Sharkey, Howes & Javer’s Apple AAPL Stock Holding History

Sharkey, Howes & Javer’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36M	Sell	4,706 -127	-3%	-$36.3K	0.16%	71
2026 Q1	$1.23M	Sell	4,833 -697	-13%	-$181K	0.17%	75
2025 Q4	$1.5M	Buy	5,530 +1	+0%	+$268	0.19%	68
2025 Q3	$1.41M	Buy	5,529 +691	+14%	+$156K	0.18%	68
2025 Q2	$993K	Buy	4,838 +1	+0%	+$202	0.13%	93
2025 Q1	$1.07M	Sell	4,837 -630	-12%	-$146K	0.15%	83
2024 Q4	$1.37M	Buy	5,467 +399	+8%	+$94K	0.19%	77
2024 Q3	$1.18M	Sell	5,068 -375	-7%	-$83.7K	0.17%	76
2024 Q2	$1.15M	Sell	5,443 -395	-7%	-$73.7K	0.19%	66
2024 Q1	$1M	Buy	5,838 +549	+10%	+$99.8K	0.16%	67
2023 Q4	$1.02M	Sell	5,289 -195	-4%	-$36K	0.18%	63
2023 Q3	$939K	Buy	5,484 +6	+0.1%	+$1.1K	0.18%	62
2023 Q2	$1.06M	Sell	5,478 -86	-2%	-$15K	0.2%	57
2023 Q1	$918K	Sell	5,564 -1,379	-20%	-$203K	0.2%	60
2022 Q4	$902K	Sell	6,943 -1,399	-17%	-$200K	0.21%	62
2022 Q3	$1.15M	Buy	8,342 +13	+0.2%	+$2.04K	0.25%	50
2022 Q2	$1.14M	Buy	8,329 +1,001	+14%	+$152K	0.28%	42
2022 Q1	$1.28M	Sell	7,328 -527	-7%	-$88.6K	0.29%	41
2021 Q4	$1.4M	Sell	7,855 -1,255	-14%	-$198K	0.32%	42
2021 Q3	$1.29M	Buy	9,110 +1,048	+13%	+$154K	0.33%	39
2021 Q2	$1.1M	Sell	8,062 -148	-2%	-$19.2K	0.29%	41
2021 Q1	$1M	Buy	8,210 +4	+0%	+$513	0.31%	40
2020 Q4	$1.09M	Buy	8,206 +840	+11%	+$101K	0.36%	33
2020 Q3	$853K	Sell	7,366 -222	-3%	-$24.2K	0.32%	38
2020 Q2	$692K	Buy	7,588 +980	+15%	+$75.9K	0.31%	42
2020 Q1	$420K	Hold	6,608	–	–	0.22%	46
2019 Q4	$485K	Buy	6,608 +544	+9%	+$35K	0.21%	45
2019 Q3	$339K	Buy	6,064 +32	+0.5%	+$1.67K	0.15%	46
2019 Q2	$298K	Hold	6,032	–	–	0.14%	45
2019 Q1	$286K	Buy	6,032 +508	+9%	+$21.5K	0.13%	47
2018 Q4	$218K	Sell	5,524 -1,244	-18%	-$60.3K	0.14%	47
2018 Q3	$382K	Hold	6,768	–	–	0.2%	34
2018 Q2	$313K	Sell	6,768 -28	-0.4%	-$1.27K	0.17%	33
2018 Q1	$284K	Buy	6,796 +4	+0.1%	+$172	0.16%	28
2017 Q4	$287K	Buy	6,792 +492	+8%	+$20.6K	0.17%	28
2017 Q3	$246K	Hold	6,300	–	–	0.13%	35
2017 Q2	$227K	Sell	6,300 -80	-1%	-$2.96K	0.13%	33
2017 Q1	$229K	Hold	6,380	–	–	0.12%	33
2016 Q4	$185K	Hold	6,380	–	–	0.11%	39
2016 Q3	$180K	Buy	6,380 +4	+0.1%	+$106	0.11%	39
2016 Q2	$152K	Buy	6,376 +4	+0.1%	+$99	0.09%	44
2016 Q1	$174K	Hold	6,372	–	–	0.13%	41
2015 Q4	$168K	Hold	6,372	–	–	0.12%	42
2015 Q3	$182K	Buy	6,372 +636	+11%	+$18.7K	0.14%	39
2015 Q2	$180K	Buy	+5,736	New	+$183K	0.14%	30

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sharkey, Howes & Javer's AAPL Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its Apple (AAPL) stake by 2.6% in Q2 2026, selling an estimated $36.3K and leaving 4,706 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #71.

Sharkey, Howes & Javer first reported a position in AAPL in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.5M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sharkey, Howes & Javer held 4,706 shares of Apple worth $1.36M as of Q2 2026.
Sharkey, Howes & Javer sold 127 Apple shares in Q2 2026, an estimated $36.3K.
Apple made up 0.16% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #71 holding.
Sharkey, Howes & Javer first reported a position in Apple in Q2 2015 and has held it in 45 quarters since.
Sharkey, Howes & Javer's Apple position peaked at $1.5M in Q4 2025.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.