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Wilsey Asset Management’s Apple AAPL Stock Holding History

Wilsey Asset 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 		$549K Hold
1,896
– – 0.08% 20
2026
Q1 		$481K Hold
1,896
– – 0.08% 19
2025
Q4 		$515K Buy
1,896
+800
+73% +$215K 0.08% 19
2025
Q3 		$279K Buy
+1,096
New +$248K 0.05% 24
2020
Q4 		– Sell
-2,082
Closed -$241K – 30
2020
Q3 		$241K Buy
+2,082
New +$227K 0.11% 19
2019
Q2 		– Sell
-178,168
Closed -$8.46M – 21
2019
Q1 		$8.46M Buy
178,168
+3,660
+2% +$155K 3.53% 17
2018
Q4 		$6.83M Buy
174,508
+131,852
+309% +$6.39M 3.32% 17
2018
Q3 		$2.42M Sell
42,656
-304,064
-88% -$15.8M 1.05% 19
2018
Q2 		$16.1M Sell
346,720
-14,660
-4% -$665K 8.29% 2
2018
Q1 		$15.1M Buy
361,380
+19,004
+6% +$818K 8.3% 3
2017
Q4 		$14.5M Buy
342,376
+9,028
+3% +$377K 8.13% 3
2017
Q3 		$12.8M Sell
333,348
-13,320
-4% -$517K 8.26% 3
2017
Q2 		$12.5M Sell
346,668
-9,924
-3% -$367K 9.06% 2
2017
Q1 		$12.8M Sell
356,592
-3,672
-1% -$121K 8.99% 1
2016
Q4 		$10.4M Sell
360,264
-2,736
-0.8% -$77.6K 7.35% 3
2016
Q3 		$10.3M Sell
363,000
-5,908
-2% -$156K 7.92% 1
2016
Q2 		$8.82M Buy
368,908
+1,632
+0.4% +$40.6K 6.31% 4
2016
Q1 		$10M Buy
367,276
+220
+0.1% +$5.48K 7.02% 2
2015
Q4 		$9.66M Buy
367,056
+3,284
+0.9% +$93.8K 6.96% 4
2015
Q3 		$10M Buy
363,772
+5,108
+1% +$150K 7.75% 2
2015
Q2 		$11.3M Sell
358,664
-9,708
-3% -$311K 9.04% 2
2015
Q1 		$11.5M Sell
368,372
-7,644
-2% -$231K 8.62% 2
2014
Q4 		$10.4M Sell
376,016
-13,020
-3% -$354K 7.27% 2
2014
Q3 		$9.8M Sell
389,036
-3,280
-0.8% -$80.5K 7.82% 2
2014
Q2 		$9.11M Sell
392,316
-412
-0.1% -$8.77K 7.11% 2
2014
Q1 		$7.53M Buy
392,728
+10,416
+3% +$198K 6.07% 3
2013
Q4 		$7.75M Buy
+382,312
New +$7.22M 7.11% 3

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wilsey Asset Management's AAPL Position: Q2 2026 in Review

Wilsey Asset Management held its Apple (AAPL) position steady in Q2 2026 at 1,896 shares worth $549K. The position accounts for 0.08% of the portfolio, ranked #20.

Wilsey Asset Management first reported a position in AAPL in Q4 2013 and has held it in 27 quarters since. The position peaked at $16.1M in Q2 2018. 1,387 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wilsey Asset Management held 1,896 shares of Apple worth $549K as of Q2 2026.
  • Wilsey Asset Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.08% of Wilsey Asset Management's portfolio in Q2 2026, its #20 holding.
  • Wilsey Asset Management first reported a position in Apple in Q4 2013 and has held it in 27 quarters since.
  • Wilsey Asset Management's Apple position peaked at $16.1M in Q2 2018.
  • 1,387 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wilsey Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.