Loring Wolcott & Coolidge Fiduciary Advisors’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 | $418M | Buy |
1,446,076
+17,551
| +1% | +$5.02M | 4.06% | 5 |
|
|
2026
Q1 | $372M | Buy |
1,428,525
+10,611
| +0.7% | +$2.76M | 3.73% | 6 |
|
|
2025
Q4 | $366M | Sell |
1,417,914
-10,979
| -0.8% | -$2.95M | 3.32% | 8 |
|
|
2025
Q3 | $371M | Sell |
1,428,893
-34,988
| -2% | -$7.9M | 3.25% | 8 |
|
|
2025
Q2 | $300M | Sell |
1,463,881
-22,023
| -1% | -$4.45M | 2.65% | 11 |
|
|
2025
Q1 | $304M | Sell |
1,485,904
-15,703
| -1% | -$3.64M | 2.96% | 9 |
|
|
2024
Q4 | $345M | Sell |
1,501,607
-22,949
| -2% | -$5.41M | 2.97% | 9 |
|
|
2024
Q3 | $352M | Buy |
1,524,556
+1,637
| +0.1% | +$366K | 3.14% | 9 |
|
|
2024
Q2 | $358M | Sell |
1,522,919
-37,699
| -2% | -$7.03M | 3.29% | 9 |
|
|
2024
Q1 | $259M | Sell |
1,560,618
-15,342
| -1% | -$2.79M | 2.57% | 11 |
|
|
2023
Q4 | $291M | Sell |
1,575,960
-57,452
| -4% | -$10.6M | 2.88% | 10 |
|
|
2023
Q3 | $290M | Sell |
1,633,412
-8,700
| -0.5% | -$1.6M | 3.25% | 10 |
|
|
2023
Q2 | $319M | Sell |
1,642,112
-16,914
| -1% | -$2.95M | 3.4% | 8 |
|
|
2023
Q1 | $274M | Sell |
1,659,026
-18,521
| -1% | -$2.73M | 3.13% | 10 |
|
|
2022
Q4 | $218M | Sell |
1,677,547
-20,682
| -1% | -$2.96M | 2.7% | 10 |
|
|
2022
Q3 | $235M | Sell |
1,698,229
-21,883
| -1% | -$3.43M | 3.05% | 10 |
|
|
2022
Q2 | $235M | Sell |
1,720,112
-21,245
| -1% | -$3.22M | 2.89% | 10 |
|
|
2022
Q1 | $304M | Sell |
1,741,357
-84,742
| -5% | -$14.3M | 3.12% | 10 |
|
|
2021
Q4 | $324M | Sell |
1,826,099
-20,029
| -1% | -$3.17M | 2.97% | 9 |
|
|
2021
Q3 | $261M | Sell |
1,846,128
-21,591
| -1% | -$3.18M | 2.59% | 13 |
|
|
2021
Q2 | $256M | Sell |
1,867,719
-35,055
| -2% | -$4.54M | 2.59% | 12 |
|
|
2021
Q1 | $232M | Sell |
1,902,774
-20,456
| -1% | -$2.63M | 2.57% | 13 |
|
|
2020
Q4 | $255M | Sell |
1,923,230
-44,030
| -2% | -$5.3M | 2.86% | 12 |
|
|
2020
Q3 | $228M | Sell |
1,967,260
-18,324
| -0.9% | -$2M | 2.86% | 11 |
|
|
2020
Q2 | $181M | Sell |
1,985,584
-14,768
| -0.7% | -$1.14M | 2.5% | 14 |
|
|
2020
Q1 | $127M | Sell |
2,000,352
-29,112
| -1% | -$2.14M | 2.13% | 17 |
|
|
2019
Q4 | $149M | Sell |
2,029,464
-26,800
| -1% | -$1.72M | 2.01% | 17 |
|
|
2019
Q3 | $115M | Sell |
2,056,264
-45,088
| -2% | -$2.36M | 1.67% | 22 |
|
|
2019
Q2 | $104M | Sell |
2,101,352
-41,504
| -2% | -$2.02M | 1.51% | 23 |
|
|
2019
Q1 | $102M | Buy |
2,142,856
+58,000
| +3% | +$2.46M | 1.55% | 22 |
|
|
2018
Q4 | $82.2M | Buy |
2,084,856
+32,280
| +2% | +$1.56M | 1.49% | 22 |
|
|
2018
Q3 | $116M | Sell |
2,052,576
-15,464
| -0.7% | -$805K | 1.83% | 19 |
|
|
2018
Q2 | $95.7M | Sell |
2,068,040
-34,580
| -2% | -$1.57M | 1.66% | 20 |
|
|
2018
Q1 | $88.2M | Sell |
2,102,620
-34,272
| -2% | -$1.48M | 1.6% | 22 |
|
|
2017
Q4 | $90.4M | Buy |
2,136,892
+1,464
| +0.1% | +$61.2K | 1.66% | 21 |
|
|
2017
Q3 | $82.3M | Sell |
2,135,428
-6,112
| -0.3% | -$237K | 1.59% | 22 |
|
|
2017
Q2 | $79.6M | Sell |
2,141,540
-59,300
| -3% | -$2.19M | 1.58% | 22 |
|
|
2017
Q1 | $79M | Sell |
2,200,840
-32,356
| -1% | -$1.07M | 1.65% | 22 |
|
|
2016
Q4 | $64.7M | Sell |
2,233,196
-39,516
| -2% | -$1.12M | 1.44% | 26 |
|
|
2016
Q3 | $64.2M | Sell |
2,272,712
-4,892
| -0.2% | -$129K | 1.47% | 27 |
|
|
2016
Q2 | $54.4M | Buy |
2,277,604
+33,740
| +2% | +$839K | 1.25% | 30 |
|
|
2016
Q1 | $61.1M | Buy |
2,243,864
+37,208
| +2% | +$927K | 1.44% | 26 |
|
|
2015
Q4 | $58.1M | Buy |
2,206,656
+134,472
| +6% | +$3.84M | 1.44% | 28 |
|
|
2015
Q3 | $65M | Hold |
2,072,184
| – | – | 1.66% | 24 |
|
|
2015
Q2 | $65M | Sell |
2,072,184
-23,976
| -1% | -$767K | 1.66% | 24 |
|
|
2015
Q1 | $65.2M | Buy |
2,096,160
+28,040
| +1% | +$847K | 1.64% | 23 |
|
|
2014
Q4 | $57.1M | Sell |
2,068,120
-31,640
| -2% | -$861K | 1.46% | 24 |
|
|
2014
Q3 | $52.9M | Sell |
2,099,760
-284,300
| -12% | -$6.98M | 1.43% | 25 |
|
|
2014
Q2 | $55.4M | Sell |
2,384,060
-82,796
| -3% | -$1.76M | 1.5% | 25 |
|
|
2014
Q1 | $47.3M | Buy |
2,466,856
+40,068
| +2% | +$762K | 1.29% | 28 |
|
|
2013
Q4 | $48.6M | Sell |
2,426,788
-9,828
| -0.4% | -$186K | 1.34% | 26 |
|
|
2013
Q3 | $41.5M | Sell |
2,436,616
-74,452
| -3% | -$1.23M | 1.27% | 27 |
|
|
2013
Q2 | $35.6M | Buy |
+2,511,068
| New | +$38.6M | 1.11% | 28 |
|
Other funds holding AAPL
Loring Wolcott & Coolidge Fiduciary Advisors's AAPL Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $5.02M and bringing the position to 1,446,076 shares worth $418M. The position accounts for 4.06% of the portfolio, ranked #5.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 1,446,076 shares of Apple worth $418M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 17,551 Apple shares in Q2 2026, an estimated $5.02M.
- Apple made up 4.06% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #5 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.