Joel Isaacson & Co’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 | $133M | Buy |
458,534
+2,989
| +0.7% | +$855K | 3.84% | 8 |
|
|
2026
Q1 | $116M | Buy |
455,545
+5,245
| +1% | +$1.37M | 3.83% | 8 |
|
|
2025
Q4 | $122M | Buy |
450,300
+14,771
| +3% | +$3.97M | 4.04% | 8 |
|
|
2025
Q3 | $111M | Buy |
435,529
+16,397
| +4% | +$3.7M | 4% | 8 |
|
|
2025
Q2 | $86M | Buy |
419,132
+13,970
| +3% | +$2.82M | 3.5% | 7 |
|
|
2025
Q1 | $90M | Sell |
405,162
-5,411
| -1% | -$1.25M | 4.08% | 6 |
|
|
2024
Q4 | $103M | Buy |
410,573
+2,989
| +0.7% | +$704K | 4.63% | 5 |
|
|
2024
Q3 | $95M | Buy |
407,584
+14,118
| +4% | +$3.15M | 4.53% | 6 |
|
|
2024
Q2 | $82.9M | Sell |
393,466
-7,906
| -2% | -$1.47M | 4.35% | 8 |
|
|
2024
Q1 | $68.8M | Buy |
401,372
+11,031
| +3% | +$2.01M | 3.77% | 8 |
|
|
2023
Q4 | $75.2M | Buy |
390,341
+1,411
| +0.4% | +$261K | 4.61% | 6 |
|
|
2023
Q3 | $66.6M | Sell |
388,930
-13,519
| -3% | -$2.48M | 4.56% | 5 |
|
|
2023
Q2 | $78.1M | Buy |
402,449
+7,314
| +2% | +$1.27M | 5.23% | 4 |
|
|
2023
Q1 | $65.2M | Buy |
395,135
+2,591
| +0.7% | +$382K | 4.68% | 4 |
|
|
2022
Q4 | $51M | Buy |
392,544
+7,755
| +2% | +$1.11M | 3.93% | 6 |
|
|
2022
Q3 | $53.2M | Sell |
384,789
-8,479
| -2% | -$1.33M | 4.59% | 6 |
|
|
2022
Q2 | $53.8M | Sell |
393,268
-10,456
| -3% | -$1.58M | 4.52% | 6 |
|
|
2022
Q1 | $66.6M | Buy |
403,724
+7,088
| +2% | +$1.19M | 4.9% | 6 |
|
|
2021
Q4 | $70.4M | Buy |
396,636
+4,881
| +1% | +$771K | 4.84% | 5 |
|
|
2021
Q3 | $55.4M | Sell |
391,755
-1,500
| -0.4% | -$221K | 4.19% | 7 |
|
|
2021
Q2 | $53.9M | Buy |
393,255
+7,175
| +2% | +$930K | 4.19% | 7 |
|
|
2021
Q1 | $47.2M | Sell |
386,080
-4,086
| -1% | -$524K | 4.13% | 5 |
|
|
2020
Q4 | $51.8M | Buy |
390,166
+2,287
| +0.6% | +$275K | 5.07% | 4 |
|
|
2020
Q3 | $44.9M | Buy |
387,879
+4,659
| +1% | +$508K | 5.84% | 4 |
|
|
2020
Q2 | $35M | Buy |
383,220
+3,896
| +1% | +$302K | 4.98% | 5 |
|
|
2020
Q1 | $24.1M | Sell |
379,324
-17,880
| -5% | -$1.31M | 4.2% | 6 |
|
|
2019
Q4 | $29.2M | Buy |
397,204
+24,496
| +7% | +$1.58M | 3.83% | 6 |
|
|
2019
Q3 | $20.9M | Sell |
372,708
-8,248
| -2% | -$431K | 2.97% | 7 |
|
|
2019
Q2 | $18.9M | Sell |
380,956
-3,480
| -0.9% | -$170K | 2.74% | 7 |
|
|
2019
Q1 | $18.3M | Buy |
384,436
+17,308
| +5% | +$734K | 2.66% | 7 |
|
|
2018
Q4 | $14M | Sell |
367,128
-5,472
| -1% | -$265K | 2.21% | 9 |
|
|
2018
Q3 | $21M | Buy |
372,600
+1,136
| +0.3% | +$59.2K | 3.31% | 6 |
|
|
2018
Q2 | $17.2M | Sell |
371,464
-1,192
| -0.3% | -$54.1K | 2.88% | 9 |
|
|
2018
Q1 | $15.6M | Sell |
372,656
-848
| -0.2% | -$36.5K | 2.73% | 9 |
|
|
2017
Q4 | $15.8M | Sell |
373,504
-7,008
| -2% | -$293K | 2.74% | 8 |
|
|
2017
Q3 | $14.7M | Sell |
380,512
-9,328
| -2% | -$362K | 2.68% | 9 |
|
|
2017
Q2 | $14M | Sell |
389,840
-1,504
| -0.4% | -$55.6K | 2.65% | 8 |
|
|
2017
Q1 | $14.1M | Buy |
391,344
+348
| +0.1% | +$11.5K | 2.76% | 8 |
|
|
2016
Q4 | $11.3M | Sell |
390,996
-5,880
| -1% | -$167K | 2.28% | 9 |
|
|
2016
Q3 | $11.2M | Sell |
396,876
-6,484
| -2% | -$172K | 2.3% | 9 |
|
|
2016
Q2 | $9.64M | Sell |
403,360
-5,140
| -1% | -$128K | 2.05% | 10 |
|
|
2016
Q1 | $11.1M | Buy |
408,500
+5,024
| +1% | +$125K | 2.46% | 8 |
|
|
2015
Q4 | $10.6M | Buy |
403,476
+3,520
| +0.9% | +$101K | 2.61% | 7 |
|
|
2015
Q3 | $11M | Buy |
399,956
+15,632
| +4% | +$458K | 2.94% | 6 |
|
|
2015
Q2 | $12.1M | Sell |
384,324
-14,048
| -4% | -$449K | 3.09% | 6 |
|
|
2015
Q1 | $12.4M | Sell |
398,372
-460
| -0.1% | -$13.9K | 3.12% | 6 |
|
|
2014
Q4 | $11M | Buy |
398,832
+91,256
| +30% | +$2.48M | 2.96% | 6 |
|
|
2014
Q3 | $7.75M | Buy |
307,576
+12,912
| +4% | +$317K | 2.37% | 6 |
|
|
2014
Q2 | $6.85M | Buy |
294,664
+11,612
| +4% | +$247K | 2.14% | 7 |
|
|
2014
Q1 | $5.43M | Buy |
283,052
+28,448
| +11% | +$541K | 1.82% | 7 |
|
|
2013
Q4 | $5.1M | Sell |
254,604
-952
| -0.4% | -$18K | 1.85% | 7 |
|
|
2013
Q3 | $4.35M | Buy |
255,556
+5,516
| +2% | +$91.5K | 1.78% | 7 |
|
|
2013
Q2 | $3.54M | Buy |
+250,040
| New | +$3.85M | 1.67% | 8 |
|
Other funds holding AAPL
Joel Isaacson & Co's AAPL Position: Q2 2026 in Review
Joel Isaacson & Co increased its Apple (AAPL) stake by 0.66% in Q2 2026, buying an estimated $855K and bringing the position to 458,534 shares worth $133M. The position accounts for 3.84% of the portfolio, ranked #8.
Joel Isaacson & Co first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Joel Isaacson & Co held 458,534 shares of Apple worth $133M as of Q2 2026.
- Joel Isaacson & Co bought 2,989 Apple shares in Q2 2026, an estimated $855K.
- Apple made up 3.84% of Joel Isaacson & Co's portfolio in Q2 2026, its #8 holding.
- Joel Isaacson & Co first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.