Isthmus 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 | $26.7M | Buy |
92,177
+1,240
| +1% | +$355K | 2.58% | 2 |
|
|
2026
Q1 | $23.1M | Sell |
90,937
-3,136
| -3% | -$816K | 2.42% | 2 |
|
|
2025
Q4 | $25.6M | Sell |
94,073
-3,104
| -3% | -$833K | 2.84% | 1 |
|
|
2025
Q3 | $24.7K | Buy |
97,177
+5,808
| +6% | +$1.31M | 0.01% | 123 |
|
|
2025
Q2 | $18.7M | Buy |
91,369
+1,693
| +2% | +$342K | 2.19% | 4 |
|
|
2025
Q1 | $19.9M | Sell |
89,676
-306
| -0.3% | -$70.9K | 2.49% | 1 |
|
|
2024
Q4 | $22.5M | Sell |
89,982
-740
| -0.8% | -$174K | 2.74% | 1 |
|
|
2024
Q3 | $21.1M | Sell |
90,722
-1,923
| -2% | -$429K | 2.51% | 1 |
|
|
2024
Q2 | $19.5M | Sell |
92,645
-1,835
| -2% | -$342K | 2.3% | 2 |
|
|
2024
Q1 | $16.2M | Buy |
94,480
+11,830
| +14% | +$2.15M | 1.84% | 7 |
|
|
2023
Q4 | $15.9M | Buy |
82,650
+564
| +0.7% | +$104K | 2.07% | 4 |
|
|
2023
Q3 | $14.1M | Sell |
82,086
-977
| -1% | -$179K | 2.03% | 5 |
|
|
2023
Q2 | $16.1M | Sell |
83,063
-3,831
| -4% | -$668K | 2.2% | 3 |
|
|
2023
Q1 | $14.3M | Buy |
86,894
+302
| +0.3% | +$44.6K | 2.02% | 4 |
|
|
2022
Q4 | $11.3M | Sell |
86,592
-2,563
| -3% | -$366K | 1.69% | 10 |
|
|
2022
Q3 | $12.3M | Sell |
89,155
-619
| -0.7% | -$97.2K | 2.12% | 2 |
|
|
2022
Q2 | $12.3M | Buy |
89,774
+881
| +1% | +$133K | 2.29% | 2 |
|
|
2022
Q1 | $15.5M | Sell |
88,893
-45
| -0.1% | -$7.57K | 2.55% | 1 |
|
|
2021
Q4 | $15.8M | Sell |
88,938
-6,599
| -7% | -$1.04M | 2.65% | 1 |
|
|
2021
Q3 | $13.5M | Sell |
95,537
-3,272
| -3% | -$482K | 2.45% | 1 |
|
|
2021
Q2 | $13.5M | Sell |
98,809
-4,402
| -4% | -$570K | 2.38% | 1 |
|
|
2021
Q1 | $12.6M | Sell |
103,211
-7,352
| -7% | -$944K | 2.31% | 1 |
|
|
2020
Q4 | $14.7M | Sell |
110,563
-3,512
| -3% | -$422K | 2.98% | 1 |
|
|
2020
Q3 | $13.2M | Sell |
114,075
-34,757
| -23% | -$3.79M | 3.09% | 1 |
|
|
2020
Q2 | $13.6M | Sell |
148,832
-6,228
| -4% | -$483K | 3.34% | 1 |
|
|
2020
Q1 | $9.86M | Sell |
155,060
-5,412
| -3% | -$398K | 3.03% | 1 |
|
|
2019
Q4 | $11.8M | Sell |
160,472
-3,100
| -2% | -$199K | 2.68% | 1 |
|
|
2019
Q3 | $9.16M | Sell |
163,572
-1,436
| -0.9% | -$75.1K | 2.17% | 6 |
|
|
2019
Q2 | $8.16M | Buy |
165,008
+124,796
| +310% | +$6.08M | 1.95% | 12 |
|
|
2019
Q1 | $215K | Buy |
40,212
+31,996
| +389% | +$1.36M | 0.05% | 132 |
|
|
2018
Q4 | $324K | Buy |
8,216
+3,100
| +61% | +$150K | 0.1% | 119 |
|
|
2018
Q3 | $289K | Buy |
5,116
+280
| +6% | +$14.6K | 0.07% | 114 |
|
|
2018
Q2 | $224K | Sell |
4,836
-80
| -2% | -$3.63K | 0.06% | 122 |
|
|
2018
Q1 | $206K | Buy |
4,916
+1,044
| +27% | +$44.9K | 0.06% | 127 |
|
|
2017
Q4 | $164K | Sell |
3,872
-532
| -12% | -$22.2K | 0.04% | 133 |
|
|
2017
Q3 | $170K | Sell |
4,404
-856
| -16% | -$33.2K | 0.05% | 133 |
|
|
2017
Q2 | $189K | Hold |
5,260
| – | – | 0.06% | 130 |
|
|
2017
Q1 | $189K | Sell |
5,260
-936
| -15% | -$30.8K | 0.06% | 131 |
|
|
2016
Q4 | $179K | Buy |
6,196
+824
| +15% | +$23.4K | 0.05% | 134 |
|
|
2016
Q3 | $158K | Buy |
5,372
+2,396
| +81% | +$63.4K | 0.05% | 133 |
|
|
2016
Q2 | $71K | Hold |
2,976
| – | – | 0.02% | 160 |
|
|
2016
Q1 | $81K | Hold |
2,976
| – | – | 0.03% | 156 |
|
|
2015
Q4 | $78K | Sell |
2,976
-980
| -25% | -$28K | 0.03% | 159 |
|
|
2015
Q3 | $109K | Buy |
3,956
+980
| +33% | +$28.7K | 0.04% | 148 |
|
|
2015
Q2 | $93K | Buy |
2,976
+1,016
| +52% | +$32.5K | 0.03% | 155 |
|
|
2015
Q1 | $61K | Hold |
1,960
| – | – | 0.02% | 170 |
|
|
2014
Q4 | $54K | Buy |
+1,960
| New | +$53.3K | 0.02% | 177 |
|
Other funds holding AAPL
CRM
CNB
Isthmus Partners's AAPL Position: Q2 2026 in Review
Isthmus Partners increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $355K and bringing the position to 92,177 shares worth $26.7M. The position accounts for 2.58% of the portfolio, ranked #2.
Isthmus Partners first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Isthmus Partners held 92,177 shares of Apple worth $26.7M as of Q2 2026.
- Isthmus Partners bought 1,240 Apple shares in Q2 2026, an estimated $355K.
- Apple made up 2.58% of Isthmus Partners's portfolio in Q2 2026, its #2 holding.
- Isthmus Partners first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
- 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.