Van Hulzen 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 | $95.3M | Sell |
329,239
-36,899
| -10% | -$10.6M | 6.78% | 1 |
|
|
2026
Q1 | $92.9M | Buy |
366,138
+4,825
| +1% | +$1.26M | 6.9% | 1 |
|
|
2025
Q4 | $98.2M | Sell |
361,313
-14,414
| -4% | -$3.87M | 7.21% | 1 |
|
|
2025
Q3 | $95.7M | Sell |
375,727
-4,504
| -1% | -$1.02M | 7.11% | 1 |
|
|
2025
Q2 | $78M | Buy |
380,231
+27,203
| +8% | +$5.49M | 6.51% | 1 |
|
|
2025
Q1 | $78.4M | Sell |
353,028
-59,167
| -14% | -$13.7M | 7.15% | 1 |
|
|
2024
Q4 | $103M | Sell |
412,195
-46,896
| -10% | -$11.1M | 7.54% | 1 |
|
|
2024
Q3 | $107M | Sell |
459,091
-83,222
| -15% | -$18.6M | 7.75% | 1 |
|
|
2024
Q2 | $114M | Buy |
542,313
+14,101
| +3% | +$2.63M | 7.66% | 1 |
|
|
2024
Q1 | $90.6M | Buy |
528,212
+4,762
| +0.9% | +$866K | 5.98% | 1 |
|
|
2023
Q4 | $101M | Sell |
523,450
-11,580
| -2% | -$2.14M | 7.09% | 1 |
|
|
2023
Q3 | $91.6M | Buy |
535,030
+26,218
| +5% | +$4.81M | 7.05% | 1 |
|
|
2023
Q2 | $98.7M | Buy |
508,812
+60,138
| +13% | +$10.5M | 8.42% | 1 |
|
|
2023
Q1 | $74M | Buy |
448,674
+109,488
| +32% | +$16.2M | 6.95% | 1 |
|
|
2022
Q4 | $43.9M | Buy |
339,186
+10,838
| +3% | +$1.55M | 5.07% | 1 |
|
|
2022
Q3 | $45.4M | Buy |
328,348
+8,881
| +3% | +$1.39M | 5.6% | 1 |
|
|
2022
Q2 | $43.7M | Sell |
319,467
-3,535
| -1% | -$535K | 5.22% | 1 |
|
|
2022
Q1 | $56.4M | Buy |
323,002
+25,199
| +8% | +$4.24M | 5.98% | 1 |
|
|
2021
Q4 | $52.9M | Buy |
297,803
+3,266
| +1% | +$516K | 5.78% | 1 |
|
|
2021
Q3 | $41.7M | Sell |
294,537
-367
| -0.1% | -$54K | 6.2% | 1 |
|
|
2021
Q2 | $40.4M | Sell |
294,904
-5,762
| -2% | -$747K | 6.06% | 1 |
|
|
2021
Q1 | $36.7M | Sell |
300,666
-31,927
| -10% | -$4.1M | 5.86% | 1 |
|
|
2020
Q4 | $44.1M | Sell |
332,593
-58,635
| -15% | -$7.05M | 6.69% | 1 |
|
|
2020
Q3 | $45.3M | Buy |
391,228
+17,412
| +5% | +$1.9M | 6.82% | 1 |
|
|
2020
Q2 | $34.1M | Sell |
373,816
-8,728
| -2% | -$676K | 5.12% | 2 |
|
|
2020
Q1 | $24.3M | Sell |
382,544
-99,840
| -21% | -$7.34M | 5.24% | 1 |
|
|
2019
Q4 | $35.4M | Sell |
482,384
-40,368
| -8% | -$2.6M | 6.86% | 1 |
|
|
2019
Q3 | $29.3M | Buy |
522,752
+14,012
| +3% | +$733K | 6.19% | 1 |
|
|
2019
Q2 | $25.2M | Buy |
508,740
+16,152
| +3% | +$787K | 5.5% | 1 |
|
|
2019
Q1 | $23.4M | Buy |
492,588
+188
| +0% | +$7.97K | 6.3% | 1 |
|
|
2018
Q4 | $19.4M | Buy |
492,400
+30,608
| +7% | +$1.48M | 5.63% | 1 |
|
|
2018
Q3 | $26.1M | Buy |
461,792
+25,684
| +6% | +$1.34M | 6.94% | 1 |
|
|
2018
Q2 | $20.2M | Sell |
436,108
-20,244
| -4% | -$918K | 5.99% | 1 |
|
|
2018
Q1 | $19.1M | Buy |
456,352
+22,264
| +5% | +$958K | 5.86% | 1 |
|
|
2017
Q4 | $18.4M | Buy |
434,088
+8,040
| +2% | +$336K | 5.59% | 1 |
|
|
2017
Q3 | $16.4M | Sell |
426,048
-3,672
| -0.9% | -$142K | 5.54% | 1 |
|
|
2017
Q2 | $15.5M | Sell |
429,720
-4,404
| -1% | -$163K | 6.14% | 1 |
|
|
2017
Q1 | $15.6M | Sell |
434,124
-46,192
| -10% | -$1.52M | 7.14% | 1 |
|
|
2016
Q4 | $13.9M | Buy |
480,316
+19,584
| +4% | +$555K | 6.45% | 1 |
|
|
2016
Q3 | $13M | Buy |
460,732
+22,188
| +5% | +$587K | 7.07% | 1 |
|
|
2016
Q2 | $10.5M | Buy |
438,544
+61,100
| +16% | +$1.52M | 5.96% | 1 |
|
|
2016
Q1 | $10.3M | Sell |
377,444
-24,368
| -6% | -$607K | 5.86% | 1 |
|
|
2015
Q4 | $10.6M | Sell |
401,812
-25,600
| -6% | -$732K | 6.59% | 1 |
|
|
2015
Q3 | $11.8M | Buy |
427,412
+45,812
| +12% | +$1.34M | 7.61% | 1 |
|
|
2015
Q2 | $12M | Buy |
381,600
+16,056
| +4% | +$514K | 6.45% | 1 |
|
|
2015
Q1 | $11.4M | Buy |
365,544
+1,412
| +0.4% | +$42.6K | 6.96% | 1 |
|
|
2014
Q4 | $10M | Buy |
364,132
+51,424
| +16% | +$1.4M | 6.96% | 1 |
|
|
2014
Q3 | $7.88M | Sell |
312,708
-109,984
| -26% | -$2.7M | 7.99% | 1 |
|
|
2014
Q2 | $9.82M | Buy |
+422,692
| New | +$8.99M | 8.43% | 1 |
|
|
2014
Q1 | – | Sell |
-345,800
| Closed | -$6.93M | – | 84 |
|
|
2013
Q4 | $6.93M | Buy |
+345,800
| New | +$6.53M | 5.99% | 1 |
|
Other funds holding AAPL
Van Hulzen Asset Management's AAPL Position: Q2 2026 in Review
Van Hulzen Asset Management reduced its Apple (AAPL) stake by 10% in Q2 2026, selling an estimated $10.6M and leaving 329,239 shares worth $95.3M. The position accounts for 6.78% of the portfolio, ranked #1.
Van Hulzen Asset Management first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $114M in Q2 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Van Hulzen Asset Management held 329,239 shares of Apple worth $95.3M as of Q2 2026.
- Van Hulzen Asset Management sold 36,899 Apple shares in Q2 2026, an estimated $10.6M.
- Apple made up 6.78% of Van Hulzen Asset Management's portfolio in Q2 2026, its #1 holding.
- Van Hulzen Asset Management first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Van Hulzen Asset Management's Apple position peaked at $114M in Q2 2024.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.