Narwhal Capital Management’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
$81.1M Buy
280,237
+685
+0.2% +$196K 5.6% 4
2026
Q1
$70.9M Buy
279,552
+3,423
+1% +$891K 5.23% 4
2025
Q4
$75.1M Buy
276,129
+3,563
+1% +$956K 5.45% 5
2025
Q3
$69.4M Sell
272,566
-2,402
-0.9% -$543K 5.14% 4
2025
Q2
$56.4M Sell
274,968
-2,365
-0.9% -$478K 4.53% 4
2025
Q1
$61.6M Buy
277,333
+3,264
+1% +$756K 5.49% 2
2024
Q4
$68.6M Sell
274,069
-2,722
-1% -$642K 6.07% 3
2024
Q3
$64.5M Buy
276,791
+6,711
+2% +$1.5M 5.8% 4
2024
Q2
$56.9M Sell
270,080
-7,549
-3% -$1.41M 5.38% 4
2024
Q1
$47.6M Buy
277,629
+1,428
+0.5% +$260K 4.66% 4
2023
Q4
$53.2M Buy
276,201
+296
+0.1% +$54.7K 5.81% 3
2023
Q3
$47.2M Sell
275,905
-8,456
-3% -$1.55M 5.76% 3
2023
Q2
$55.2M Sell
284,361
-8,285
-3% -$1.44M 6.48% 2
2023
Q1
$48.3M Buy
292,646
+386
+0.1% +$57K 6.04% 2
2022
Q4
$38M Sell
292,260
-3,616
-1% -$517K 5.05% 2
2022
Q3
$40.9M Sell
295,876
-10,864
-4% -$1.71M 5.92% 2
2022
Q2
$41.9M Sell
306,740
-6,121
-2% -$927K 5.75% 2
2022
Q1
$54.6M Sell
312,861
-1,308
-0.4% -$220K 6.4% 2
2021
Q4
$55.8M Sell
314,169
-7,793
-2% -$1.23M 6.35% 1
2021
Q3
$45.6M Sell
321,962
-3,322
-1% -$489K 5.75% 3
2021
Q2
$44.6M Buy
325,284
+1,757
+0.5% +$228K 5.62% 1
2021
Q1
$39.5M Sell
323,527
-6,427
-2% -$825K 5.35% 2
2020
Q4
$43.8M Sell
329,954
-2,704
-0.8% -$325K 6.21% 2
2020
Q3
$38.5M Sell
332,658
-4,562
-1% -$498K 6.21% 2
2020
Q2
$30.8M Buy
337,220
+13,912
+4% +$1.08M 5.33% 3
2020
Q1
$20.6M Buy
323,308
+10,320
+3% +$759K 4.43% 4
2019
Q4
$23M Sell
312,988
-7,648
-2% -$492K 4.22% 3
2019
Q3
$18M Sell
320,636
-23,468
-7% -$1.23M 3.61% 5
2019
Q2
$17M Buy
344,104
+6,524
+2% +$318K 3.52% 4
2019
Q1
$16M Sell
337,580
-24
-0% -$1.02K 3.49% 4
2018
Q4
$13.3M Buy
337,604
+1,780
+0.5% +$86.3K 3.3% 5
2018
Q3
$19M Buy
335,824
+3,024
+0.9% +$157K 4.18% 2
2018
Q2
$15.4M Buy
332,800
+10,448
+3% +$474K 3.58% 3
2018
Q1
$13.5M Buy
322,352
+19,472
+6% +$838K 3.14% 3
2017
Q4
$12.8M Buy
302,880
+40,700
+16% +$1.7M 2.95% 3
2017
Q3
$10.1M Sell
262,180
-1,580
-0.6% -$61.3K 2.5% 3
2017
Q2
$9.5M Sell
263,760
-2,000
-0.8% -$73.9K 2.46% 4
2017
Q1
$9.54M Buy
265,760
+840
+0.3% +$27.7K 2.66% 3
2016
Q4
$7.67M Sell
264,920
-5,240
-2% -$149K 2.31% 5
2016
Q3
$7.63M Sell
270,160
-48,900
-15% -$1.29M 2.39% 4
2016
Q2
$7.63M Sell
319,060
-80
-0% -$1.99K 2.4% 3
2016
Q1
$8.7M Buy
319,140
+1,220
+0.4% +$30.4K 2.84% 2
2015
Q4
$8.37M Buy
317,920
+11,500
+4% +$329K 2.9% 2
2015
Q3
$8.45M Buy
306,420
+4,700
+2% +$138K 3.15% 2
2015
Q2
$9.46M Buy
301,720
+2,540
+0.8% +$81.2K 3.44% 2
2015
Q1
$9.31M Buy
299,180
+3,360
+1% +$101K 3.4% 2
2014
Q4
$8.16M Sell
295,820
-1,000
-0.3% -$27.2K 3.16% 2
2014
Q3
$7.48M Sell
296,820
-160
-0.1% -$3.93K 3% 2
2014
Q2
$6.9M Sell
296,980
-2,480
-0.8% -$52.8K 2.64% 3
2014
Q1
$5.74M Sell
299,460
-14,000
-4% -$266K 2.38% 3
2013
Q4
$6.28M Buy
313,460
+560
+0.2% +$10.6K 2.59% 3
2013
Q3
$5.33M Sell
312,900
-700
-0.2% -$11.6K 2.55% 2
2013
Q2
$4.44M Buy
+313,600
New +$4.82M 2.14% 4

Other funds holding AAPL

Narwhal Capital Management's AAPL Position: Q2 2026 in Review

Narwhal Capital Management increased its Apple (AAPL) stake by 0.25% in Q2 2026, buying an estimated $196K and bringing the position to 280,237 shares worth $81.1M. The position accounts for 5.6% of the portfolio, ranked #4.

Narwhal Capital Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Narwhal Capital Management held 280,237 shares of Apple worth $81.1M as of Q2 2026.
  • Narwhal Capital Management bought 685 Apple shares in Q2 2026, an estimated $196K.
  • Apple made up 5.6% of Narwhal Capital Management's portfolio in Q2 2026, its #4 holding.
  • Narwhal Capital Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.