Roffman Miller Associates’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
$132M Buy
456,155
+8,537
+2% +$2.44M 6.9% 2
2026
Q1
$114M Sell
447,618
-641
-0.1% -$167K 6.55% 1
2025
Q4
$122M Sell
448,259
-3,294
-0.7% -$884K 6.65% 3
2025
Q3
$115M Sell
451,553
-5,606
-1% -$1.27M 6.44% 2
2025
Q2
$93.8M Sell
457,159
-22,563
-5% -$4.56M 5.6% 2
2025
Q1
$107M Sell
479,722
-5,169
-1% -$1.2M 6.72% 1
2024
Q4
$121M Sell
484,891
-13,521
-3% -$3.19M 7.47% 1
2024
Q3
$116M Buy
498,412
+11,363
+2% +$2.54M 7.09% 1
2024
Q2
$103M Sell
487,049
-1,602
-0.3% -$299K 6.76% 2
2024
Q1
$83.8M Sell
488,651
-16,052
-3% -$2.92M 5.6% 2
2023
Q4
$97.2M Sell
504,703
-12,409
-2% -$2.29M 6.94% 1
2023
Q3
$88.5M Sell
517,112
-6,265
-1% -$1.15M 7.01% 1
2023
Q2
$102M Sell
523,377
-16,227
-3% -$2.83M 7.63% 1
2023
Q1
$89M Sell
539,604
-17,758
-3% -$2.62M 7.09% 1
2022
Q4
$72.4M Buy
557,362
+34,135
+7% +$4.88M 5.97% 1
2022
Q3
$72.3M Sell
523,227
-9,284
-2% -$1.46M 6.6% 1
2022
Q2
$72.8M Sell
532,511
-818
-0.2% -$124K 6.3% 1
2022
Q1
$93.1M Sell
533,329
-11,946
-2% -$2.01M 6.92% 1
2021
Q4
$96.8M Sell
545,275
-8,883
-2% -$1.4M 6.55% 1
2021
Q3
$78.4M Sell
554,158
-391,224
-41% -$57.6M 5.83% 1
2021
Q2
$76.6M Buy
945,382
+5,228
+0.6% +$677K 5.8% 1
2021
Q1
$69.1M Buy
940,154
+306,863
+48% +$39.4M 5.74% 1
2020
Q4
$76M Buy
633,291
+25,851
+4% +$3.11M 6.58% 1
2020
Q3
$70.3M Sell
607,440
-2,756
-0.5% -$301K 6.81% 1
2020
Q2
$55.6M Buy
610,196
+21,404
+4% +$1.66M 5.53% 2
2020
Q1
$37.4M Sell
588,792
-212
-0% -$15.6K 4.68% 2
2019
Q4
$43.2M Sell
589,004
-14,356
-2% -$924K 4.32% 2
2019
Q3
$33.8M Sell
603,360
-4,060
-0.7% -$212K 3.54% 5
2019
Q2
$30.1M Buy
607,420
+11,572
+2% +$564K 3.23% 11
2019
Q1
$28.3M Buy
595,848
+21,804
+4% +$925K 3.22% 10
2018
Q4
$22.6M Sell
574,044
-16,120
-3% -$781K 2.95% 12
2018
Q3
$33.3M Buy
590,164
+6,340
+1% +$330K 3.7% 4
2018
Q2
$27M Buy
583,824
+11,716
+2% +$531K 3.3% 7
2018
Q1
$24M Buy
572,108
+12,136
+2% +$522K 3.04% 9
2017
Q4
$23.7M Buy
559,972
+2,924
+0.5% +$122K 2.92% 12
2017
Q3
$21.5M Buy
557,048
+13,096
+2% +$508K 2.83% 13
2017
Q2
$19.6M Buy
543,952
+9,724
+2% +$359K 2.68% 16
2017
Q1
$19.2M Sell
534,228
-49,116
-8% -$1.62M 2.72% 13
2016
Q4
$16.9M Buy
583,344
+20,260
+4% +$574K 2.55% 14
2016
Q3
$15.9M Buy
563,084
+3,272
+0.6% +$86.6K 2.58% 16
2016
Q2
$13.4M Buy
559,812
+112,080
+25% +$2.79M 2.2% 25
2016
Q1
$12.2M Buy
447,732
+34,948
+8% +$871K 2.09% 27
2015
Q4
$10.9M Buy
412,784
+5,028
+1% +$144K 1.99% 29
2015
Q3
$11.2M Buy
407,756
+58,132
+17% +$1.7M 2.2% 21
2015
Q2
$11M Buy
349,624
+6,800
+2% +$218K 2.08% 27
2015
Q1
$10.7M Buy
342,824
+10,116
+3% +$305K 2.04% 25
2014
Q4
$9.18M Buy
332,708
+5,624
+2% +$153K 1.79% 30
2014
Q3
$8.24M Buy
327,084
+10,644
+3% +$261K 1.69% 33
2014
Q2
$7.35M Buy
316,440
+8,132
+3% +$173K 1.55% 33
2014
Q1
$5.91M Buy
308,308
+46,396
+18% +$883K 1.31% 38
2013
Q4
$5.25M Buy
261,912
+18,592
+8% +$351K 1.21% 38
2013
Q3
$4.14M Buy
243,320
+4,788
+2% +$79.4K 1.05% 41
2013
Q2
$3.38M Buy
+238,532
New +$3.67M 0.9% 47

Other funds holding AAPL

Roffman Miller Associates's AAPL Position: Q2 2026 in Review

Roffman Miller Associates increased its Apple (AAPL) stake by 1.9% in Q2 2026, buying an estimated $2.44M and bringing the position to 456,155 shares worth $132M. The position accounts for 6.9% of the portfolio, ranked #2.

Roffman Miller Associates first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Roffman Miller Associates held 456,155 shares of Apple worth $132M as of Q2 2026.
  • Roffman Miller Associates bought 8,537 Apple shares in Q2 2026, an estimated $2.44M.
  • Apple made up 6.9% of Roffman Miller Associates's portfolio in Q2 2026, its #2 holding.
  • Roffman Miller Associates first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.