.5K | 0.36% | 46 |
|
|
2024
Q2 | $2.89M | Sell |
13,725
-56
| -0.4% | -$10.4K | 0.35% | 47 |
|
|
2024
Q1 | $2.36M | Buy |
13,781
+5
| +0% | +$909 | 0.27% | 48 |
|
|
2023
Q4 | $2.65M | Sell |
13,776
-40
| -0.3% | -$7.39K | 0.32% | 48 |
|
|
2023
Q3 | $2.37M | Sell |
13,816
-1,000
| -7% | -$183K | 0.31% | 49 |
|
|
2023
Q2 | $2.87M | Buy |
14,816
+74
| +0.5% | +$12.9K | 0.38% | 46 |
|
|
2023
Q1 | $2.43M | Sell |
14,742
-1,400
| -9% | -$207K | 0.3% | 49 |
|
|
2022
Q4 | $2.1M | Buy |
16,142
+2,450
| +18% | +$350K | 0.27% | 51 |
|
|
2022
Q3 | $1.89M | Sell |
13,692
-160
| -1% | -$25.1K | 0.27% | 51 |
|
|
2022
Q2 | $1.89M | Sell |
13,852
-1,300
| -9% | -$197K | 0.27% | 50 |
|
|
2022
Q1 | $2.65M | Buy |
15,152
+1,300
| +9% | +$219K | 0.32% | 48 |
|
|
2021
Q4 | $2.46M | Hold |
13,852
| – | – | 0.28% | 48 |
|
|
2021
Q3 | $1.96M | Hold |
13,852
| – | – | 0.25% | 50 |
|
|
2021
Q2 | $1.9M | Hold |
13,852
| – | – | 0.25% | 50 |
|
|
2021
Q1 | $1.69M | Sell |
13,852
-500
| -3% | -$64.2K | 0.24% | 51 |
|
|
2020
Q4 | $1.9M | Hold |
14,352
| – | – | 0.27% | 48 |
|
|
2020
Q3 | $1.66M | Hold |
14,352
| – | – | 0.26% | 48 |
|
|
2020
Q2 | $1.31M | Buy |
14,352
+1,060
| +8% | +$82.1K | 0.22% | 56 |
|
|
2020
Q1 | $845K | Sell |
13,292
-2,400
| -15% | -$177K | 0.17% | 63 |
|
|
2019
Q4 | $1.15M | Buy |
15,692
+1,928
| +14% | +$124K | 0.18% | 59 |
|
|
2019
Q3 | $771K | Hold |
13,764
| – | – | 0.13% | 61 |
|
|
2019
Q2 | $681K | Hold |
13,764
| – | – | 0.11% | 60 |
|
|
2019
Q1 | $654K | Buy |
13,764
+256
| +2% | +$10.9K | 0.11% | 60 |
|
|
2018
Q4 | $533K | Hold |
13,508
| – | – | 0.1% | 62 |
|
|
2018
Q3 | $762K | Sell |
13,508
-948
| -7% | -$49.4K | 0.13% | 60 |
|
|
2018
Q2 | $669K | Buy |
14,456
+4,948
| +52% | +$224K | 0.12% | 62 |
|
|
2018
Q1 | $399K | Hold |
9,508
| – | – | 0.07% | 68 |
|
|
2017
Q4 | $402K | Hold |
9,508
| – | – | 0.07% | 68 |
|
|
2017
Q3 | $366K | Hold |
9,508
| – | – | 0.07% | 66 |
|
|
2017
Q2 | $342K | Hold |
9,508
| – | – | 0.07% | 69 |
|
|
2017
Q1 | $341K | Buy |
9,508
+1,040
| +12% | +$34.2K | 0.07% | 70 |
|
|
2016
Q4 | $245K | Hold |
8,468
| – | – | 0.05% | 75 |
|
|
2016
Q3 | $239K | Buy |
+8,468
| New | +$224K | 0.05% | 75 |
|
Other funds holding AAPL
CRM
CNB
Harvey Investment Company's AAPL Position: Q2 2026 in Review
Harvey Investment Company reduced its Apple (AAPL) stake by 17% in Q2 2026, selling an estimated $661K and leaving 10,967 shares worth $3.17M. The position accounts for 0.35% of the portfolio, ranked #44.
Harvey Investment Company first reported a position in AAPL in Q3 2016 and has held it in 40 quarters since. The position peaked at $3.61M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Harvey Investment Company held 10,967 shares of Apple worth $3.17M as of Q2 2026.
- Harvey Investment Company sold 2,310 Apple shares in Q2 2026, an estimated $661K.
- Apple made up 0.35% of Harvey Investment Company's portfolio in Q2 2026, its #44 holding.
- Harvey Investment Company first reported a position in Apple in Q3 2016 and has held it in 40 quarters since.
- Harvey Investment Company's Apple position peaked at $3.61M in Q4 2025.
- 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.