Northwest & Ethical Investments’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 | $113M | Sell |
390,390
-16,738
| -4% | -$4.79M | 2.63% | 5 |
|
|
2026
Q1 | $103M | Buy |
407,128
+18,182
| +5% | +$4.73M | 2.39% | 5 |
|
|
2025
Q4 | $106M | Sell |
388,946
-30,859
| -7% | -$8.28M | 2.38% | 5 |
|
|
2025
Q3 | $107M | Buy |
419,805
+10,261
| +3% | +$2.32M | 2.52% | 3 |
|
|
2025
Q2 | $83.9M | Buy |
409,544
+28,170
| +7% | +$5.69M | 2.08% | 3 |
|
|
2025
Q1 | $84.7M | Buy |
381,374
+69,778
| +22% | +$16.2M | 2.3% | 2 |
|
|
2024
Q4 | $78M | Sell |
311,596
-3,191
| -1% | -$752K | 2.12% | 3 |
|
|
2024
Q3 | $73.3M | Buy |
314,787
+25,329
| +9% | +$5.66M | 1.94% | 3 |
|
|
2024
Q2 | $61M | Buy |
289,458
+21,605
| +8% | +$4.03M | 1.75% | 3 |
|
|
2024
Q1 | $45.9M | Sell |
267,853
-11,369
| -4% | -$2.07M | 1.32% | 7 |
|
|
2023
Q4 | $53.8M | Sell |
279,222
-45,695
| -14% | -$8.44M | 1.65% | 2 |
|
|
2023
Q3 | $55.6M | Buy |
324,917
+4,034
| +1% | +$740K | 1.87% | 2 |
|
|
2023
Q2 | $62.2M | Sell |
320,883
-6,056
| -2% | -$1.06M | 1.99% | 2 |
|
|
2023
Q1 | $53.9M | Buy |
326,939
+2,150
| +0.7% | +$317K | 1.79% | 2 |
|
|
2022
Q4 | $42.2M | Buy |
324,789
+41,691
| +15% | +$5.96M | 1.46% | 4 |
|
|
2022
Q3 | $39.1M | Buy |
283,098
+4,519
| +2% | +$709K | 1.57% | 4 |
|
|
2022
Q2 | $38.1M | Buy |
278,579
+2,309
| +0.8% | +$350K | 1.43% | 5 |
|
|
2022
Q1 | $48.3M | Sell |
276,270
-50,987
| -16% | -$8.57M | 1.55% | 6 |
|
|
2021
Q4 | $58.1M | Sell |
327,257
-17,900
| -5% | -$2.83M | 1.72% | 4 |
|
|
2021
Q3 | $48.8M | Sell |
345,157
-1,459
| -0.4% | -$215K | 1.59% | 4 |
|
|
2021
Q2 | $47.5M | Buy |
346,616
+3,013
| +0.9% | +$390K | 1.54% | 4 |
|
|
2021
Q1 | $42M | Sell |
343,603
-20,487
| -6% | -$2.63M | 1.47% | 4 |
|
|
2020
Q4 | $48.3M | Sell |
364,090
-15,030
| -4% | -$1.81M | 1.85% | 3 |
|
|
2020
Q3 | $43.9M | Sell |
379,120
-21,564
| -5% | -$2.35M | 1.93% | 3 |
|
|
2020
Q2 | $36.5M | Buy |
400,684
+25,752
| +7% | +$2M | 1.73% | 3 |
|
|
2020
Q1 | $23.8M | Buy |
374,932
+62,520
| +20% | +$4.6M | 1.39% | 7 |
|
|
2019
Q4 | $22.9M | Buy |
312,412
+32,716
| +12% | +$2.1M | 1.03% | 12 |
|
|
2019
Q3 | $15.7M | Buy |
279,696
+4,956
| +2% | +$259K | 0.76% | 29 |
|
|
2019
Q2 | $13.6M | Sell |
274,740
-70,796
| -20% | -$3.45M | 0.68% | 31 |
|
|
2019
Q1 | $16.4M | Sell |
345,536
-2,696
| -0.8% | -$114K | 0.86% | 25 |
|
|
2018
Q4 | $13.7M | Buy |
348,232
+97,732
| +39% | +$4.74M | 0.82% | 24 |
|
|
2018
Q3 | $14.1M | Buy |
250,500
+12,364
| +5% | +$644K | 0.89% | 22 |
|
|
2018
Q2 | $11M | Sell |
238,136
-8,948
| -4% | -$406K | 0.73% | 26 |
|
|
2018
Q1 | $10.4M | Sell |
247,084
-1,608
| -0.6% | -$69.2K | 0.7% | 28 |
|
|
2017
Q4 | $10.5M | Buy |
248,692
+33,504
| +16% | +$1.4M | 0.68% | 30 |
|
|
2017
Q3 | $8.29M | Buy |
215,188
+6,092
| +3% | +$236K | 0.51% | 39 |
|
|
2017
Q2 | $7.53M | Buy |
209,096
+28,800
| +16% | +$1.06M | 0.51% | 42 |
|
|
2017
Q1 | $6.48M | Sell |
180,296
-27,332
| -13% | -$900K | 0.44% | 48 |
|
|
2016
Q4 | $6.01M | Sell |
207,628
-6,720
| -3% | -$191K | 0.41% | 53 |
|
|
2016
Q3 | $6.06M | Sell |
214,348
-85,972
| -29% | -$2.28M | 0.43% | 52 |
|
|
2016
Q2 | $7.18M | Sell |
300,320
-451,520
| -60% | -$11.2M | 0.54% | 48 |
|
|
2016
Q1 | $20.5M | Buy |
751,840
+306,520
| +69% | +$7.64M | 1.38% | 12 |
|
|
2015
Q4 | $11.7M | Buy |
445,320
+220,160
| +98% | +$6.29M | 0.85% | 33 |
|
|
2015
Q3 | $6.21M | Sell |
225,160
-52,440
| -19% | -$1.54M | 0.48% | 61 |
|
|
2015
Q2 | $8.7M | Buy |
277,600
+111,600
| +67% | +$3.57M | 0.57% | 50 |
|
|
2015
Q1 | $5.16M | Sell |
166,000
-12,000
| -7% | -$362K | 0.36% | 73 |
|
|
2014
Q4 | $4.91M | Buy |
178,000
+61,312
| +53% | +$1.67M | 0.33% | 76 |
|
|
2014
Q3 | $2.94M | Sell |
116,688
-78,472
| -40% | -$1.93M | 0.2% | 121 |
|
|
2014
Q2 | $4.53M | Sell |
195,160
-305,480
| -61% | -$6.5M | 0.28% | 85 |
|
|
2014
Q1 | $9.6M | Sell |
500,640
-335,440
| -40% | -$6.38M | 0.63% | 37 |
|
|
2013
Q4 | $16.8M | Sell |
836,080
-246,400
| -23% | -$4.65M | 1.11% | 22 |
|
|
2013
Q3 | $18.4M | Buy |
+1,082,480
| New | +$17.9M | 1.34% | 14 |
|
Other funds holding AAPL
Northwest & Ethical Investments's AAPL Position: Q2 2026 in Review
Northwest & Ethical Investments reduced its Apple (AAPL) stake by 4.1% in Q2 2026, selling an estimated $4.79M and leaving 390,390 shares worth $113M. The position accounts for 2.63% of the portfolio, ranked #5.
Northwest & Ethical Investments first reported a position in AAPL in Q3 2013 and has held it in 52 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Northwest & Ethical Investments held 390,390 shares of Apple worth $113M as of Q2 2026.
- Northwest & Ethical Investments sold 16,738 Apple shares in Q2 2026, an estimated $4.79M.
- Apple made up 2.63% of Northwest & Ethical Investments's portfolio in Q2 2026, its #5 holding.
- Northwest & Ethical Investments first reported a position in Apple in Q3 2013 and has held it in 52 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.