Shepherd Financial Partners’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 | $37.9M | Sell |
131,046
-590
| -0.4% | -$169K | 3.12% | 7 |
|
|
2026
Q1 | $33.4M | Sell |
131,636
-1,569
| -1% | -$408K | 3.17% | 9 |
|
|
2025
Q4 | $36.2M | Buy |
133,205
+1,270
| +1% | +$341K | 3.36% | 8 |
|
|
2025
Q3 | $33.6M | Buy |
131,935
+12,120
| +10% | +$2.74M | 3.2% | 7 |
|
|
2025
Q2 | $24.6M | Sell |
119,815
-5,640
| -4% | -$1.14M | 2.6% | 10 |
|
|
2025
Q1 | $27.9M | Buy |
125,455
+7,462
| +6% | +$1.73M | 3.27% | 8 |
|
|
2024
Q4 | $29.5M | Sell |
117,993
-3,526
| -3% | -$831K | 3.53% | 7 |
|
|
2024
Q3 | $28.3M | Buy |
121,519
+2,492
| +2% | +$557K | 3.41% | 7 |
|
|
2024
Q2 | $25.1M | Sell |
119,027
-455
| -0.4% | -$84.9K | 3.23% | 7 |
|
|
2024
Q1 | $20.5M | Buy |
119,482
+2,142
| +2% | +$389K | 2.68% | 8 |
|
|
2023
Q4 | $22.6M | Buy |
117,340
+2,539
| +2% | +$469K | 3.21% | 7 |
|
|
2023
Q3 | $19.7M | Buy |
114,801
+24,318
| +27% | +$4.46M | 3.08% | 8 |
|
|
2023
Q2 | $17.6M | Buy |
90,483
+1,640
| +2% | +$286K | 2.72% | 9 |
|
|
2023
Q1 | $14.6M | Sell |
88,843
-7,728
| -8% | -$1.14M | 2.45% | 9 |
|
|
2022
Q4 | $12.5M | Buy |
96,571
+242
| +0.3% | +$34.6K | 2.27% | 9 |
|
|
2022
Q3 | $13.3M | Buy |
96,329
+5,198
| +6% | +$816K | 2.6% | 9 |
|
|
2022
Q2 | $12.5M | Sell |
91,131
-187
| -0.2% | -$28.3K | 2.43% | 10 |
|
|
2022
Q1 | $15.9M | Sell |
91,318
-8,117
| -8% | -$1.36M | 2.85% | 8 |
|
|
2021
Q4 | $17.7M | Buy |
99,435
+1,674
| +2% | +$265K | 3.07% | 6 |
|
|
2021
Q3 | $13.8M | Sell |
97,761
-810
| -0.8% | -$119K | 2.67% | 8 |
|
|
2021
Q2 | $13.5M | Sell |
98,571
-1,872
| -2% | -$243K | 2.57% | 8 |
|
|
2021
Q1 | $12.3M | Sell |
100,443
-305
| -0.3% | -$39.1K | 2.72% | 7 |
|
|
2020
Q4 | $13.4M | Buy |
100,748
+1,333
| +1% | +$160K | 3.05% | 5 |
|
|
2020
Q3 | $11.5M | Sell |
99,415
-9,645
| -9% | -$1.05M | 2.71% | 8 |
|
|
2020
Q2 | $9.95M | Sell |
109,060
-12,720
| -10% | -$986K | 2.7% | 8 |
|
|
2020
Q1 | $7.74M | Sell |
121,780
-15,540
| -11% | -$1.14M | 2.68% | 7 |
|
|
2019
Q4 | $10.1M | Sell |
137,320
-4,584
| -3% | -$295K | 2.34% | 7 |
|
|
2019
Q3 | $7.95M | Sell |
141,904
-8,216
| -5% | -$430K | 1.99% | 9 |
|
|
2019
Q2 | $7.43M | Sell |
150,120
-860
| -0.6% | -$41.9K | 1.4% | 10 |
|
|
2019
Q1 | $7.17M | Buy |
150,980
+4,512
| +3% | +$191K | 1.39% | 10 |
|
|
2018
Q4 | $5.78M | Sell |
146,468
-14,684
| -9% | -$712K | 1.26% | 11 |
|
|
2018
Q3 | $7.46M | Hold |
161,152
| – | – | 1.69% | 8 |
|
|
2018
Q2 | $7.54M | Buy |
161,152
+4,528
| +3% | +$205K | 1.7% | 8 |
|
|
2018
Q1 | $6.57M | Sell |
156,624
-2,368
| -1% | -$102K | 1.62% | 8 |
|
|
2017
Q4 | $6.73M | Sell |
158,992
-7,704
| -5% | -$322K | 1.58% | 10 |
|
|
2017
Q3 | $6.49M | Buy |
166,696
+256
| +0.2% | +$9.93K | 1.51% | 10 |
|
|
2017
Q2 | $6.04M | Sell |
166,440
-13,056
| -7% | -$483K | 1.48% | 10 |
|
|
2017
Q1 | $6.45M | Sell |
179,496
-13,264
| -7% | -$437K | 1.67% | 9 |
|
|
2016
Q4 | $5.6M | Buy |
+192,760
| New | +$5.46M | 1.59% | 11 |
|
Other funds holding AAPL
Shepherd Financial Partners's AAPL Position: Q2 2026 in Review
Shepherd Financial Partners reduced its Apple (AAPL) stake by 0.45% in Q2 2026, selling an estimated $169K and leaving 131,046 shares worth $37.9M. The position accounts for 3.12% of the portfolio, ranked #7.
Shepherd Financial Partners first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Shepherd Financial Partners held 131,046 shares of Apple worth $37.9M as of Q2 2026.
- Shepherd Financial Partners sold 590 Apple shares in Q2 2026, an estimated $169K.
- Apple made up 3.12% of Shepherd Financial Partners's portfolio in Q2 2026, its #7 holding.
- Shepherd Financial Partners first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.