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Nadler Financial Group’s Apple AAPL Stock Holding History

Nadler Financial Group’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 		$28.7M Sell
99,197
-2,061
-2% -$590K 2.43% 16
2026
Q1 		$25.7M Sell
101,258
-3,731
-4% -$971K 2.48% 15
2025
Q4 		$28.5M Sell
104,989
-977
-0.9% -$262K 2.65% 15
2025
Q3 		$27M Sell
105,966
-3,574
-3% -$807K 2.57% 15
2025
Q2 		$22.5M Sell
109,540
-53,085
-33% -$10.7M 2.3% 16
2025
Q1 		$36.1M Sell
162,625
-1,526
-0.9% -$354K 4% 12
2024
Q4 		$41.1M Buy
164,151
+639
+0.4% +$151K 4.33% 9
2024
Q3 		$38.1M Sell
163,512
-661
-0.4% -$148K 4.2% 11
2024
Q2 		$34.6M Sell
164,173
-307
-0.2% -$57.3K 4.06% 11
2024
Q1 		$28.2M Sell
164,480
-1,884
-1% -$343K 3.48% 13
2023
Q4 		$32M Sell
166,364
-2,583
-2% -$477K 4.31% 11
2023
Q3 		$28.9M Buy
168,947
+8
+0% +$1.47K 4.38% 10
2023
Q2 		$32.8M Sell
168,939
-422
-0.2% -$73.5K 4.79% 10
2023
Q1 		$27.9M Buy
169,361
+410
+0.2% +$60.5K 4.44% 10
2022
Q4 		$22M Buy
168,951
+941
+0.6% +$134K 3.83% 13
2022
Q3 		$23.2M Buy
168,010
+200
+0.1% +$31.4K 4.42% 11
2022
Q2 		$22.9M Buy
167,810
+2,555
+2% +$387K 4.22% 11
2022
Q1 		$28.9M Sell
165,255
-23,292
-12% -$3.92M 4.52% 11
2021
Q4 		$33.5M Sell
188,547
-451
-0.2% -$71.3K 4.95% 10
2021
Q3 		$26.7M Sell
188,998
-360
-0.2% -$53K 4.36% 11
2021
Q2 		$25.9M Sell
189,358
-1,982
-1% -$257K 4.25% 11
2021
Q1 		$23.4M Sell
191,340
-1,664
-0.9% -$214K 4.18% 11
2020
Q4 		$25.6M Buy
193,004
+1,548
+0.8% +$186K 4.89% 9
2020
Q3 		$22.2M Sell
191,456
-2,596
-1% -$283K 4.91% 9
2020
Q2 		$17.7M Buy
194,052
+2,428
+1% +$188K 4.42% 9
2020
Q1 		$12.2M Buy
191,624
+1,836
+1% +$135K 3.74% 10
2019
Q4 		$13.9M Buy
189,788
+2,960
+2% +$190K 3.44% 11
2019
Q3 		$10.5M Sell
186,828
-2,888
-2% -$151K 2.91% 13
2019
Q2 		$9.39M Buy
189,716
+2,736
+1% +$133K 2.72% 13
2019
Q1 		$8.88M Sell
186,980
-8,964
-5% -$380K 2.83% 13
2018
Q4 		$7.73M Sell
195,944
-1,680
-0.9% -$81.4K 2.54% 13
2018
Q3 		$11.2M Sell
197,624
-18,332
-8% -$955K 3.02% 12
2018
Q2 		$9.99M Buy
215,956
+5,592
+3% +$254K 2.83% 12
2018
Q1 		$8.82M Sell
210,364
-21,212
-9% -$913K 2.72% 11
2017
Q4 		$9.8M Buy
231,576
+1,220
+0.5% +$51K 2.99% 11
2017
Q3 		$8.88M Buy
230,356
+2,220
+1% +$86.1K 2.92% 11
2017
Q2 		$8.21M Buy
228,136
+1,268
+0.6% +$46.9K 2.8% 10
2017
Q1 		$8.15M Buy
226,868
+9,312
+4% +$307K 2.84% 10
2016
Q4 		$6.3M Buy
217,556
+5,752
+3% +$163K 2.34% 10
2016
Q3 		$5.99M Sell
211,804
-5,456
-3% -$144K 2.36% 11
2016
Q2 		$5.19M Sell
217,260
-5,976
-3% -$149K 2.19% 11
2016
Q1 		$6.08M Buy
223,236
+8,604
+4% +$214K 2.66% 9
2015
Q4 		$5.65M Sell
214,632
-5,860
-3% -$167K 2.55% 9
2015
Q3 		$6.08M Sell
220,492
-5,520
-2% -$162K 3.04% 9
2015
Q2 		$7.09M Buy
226,012
+3,836
+2% +$123K 3.35% 9
2015
Q1 		$6.91M Buy
222,176
+2,724
+1% +$82.3K 3.32% 9
2014
Q4 		$6.06M Sell
219,452
-2,496
-1% -$67.9K 3.14% 9
2014
Q3 		$5.59M Buy
221,948
+1,464
+0.7% +$35.9K 3.35% 8
2014
Q2 		$5.12M Buy
220,484
+9,560
+5% +$203K 3.22% 8
2014
Q1 		$4.04M Sell
210,924
-13,468
-6% -$256K 2.69% 8
2013
Q4 		$4.5M Buy
224,392
+26,600
+13% +$503K 2.91% 8
2013
Q3 		$3.37M Sell
197,792
-17,696
-8% -$293K 2.45% 9
2013
Q2 		$3.05M Buy
+215,488
New +$3.32M 2.15% 10

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Nadler Financial Group's AAPL Position: Q2 2026 in Review

Nadler Financial Group reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $590K and leaving 99,197 shares worth $28.7M. The position accounts for 2.43% of the portfolio, ranked #16.

Nadler Financial Group first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.1M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Nadler Financial Group held 99,197 shares of Apple worth $28.7M as of Q2 2026.
  • Nadler Financial Group sold 2,061 Apple shares in Q2 2026, an estimated $590K.
  • Apple made up 2.43% of Nadler Financial Group's portfolio in Q2 2026, its #16 holding.
  • Nadler Financial Group first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Nadler Financial Group's Apple position peaked at $41.1M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.