Mogy Joel R Investment Counsel’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 | $171M | Sell |
590,640
-2,005
| -0.3% | -$574K | 9.79% | 2 |
|
|
2026
Q1 | $150M | Sell |
592,645
-10,900
| -2% | -$2.84M | 9.42% | 2 |
|
|
2025
Q4 | $164M | Sell |
603,545
-7,088
| -1% | -$1.9M | 8.9% | 2 |
|
|
2025
Q3 | $155M | Sell |
610,633
-4,255
| -0.7% | -$961K | 8.52% | 2 |
|
|
2025
Q2 | $126M | Sell |
614,888
-3,799
| -0.6% | -$767K | 7.29% | 3 |
|
|
2025
Q1 | $137M | Sell |
618,687
-14,189
| -2% | -$3.29M | 8.85% | 2 |
|
|
2024
Q4 | $158M | Sell |
632,876
-4,813
| -0.8% | -$1.13M | 9.42% | 2 |
|
|
2024
Q3 | $149M | Sell |
637,689
-4,567
| -0.7% | -$1.02M | 9.1% | 2 |
|
|
2024
Q2 | $135M | Buy |
642,256
+4,368
| +0.7% | +$815K | 8.57% | 2 |
|
|
2024
Q1 | $109M | Sell |
637,888
-15,669
| -2% | -$2.85M | 7.44% | 3 |
|
|
2023
Q4 | $126M | Sell |
653,557
-17,869
| -3% | -$3.3M | 9.51% | 1 |
|
|
2023
Q3 | $115M | Sell |
671,426
-14,335
| -2% | -$2.63M | 9.67% | 1 |
|
|
2023
Q2 | $133M | Sell |
685,761
-3,398
| -0.5% | -$592K | 10.57% | 1 |
|
|
2023
Q1 | $114M | Sell |
689,159
-18,999
| -3% | -$2.8M | 10.08% | 1 |
|
|
2022
Q4 | $92M | Sell |
708,158
-14,732
| -2% | -$2.11M | 9.2% | 1 |
|
|
2022
Q3 | $99.9M | Sell |
722,890
-878
| -0.1% | -$138K | 10.46% | 1 |
|
|
2022
Q2 | $99M | Sell |
723,768
-5,880
| -0.8% | -$890K | 9.75% | 1 |
|
|
2022
Q1 | $127M | Sell |
729,648
-42,810
| -6% | -$7.2M | 10.08% | 1 |
|
|
2021
Q4 | $137M | Buy |
772,458
+22,710
| +3% | +$3.59M | 9.81% | 1 |
|
|
2021
Q3 | $106M | Sell |
749,748
-1,946
| -0.3% | -$286K | 8.69% | 1 |
|
|
2021
Q2 | $103M | Sell |
751,694
-12,003
| -2% | -$1.56M | 8.71% | 1 |
|
|
2021
Q1 | $93.3M | Sell |
763,697
-12,510
| -2% | -$1.61M | 8.97% | 1 |
|
|
2020
Q4 | $103M | Sell |
776,207
-9,809
| -1% | -$1.18M | 10.17% | 1 |
|
|
2020
Q3 | $91M | Sell |
786,016
-36,404
| -4% | -$3.97M | 9.8% | 1 |
|
|
2020
Q2 | $75M | Sell |
822,420
-15,964
| -2% | -$1.24M | 8.98% | 1 |
|
|
2020
Q1 | $53.3M | Sell |
838,384
-8,848
| -1% | -$651K | 7.57% | 1 |
|
|
2019
Q4 | $62.2M | Sell |
847,232
-12,584
| -1% | -$810K | 7.46% | 1 |
|
|
2019
Q3 | $48.1M | Sell |
859,816
-23,764
| -3% | -$1.24M | 6.09% | 1 |
|
|
2019
Q2 | $43.7M | Sell |
883,580
-1,044
| -0.1% | -$50.9K | 5.69% | 2 |
|
|
2019
Q1 | $42M | Sell |
884,624
-5,032
| -0.6% | -$213K | 5.68% | 1 |
|
|
2018
Q4 | $35.1M | Buy |
889,656
+1,192
| +0.1% | +$57.8K | 5.44% | 2 |
|
|
2018
Q3 | $50.1M | Sell |
888,464
-7,136
| -0.8% | -$372K | 6.74% | 1 |
|
|
2018
Q2 | $41.4M | Sell |
895,600
-64
| -0% | -$2.9K | 6.13% | 1 |
|
|
2018
Q1 | $37.6M | Sell |
895,664
-18,888
| -2% | -$813K | 5.84% | 1 |
|
|
2017
Q4 | $38.7M | Sell |
914,552
-1,224
| -0.1% | -$51.1K | 6.05% | 1 |
|
|
2017
Q3 | $35.3M | Sell |
915,776
-48
| -0% | -$1.86K | 5.87% | 1 |
|
|
2017
Q2 | $33M | Sell |
915,824
-520
| -0.1% | -$19.2K | 5.66% | 1 |
|
|
2017
Q1 | $32.9M | Sell |
916,344
-26,728
| -3% | -$880K | 5.67% | 1 |
|
|
2016
Q4 | $27.3M | Sell |
943,072
-5,164
| -0.5% | -$146K | 4.95% | 2 |
|
|
2016
Q3 | $26.8M | Sell |
948,236
-2,300
| -0.2% | -$60.9K | 4.91% | 1 |
|
|
2016
Q2 | $22.7M | Buy |
950,536
+1,700
| +0.2% | +$42.2K | 4.21% | 2 |
|
|
2016
Q1 | $25.9M | Buy |
948,836
+854,496
| +906% | +$21.3M | 4.8% | 1 |
|
|
2015
Q4 | $24.8K | Sell |
94,340
-843,732
| -90% | -$24.1M | 4.66% | 1 |
|
|
2015
Q3 | $25.9M | Buy |
938,072
+6,504
| +0.7% | +$191K | 5.12% | 1 |
|
|
2015
Q2 | $29.2M | Sell |
931,568
-9,692
| -1% | -$310K | 5.53% | 1 |
|
|
2015
Q1 | $29.3M | Buy |
941,260
+2,480
| +0.3% | +$74.9K | 5.49% | 1 |
|
|
2014
Q4 | $25.9M | Sell |
938,780
-240
| -0% | -$6.53K | 4.91% | 1 |
|
|
2014
Q3 | $23.7M | Sell |
939,020
-27,864
| -3% | -$684K | 4.77% | 1 |
|
|
2014
Q2 | $22.5M | Buy |
966,884
+10,292
| +1% | +$219K | 4.5% | 1 |
|
|
2014
Q1 | $18.3M | Buy |
956,592
+18,760
| +2% | +$357K | 3.82% | 3 |
|
|
2013
Q4 | $18.8M | Buy |
937,832
+140
| +0% | +$2.65K | 3.98% | 3 |
|
|
2013
Q3 | $16M | Buy |
937,692
+9,436
| +1% | +$156K | 3.66% | 4 |
|
|
2013
Q2 | $13.1M | Buy |
+928,256
| New | +$14.3M | 3.19% | 8 |
|
Other funds holding AAPL
ECSS
Mogy Joel R Investment Counsel's AAPL Position: Q2 2026 in Review
Mogy Joel R Investment Counsel reduced its Apple (AAPL) stake by 0.34% in Q2 2026, selling an estimated $574K and leaving 590,640 shares worth $171M. The position accounts for 9.79% of the portfolio, ranked #2.
Mogy Joel R Investment Counsel first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,704 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Mogy Joel R Investment Counsel held 590,640 shares of Apple worth $171M as of Q2 2026.
- Mogy Joel R Investment Counsel sold 2,005 Apple shares in Q2 2026, an estimated $574K.
- Apple made up 9.79% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #2 holding.
- Mogy Joel R Investment Counsel first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 2,704 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.