Waycross Investment 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
$1.54M Sell
5,328
-161
-3% -$46.1K 1.17% 24
2026
Q1
$1.39M Sell
5,489
-97
-2% -$25.2K 1.33% 22
2025
Q4
$1.52M Buy
5,586
+674
+14% +$181K 1.34% 19
2025
Q3
$1.25M Sell
4,912
-74
-1% -$16.7K 1.28% 20
2025
Q2
$1.02M Sell
4,986
-4,275
-46% -$863K 1.06% 23
2025
Q1
$2.06M Hold
9,261
2.32% 12
2024
Q4
$2.32M Sell
9,261
-66
-0.7% -$15.6K 2.44% 11
2024
Q3
$2.17M Sell
9,327
-1,436
-13% -$321K 2% 14
2024
Q2
$2.27M Sell
10,763
-1,929
-15% -$360K 2.19% 14
2024
Q1
$2.18M Buy
12,692
+201
+2% +$36.5K 2.03% 13
2023
Q4
$2.4M Sell
12,491
-481
-4% -$88.8K 2.65% 11
2023
Q3
$2.22M Buy
12,972
+368
+3% +$67.5K 2.56% 9
2023
Q2
$2.44M Sell
12,604
-27
-0.2% -$4.71K 2.55% 9
2023
Q1
$2.08M Sell
12,631
-1,145
-8% -$169K 2.08% 10
2022
Q4
$1.79M Buy
+13,776
New +$1.97M 1.81% 10

Other funds holding AAPL

Waycross Investment Management's AAPL Position: Q2 2026 in Review

Waycross Investment Management reduced its Apple (AAPL) stake by 2.9% in Q2 2026, selling an estimated $46.1K and leaving 5,328 shares worth $1.54M. The position accounts for 1.17% of the portfolio, ranked #24.

Waycross Investment Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q2 2023. 1,858 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Waycross Investment Management held 5,328 shares of Apple worth $1.54M as of Q2 2026.
  • Waycross Investment Management sold 161 Apple shares in Q2 2026, an estimated $46.1K.
  • Apple made up 1.17% of Waycross Investment Management's portfolio in Q2 2026, its #24 holding.
  • Waycross Investment Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Waycross Investment Management's Apple position peaked at $2.44M in Q2 2023.
  • 1,858 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.