Hurlow Wealth Management Group’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 | $4.85M | Sell |
16,763
-192
| -1% | -$54.9K | 1.01% | 22 |
|
|
2026
Q1 | $4.3M | Sell |
16,955
-120
| -0.7% | -$31.2K | 1.02% | 22 |
|
|
2025
Q4 | $4.64M | Sell |
17,075
-2,031
| -11% | -$545K | 1.14% | 21 |
|
|
2025
Q3 | $4.87M | Buy |
19,106
+10
| +0.1% | +$2.26K | 1.26% | 20 |
|
|
2025
Q2 | $3.92M | Sell |
19,096
-22
| -0.1% | -$4.44K | 1.11% | 23 |
|
|
2025
Q1 | $4.25M | Sell |
19,118
-135
| -0.7% | -$31.3K | 1.33% | 21 |
|
|
2024
Q4 | $4.82M | Sell |
19,253
-130
| -0.7% | -$30.6K | 1.51% | 19 |
|
|
2024
Q3 | $4.52M | Sell |
19,383
-235
| -1% | -$52.5K | 1.41% | 20 |
|
|
2024
Q2 | $4.13M | Buy |
19,618
+300
| +2% | +$55.9K | 1.42% | 19 |
|
|
2024
Q1 | $3.31M | Sell |
19,318
-14
| -0.1% | -$2.55K | 1.17% | 20 |
|
|
2023
Q4 | $3.72M | Sell |
19,332
-19
| -0.1% | -$3.51K | 1.41% | 18 |
|
|
2023
Q3 | $3.31M | Buy |
19,351
+1,441
| +8% | +$264K | 1.44% | 18 |
|
|
2023
Q2 | $3.47M | Sell |
17,910
-152
| -0.8% | -$26.5K | 1.48% | 18 |
|
|
2023
Q1 | $2.98M | Buy |
18,062
+34
| +0.2% | +$5.02K | 1.38% | 18 |
|
|
2022
Q4 | $2.34M | Buy |
18,028
+729
| +4% | +$104K | 1.22% | 20 |
|
|
2022
Q3 | $2.39M | Hold |
17,299
| – | – | 1.39% | 19 |
|
|
2022
Q2 | $2.37M | Sell |
17,299
-18
| -0.1% | -$2.73K | 1.36% | 16 |
|
|
2022
Q1 | $3.02M | Sell |
17,317
-1,427
| -8% | -$240K | 1.85% | 13 |
|
|
2021
Q4 | $2.47M | Sell |
18,744
-331
| -2% | -$52.3K | 1.94% | 12 |
|
|
2021
Q3 | $2.7M | Buy |
19,075
+36
| +0.2% | +$5.3K | 1.6% | 14 |
|
|
2021
Q2 | $2.61M | Sell |
19,039
-56
| -0.3% | -$7.26K | 1.72% | 14 |
|
|
2021
Q1 | $2.33M | Buy |
19,095
+941
| +5% | +$121K | 1.68% | 14 |
|
|
2020
Q4 | $2.41M | Sell |
18,154
-1,259
| -6% | -$151K | 1.89% | 13 |
|
|
2020
Q3 | $2.25M | Sell |
19,413
-27
| -0.1% | -$2.95K | 2.06% | 13 |
|
|
2020
Q2 | $1.86M | Buy |
19,440
+48
| +0.2% | +$3.72K | 1.79% | 13 |
|
|
2020
Q1 | $1.38M | Sell |
19,392
-3,052
| -14% | -$224K | 1.48% | 14 |
|
|
2019
Q4 | $1.75M | Sell |
22,444
-1,040
| -4% | -$66.9K | 1.71% | 14 |
|
|
2019
Q3 | $1.39M | Sell |
23,484
-2,416
| -9% | -$126K | 1.47% | 15 |
|
|
2019
Q2 | $1.32M | Hold |
25,900
| – | – | 1.39% | 18 |
|
|
2019
Q1 | $1.3M | Buy |
25,900
+2,424
| +10% | +$103K | 1.39% | 18 |
|
|
2018
Q4 | $917K | Buy |
+23,476
| New | +$1.14M | 1.11% | 19 |
|
Other funds holding AAPL
Hurlow Wealth Management Group's AAPL Position: Q2 2026 in Review
Hurlow Wealth Management Group reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $54.9K and leaving 16,763 shares worth $4.85M. The position accounts for 1.01% of the portfolio, ranked #22.
Hurlow Wealth Management Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.87M in Q3 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Hurlow Wealth Management Group held 16,763 shares of Apple worth $4.85M as of Q2 2026.
- Hurlow Wealth Management Group sold 192 Apple shares in Q2 2026, an estimated $54.9K.
- Apple made up 1.01% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #22 holding.
- Hurlow Wealth Management Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Hurlow Wealth Management Group's Apple position peaked at $4.87M in Q3 2025.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.