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Stolper & Co’s Apple AAPL Stock Holding History

Stolper & Co’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 		$16.8M Buy
58,187
+656
+1% +$188K 4.35% 3
2026
Q1 		$14.6M Sell
57,531
-175
-0.3% -$45.5K 4.14% 3
2025
Q4 		$15.7M Sell
57,706
-822
-1% -$221K 4.62% 3
2025
Q3 		$14.9M Sell
58,528
-266
-0.5% -$60.1K 4.52% 3
2025
Q2 		$12.1M Sell
58,794
-872
-1% -$176K 3.96% 3
2025
Q1 		$13.3M Sell
59,666
-1,368
-2% -$317K 4.35% 3
2024
Q4 		$15.3M Sell
61,034
-438
-0.7% -$103K 5.09% 2
2024
Q3 		$14.3M Sell
61,472
-1,700
-3% -$380K 4.69% 2
2024
Q2 		$13.3M Buy
63,172
+44
+0.1% +$8.21K 4.68% 2
2024
Q1 		$10.8M Sell
63,128
-4,761
-7% -$866K 3.91% 3
2023
Q4 		$13.1M Sell
67,889
-266
-0.4% -$49.1K 5.26% 2
2023
Q3 		$11.7M Buy
68,155
+34
+0% +$6.24K 5.06% 2
2023
Q2 		$13.2M Sell
68,121
-1,243
-2% -$217K 5.56% 2
2023
Q1 		$11.4M Buy
69,364
+242
+0.4% +$35.7K 4.9% 2
2022
Q4 		$8.98M Buy
69,122
+2,697
+4% +$385K 3.94% 2
2022
Q3 		$9.18M Buy
66,425
+297
+0.4% +$46.6K 4.52% 2
2022
Q2 		$9.04M Sell
66,128
-118
-0.2% -$17.9K 4.24% 2
2022
Q1 		$11.6M Sell
66,246
-3,058
-4% -$514K 4.9% 2
2021
Q4 		$12.3M Sell
69,304
-496
-0.7% -$78.4K 5.49% 1
2021
Q3 		$9.88M Sell
69,800
-522
-0.7% -$76.8K 4.72% 2
2021
Q2 		$9.63M Buy
70,322
+256
+0.4% +$33.2K 4.54% 2
2021
Q1 		$8.56M Sell
70,066
-3,054
-4% -$392K 4.41% 2
2020
Q4 		$9.7M Sell
73,120
-48,107
-40% -$5.79M 5.44% 1
2020
Q3 		$14M Sell
121,227
-2,669
-2% -$291K 9.08% 1
2020
Q2 		$11.3M Sell
123,896
-6,800
-5% -$527K 7.38% 1
2020
Q1 		$8.31M Buy
+130,696
New +$9.61M 5.97% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Stolper & Co's AAPL Position: Q2 2026 in Review

Stolper & Co increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $188K and bringing the position to 58,187 shares worth $16.8M. The position accounts for 4.35% of the portfolio, ranked #3.

Stolper & Co first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stolper & Co held 58,187 shares of Apple worth $16.8M as of Q2 2026.
  • Stolper & Co bought 656 Apple shares in Q2 2026, an estimated $188K.
  • Apple made up 4.35% of Stolper & Co's portfolio in Q2 2026, its #3 holding.
  • Stolper & Co first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.