Shakespeare Wealth 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 | $3.02M | Buy |
10,430
+631
| +6% | +$180K | 0.8% | 13 |
|
|
2026
Q1 | $2.49M | Sell |
9,799
-435
| -4% | -$113K | 0.59% | 19 |
|
|
2025
Q4 | $2.78M | Buy |
10,234
+217
| +2% | +$58.3K | 0.61% | 19 |
|
|
2025
Q3 | $2.55M | Buy |
10,017
+159
| +2% | +$35.9K | 0.58% | 20 |
|
|
2025
Q2 | $2.02M | Sell |
9,858
-14
| -0.1% | -$2.83K | 0.54% | 21 |
|
|
2025
Q1 | $2.19M | Sell |
9,872
-136
| -1% | -$31.5K | 0.59% | 21 |
|
|
2024
Q4 | $2.51M | Sell |
10,008
-138
| -1% | -$32.5K | 0.68% | 19 |
|
|
2024
Q3 | $2.36M | Buy |
10,146
+377
| +4% | +$84.2K | 0.62% | 21 |
|
|
2024
Q2 | $2.06M | Sell |
9,769
-468
| -5% | -$87.3K | 0.59% | 21 |
|
|
2024
Q1 | $1.76M | Sell |
10,237
-695
| -6% | -$126K | 0.51% | 24 |
|
|
2023
Q4 | $2.1M | Sell |
10,932
-144
| -1% | -$26.6K | 0.65% | 23 |
|
|
2023
Q3 | $1.9M | Buy |
11,076
+2,669
| +32% | +$489K | 0.66% | 22 |
|
|
2023
Q2 | $1.63M | Buy |
8,407
+296
| +4% | +$51.6K | 0.56% | 23 |
|
|
2023
Q1 | $1.34M | Buy |
8,111
+180
| +2% | +$26.6K | 0.47% | 27 |
|
|
2022
Q4 | $1.03M | Sell |
7,931
-160
| -2% | -$22.9K | 0.38% | 33 |
|
|
2022
Q3 | $1.12M | Buy |
8,091
+241
| +3% | +$37.8K | 0.47% | 30 |
|
|
2022
Q2 | $1.09M | Sell |
7,850
-288
| -4% | -$43.6K | 0.44% | 33 |
|
|
2022
Q1 | $1.45M | Buy |
8,138
+499
| +7% | +$83.9K | 0.52% | 28 |
|
|
2021
Q4 | $1.36M | Sell |
7,639
-121
| -2% | -$19.1K | 0.48% | 30 |
|
|
2021
Q3 | $1.11M | Buy |
7,760
+253
| +3% | +$37.2K | 0.43% | 33 |
|
|
2021
Q2 | $1.1M | Sell |
7,507
-1,098
| -13% | -$142K | 0.42% | 32 |
|
|
2021
Q1 | $1.05M | Sell |
8,605
-270
| -3% | -$34.7K | 0.43% | 32 |
|
|
2020
Q4 | $1.18M | Buy |
8,875
+90
| +1% | +$10.8K | 0.51% | 30 |
|
|
2020
Q3 | $1.02M | Buy |
8,785
+81
| +0.9% | +$8.84K | 0.54% | 33 |
|
|
2020
Q2 | $794K | Buy |
8,704
+40
| +0.5% | +$3.1K | 0.46% | 33 |
|
|
2020
Q1 | $551K | Buy |
8,664
+200
| +2% | +$14.7K | 0.38% | 35 |
|
|
2019
Q4 | $621K | Sell |
8,464
-240
| -3% | -$15.4K | 0.34% | 43 |
|
|
2019
Q3 | $487K | Buy |
8,704
+1,064
| +14% | +$55.6K | 0.28% | 43 |
|
|
2019
Q2 | $378K | Buy |
+7,640
| New | +$372K | 0.24% | 49 |
|
Other funds holding AAPL
Shakespeare Wealth Management's AAPL Position: Q2 2026 in Review
Shakespeare Wealth Management increased its Apple (AAPL) stake by 6.4% in Q2 2026, buying an estimated $180K and bringing the position to 10,430 shares worth $3.02M. The position accounts for 0.8% of the portfolio, ranked #13.
Shakespeare Wealth Management first reported a position in AAPL in Q2 2019 and has held it in 29 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Shakespeare Wealth Management held 10,430 shares of Apple worth $3.02M as of Q2 2026.
- Shakespeare Wealth Management bought 631 Apple shares in Q2 2026, an estimated $180K.
- Apple made up 0.8% of Shakespeare Wealth Management's portfolio in Q2 2026, its #13 holding.
- Shakespeare Wealth Management first reported a position in Apple in Q2 2019 and has held it in 29 quarters since.
- 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.