Simon Quick Advisors’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 | $76.9M | Sell |
265,628
-12,226
| -4% | -$3.5M | 3.1% | 9 |
|
|
2026
Q1 | $70.5M | Sell |
277,854
-9,028
| -3% | -$2.35M | 3.23% | 8 |
|
|
2025
Q4 | $78M | Buy |
286,882
+17,200
| +6% | +$4.62M | 3.4% | 8 |
|
|
2025
Q3 | $68.7M | Sell |
269,682
-2,868
| -1% | -$648K | 3.11% | 9 |
|
|
2025
Q2 | $55.9M | Sell |
272,550
-66,794
| -20% | -$13.5M | 2.83% | 10 |
|
|
2025
Q1 | $75.4M | Buy |
339,344
+48,058
| +16% | +$11.1M | 4.29% | 7 |
|
|
2024
Q4 | $72.9M | Sell |
291,286
-2,388
| -0.8% | -$563K | 4.37% | 6 |
|
|
2024
Q3 | $68.4M | Buy |
293,674
+52,796
| +22% | +$11.8M | 4.32% | 7 |
|
|
2024
Q2 | $50.7M | Buy |
240,878
+11,668
| +5% | +$2.18M | 3.58% | 8 |
|
|
2024
Q1 | $39.3M | Buy |
229,210
+10,570
| +5% | +$1.92M | 2.95% | 8 |
|
|
2023
Q4 | $42.1M | Sell |
218,640
-3,255
| -1% | -$601K | 3.72% | 7 |
|
|
2023
Q3 | $38M | Buy |
221,895
+7,829
| +4% | +$1.44M | 3.58% | 7 |
|
|
2023
Q2 | $41.5M | Buy |
214,066
+1,808
| +0.9% | +$315K | 3.83% | 7 |
|
|
2023
Q1 | $35M | Buy |
212,258
+21,338
| +11% | +$3.15M | 3.79% | 7 |
|
|
2022
Q4 | $24.8M | Buy |
190,920
+19,697
| +12% | +$2.81M | 2.94% | 8 |
|
|
2022
Q3 | $23.7M | Buy |
171,223
+126,868
| +286% | +$19.9M | 3.34% | 8 |
|
|
2022
Q2 | $7.33M | Buy |
44,355
+1,065
| +2% | +$161K | 0.96% | 20 |
|
|
2022
Q1 | $7.56M | Sell |
43,290
-3,383
| -7% | -$569K | 2.14% | 9 |
|
|
2021
Q4 | $8.29M | Sell |
46,673
-2,949
| -6% | -$466K | 2.22% | 12 |
|
|
2021
Q3 | $7.02M | Buy |
49,622
+3,292
| +7% | +$485K | 1.81% | 12 |
|
|
2021
Q2 | $6.34M | Buy |
46,330
+307
| +0.7% | +$39.8K | 1.68% | 13 |
|
|
2021
Q1 | $5.62M | Buy |
46,023
+1,346
| +3% | +$173K | 1.65% | 13 |
|
|
2020
Q4 | $5.93M | Buy |
44,677
+2,685
| +6% | +$323K | 1.79% | 12 |
|
|
2020
Q3 | $4.86M | Buy |
41,992
+1,624
| +4% | +$177K | 1.38% | 16 |
|
|
2020
Q2 | $3.68M | Sell |
40,368
-3,784
| -9% | -$293K | 1.39% | 14 |
|
|
2020
Q1 | $2.81M | Sell |
44,152
-8,036
| -15% | -$591K | 1.04% | 18 |
|
|
2019
Q4 | $3.83M | Buy |
52,188
+12,240
| +31% | +$787K | 1.39% | 18 |
|
|
2019
Q3 | $2.24M | Buy |
39,948
+8,692
| +28% | +$454K | 0.99% | 21 |
|
|
2019
Q2 | $1.55M | Sell |
31,256
-2,068
| -6% | -$101K | 0.78% | 23 |
|
|
2019
Q1 | $1.58M | Buy |
33,324
+408
| +1% | +$17.3K | 0.66% | 24 |
|
|
2018
Q4 | $1.3M | Sell |
32,916
-21,284
| -39% | -$1.03M | 0.47% | 30 |
|
|
2018
Q3 | $3.06M | Buy |
54,200
+2,972
| +6% | +$155K | 1.24% | 18 |
|
|
2018
Q2 | $2.37M | Buy |
51,228
+4,700
| +10% | +$213K | 1.01% | 17 |
|
|
2018
Q1 | $1.95M | Buy |
46,528
+3,888
| +9% | +$167K | 0.82% | 20 |
|
|
2017
Q4 | $1.78M | Sell |
42,640
-9,764
| -19% | -$408K | 0.8% | 25 |
|
|
2017
Q3 | $2.02M | Buy |
52,404
+19,180
| +58% | +$744K | 0.73% | 25 |
|
|
2017
Q2 | $1.2M | Buy |
33,224
+3,004
| +10% | +$111K | 0.68% | 28 |
|
|
2017
Q1 | $1.08M | Sell |
30,220
-27,340
| -47% | -$900K | 0.64% | 28 |
|
|
2016
Q4 | $1.67M | Buy |
+57,560
| New | +$1.63M | 1.25% | 16 |
|
Other funds holding AAPL
Simon Quick Advisors's AAPL Position: Q2 2026 in Review
Simon Quick Advisors reduced its Apple (AAPL) stake by 4.4% in Q2 2026, selling an estimated $3.5M and leaving 265,628 shares worth $76.9M. The position accounts for 3.1% of the portfolio, ranked #9.
Simon Quick Advisors first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $78M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Simon Quick Advisors held 265,628 shares of Apple worth $76.9M as of Q2 2026.
- Simon Quick Advisors sold 12,226 Apple shares in Q2 2026, an estimated $3.5M.
- Apple made up 3.1% of Simon Quick Advisors's portfolio in Q2 2026, its #9 holding.
- Simon Quick Advisors first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- Simon Quick Advisors's Apple position peaked at $78M in Q4 2025.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.