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Ironwood Financial’s Apple AAPL Stock Holding History

Ironwood Financial’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 		$43M Sell
135,616
-14,982
-10% -$4.29M 6.74% 2
2026
Q1 		$38.2M Sell
150,598
-5,477
-4% -$1.43M 6.67% 2
2025
Q4 		$40.6M Sell
156,075
-7,573
-5% -$2.03M 6.89% 2
2025
Q3 		$41.7M Sell
163,648
-8,258
-5% -$1.87M 7.38% 2
2025
Q2 		$38.2M Hold
171,906
– – 8.19% 2
2025
Q1 		$38.2M Sell
171,906
-479
-0.3% -$111K 8.19% 2
2024
Q4 		$43.2M Sell
172,385
-2,020
-1% -$476K 9.06% 2
2024
Q3 		$40.6M Sell
174,405
-23,115
-12% -$5.16M 8.54% 2
2024
Q2 		$41.6M Sell
197,520
-14,215
-7% -$2.65M 9.33% 2
2024
Q1 		$36.3M Sell
211,735
-5,923
-3% -$1.08M 8.35% 2
2023
Q4 		$41.9M Sell
217,658
-2,963
-1% -$547K 10.15% 2
2023
Q3 		$37.8M Buy
220,621
+930
+0.4% +$171K 10.15% 2
2023
Q2 		$42.6M Sell
219,691
-17,468
-7% -$3.04M 11.21% 1
2023
Q1 		$39.1M Sell
237,159
-7
-0% -$1.03K 10.9% 1
2022
Q4 		$30.8M Sell
237,166
-3,547
-1% -$507K 9.6% 2
2022
Q3 		$33.3M Buy
240,713
+165
+0.1% +$25.9K 11.03% 1
2022
Q2 		$32.9M Sell
240,548
-80
-0% -$12.1K 10.56% 1
2022
Q1 		$42M Buy
240,628
+1,040
+0.4% +$175K 11.86% 1
2021
Q4 		$42.5M Sell
239,588
-20
-0% -$3.16K 11.65% 1
2021
Q3 		$33.9M Sell
239,608
-367
-0.2% -$54K 9.93% 1
2021
Q2 		$32.9M Sell
239,975
-16,063
-6% -$2.08M 9.87% 1
2021
Q1 		$31.3M Buy
256,038
+39,803
+18% +$5.11M 10.2% 1
2020
Q4 		$28.7M Buy
216,235
+203,554
+1,605% +$24.5M 10.74% 2
2020
Q3 		$1.47M Buy
12,681
+149
+1% +$16.3K 0.74% 24
2020
Q2 		$1.14M Buy
12,532
+944
+8% +$73.2K 0.62% 25
2020
Q1 		$737K Buy
11,588
+180
+2% +$13.2K 0.5% 20
2019
Q4 		$837K Sell
11,408
-176
-2% -$11.3K 0.38% 29
2019
Q3 		$649K Hold
11,584
– – 0.31% 30
2019
Q2 		$573K Hold
11,584
– – 0.28% 34
2019
Q1 		$550K Buy
11,584
+68
+0.6% +$2.88K 0.28% 37
2018
Q4 		$454K Buy
11,516
+416
+4% +$20.2K 0.25% 38
2018
Q3 		$626K Buy
11,100
+964
+10% +$50.2K 0.33% 36
2018
Q2 		$469K Sell
10,136
-420
-4% -$19K 0.27% 35
2018
Q1 		$443K Hold
10,556
– – 0.48% 24
2017
Q4 		$447K Buy
10,556
+600
+6% +$25.1K 0.27% 34
2017
Q3 		$384K Hold
9,956
– – 0.24% 36
2017
Q2 		$358K Hold
9,956
– – 0.23% 35
2017
Q1 		$358K Sell
9,956
-400
-4% -$13.2K 0.24% 35
2016
Q4 		$300K Hold
10,356
– – 0.21% 36
2016
Q3 		$293K Buy
10,356
+3,200
+45% +$84.7K 0.21% 40
2016
Q2 		$171K Sell
7,156
-3,200
-31% -$79.5K 0.13% 50
2016
Q1 		$282K Buy
+10,356
New +$258K 0.22% 41
2015
Q3 		$300K Buy
10,908
+636
+6% +$18.7K 0.15% 57
2015
Q2 		$322K Hold
10,272
– – 0.15% 55
2015
Q1 		$320K Buy
10,272
+456
+5% +$13.8K 0.15% 57
2014
Q4 		$271K Buy
+9,816
New +$267K 0.15% 60

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ironwood Financial's AAPL Position: Q2 2026 in Review

Ironwood Financial reduced its Apple (AAPL) stake by 9.9% in Q2 2026, selling an estimated $4.29M and leaving 135,616 shares worth $43M. The position accounts for 6.74% of the portfolio, ranked #2.

Ironwood Financial first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $43.2M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ironwood Financial held 135,616 shares of Apple worth $43M as of Q2 2026.
  • Ironwood Financial sold 14,982 Apple shares in Q2 2026, an estimated $4.29M.
  • Apple made up 6.74% of Ironwood Financial's portfolio in Q2 2026, its #2 holding.
  • Ironwood Financial first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
  • Ironwood Financial's Apple position peaked at $43.2M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.