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Washburn Capital Management’s Apple AAPL Stock Holding History

Washburn Capital Management’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 		$3.4M Sell
11,745
-1,725
-13% -$493K 1.67% 9
2026
Q1 		$3.42M Sell
13,470
-128
-0.9% -$33.3K 1.99% 8
2025
Q4 		$3.7M Sell
13,598
-2
-0% -$537 2.04% 8
2025
Q3 		$3.46M Sell
13,600
-1,339
-9% -$302K 1.93% 8
2025
Q2 		$3.07M Sell
14,939
-1,813
-11% -$366K 1.8% 12
2025
Q1 		$3.72M Sell
16,752
-1,344
-7% -$311K 2.45% 6
2024
Q4 		$4.53M Buy
18,096
+81
+0.4% +$19.1K 2.81% 6
2024
Q3 		$4.2M Sell
18,015
-543
-3% -$121K 3.01% 6
2024
Q2 		$3.91M Sell
18,558
-503
-3% -$93.8K 2.79% 6
2024
Q1 		$3.27M Sell
19,061
-2,020
-10% -$367K 2.42% 7
2023
Q4 		$4.06M Buy
21,081
+48
+0.2% +$8.86K 3.05% 5
2023
Q3 		$3.6M Buy
21,033
+174
+0.8% +$31.9K 3.04% 6
2023
Q2 		$4.05M Sell
20,859
-517
-2% -$90.1K 3.38% 6
2023
Q1 		$3.52M Sell
21,376
-1,110
-5% -$164K 3.04% 7
2022
Q4 		$2.92M Buy
22,486
+286
+1% +$40.9K 2.66% 9
2022
Q3 		$3.07M Sell
22,200
-589
-3% -$92.4K 2.93% 7
2022
Q2 		$3.12M Sell
22,789
-437
-2% -$66.2K 2.68% 8
2022
Q1 		$4.05M Sell
23,226
-9,583
-29% -$1.61M 2.66% 8
2021
Q4 		$5.83M Sell
32,809
-230
-0.7% -$36.3K 3.46% 8
2021
Q3 		$4.67M Sell
33,039
-680
-2% -$100K 3.06% 8
2021
Q2 		$4.62M Sell
33,719
-723
-2% -$93.7K 3.09% 8
2021
Q1 		$4.21M Sell
34,442
-4,036
-10% -$518K 2.86% 8
2020
Q4 		$5.11M Buy
38,478
+367
+1% +$44.1K 3.55% 5
2020
Q3 		$4.41M Sell
38,111
-1,809
-5% -$197K 3.49% 5
2020
Q2 		$3.64M Buy
39,920
+808
+2% +$62.6K 3.35% 6
2020
Q1 		$2.49M Buy
39,112
+664
+2% +$48.8K 3.4% 7
2019
Q4 		$2.82M Buy
+38,448
New +$2.47M 2.56% 7

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Washburn Capital Management's AAPL Position: Q2 2026 in Review

Washburn Capital Management reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $493K and leaving 11,745 shares worth $3.4M. The position accounts for 1.67% of the portfolio, ranked #9.

Washburn Capital Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.83M in Q4 2021. 2,394 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Washburn Capital Management held 11,745 shares of Apple worth $3.4M as of Q2 2026.
  • Washburn Capital Management sold 1,725 Apple shares in Q2 2026, an estimated $493K.
  • Apple made up 1.67% of Washburn Capital Management's portfolio in Q2 2026, its #9 holding.
  • Washburn Capital Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Washburn Capital Management's Apple position peaked at $5.83M in Q4 2021.
  • 2,394 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.