Saxony 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
$4.24M Buy
14,665
+1,433
+11% +$410K 1.94% 14
2026
Q1
$3.36M Buy
13,232
+180
+1% +$46.8K 1.95% 14
2025
Q4
$3.55M Sell
13,052
-110
-0.8% -$29.5K 2.18% 11
2025
Q3
$3.35M Buy
13,162
+640
+5% +$145K 2.21% 10
2025
Q2
$2.57M Sell
12,522
-380
-3% -$76.7K 1.97% 11
2025
Q1
$2.87M Sell
12,902
-1,723
-12% -$399K 2.51% 9
2024
Q4
$3.66M Buy
14,625
+189
+1% +$44.5K 3.22% 6
2024
Q3
$3.36M Sell
14,436
-659
-4% -$147K 3.08% 4
2024
Q2
$3.18M Sell
15,095
-88
-0.6% -$16.4K 3.49% 4
2024
Q1
$2.6M Sell
15,183
-530
-3% -$96.4K 3.14% 5
2023
Q4
$3.03M Buy
+15,713
New +$2.9M 4.01% 2

Other funds holding AAPL

Saxony Capital Management's AAPL Position: Q2 2026 in Review

Saxony Capital Management increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $410K and bringing the position to 14,665 shares worth $4.24M. The position accounts for 1.94% of the portfolio, ranked #14.

Saxony Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Saxony Capital Management held 14,665 shares of Apple worth $4.24M as of Q2 2026.
  • Saxony Capital Management bought 1,433 Apple shares in Q2 2026, an estimated $410K.
  • Apple made up 1.94% of Saxony Capital Management's portfolio in Q2 2026, its #14 holding.
  • Saxony Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.