Neumann 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 | – | Sell |
-75,624
| Closed | -$19.2M | – | 59 |
|
|
2026
Q1 | $19.2M | Sell |
75,624
-2,198
| -3% | -$572K | 5.65% | 3 |
|
|
2025
Q4 | $21.2M | Sell |
77,822
-24
| -0% | -$6.44K | 6.11% | 3 |
|
|
2025
Q3 | $19.8M | Buy |
77,846
+150
| +0.2% | +$33.9K | 5.8% | 4 |
|
|
2025
Q2 | $15.9M | Sell |
77,696
-570
| -0.7% | -$115K | 5.01% | 5 |
|
|
2025
Q1 | $17.4M | Buy |
78,266
+1,189
| +2% | +$275K | 6.01% | 3 |
|
|
2024
Q4 | $19.3M | Sell |
77,077
-2,480
| -3% | -$584K | 6.41% | 3 |
|
|
2024
Q3 | $18.5M | Sell |
79,557
-2,496
| -3% | -$557K | 6.17% | 3 |
|
|
2024
Q2 | $17.3M | Sell |
82,053
-325
| -0.4% | -$60.6K | 5.94% | 3 |
|
|
2024
Q1 | $14.1M | Sell |
82,378
-2,361
| -3% | -$429K | 5.04% | 4 |
|
|
2023
Q4 | $16.3M | Sell |
84,739
-830
| -1% | -$153K | 6.47% | 2 |
|
|
2023
Q3 | $14.7M | Sell |
85,569
-3,253
| -4% | -$597K | 6.39% | 2 |
|
|
2023
Q2 | $17.2M | Sell |
88,822
-3,152
| -3% | -$549K | 7.13% | 1 |
|
|
2023
Q1 | $15.2M | Sell |
91,974
-3,825
| -4% | -$564K | 6.67% | 2 |
|
|
2022
Q4 | $12.4M | Sell |
95,799
-1,260
| -1% | -$180K | 5.84% | 2 |
|
|
2022
Q3 | $13.4M | Sell |
97,059
-4,913
| -5% | -$771K | 6.9% | 1 |
|
|
2022
Q2 | $13.9M | Sell |
101,972
-3,683
| -3% | -$558K | 7.06% | 1 |
|
|
2022
Q1 | $18.4M | Buy |
105,655
+812
| +0.8% | +$137K | 7.84% | 1 |
|
|
2021
Q4 | $18.6M | Buy |
104,843
+19,401
| +23% | +$3.07M | 7.58% | 1 |
|
|
2021
Q3 | $12.1M | Buy |
85,442
+5,085
| +6% | +$749K | 5.43% | 3 |
|
|
2021
Q2 | $11M | Sell |
80,357
-2,100
| -3% | -$272K | 4.94% | 5 |
|
|
2021
Q1 | $10.1M | Sell |
82,457
-2,720
| -3% | -$349K | 4.79% | 6 |
|
|
2020
Q4 | $11.3M | Sell |
85,177
-3,179
| -4% | -$382K | 5.7% | 4 |
|
|
2020
Q3 | $10.2M | Sell |
88,356
-4,540
| -5% | -$495K | 5.88% | 3 |
|
|
2020
Q2 | $8.47M | Sell |
92,896
-3,380
| -4% | -$262K | 5.19% | 4 |
|
|
2020
Q1 | $6.12M | Sell |
96,276
-2,960
| -3% | -$218K | 4.45% | 6 |
|
|
2019
Q4 | $7.29M | Sell |
99,236
-4,100
| -4% | -$264K | 4.23% | 8 |
|
|
2019
Q3 | $5.79M | Sell |
103,336
-1,400
| -1% | -$73.2K | 3.58% | 9 |
|
|
2019
Q2 | $5.18M | Buy |
104,736
+1,820
| +2% | +$88.7K | 3.21% | 11 |
|
|
2019
Q1 | $4.89M | Sell |
102,916
-1,200
| -1% | -$50.9K | 3.12% | 11 |
|
|
2018
Q4 | $4.11M | Sell |
104,116
-13,460
| -11% | -$653K | 3.09% | 11 |
|
|
2018
Q3 | $6.63M | Sell |
117,576
-24
| -0% | -$1.25K | 3.91% | 6 |
|
|
2018
Q2 | $5.44M | Sell |
117,600
-1,640
| -1% | -$74.4K | 3.42% | 7 |
|
|
2018
Q1 | $5M | Buy |
119,240
+5,204
| +5% | +$224K | 3.18% | 8 |
|
|
2017
Q4 | $4.83M | Sell |
114,036
-30,480
| -21% | -$1.27M | 2.96% | 10 |
|
|
2017
Q3 | $5.57M | Sell |
144,516
-7,676
| -5% | -$298K | 3.45% | 7 |
|
|
2017
Q2 | $5.48M | Buy |
152,192
+580
| +0.4% | +$21.4K | 3.53% | 9 |
|
|
2017
Q1 | $5.45M | Sell |
151,612
-72
| -0% | -$2.37K | 3.53% | 8 |
|
|
2016
Q4 | $4.39M | Sell |
151,684
-1,120
| -0.7% | -$31.8K | 2.83% | 11 |
|
|
2016
Q3 | $4.32M | Sell |
152,804
-2,128
| -1% | -$56.3K | 2.87% | 12 |
|
|
2016
Q2 | $3.7M | Sell |
154,932
-1,128
| -0.7% | -$28K | 2.46% | 14 |
|
|
2016
Q1 | $4.25M | Sell |
156,060
-8,008
| -5% | -$200K | 2.8% | 12 |
|
|
2015
Q4 | $4.32M | Buy |
164,068
+3,016
| +2% | +$86.2K | 3% | 10 |
|
|
2015
Q3 | $4.44M | Buy |
161,052
+6,000
| +4% | +$176K | 3.14% | 11 |
|
|
2015
Q2 | $4.86M | Buy |
155,052
+3,504
| +2% | +$112K | 3.11% | 11 |
|
|
2015
Q1 | $4.71M | Buy |
151,548
+8
| +0% | +$242 | 3.01% | 11 |
|
|
2014
Q4 | $4.18M | Buy |
+151,540
| New | +$4.12M | 2.73% | 12 |
|
Other funds holding AAPL
Neumann Capital Management's AAPL Position: Q2 2026 in Review
Neumann Capital Management sold out of Apple (AAPL) in Q2 2026, closing a stake of 75,624 shares — an estimated $19.2M sold.
Neumann Capital Management first reported a position in AAPL in Q4 2014 and held it in 46 quarters. The position peaked at $21.2M in Q4 2025. 2,958 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Neumann Capital Management reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
- Neumann Capital Management sold 75,624 Apple shares in Q2 2026, an estimated $19.2M.
- Neumann Capital Management first reported a position in Apple in Q4 2014 and held it in 46 quarters.
- Neumann Capital Management's Apple position peaked at $21.2M in Q4 2025.
- 2,958 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.