Laffer Tengler Investments’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 | $21.7M | Buy |
74,864
+149
| +0.2% | +$42.6K | 2.77% | 7 |
|
|
2026
Q1 | $19M | Buy |
74,715
+5,879
| +9% | +$1.53M | 2.8% | 9 |
|
|
2025
Q4 | $18.7M | Sell |
68,836
-931
| -1% | -$250K | 2.84% | 9 |
|
|
2025
Q3 | $17.8M | Sell |
69,767
-14,133
| -17% | -$3.19M | 2.81% | 6 |
|
|
2025
Q2 | $17.2M | Buy |
83,900
+39,223
| +88% | +$7.92M | 3.07% | 4 |
|
|
2025
Q1 | $9.92M | Sell |
44,677
-6,930
| -13% | -$1.61M | 2.11% | 11 |
|
|
2024
Q4 | $12.9M | Sell |
51,607
-36,569
| -41% | -$8.62M | 2.54% | 7 |
|
|
2024
Q3 | $20.5M | Buy |
88,176
+989
| +1% | +$221K | 4.16% | 1 |
|
|
2024
Q2 | $18.4M | Buy |
87,187
+28,673
| +49% | +$5.35M | 3.96% | 1 |
|
|
2024
Q1 | $10M | Buy |
58,514
+17,974
| +44% | +$3.27M | 2.59% | 3 |
|
|
2023
Q4 | $7.81M | Buy |
40,540
+1,879
| +5% | +$347K | 2.07% | 7 |
|
|
2023
Q3 | $6.62M | Buy |
38,661
+6,830
| +21% | +$1.25M | 1.95% | 7 |
|
|
2023
Q2 | $6.17M | Sell |
31,831
-4,632
| -13% | -$807K | 1.64% | 9 |
|
|
2023
Q1 | $6.01M | Buy |
36,463
+4,086
| +13% | +$603K | 1.63% | 7 |
|
|
2022
Q4 | $4.21M | Sell |
32,377
-14,038
| -30% | -$2.01M | 1.21% | 20 |
|
|
2022
Q3 | $6.41M | Buy |
46,415
+1,786
| +4% | +$280K | 2.36% | 1 |
|
|
2022
Q2 | $6.1M | Buy |
44,629
+630
| +1% | +$95.4K | 2.14% | 2 |
|
|
2022
Q1 | $7.68M | Buy |
43,999
+42
| +0.1% | +$7.06K | 2.31% | 1 |
|
|
2021
Q4 | $7.81M | Buy |
43,957
+182
| +0.4% | +$28.8K | 2.25% | 1 |
|
|
2021
Q3 | $6.19M | Buy |
43,775
+32,043
| +273% | +$4.72M | 1.79% | 3 |
|
|
2021
Q2 | $1.61M | Sell |
11,732
-36,103
| -75% | -$4.68M | 0.6% | 68 |
|
|
2021
Q1 | $5.84M | Buy |
47,835
+4,754
| +11% | +$610K | 2.21% | 1 |
|
|
2020
Q4 | $5.76M | Buy |
43,081
+1,497
| +4% | +$180K | 2.43% | 2 |
|
|
2020
Q3 | $4.82M | Buy |
41,584
+1,780
| +4% | +$194K | 2.41% | 2 |
|
|
2020
Q2 | $3.63M | Buy |
39,804
+19,916
| +100% | +$1.54M | 2.09% | 3 |
|
|
2020
Q1 | $1.26M | Buy |
19,888
+1,728
| +10% | +$127K | 0.99% | 46 |
|
|
2019
Q4 | $1.33M | Buy |
18,160
+17,720
| +4,027% | +$1.14M | 0.89% | 46 |
|
|
2019
Q3 | $24.6K | Buy |
+440
| New | +$23K | 0.02% | 99 |
|
|
2016
Q4 | – | Sell |
-402,060
| Closed | -$11.4M | – | 217 |
|
|
2016
Q3 | $11.4M | Hold |
402,060
| – | – | 3.16% | 1 |
|
|
2016
Q2 | $9.61M | Buy |
+402,060
| New | +$9.99M | 2.73% | 1 |
|
|
2014
Q4 | – | Sell |
-560,040
| Closed | -$15.2M | – | 14 |
|
|
2014
Q3 | $14.1M | Buy |
560,040
+55,368
| +11% | +$1.36M | 2.09% | 3 |
|
|
2014
Q2 | $11.7M | Buy |
504,672
+49,196
| +11% | +$1.05M | 1.81% | 4 |
|
|
2014
Q1 | $8.73M | Buy |
455,476
+4,424
| +1% | +$84.1K | 1.4% | 19 |
|
|
2013
Q4 | $9.04M | Buy |
+451,052
| New | +$8.52M | 1.5% | 11 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 22 |
|
Other funds holding AAPL
CRM
CNB
Laffer Tengler Investments's AAPL Position: Q2 2026 in Review
Laffer Tengler Investments increased its Apple (AAPL) stake by 0.2% in Q2 2026, buying an estimated $42.6K and bringing the position to 74,864 shares worth $21.7M. The position accounts for 2.77% of the portfolio, ranked #7.
Laffer Tengler Investments first reported a position in AAPL in Q4 2013 and has held it in 34 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Laffer Tengler Investments held 74,864 shares of Apple worth $21.7M as of Q2 2026.
- Laffer Tengler Investments bought 149 Apple shares in Q2 2026, an estimated $42.6K.
- Apple made up 2.77% of Laffer Tengler Investments's portfolio in Q2 2026, its #7 holding.
- Laffer Tengler Investments first reported a position in Apple in Q4 2013 and has held it in 34 quarters since.
- 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.