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Madrona Financial Services’s Apple AAPL Stock Holding History

Madrona Financial Services’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Buy
39,614
+164
+0.4% +$46.9K 2.11% 18
2026
Q1 		$10M Buy
39,450
+805
+2% +$210K 2.19% 18
2025
Q4 		$10.5M Sell
38,645
-172
-0.4% -$46.2K 2.25% 15
2025
Q3 		$9.88M Sell
38,817
-68
-0.2% -$15.4K 2.18% 15
2025
Q2 		$7.98M Buy
38,885
+1,388
+4% +$280K 1.91% 15
2025
Q1 		$8.33M Sell
37,497
-2,624
-7% -$608K 2.29% 15
2024
Q4 		$10M Sell
40,121
-1,223
-3% -$288K 2.74% 10
2024
Q3 		$9.63M Buy
41,344
+4,450
+12% +$994K 2.68% 11
2024
Q2 		$7.77M Sell
36,894
-210
-0.6% -$39.2K 2.39% 12
2024
Q1 		$6.36M Buy
37,104
+921
+3% +$167K 2.22% 13
2023
Q4 		$6.97M Sell
36,183
-510
-1% -$94.2K 2.75% 10
2023
Q3 		$6.28M Buy
36,693
+17,413
+90% +$3.19M 2.87% 10
2023
Q2 		$3.74M Sell
19,280
-7
-0% -$1.22K 1.83% 17
2023
Q1 		$3.18M Buy
19,287
+4,697
+32% +$693K 1.71% 18
2022
Q4 		$1.9M Sell
14,590
-67
-0.5% -$9.57K 1.09% 24
2022
Q3 		$2.03M Sell
14,657
-375
-2% -$58.9K 1.25% 22
2022
Q2 		$2.06M Buy
15,032
+25
+0.2% +$3.79K 1.2% 23
2022
Q1 		$2.58M Buy
15,007
+89
+0.6% +$15K 1.27% 23
2021
Q4 		$2.65M Buy
14,918
+119
+0.8% +$18.8K 1.12% 24
2021
Q3 		$2.09M Buy
14,799
+8
+0.1% +$1.18K 0.99% 25
2021
Q2 		$2.03M Buy
14,791
+8
+0.1% +$1.04K 1.04% 24
2021
Q1 		$1.81M Sell
14,783
-370
-2% -$47.5K 0.93% 27
2020
Q4 		$2.01M Buy
15,153
+2,325
+18% +$280K 1.12% 24
2020
Q3 		$1.49M Buy
12,828
+1,460
+13% +$159K 0.93% 26
2020
Q2 		$1.04M Buy
11,368
+12
+0.1% +$930 0.72% 27
2020
Q1 		$722K Sell
11,356
-8,892
-44% -$654K 0.6% 27
2019
Q4 		$1.49M Buy
20,248
+308
+2% +$19.8K 1.08% 29
2019
Q3 		$1.12M Sell
19,940
-1,108
-5% -$57.9K 0.82% 30
2019
Q2 		$1.04M Sell
21,048
-820
-4% -$40K 0.97% 26
2019
Q1 		$1.04M Buy
21,868
+224
+1% +$9.5K 1.14% 16
2018
Q4 		$853K Buy
21,644
+660
+3% +$32K 0.75% 18
2018
Q3 		$1.18M Buy
20,984
+736
+4% +$38.3K 0.9% 19
2018
Q2 		$937K Buy
20,248
+48
+0.2% +$2.18K 0.75% 21
2018
Q1 		$847K Buy
20,200
+92
+0.5% +$3.96K 0.67% 22
2017
Q4 		$851K Buy
20,108
+1,472
+8% +$61.5K 0.72% 18
2017
Q3 		$718K Buy
18,636
+36
+0.2% +$1.4K 0.66% 17
2017
Q2 		$670K Buy
18,600
+196
+1% +$7.25K 0.68% 17
2017
Q1 		$661K Sell
18,404
-66,940
-78% -$2.2M 0.71% 20
2016
Q4 		$2.47M Sell
85,344
-6,188
-7% -$175K 2.73% 9
2016
Q3 		$2.59M Sell
91,532
-3,628
-4% -$96K 2.75% 9
2016
Q2 		$2.27M Buy
95,160
+384
+0.4% +$9.54K 2.42% 11
2016
Q1 		$2.58M Buy
94,776
+85,684
+942% +$2.13M 2.67% 11
2015
Q4 		$239K Buy
9,092
+736
+9% +$21K 0.24% 30
2015
Q3 		$230K Buy
8,356
+736
+10% +$21.6K 0.25% 29
2015
Q2 		$239K Buy
7,620
+12
+0.2% +$384 0.24% 28
2015
Q1 		$237K Buy
7,608
+8
+0.1% +$242 0.24% 34
2014
Q4 		$210K Buy
+7,600
New +$207K 0.22% 31

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Madrona Financial Services's AAPL Position: Q2 2026 in Review

Madrona Financial Services increased its Apple (AAPL) stake by 0.42% in Q2 2026, buying an estimated $46.9K and bringing the position to 39,614 shares worth $11.5M. The position accounts for 2.11% of the portfolio, ranked #18.

Madrona Financial Services first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Madrona Financial Services held 39,614 shares of Apple worth $11.5M as of Q2 2026.
  • Madrona Financial Services bought 164 Apple shares in Q2 2026, an estimated $46.9K.
  • Apple made up 2.11% of Madrona Financial Services's portfolio in Q2 2026, its #18 holding.
  • Madrona Financial Services first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.