Whitney & Co’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 | $170M | Buy |
588,020
+16,357
| +3% | +$4.68M | 12.43% | 1 |
|
|
2026
Q1 | $145M | Buy |
571,663
+1,945
| +0.3% | +$506K | 12.08% | 1 |
|
|
2025
Q4 | $155M | Buy |
569,718
+17,604
| +3% | +$4.73M | 12.32% | 1 |
|
|
2025
Q3 | $141M | Sell |
552,114
-4,722
| -0.8% | -$1.07M | 12.75% | 1 |
|
|
2025
Q2 | $114M | Sell |
556,836
-484
| -0.1% | -$97.7K | 11.27% | 1 |
|
|
2025
Q1 | $124M | Sell |
557,320
-1,571
| -0.3% | -$364K | 13.16% | 1 |
|
|
2024
Q4 | $140M | Sell |
558,891
-8,675
| -2% | -$2.04M | 14.7% | 1 |
|
|
2024
Q3 | $132M | Buy |
567,566
+7,051
| +1% | +$1.57M | 14.17% | 1 |
|
|
2024
Q2 | $118M | Sell |
560,515
-5,229
| -0.9% | -$975K | 13.56% | 1 |
|
|
2024
Q1 | $97M | Buy |
565,744
+20
| +0% | +$3.64K | 11.56% | 1 |
|
|
2023
Q4 | $109M | Sell |
565,724
-4,742
| -0.8% | -$876K | 14.09% | 1 |
|
|
2023
Q3 | $97.7M | Sell |
570,466
-1,299
| -0.2% | -$238K | 14.65% | 1 |
|
|
2023
Q2 | $111M | Sell |
571,765
-2,054
| -0.4% | -$358K | 15.95% | 1 |
|
|
2023
Q1 | $94.6M | Buy |
573,819
+195,218
| +52% | +$28.8M | 15% | 1 |
|
|
2022
Q4 | $49.2M | Sell |
378,601
-3,001
| -0.8% | -$429K | 9.03% | 1 |
|
|
2022
Q3 | $52.7M | Sell |
381,602
-833
| -0.2% | -$131K | 10.25% | 1 |
|
|
2022
Q2 | $52.3M | Sell |
382,435
-114
| -0% | -$17.3K | 9.51% | 1 |
|
|
2022
Q1 | $66.8M | Sell |
382,549
-4,906
| -1% | -$825K | 10.27% | 1 |
|
|
2021
Q4 | $68.8M | Buy |
387,455
+3,627
| +0.9% | +$573K | 10.11% | 1 |
|
|
2021
Q3 | $54.3M | Sell |
383,828
-786
| -0.2% | -$116K | 8.68% | 1 |
|
|
2021
Q2 | $52.7M | Buy |
384,614
+428
| +0.1% | +$55.5K | 8.42% | 1 |
|
|
2021
Q1 | $46.9M | Buy |
384,186
+1,212
| +0.3% | +$156K | 8.23% | 1 |
|
|
2020
Q4 | $54.8M | Sell |
382,974
-2,680
| -0.7% | -$322K | 8.84% | 1 |
|
|
2020
Q3 | $44.7M | Buy |
385,654
+14,610
| +4% | +$1.59M | 8.37% | 1 |
|
|
2020
Q2 | $33.8M | Sell |
371,044
-2,728
| -0.7% | -$211K | 6.92% | 1 |
|
|
2020
Q1 | $23.8M | Sell |
373,772
-58,816
| -14% | -$4.33M | 5.86% | 3 |
|
|
2019
Q4 | $31.8M | Sell |
432,588
-2,224
| -0.5% | -$143K | 6.32% | 1 |
|
|
2019
Q3 | $28M | Sell |
434,812
-2,300
| -0.5% | -$120K | 5.84% | 1 |
|
|
2019
Q2 | $21.6M | Sell |
437,112
-880
| -0.2% | -$42.9K | 4.86% | 2 |
|
|
2019
Q1 | $22M | Sell |
437,992
-3,656
| -0.8% | -$155K | 4.97% | 2 |
|
|
2018
Q4 | $18.9M | Buy |
441,648
+10,716
| +2% | +$520K | 4.83% | 2 |
|
|
2018
Q3 | $22.5M | Sell |
430,932
-2,584
| -0.6% | -$135K | 5.41% | 1 |
|
|
2018
Q2 | $20.1M | Buy |
433,516
+12,216
| +3% | +$554K | 5.36% | 1 |
|
|
2018
Q1 | $17.7M | Sell |
421,300
-10,892
| -3% | -$469K | 5.06% | 1 |
|
|
2017
Q4 | $18.3M | Sell |
432,192
-11,076
| -2% | -$463K | 5.3% | 1 |
|
|
2017
Q3 | $16M | Hold |
443,268
| – | – | 5.36% | 1 |
|
|
2017
Q2 | $16M | Buy |
443,268
+32,728
| +8% | +$1.21M | 5.23% | 1 |
|
|
2017
Q1 | $14.7M | Sell |
410,540
-3,700
| -0.9% | -$122K | 5.36% | 1 |
|
|
2016
Q4 | $12M | Sell |
414,240
-1,488
| -0.4% | -$42.2K | 4.52% | 1 |
|
|
2016
Q3 | $11.8M | Sell |
415,728
-584
| -0.1% | -$15.5K | 4.7% | 1 |
|
|
2016
Q2 | $9.95M | Buy |
416,312
+17,540
| +4% | +$436K | 4.04% | 1 |
|
|
2016
Q1 | $10.9M | Buy |
398,772
+18,836
| +5% | +$469K | 4.66% | 1 |
|
|
2015
Q4 | $10M | Buy |
379,936
+27,116
| +8% | +$775K | 4.36% | 1 |
|
|
2015
Q3 | $9.73M | Buy |
352,820
+11,304
| +3% | +$332K | 4.4% | 1 |
|
|
2015
Q2 | $10.7M | Buy |
341,516
+2,912
| +0.9% | +$93.1K | 4.67% | 1 |
|
|
2015
Q1 | $10.5M | Sell |
338,604
-11,876
| -3% | -$359K | 4.72% | 1 |
|
|
2014
Q4 | $9.67M | Sell |
350,480
-2,880
| -0.8% | -$78.4K | 4.34% | 1 |
|
|
2014
Q3 | $8.9M | Sell |
353,360
-13,648
| -4% | -$335K | 4.11% | 1 |
|
|
2014
Q2 | $8.53M | Sell |
367,008
-8,556
| -2% | -$182K | 3.94% | 1 |
|
|
2014
Q1 | $7.2M | Sell |
375,564
-560
| -0.1% | -$10.7K | 3.63% | 1 |
|
|
2013
Q4 | $7.54M | Buy |
376,124
+21,336
| +6% | +$403K | 4.16% | 1 |
|
|
2013
Q3 | $6.04M | Buy |
354,788
+1,540
| +0.4% | +$25.5K | 4.22% | 1 |
|
|
2013
Q2 | $5M | Buy |
+353,248
| New | +$5.43M | 3.65% | 1 |
|
Other funds holding AAPL
Whitney & Co's AAPL Position: Q2 2026 in Review
Whitney & Co increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $4.68M and bringing the position to 588,020 shares worth $170M. The position accounts for 12.43% of the portfolio, ranked #1.
Whitney & Co first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Whitney & Co held 588,020 shares of Apple worth $170M as of Q2 2026.
- Whitney & Co bought 16,357 Apple shares in Q2 2026, an estimated $4.68M.
- Apple made up 12.43% of Whitney & Co's portfolio in Q2 2026, its #1 holding.
- Whitney & Co first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.