Means Investment Company’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 | $85.6M | Sell |
295,666
-1,391
| -0.5% | -$398K | 6.46% | 4 |
|
|
2026
Q1 | $75.4M | Sell |
297,057
-1,615
| -0.5% | -$420K | 6.57% | 4 |
|
|
2025
Q4 | $81.2M | Sell |
298,672
-4,726
| -2% | -$1.27M | 6.84% | 4 |
|
|
2025
Q3 | $77.3M | Sell |
303,398
-16,694
| -5% | -$3.77M | 6.69% | 4 |
|
|
2025
Q2 | $65.7M | Sell |
320,092
-1,389
| -0.4% | -$281K | 6.22% | 4 |
|
|
2025
Q1 | $71.4M | Sell |
321,481
-44,563
| -12% | -$10.3M | 7.58% | 2 |
|
|
2024
Q4 | $91.7M | Sell |
366,044
-4,509
| -1% | -$1.06M | 9.54% | 1 |
|
|
2024
Q3 | $86.3M | Sell |
370,553
-6,303
| -2% | -$1.41M | 9.59% | 1 |
|
|
2024
Q2 | $79.4M | Sell |
376,856
-6,227
| -2% | -$1.16M | 9.49% | 2 |
|
|
2024
Q1 | $65.7M | Sell |
383,083
-13,455
| -3% | -$2.45M | 8.5% | 2 |
|
|
2023
Q4 | $76.3M | Sell |
396,538
-15,208
| -4% | -$2.81M | 11% | 1 |
|
|
2023
Q3 | $70.5M | Sell |
411,746
-13,980
| -3% | -$2.56M | 11.54% | 1 |
|
|
2023
Q2 | $82.6M | Sell |
425,726
-5,710
| -1% | -$995K | 13.07% | 1 |
|
|
2023
Q1 | $71.1M | Sell |
431,436
-8,063
| -2% | -$1.19M | 12.5% | 1 |
|
|
2022
Q4 | $57.1M | Sell |
439,499
-10,550
| -2% | -$1.51M | 11.45% | 1 |
|
|
2022
Q3 | $62.2M | Sell |
450,049
-1,513
| -0.3% | -$237K | 13.49% | 1 |
|
|
2022
Q2 | $61.7M | Sell |
451,562
-1,345
| -0.3% | -$204K | 13.09% | 1 |
|
|
2022
Q1 | $79.1M | Sell |
452,907
-1,998
| -0.4% | -$336K | 14.32% | 1 |
|
|
2021
Q4 | $80.8M | Buy |
454,905
+1,642
| +0.4% | +$259K | 14.26% | 1 |
|
|
2021
Q3 | $64.1M | Sell |
453,263
-1,348
| -0.3% | -$198K | 12.67% | 1 |
|
|
2021
Q2 | $62.3M | Buy |
454,611
+3,385
| +0.8% | +$439K | 12.45% | 1 |
|
|
2021
Q1 | $55.1M | Buy |
451,226
+290
| +0.1% | +$37.2K | 12.54% | 1 |
|
|
2020
Q4 | $60.9M | Buy |
450,936
+17,664
| +4% | +$2.12M | 13.89% | 1 |
|
|
2020
Q3 | $51.4M | Sell |
433,272
-6,788
| -2% | -$741K | 14.13% | 1 |
|
|
2020
Q2 | $48.1M | Sell |
440,060
-5,736
| -1% | -$444K | 15.08% | 1 |
|
|
2020
Q1 | $30.8M | Sell |
445,796
-4,812
| -1% | -$354K | 11.91% | 1 |
|
|
2019
Q4 | $35.9M | Sell |
450,608
-5,260
| -1% | -$338K | 12.03% | 1 |
|
|
2019
Q3 | $29.3M | Sell |
455,868
-7,288
| -2% | -$381K | 11.08% | 1 |
|
|
2019
Q2 | $23.3M | Sell |
463,156
-10,564
| -2% | -$515K | 9.56% | 1 |
|
|
2019
Q1 | $22.5M | Buy |
473,720
+13,064
| +3% | +$554K | 9.88% | 1 |
|
|
2018
Q4 | $18.2M | Buy |
+460,656
| New | +$22.3M | 10.06% | 1 |
|
Other funds holding AAPL
Means Investment Company's AAPL Position: Q2 2026 in Review
Means Investment Company reduced its Apple (AAPL) stake by 0.47% in Q2 2026, selling an estimated $398K and leaving 295,666 shares worth $85.6M. The position accounts for 6.46% of the portfolio, ranked #4.
Means Investment Company first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $91.7M in Q4 2024. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Means Investment Company held 295,666 shares of Apple worth $85.6M as of Q2 2026.
- Means Investment Company sold 1,391 Apple shares in Q2 2026, an estimated $398K.
- Apple made up 6.46% of Means Investment Company's portfolio in Q2 2026, its #4 holding.
- Means Investment Company first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's Apple position peaked at $91.7M in Q4 2024.
- 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.