Leavell Investment Management’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 | $70.6M | Buy |
244,014
+2,711
| +1% | +$775K | 2.58% | 3 |
|
|
2026
Q1 | $61.2M | Buy |
241,303
+3,569
| +2% | +$929K | 2.51% | 3 |
|
|
2025
Q4 | $64.6M | Sell |
237,734
-4,303
| -2% | -$1.16M | 2.69% | 3 |
|
|
2025
Q3 | $61.6M | Sell |
242,037
-14,292
| -6% | -$3.23M | 2.6% | 3 |
|
|
2025
Q2 | $52.6M | Sell |
256,329
-940
| -0.4% | -$190K | 2.36% | 3 |
|
|
2025
Q1 | $57.1M | Buy |
257,269
+179
| +0.1% | +$41.5K | 2.83% | 3 |
|
|
2024
Q4 | $64.4M | Sell |
257,090
-2,175
| -0.8% | -$513K | 3.16% | 3 |
|
|
2024
Q3 | $60.4M | Buy |
259,265
+18,861
| +8% | +$4.21M | 3.01% | 3 |
|
|
2024
Q2 | $50.6M | Sell |
240,404
-613
| -0.3% | -$114K | 2.8% | 3 |
|
|
2024
Q1 | $41.3M | Sell |
241,017
-9,200
| -4% | -$1.67M | 2.39% | 3 |
|
|
2023
Q4 | $48.2M | Buy |
250,217
+1,321
| +0.5% | +$244K | 3.06% | 3 |
|
|
2023
Q3 | $42.6M | Sell |
248,896
-7,571
| -3% | -$1.39M | 2.98% | 3 |
|
|
2023
Q2 | $49.7M | Sell |
256,467
-5,402
| -2% | -$941K | 3.38% | 3 |
|
|
2023
Q1 | $43.2M | Sell |
261,869
-12,137
| -4% | -$1.79M | 3.08% | 2 |
|
|
2022
Q4 | $35.6M | Sell |
274,006
-17,208
| -6% | -$2.46M | 2.68% | 2 |
|
|
2022
Q3 | $40.2M | Buy |
291,214
+864
| +0.3% | +$136K | 3.19% | 1 |
|
|
2022
Q2 | $39.7M | Sell |
290,350
-589
| -0.2% | -$89.2K | 3.04% | 2 |
|
|
2022
Q1 | $50.8M | Sell |
290,939
-4,727
| -2% | -$795K | 3.49% | 1 |
|
|
2021
Q4 | $52.5M | Sell |
295,666
-15,333
| -5% | -$2.42M | 3.49% | 1 |
|
|
2021
Q3 | $44M | Sell |
310,999
-8,910
| -3% | -$1.31M | 3.28% | 1 |
|
|
2021
Q2 | $39.1M | Hold |
319,909
| – | – | 3.18% | 1 |
|
|
2021
Q1 | $39.1M | Buy |
319,909
+3,197
| +1% | +$410K | 3.18% | 1 |
|
|
2020
Q4 | $42M | Buy |
316,712
+902
| +0.3% | +$108K | 3.63% | 1 |
|
|
2020
Q3 | $36.6M | Sell |
315,810
-15,482
| -5% | -$1.69M | 3.18% | 2 |
|
|
2020
Q2 | $30.2M | Sell |
331,292
-8,384
| -2% | -$650K | 2.94% | 1 |
|
|
2020
Q1 | $21.6M | Buy |
339,676
+816
| +0.2% | +$60K | 2.5% | 2 |
|
|
2019
Q4 | $24.9M | Sell |
338,860
-8,708
| -3% | -$560K | 2.33% | 2 |
|
|
2019
Q3 | $19.5M | Buy |
347,568
+732
| +0.2% | +$38.3K | 2% | 5 |
|
|
2019
Q2 | $17.2M | Sell |
346,836
-3,108
| -0.9% | -$151K | 1.81% | 8 |
|
|
2019
Q1 | $16.6M | Sell |
349,944
-32,444
| -8% | -$1.38M | 1.86% | 8 |
|
|
2018
Q4 | $15.1M | Buy |
382,388
+4
| +0% | +$194 | 1.89% | 7 |
|
|
2018
Q3 | $21.6M | Sell |
382,384
-12,412
| -3% | -$646K | 2.32% | 2 |
|
|
2018
Q2 | $18.3M | Sell |
394,796
-1,604
| -0.4% | -$72.7K | 2.08% | 6 |
|
|
2018
Q1 | $16.6M | Sell |
396,400
-844
| -0.2% | -$36.3K | 1.94% | 6 |
|
|
2017
Q4 | $16.8M | Sell |
397,244
-4,176
| -1% | -$175K | 1.98% | 4 |
|
|
2017
Q3 | $15.5M | Buy |
401,420
+3,916
| +1% | +$152K | 1.91% | 5 |
|
|
2017
Q2 | $14.3M | Buy |
397,504
+2,724
| +0.7% | +$101K | 1.81% | 7 |
|
|
2017
Q1 | $14.2M | Sell |
394,780
-4,356
| -1% | -$143K | 1.82% | 7 |
|
|
2016
Q4 | $11.6M | Sell |
399,136
-13,424
| -3% | -$381K | 1.59% | 8 |
|
|
2016
Q3 | $11.7M | Sell |
412,560
-25,036
| -6% | -$663K | 1.72% | 6 |
|
|
2016
Q2 | $10.5M | Sell |
437,596
-43,820
| -9% | -$1.09M | 1.54% | 7 |
|
|
2016
Q1 | $13.1M | Sell |
481,416
-26,804
| -5% | -$668K | 1.97% | 5 |
|
|
2015
Q4 | $13.4M | Buy |
508,220
+2,388
| +0.5% | +$68.2K | 1.96% | 4 |
|
|
2015
Q3 | $13.9M | Buy |
505,832
+17,576
| +4% | +$515K | 2.2% | 3 |
|
|
2015
Q2 | $15.3M | Buy |
488,256
+10,852
| +2% | +$347K | 2.38% | 3 |
|
|
2015
Q1 | $14.9M | Sell |
477,404
-5,996
| -1% | -$181K | 2.25% | 3 |
|
|
2014
Q4 | $13.3M | Sell |
483,400
-72,560
| -13% | -$1.97M | 2.05% | 3 |
|
|
2014
Q3 | $14M | Buy |
555,960
+21,124
| +4% | +$518K | 2.22% | 3 |
|
|
2014
Q2 | $12.4M | Buy |
534,836
+2,780
| +0.5% | +$59.2K | 1.96% | 4 |
|
|
2014
Q1 | $10.2M | Buy |
532,056
+5,012
| +1% | +$95.3K | 1.7% | 4 |
|
|
2013
Q4 | $10.6M | Buy |
527,044
+21,252
| +4% | +$401K | 1.78% | 4 |
|
|
2013
Q3 | $8.61M | Buy |
505,792
+9,800
| +2% | +$162K | 1.55% | 8 |
|
|
2013
Q2 | $7.02M | Buy |
+495,992
| New | +$7.63M | 1.31% | 13 |
|
Other funds holding AAPL
Leavell Investment Management's AAPL Position: Q2 2026 in Review
Leavell Investment Management increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $775K and bringing the position to 244,014 shares worth $70.6M. The position accounts for 2.58% of the portfolio, ranked #3.
Leavell Investment Management 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.
- Leavell Investment Management held 244,014 shares of Apple worth $70.6M as of Q2 2026.
- Leavell Investment Management bought 2,711 Apple shares in Q2 2026, an estimated $775K.
- Apple made up 2.58% of Leavell Investment Management's portfolio in Q2 2026, its #3 holding.
- Leavell Investment Management 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 Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.