Shulman DeMeo 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 | $17.9M | Sell |
62,010
-444
| -0.7% | -$127K | 3.35% | 4 |
|
|
2026
Q1 | $15.9M | Sell |
62,454
-470
| -0.7% | -$122K | 3.37% | 4 |
|
|
2025
Q4 | $17.1M | Sell |
62,924
-138
| -0.2% | -$37K | 3.88% | 3 |
|
|
2025
Q3 | $16.1M | Sell |
63,062
-157
| -0.2% | -$35.5K | 3.69% | 3 |
|
|
2025
Q2 | $13M | Sell |
63,219
-419
| -0.7% | -$84.6K | 3.21% | 4 |
|
|
2025
Q1 | $14.1M | Sell |
63,638
-156
| -0.2% | -$36.1K | 3.97% | 2 |
|
|
2024
Q4 | $16M | Sell |
63,794
-6,249
| -9% | -$1.47M | 4.31% | 2 |
|
|
2024
Q3 | $16.5M | Buy |
70,043
+88
| +0.1% | +$19.7K | 4.04% | 3 |
|
|
2024
Q2 | $14.7M | Sell |
69,955
-142
| -0.2% | -$26.5K | 3.85% | 3 |
|
|
2024
Q1 | $12M | Buy |
70,097
+196
| +0.3% | +$35.6K | 3.18% | 4 |
|
|
2023
Q4 | $13.5M | Buy |
69,901
+422
| +0.6% | +$77.9K | 3.82% | 3 |
|
|
2023
Q3 | $11.9M | Sell |
69,479
-414
| -0.6% | -$75.9K | 3.97% | 2 |
|
|
2023
Q2 | $13.6M | Buy |
69,893
+4,140
| +6% | +$721K | 4.06% | 3 |
|
|
2023
Q1 | $10.8M | Buy |
65,753
+137
| +0.2% | +$20.2K | 3.41% | 4 |
|
|
2022
Q4 | $8.53M | Sell |
65,616
-40
| -0.1% | -$5.72K | 2.84% | 5 |
|
|
2022
Q3 | $9.07M | Sell |
65,656
-149
| -0.2% | -$23.4K | 3.22% | 3 |
|
|
2022
Q2 | $9M | Buy |
65,805
+493
| +0.8% | +$74.7K | 2.97% | 4 |
|
|
2022
Q1 | $11.4M | Sell |
65,312
-1,146
| -2% | -$193K | 3.16% | 4 |
|
|
2021
Q4 | $11.8M | Sell |
66,458
-1,126
| -2% | -$178K | 3.08% | 4 |
|
|
2021
Q3 | $9.56M | Buy |
+67,584
| New | +$9.95M | 8.3% | 4 |
|
|
2021
Q2 | – | Sell |
-67,685
| Closed | -$8.27M | – | 64 |
|
|
2021
Q1 | $8.27M | Sell |
67,685
-789
| -1% | -$101K | 2.25% | 7 |
|
|
2020
Q4 | $9.09M | Sell |
68,474
-246
| -0.4% | -$29.6K | 2.59% | 5 |
|
|
2020
Q3 | $7.96M | Sell |
68,720
-9,252
| -12% | -$1.01M | 2.66% | 5 |
|
|
2020
Q2 | $7.11M | Sell |
77,972
-160
| -0.2% | -$12.4K | 2.75% | 4 |
|
|
2020
Q1 | $4.97M | Buy |
78,132
+6,476
| +9% | +$476K | 2.31% | 7 |
|
|
2019
Q4 | $5.26M | Sell |
71,656
-1,384
| -2% | -$89K | 1.82% | 9 |
|
|
2019
Q3 | $4.09M | Sell |
73,040
-1,940
| -3% | -$101K | 1.37% | 13 |
|
|
2019
Q2 | $3.71M | Buy |
74,980
+124
| +0.2% | +$6.04K | 1.37% | 11 |
|
|
2019
Q1 | $3.56M | Sell |
74,856
-1,008
| -1% | -$42.8K | 1.35% | 11 |
|
|
2018
Q4 | $2.99M | Buy |
+75,864
| New | +$3.68M | 1.65% | 6 |
|
Other funds holding AAPL
Shulman DeMeo Asset Management's AAPL Position: Q2 2026 in Review
Shulman DeMeo Asset Management reduced its Apple (AAPL) stake by 0.71% in Q2 2026, selling an estimated $127K and leaving 62,010 shares worth $17.9M. The position accounts for 3.35% of the portfolio, ranked #4.
Shulman DeMeo Asset Management first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Shulman DeMeo Asset Management held 62,010 shares of Apple worth $17.9M as of Q2 2026.
- Shulman DeMeo Asset Management sold 444 Apple shares in Q2 2026, an estimated $127K.
- Apple made up 3.35% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #4 holding.
- Shulman DeMeo Asset Management first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.