Northeast Investment 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
$182M Buy
630,130
+9,954
+2% +$2.85M 6.72% 2
2026
Q1
$157M Sell
620,176
-18,434
-3% -$4.8M 6.51% 2
2025
Q4
$174M Sell
638,610
-1,659
-0.3% -$445K 6.78% 2
2025
Q3
$163M Sell
640,269
-6,349
-1% -$1.43M 6.57% 2
2025
Q2
$133M Sell
646,618
-12,961
-2% -$2.62M 5.67% 2
2025
Q1
$147M Sell
659,579
-4,172
-0.6% -$967K 6.83% 1
2024
Q4
$166M Sell
663,751
-7,806
-1% -$1.84M 7.38% 2
2024
Q3
$156M Sell
671,557
-4,948
-0.7% -$1.1M 7.01% 2
2024
Q2
$142M Sell
676,505
-2,999
-0.4% -$559K 6.7% 2
2024
Q1
$117M Sell
679,504
-15,805
-2% -$2.87M 5.73% 2
2023
Q4
$134M Sell
695,309
-6,650
-0.9% -$1.23M 7.16% 1
2023
Q3
$120M Sell
701,959
-11,870
-2% -$2.18M 7.06% 1
2023
Q2
$138M Sell
713,829
-18,673
-3% -$3.25M 7.8% 1
2023
Q1
$121M Sell
732,502
-29,461
-4% -$4.35M 7.33% 1
2022
Q4
$99M Sell
761,963
-29,547
-4% -$4.22M 6.31% 1
2022
Q3
$109M Sell
791,510
-9,184
-1% -$1.44M 7.4% 1
2022
Q2
$109M Sell
800,694
-11,980
-1% -$1.81M 6.99% 1
2022
Q1
$142M Sell
812,674
-22,667
-3% -$3.81M 7.47% 1
2021
Q4
$148M Sell
835,341
-25,071
-3% -$3.96M 7.23% 1
2021
Q3
$122M Sell
860,412
-6,566
-0.8% -$967K 6.5% 1
2021
Q2
$119M Sell
866,978
-19,997
-2% -$2.59M 6.39% 1
2021
Q1
$108M Sell
886,975
-27,083
-3% -$3.48M 6.4% 1
2020
Q4
$121M Sell
914,058
-20,975
-2% -$2.52M 7.38% 1
2020
Q3
$108M Sell
935,033
-21,155
-2% -$2.31M 7.2% 1
2020
Q2
$87.2M Buy
956,188
+2,096
+0.2% +$162K 6.52% 1
2020
Q1
$60.7M Sell
954,092
-39,824
-4% -$2.93M 5.57% 2
2019
Q4
$73M Sell
993,916
-30,400
-3% -$1.96M 5.38% 1
2019
Q3
$57.4M Sell
1,024,316
-15,440
-1% -$807K 4.58% 2
2019
Q2
$51.4M Sell
1,039,756
-11,560
-1% -$563K 4.09% 3
2019
Q1
$49.9M Sell
1,051,316
-20,488
-2% -$869K 4.19% 3
2018
Q4
$42.3M Sell
1,071,804
-35,360
-3% -$1.71M 4.07% 3
2018
Q3
$62.5M Sell
1,107,164
-14,988
-1% -$781K 4.99% 2
2018
Q2
$51.9M Buy
1,122,152
+25,084
+2% +$1.14M 4.39% 2
2018
Q1
$46M Sell
1,097,068
-23,864
-2% -$1.03M 4.07% 3
2017
Q4
$47.4M Sell
1,120,932
-11,756
-1% -$491K 3.98% 1
2017
Q3
$43.6M Sell
1,132,688
-30,744
-3% -$1.19M 3.86% 1
2017
Q2
$41.9M Buy
1,163,432
+16,560
+1% +$612K 3.81% 1
2017
Q1
$41.2M Sell
1,146,872
-41,416
-3% -$1.36M 3.86% 1
2016
Q4
$34.4M Sell
1,188,288
-264
-0% -$7.49K 3.3% 1
2016
Q3
$33.6M Buy
1,188,552
+3,840
+0.3% +$102K 3.36% 2
2016
Q2
$28.3M Sell
1,184,712
-19,024
-2% -$473K 2.85% 4
2016
Q1
$32.8M Sell
1,203,736
-22,464
-2% -$560K 3.37% 2
2015
Q4
$32.3M Buy
1,226,200
+2,300
+0.2% +$65.7K 3.35% 3
2015
Q3
$33.7M Buy
1,223,900
+18,112
+2% +$531K 3.64% 2
2015
Q2
$37.8M Buy
1,205,788
+5,048
+0.4% +$161K 3.82% 2
2015
Q1
$37.4M Buy
1,200,740
+23,248
+2% +$702K 3.67% 1
2014
Q4
$32.5M Buy
1,177,492
+23,288
+2% +$634K 3.17% 3
2014
Q3
$29.1M Buy
1,154,204
+53,472
+5% +$1.31M 2.92% 3
2014
Q2
$25.6M Sell
1,100,732
-2,132
-0.2% -$45.4K 2.57% 6
2014
Q1
$21.1M Sell
1,102,864
-213,976
-16% -$4.07M 2.25% 11
2013
Q4
$26.4M Sell
1,316,840
-81,228
-6% -$1.53M 2.95% 4
2013
Q3
$23.8M Sell
1,398,068
-167,916
-11% -$2.78M 2.89% 4
2013
Q2
$22.2M Buy
+1,565,984
New +$24.1M 2.84% 4

Other funds holding AAPL

Northeast Investment Management's AAPL Position: Q2 2026 in Review

Northeast Investment Management increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $2.85M and bringing the position to 630,130 shares worth $182M. The position accounts for 6.72% of the portfolio, ranked #2.

Northeast Investment Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Northeast Investment Management held 630,130 shares of Apple worth $182M as of Q2 2026.
  • Northeast Investment Management bought 9,954 Apple shares in Q2 2026, an estimated $2.85M.
  • Apple made up 6.72% of Northeast Investment Management's portfolio in Q2 2026, its #2 holding.
  • Northeast Investment Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.