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Tompkins Financial’s Apple AAPL Stock Holding History

Tompkins Financial’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 		$51.2M Sell
176,958
-4,314
-2% -$1.23M 3.58% 5
2026
Q1 		$46M Sell
181,272
-4,167
-2% -$1.08M 3.66% 5
2025
Q4 		$50.4M Sell
185,439
-6,630
-3% -$1.78M 3.92% 5
2025
Q3 		$48.9M Sell
192,069
-6,772
-3% -$1.53M 4.09% 6
2025
Q2 		$40.8M Sell
198,841
-7,259
-4% -$1.47M 3.75% 6
2025
Q1 		$45.8M Sell
206,100
-1,455
-0.7% -$337K 4.38% 3
2024
Q4 		$52M Sell
207,555
-4,449
-2% -$1.05M 4.83% 3
2024
Q3 		$49.4M Sell
212,004
-531
-0.2% -$119K 4.73% 3
2024
Q2 		$44.8M Sell
212,535
-277
-0.1% -$51.7K 4.69% 4
2024
Q1 		$36.5M Sell
212,812
-21
-0% -$3.82K 4.13% 4
2023
Q4 		$41M Buy
212,833
+1,033
+0.5% +$191K 4.96% 4
2023
Q3 		$36.3M Buy
211,800
+5,047
+2% +$926K 5.71% 2
2023
Q2 		$40.1M Sell
206,753
-8,230
-4% -$1.43M 6.28% 2
2023
Q1 		$35.5M Sell
214,983
-4,251
-2% -$627K 5.77% 2
2022
Q4 		$28.5M Sell
219,234
-5,445
-2% -$778K 4.5% 3
2022
Q3 		$31.1M Sell
224,679
-7,118
-3% -$1.12M 5.24% 2
2022
Q2 		$31.7M Sell
231,797
-15,043
-6% -$2.28M 5.09% 3
2022
Q1 		$43.1M Buy
246,840
+5,854
+2% +$984K 6.08% 2
2021
Q4 		$42.8M Sell
240,986
-5,850
-2% -$925K 7.59% 1
2021
Q3 		$34.9M Buy
+246,836
New +$36.3M 6.38% 1
2021
Q1 		$32.3M Buy
264,499
+7,295
+3% +$936K 5.47% 3
2020
Q4 		$34.1M Sell
257,204
-2,880
-1% -$346K 6.14% 1
2020
Q3 		$30.1M Sell
260,084
-3,688
-1% -$402K 5.79% 1
2020
Q2 		$24.1M Buy
263,772
+2,508
+1% +$194K 5.05% 2
2020
Q1 		$16.6M Sell
261,264
-9,780
-4% -$719K 3.83% 5
2019
Q4 		$19.9M Buy
271,044
+4,980
+2% +$320K 3.65% 5
2019
Q3 		$14.9M Buy
266,064
+656
+0.2% +$34.3K 3.03% 7
2019
Q2 		$13.1M Buy
265,408
+4,888
+2% +$238K 2.64% 9
2019
Q1 		$12.4M Buy
260,520
+5,344
+2% +$227K 2.35% 12
2018
Q4 		$10.1M Sell
255,176
-2,840
-1% -$138K 2.22% 12
2018
Q3 		$14.6M Sell
258,016
-12,608
-5% -$657K 2.99% 8
2018
Q2 		$12.5M Buy
270,624
+3,580
+1% +$162K 2.7% 9
2018
Q1 		$11.2M Buy
267,044
+10,272
+4% +$442K 2.51% 9
2017
Q4 		$10.9M Sell
256,772
-3,168
-1% -$132K 2.49% 9
2017
Q3 		$10M Buy
259,940
+39,448
+18% +$1.53M 2.37% 9
2017
Q2 		$7.94M Sell
220,492
-1,088
-0.5% -$40.2K 2% 9
2017
Q1 		$7.96M Sell
221,580
-72
-0% -$2.37K 2.02% 9
2016
Q4 		$6.42M Buy
221,652
+2,784
+1% +$78.9K 1.68% 11
2016
Q3 		$6.18M Sell
218,868
-24,564
-10% -$650K 1.77% 11
2016
Q2 		$5.82M Buy
243,432
+48,612
+25% +$1.21M 1.72% 9
2016
Q1 		$5.31M Buy
194,820
+8,860
+5% +$221K 1.68% 9
2015
Q4 		$4.89M Buy
185,960
+2,136
+1% +$61K 1.56% 9
2015
Q3 		$5.07M Sell
183,824
-2,548
-1% -$74.7K 1.64% 8
2015
Q2 		$5.84M Sell
186,372
-2,448
-1% -$78.3K 1.59% 9
2015
Q1 		$5.87M Buy
188,820
+13,628
+8% +$412K 1.47% 11
2014
Q4 		$4.83M Sell
175,192
-1,268
-0.7% -$34.5K 1.21% 13
2014
Q3 		$4.45M Sell
176,460
-948
-0.5% -$23.3K 1.16% 16
2014
Q2 		$4.12M Sell
177,408
-2,716
-2% -$57.8K 1.02% 19
2014
Q1 		$3.45M Buy
180,124
+196
+0.1% +$3.73K 0.87% 23
2013
Q4 		$3.6M Buy
179,928
+392
+0.2% +$7.41K 0.93% 19
2013
Q3 		$3.06M Sell
179,536
-6,244
-3% -$104K 0.85% 23
2013
Q2 		$2.63M Buy
+185,780
New +$2.86M 0.8% 26

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

Tompkins Financial's AAPL Position: Q2 2026 in Review

Tompkins Financial reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $1.23M and leaving 176,958 shares worth $51.2M. The position accounts for 3.58% of the portfolio, ranked #5.

Tompkins Financial first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $52M in Q4 2024. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tompkins Financial held 176,958 shares of Apple worth $51.2M as of Q2 2026.
  • Tompkins Financial sold 4,314 Apple shares in Q2 2026, an estimated $1.23M.
  • Apple made up 3.58% of Tompkins Financial's portfolio in Q2 2026, its #5 holding.
  • Tompkins Financial first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Tompkins Financial's Apple position peaked at $52M in Q4 2024.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.