James Investment Research’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 | $31.9M | Sell |
110,118
-4,641
| -4% | -$1.33M | 3.24% | 3 |
|
|
2026
Q1 | $29.1M | Sell |
114,759
-9,035
| -7% | -$2.35M | 3.27% | 3 |
|
|
2025
Q4 | $33.7M | Sell |
123,794
-2,221
| -2% | -$596K | 3.68% | 4 |
|
|
2025
Q3 | $32.1M | Sell |
126,015
-2,205
| -2% | -$498K | 3.51% | 3 |
|
|
2025
Q2 | $26.3M | Sell |
128,220
-2,261
| -2% | -$457K | 3.13% | 3 |
|
|
2025
Q1 | $29M | Sell |
130,481
-3,713
| -3% | -$860K | 3.68% | 1 |
|
|
2024
Q4 | $33.6M | Sell |
134,194
-2,354
| -2% | -$555K | 4% | 3 |
|
|
2024
Q3 | $31.8M | Sell |
136,548
-4,085
| -3% | -$912K | 3.67% | 3 |
|
|
2024
Q2 | $29.6M | Sell |
140,633
-2,924
| -2% | -$545K | 3.53% | 3 |
|
|
2024
Q1 | $24.6M | Sell |
143,557
-8,650
| -6% | -$1.57M | 2.93% | 3 |
|
|
2023
Q4 | $29.3M | Sell |
152,207
-4,556
| -3% | -$841K | 3.68% | 2 |
|
|
2023
Q3 | $26.8M | Sell |
156,763
-104
| -0.1% | -$19.1K | 3.54% | 2 |
|
|
2023
Q2 | $30.4M | Buy |
156,867
+2,915
| +2% | +$508K | 3.89% | 2 |
|
|
2023
Q1 | $25.4M | Sell |
153,952
-2,746
| -2% | -$405K | 3.36% | 2 |
|
|
2022
Q4 | $20.4M | Sell |
156,698
-37,832
| -19% | -$5.41M | 2.85% | 2 |
|
|
2022
Q3 | $26.9M | Sell |
194,530
-2,890
| -1% | -$454K | 3.84% | 1 |
|
|
2022
Q2 | $27M | Sell |
197,420
-7,904
| -4% | -$1.2M | 3.61% | 1 |
|
|
2022
Q1 | $35.9M | Sell |
205,324
-10,014
| -5% | -$1.68M | 3.76% | 1 |
|
|
2021
Q4 | $38.2M | Sell |
215,338
-12,193
| -5% | -$1.93M | 3.5% | 2 |
|
|
2021
Q3 | $32.2M | Sell |
227,531
-2,931
| -1% | -$432K | 2.99% | 3 |
|
|
2021
Q2 | $31.6M | Buy |
230,462
+20,188
| +10% | +$2.62M | 2.7% | 2 |
|
|
2021
Q1 | $25.7M | Sell |
210,274
-39,670
| -16% | -$5.09M | 2.33% | 3 |
|
|
2020
Q4 | $33.2M | Sell |
249,944
-73,132
| -23% | -$8.8M | 2.98% | 1 |
|
|
2020
Q3 | $37.4M | Sell |
323,076
-42,104
| -12% | -$4.59M | 3.46% | 2 |
|
|
2020
Q2 | $33.3M | Sell |
365,180
-7,696
| -2% | -$596K | 3.11% | 3 |
|
|
2020
Q1 | $23.7M | Sell |
372,876
-82,004
| -18% | -$6.03M | 2.45% | 7 |
|
|
2019
Q4 | $33.4M | Sell |
454,880
-63,824
| -12% | -$4.11M | 2.33% | 4 |
|
|
2019
Q3 | $29M | Sell |
518,704
-26,940
| -5% | -$1.41M | 2.11% | 5 |
|
|
2019
Q2 | $27M | Buy |
545,644
+5,656
| +1% | +$276K | 1.96% | 7 |
|
|
2019
Q1 | $25.6M | Buy |
539,988
+317,940
| +143% | +$13.5M | 1.67% | 8 |
|
|
2018
Q4 | $8.76M | Sell |
222,048
-7,760
| -3% | -$376K | 0.55% | 44 |
|
|
2018
Q3 | $13M | Sell |
229,808
-44,700
| -16% | -$2.33M | 0.53% | 39 |
|
|
2018
Q2 | $12.7M | Sell |
274,508
-43,764
| -14% | -$1.98M | 0.49% | 49 |
|
|
2018
Q1 | $13.3M | Sell |
318,272
-32,628
| -9% | -$1.4M | 0.5% | 46 |
|
|
2017
Q4 | $14.8M | Buy |
350,900
+24,992
| +8% | +$1.04M | 0.51% | 44 |
|
|
2017
Q3 | $12.6M | Sell |
325,908
-30,324
| -9% | -$1.18M | 0.42% | 65 |
|
|
2017
Q2 | $12.8M | Buy |
356,232
+333,792
| +1,487% | +$12.3M | 0.4% | 69 |
|
|
2017
Q1 | $806K | Buy |
22,440
+17,720
| +375% | +$584K | 0.02% | 317 |
|
|
2016
Q4 | $137K | Sell |
4,720
-6,360
| -57% | -$180K | ﹤0.01% | 343 |
|
|
2016
Q3 | $313K | Sell |
11,080
-420,204
| -97% | -$11.1M | 0.01% | 308 |
|
|
2016
Q2 | $10.3M | Sell |
431,284
-1,166,472
| -73% | -$29M | 0.26% | 111 |
|
|
2016
Q1 | $43.5M | Sell |
1,597,756
-103,284
| -6% | -$2.57M | 1.06% | 28 |
|
|
2015
Q4 | $44.8M | Buy |
1,701,040
+44,136
| +3% | +$1.26M | 1.11% | 29 |
|
|
2015
Q3 | $45.7M | Buy |
1,656,904
+61,984
| +4% | +$1.82M | 1.22% | 26 |
|
|
2015
Q2 | $50M | Buy |
1,594,920
+270,504
| +20% | +$8.65M | 1.17% | 22 |
|
|
2015
Q1 | $41.2M | Buy |
1,324,416
+325,808
| +33% | +$9.84M | 0.97% | 30 |
|
|
2014
Q4 | $27.6M | Buy |
998,608
+785,868
| +369% | +$21.4M | 0.75% | 41 |
|
|
2014
Q3 | $5.36M | Buy |
212,740
+186,500
| +711% | +$4.58M | 0.17% | 123 |
|
|
2014
Q2 | $610K | Buy |
+26,240
| New | +$558K | 0.02% | 250 |
|
Other funds holding AAPL
James Investment Research's AAPL Position: Q2 2026 in Review
James Investment Research reduced its Apple (AAPL) stake by 4% in Q2 2026, selling an estimated $1.33M and leaving 110,118 shares worth $31.9M. The position accounts for 3.24% of the portfolio, ranked #3.
James Investment Research first reported a position in AAPL in Q2 2014 and has held it in 49 quarters since. The position peaked at $50M in Q2 2015. 6,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- James Investment Research held 110,118 shares of Apple worth $31.9M as of Q2 2026.
- James Investment Research sold 4,641 Apple shares in Q2 2026, an estimated $1.33M.
- Apple made up 3.24% of James Investment Research's portfolio in Q2 2026, its #3 holding.
- James Investment Research first reported a position in Apple in Q2 2014 and has held it in 49 quarters since.
- James Investment Research's Apple position peaked at $50M in Q2 2015.
- 6,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.