Shikiar Asset 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 | $77.6M | Sell |
268,034
-4,635
| -2% | -$1.33M | 19.59% | 1 |
|
|
2026
Q1 | $69.2M | Sell |
272,669
-1,095
| -0.4% | -$285K | 19.95% | 1 |
|
|
2025
Q4 | $74.4M | Sell |
273,764
-2,439
| -0.9% | -$655K | 18.53% | 1 |
|
|
2025
Q3 | $70.3M | Sell |
276,203
-240
| -0.1% | -$54.2K | 17.69% | 1 |
|
|
2025
Q2 | $56.7M | Buy |
276,443
+554
| +0.2% | +$112K | 15.78% | 1 |
|
|
2025
Q1 | $61.3M | Sell |
275,889
-9,238
| -3% | -$2.14M | 18.29% | 1 |
|
|
2024
Q4 | $71.4M | Sell |
285,127
-3,143
| -1% | -$741K | 18.91% | 1 |
|
|
2024
Q3 | $67.2M | Sell |
288,270
-5,507
| -2% | -$1.23M | 17.65% | 1 |
|
|
2024
Q2 | $61.9M | Sell |
293,777
-236
| -0.1% | -$44K | 16.55% | 1 |
|
|
2024
Q1 | $50.4M | Sell |
294,013
-16,100
| -5% | -$2.93M | 14.72% | 1 |
|
|
2023
Q4 | $59.7M | Sell |
310,113
-4,475
| -1% | -$826K | 18.49% | 1 |
|
|
2023
Q3 | $53.9M | Sell |
314,588
-3,623
| -1% | -$664K | 18.73% | 1 |
|
|
2023
Q2 | $61.7M | Buy |
318,211
+14,943
| +5% | +$2.6M | 19.9% | 1 |
|
|
2023
Q1 | $50M | Buy |
+303,268
| New | +$44.7M | 17.77% | 1 |
|
|
2022
Q3 | $47.3M | Sell |
342,300
-9,077
| -3% | -$1.42M | 19.03% | 1 |
|
|
2022
Q2 | $48M | Sell |
351,377
-11,430
| -3% | -$1.73M | 18.46% | 1 |
|
|
2022
Q1 | $63.4M | Sell |
362,807
-14,049
| -4% | -$2.36M | 17.93% | 1 |
|
|
2021
Q4 | $66.9M | Sell |
376,856
-5,105
| -1% | -$807K | 17.04% | 1 |
|
|
2021
Q3 | $54M | Buy |
381,961
+3,195
| +0.8% | +$470K | 15.21% | 1 |
|
|
2021
Q2 | $51.9M | Buy |
378,766
+9,824
| +3% | +$1.27M | 14.65% | 1 |
|
|
2021
Q1 | $45.1M | Sell |
368,942
-824
| -0.2% | -$106K | 15.21% | 1 |
|
|
2020
Q4 | $49.1M | Buy |
369,766
+15,930
| +5% | +$1.92M | 17.66% | 1 |
|
|
2020
Q3 | $41M | Sell |
353,836
-2,580
| -0.7% | -$282K | 15.74% | 1 |
|
|
2020
Q2 | $32.5M | Buy |
356,416
+6,740
| +2% | +$522K | 14.81% | 1 |
|
|
2020
Q1 | $22.2M | Sell |
349,676
-69,920
| -17% | -$5.14M | 14.93% | 1 |
|
|
2019
Q4 | $30.8M | Buy |
419,596
+13,060
| +3% | +$840K | 10.2% | 1 |
|
|
2019
Q3 | $22.8M | Buy |
406,536
+2,300
| +0.6% | +$120K | 9% | 1 |
|
|
2019
Q2 | $20M | Buy |
404,236
+3,200
| +0.8% | +$156K | 7.82% | 1 |
|
|
2019
Q1 | $19M | Sell |
401,036
-30,236
| -7% | -$1.28M | 7.98% | 2 |
|
|
2018
Q4 | $17M | Buy |
431,272
+71,756
| +20% | +$3.48M | 8.89% | 1 |
|
|
2018
Q3 | $20.3M | Sell |
359,516
-260
| -0.1% | -$13.5K | 7.9% | 2 |
|
|
2018
Q2 | $16.6M | Buy |
359,776
+2,180
| +0.6% | +$98.9K | 6.97% | 2 |
|
|
2018
Q1 | $15M | Buy |
357,596
+484
| +0.1% | +$20.8K | 6.83% | 2 |
|
|
2017
Q4 | $15.1M | Sell |
357,112
-17,920
| -5% | -$749K | 7.07% | 1 |
|
|
2017
Q3 | $14.4M | Buy |
375,032
+5,440
| +1% | +$211K | 6.28% | 1 |
|
|
2017
Q2 | $13.3M | Sell |
369,592
-14,540
| -4% | -$538K | 5.74% | 1 |
|
|
2017
Q1 | $13.8M | Sell |
384,132
-13,196
| -3% | -$435K | 6.23% | 1 |
|
|
2016
Q4 | $11.5M | Buy |
397,328
+3,776
| +1% | +$107K | 5.04% | 1 |
|
|
2016
Q3 | $11.1M | Sell |
393,552
-140
| -0% | -$3.71K | 4.93% | 1 |
|
|
2016
Q2 | $9.41M | Buy |
393,692
+49,372
| +14% | +$1.23M | 4.2% | 3 |
|
|
2016
Q1 | $9.38M | Sell |
344,320
-93,920
| -21% | -$2.34M | 4.32% | 2 |
|
|
2015
Q4 | $11.5M | Buy |
438,240
+5,040
| +1% | +$144K | 5.59% | 1 |
|
|
2015
Q3 | $11.9M | Sell |
433,200
-4,880
| -1% | -$143K | 6.17% | 1 |
|
|
2015
Q2 | $13.7M | Sell |
438,080
-400
| -0.1% | -$12.8K | 6.27% | 1 |
|
|
2015
Q1 | $13.6M | Buy |
438,480
+30,300
| +7% | +$915K | 5.94% | 1 |
|
|
2014
Q4 | $11.3M | Buy |
408,180
+21,100
| +5% | +$574K | 5.29% | 1 |
|
|
2014
Q3 | $9.75M | Buy |
387,080
+7,500
| +2% | +$184K | 4.15% | 1 |
|
|
2014
Q2 | $8.82M | Sell |
379,580
-1,920
| -0.5% | -$40.9K | 3.64% | 4 |
|
|
2014
Q1 | $7.31M | Buy |
381,500
+5,180
| +1% | +$98.5K | 3.21% | 4 |
|
|
2013
Q4 | $7.54M | Sell |
376,320
-15,400
| -4% | -$291K | 3.28% | 4 |
|
|
2013
Q3 | $6.67M | Sell |
391,720
-64,120
| -14% | -$1.06M | 3.32% | 5 |
|
|
2013
Q2 | $6.46M | Buy |
+455,840
| New | +$7.01M | 3.21% | 3 |
|
Other funds holding AAPL
Shikiar Asset Management's AAPL Position: Q2 2026 in Review
Shikiar Asset Management reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $1.33M and leaving 268,034 shares worth $77.6M. The position accounts for 19.59% of the portfolio, ranked #1.
Shikiar Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Shikiar Asset Management held 268,034 shares of Apple worth $77.6M as of Q2 2026.
- Shikiar Asset Management sold 4,635 Apple shares in Q2 2026, an estimated $1.33M.
- Apple made up 19.59% of Shikiar Asset Management's portfolio in Q2 2026, its #1 holding.
- Shikiar Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.