Ridgewood 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 | $677K | Sell |
2,340
-155
| -6% | -$44.3K | 0.25% | 124 |
|
|
2026
Q1 | $633K | Buy |
+2,495
| New | +$649K | 0.26% | 115 |
|
|
2025
Q3 | $596K | Buy |
2,835
+347
| +14% | +$78.4K | 0.25% | 114 |
|
|
2025
Q2 | $510K | Sell |
2,488
-10
| -0.4% | -$2.02K | 0.22% | 114 |
|
|
2025
Q1 | $555K | Sell |
2,498
-1,354
| -35% | -$314K | 0.26% | 109 |
|
|
2024
Q4 | $965K | Buy |
3,852
+927
| +32% | +$218K | 0.47% | 71 |
|
|
2024
Q3 | $681K | Sell |
2,925
-426
| -13% | -$95.1K | 0.34% | 86 |
|
|
2024
Q2 | $706K | Sell |
3,351
-200
| -6% | -$37.3K | 0.35% | 82 |
|
|
2024
Q1 | $609K | Sell |
3,551
-120
| -3% | -$21.8K | 0.32% | 100 |
|
|
2023
Q4 | $707K | Sell |
3,671
-780
| -18% | -$144K | 0.42% | 81 |
|
|
2023
Q3 | $762K | Sell |
4,451
-2
| -0% | -$367 | 0.5% | 61 |
|
|
2023
Q2 | $864K | Sell |
4,453
-348
| -7% | -$60.6K | 0.49% | 55 |
|
|
2023
Q1 | $792K | Buy |
4,801
+211
| +5% | +$31.1K | 0.48% | 49 |
|
|
2022
Q4 | $596K | Buy |
4,590
+71
| +2% | +$10.1K | 0.42% | 83 |
|
|
2022
Q3 | $625K | Buy |
4,519
+148
| +3% | +$23.2K | 0.52% | 58 |
|
|
2022
Q2 | $598K | Sell |
4,371
-380
| -8% | -$57.5K | 0.47% | 68 |
|
|
2022
Q1 | $830K | Buy |
4,751
+1,608
| +51% | +$270K | 0.54% | 57 |
|
|
2021
Q4 | $558K | Hold |
3,143
| – | – | 0.35% | 99 |
|
|
2021
Q3 | $445K | Buy |
3,143
+200
| +7% | +$29.4K | 0.3% | 110 |
|
|
2021
Q2 | $403K | Sell |
2,943
-10,834
| -79% | -$1.4M | 0.26% | 126 |
|
|
2021
Q1 | $1.68M | Sell |
13,777
-3,393
| -20% | -$436K | 1.03% | 15 |
|
|
2020
Q4 | $1.99M | Hold |
17,170
| – | – | 1.57% | 7 |
|
|
2020
Q3 | $1.99M | Sell |
17,170
-642
| -4% | -$70.1K | 1.56% | 7 |
|
|
2020
Q2 | $1.62M | Sell |
17,812
-56
| -0.3% | -$4.34K | 1.34% | 10 |
|
|
2020
Q1 | $1.14M | Sell |
17,868
-96
| -0.5% | -$7.06K | 1.15% | 14 |
|
|
2019
Q4 | $1.32M | Hold |
17,964
| – | – | 0.93% | 19 |
|
|
2019
Q3 | $1.01M | Buy |
17,964
+1,696
| +10% | +$88.7K | 0.78% | 25 |
|
|
2019
Q2 | $805K | Hold |
16,268
| – | – | 0.63% | 41 |
|
|
2019
Q1 | $772K | Sell |
16,268
-1,796
| -10% | -$76.2K | 0.64% | 40 |
|
|
2018
Q4 | $1.02M | Hold |
18,064
| – | – | 0.81% | 29 |
|
|
2018
Q3 | $1.02M | Buy |
18,064
+1,404
| +8% | +$73.1K | 0.81% | 29 |
|
|
2018
Q2 | $771K | Sell |
16,660
-36
| -0.2% | -$1.63K | 0.69% | 43 |
|
|
2018
Q1 | $700K | Buy |
16,696
+140
| +0.8% | +$6.03K | 0.64% | 44 |
|
|
2017
Q4 | $700K | Hold |
16,556
| – | – | 0.63% | 48 |
|
|
2017
Q3 | $638K | Sell |
16,556
-44
| -0.3% | -$1.71K | 0.61% | 46 |
|
|
2017
Q2 | $598K | Sell |
16,600
-36
| -0.2% | -$1.33K | 0.6% | 43 |
|
|
2017
Q1 | $598K | Sell |
16,636
-788
| -5% | -$25.9K | 0.64% | 43 |
|
|
2016
Q4 | $504K | Buy |
+17,424
| New | +$494K | 0.59% | 49 |
|
Other funds holding AAPL
Ridgewood Investments's AAPL Position: Q2 2026 in Review
Ridgewood Investments reduced its Apple (AAPL) stake by 6.2% in Q2 2026, selling an estimated $44.3K and leaving 2,340 shares worth $677K. The position accounts for 0.25% of the portfolio, ranked #124.
Ridgewood Investments first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.99M in Q4 2020. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Ridgewood Investments held 2,340 shares of Apple worth $677K as of Q2 2026.
- Ridgewood Investments sold 155 Apple shares in Q2 2026, an estimated $44.3K.
- Apple made up 0.25% of Ridgewood Investments's portfolio in Q2 2026, its #124 holding.
- Ridgewood Investments first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Ridgewood Investments's Apple position peaked at $1.99M in Q4 2020.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.