Zhang Financial’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 | $66.3M | Buy |
229,050
+2,990
| +1% | +$855K | 1.94% | 12 |
|
|
2026
Q1 | $57.4M | Buy |
226,060
+9,352
| +4% | +$2.43M | 1.98% | 12 |
|
|
2025
Q4 | $58.9M | Buy |
216,708
+11,749
| +6% | +$3.15M | 2.2% | 10 |
|
|
2025
Q3 | $52.2M | Buy |
204,959
+2,822
| +1% | +$638K | 2.12% | 10 |
|
|
2025
Q2 | $41.5M | Buy |
202,137
+2,415
| +1% | +$488K | 1.91% | 13 |
|
|
2025
Q1 | $44.4M | Buy |
199,722
+3,715
| +2% | +$861K | 2.35% | 11 |
|
|
2024
Q4 | $49.1M | Sell |
196,007
-3,658
| -2% | -$862K | 2.81% | 8 |
|
|
2024
Q3 | $46.5M | Buy |
199,665
+1,701
| +0.9% | +$380K | 2.94% | 10 |
|
|
2024
Q2 | $41.7M | Sell |
197,964
-779
| -0.4% | -$145K | 2.92% | 10 |
|
|
2024
Q1 | $34.1M | Buy |
198,743
+14,272
| +8% | +$2.6M | 2.52% | 10 |
|
|
2023
Q4 | $35.5M | Buy |
184,471
+6,014
| +3% | +$1.11M | 3.05% | 10 |
|
|
2023
Q3 | $30.8M | Sell |
178,457
-272
| -0.2% | -$49.9K | 3.12% | 10 |
|
|
2023
Q2 | $34.5M | Sell |
178,729
-1,102
| -0.6% | -$192K | 3.54% | 8 |
|
|
2023
Q1 | $29.7M | Buy |
179,831
+2,817
| +2% | +$416K | 3.39% | 8 |
|
|
2022
Q4 | $23M | Sell |
177,014
-17,522
| -9% | -$2.5M | 2.93% | 8 |
|
|
2022
Q3 | $26.9M | Buy |
194,536
+4,213
| +2% | +$661K | 4.05% | 6 |
|
|
2022
Q2 | $26M | Buy |
190,323
+5,291
| +3% | +$801K | 4.18% | 6 |
|
|
2022
Q1 | $32.3M | Buy |
185,032
+17,764
| +11% | +$2.99M | 5.45% | 4 |
|
|
2021
Q4 | $29.7M | Buy |
167,268
+88,732
| +113% | +$14M | 5.26% | 4 |
|
|
2021
Q3 | $11.1M | Buy |
78,536
+15,399
| +24% | +$2.27M | 2.57% | 10 |
|
|
2021
Q2 | $8.65M | Buy |
63,137
+1,012
| +2% | +$131K | 2.12% | 10 |
|
|
2021
Q1 | $7.65M | Buy |
62,125
+4,047
| +7% | +$519K | 2.05% | 10 |
|
|
2020
Q4 | $7.68M | Buy |
58,078
+657
| +1% | +$79K | 2.37% | 10 |
|
|
2020
Q3 | $6.65M | Sell |
57,421
-151
| -0.3% | -$16.5K | 2.4% | 10 |
|
|
2020
Q2 | $5.28M | Buy |
57,572
+732
| +1% | +$56.7K | 2.03% | 10 |
|
|
2020
Q1 | $3.66M | Sell |
56,840
-8,896
| -14% | -$654K | 1.62% | 13 |
|
|
2019
Q4 | $4.85M | Buy |
65,736
+7,776
| +13% | +$500K | 1.85% | 12 |
|
|
2019
Q3 | $3.27M | Sell |
57,960
-1,284
| -2% | -$67.1K | 1.38% | 14 |
|
|
2019
Q2 | $2.93M | Buy |
59,244
+4,700
| +9% | +$229K | 1.23% | 15 |
|
|
2019
Q1 | $2.59M | Buy |
54,544
+1,640
| +3% | +$69.6K | 1.12% | 17 |
|
|
2018
Q4 | $2.09M | Sell |
52,904
-9,392
| -15% | -$455K | 1.01% | 19 |
|
|
2018
Q3 | $3.54M | Buy |
62,296
+29,976
| +93% | +$1.56M | 1.69% | 13 |
|
|
2018
Q2 | $1.51M | Buy |
32,320
+1,004
| +3% | +$45.5K | 0.77% | 20 |
|
|
2018
Q1 | $1.31M | Sell |
31,316
-1,744
| -5% | -$75.1K | 0.68% | 21 |
|
|
2017
Q4 | $1.43M | Buy |
33,060
+4,320
| +15% | +$181K | 0.7% | 23 |
|
|
2017
Q3 | $1.12M | Buy |
28,740
+1,464
| +5% | +$56.8K | 0.57% | 27 |
|
|
2017
Q2 | $989K | Buy |
27,276
+1,336
| +5% | +$49.4K | 0.53% | 29 |
|
|
2017
Q1 | $1.13M | Sell |
25,940
-1,404
| -5% | -$46.2K | 0.56% | 27 |
|
|
2016
Q4 | $820K | Buy |
27,344
+48
| +0.2% | +$1.36K | 0.44% | 34 |
|
|
2016
Q3 | $771K | Sell |
27,296
-1,440
| -5% | -$38.1K | 0.42% | 35 |
|
|
2016
Q2 | $687K | Hold |
28,736
| – | – | 0.38% | 35 |
|
|
2016
Q1 | $783K | Buy |
28,736
+4,756
| +20% | +$118K | 0.44% | 33 |
|
|
2015
Q4 | $631K | Sell |
23,980
-1,380
| -5% | -$39.4K | 0.38% | 38 |
|
|
2015
Q3 | $699K | Sell |
25,360
-2,088
| -8% | -$61.2K | 0.45% | 33 |
|
|
2015
Q2 | $861K | Buy |
27,448
+108
| +0.4% | +$3.45K | 0.55% | 28 |
|
|
2015
Q1 | $850K | Buy |
27,340
+172
| +0.6% | +$5.19K | 0.53% | 31 |
|
|
2014
Q4 | $750K | Buy |
27,168
+1,064
| +4% | +$28.9K | 0.49% | 32 |
|
|
2014
Q3 | $658K | Buy |
26,104
+4,136
| +19% | +$102K | 0.45% | 35 |
|
|
2014
Q2 | $510K | Buy |
21,968
+6,036
| +38% | +$128K | 0.34% | 37 |
|
|
2014
Q1 | $305K | Buy |
15,932
+308
| +2% | +$5.86K | 0.22% | 42 |
|
|
2013
Q4 | $313K | Hold |
15,624
| – | – | 0.24% | 42 |
|
|
2013
Q3 | $266K | Buy |
15,624
+700
| +5% | +$11.6K | 0.21% | 45 |
|
|
2013
Q2 | $211K | Buy |
+14,924
| New | +$230K | 0.18% | 48 |
|
Other funds holding AAPL
Zhang Financial's AAPL Position: Q2 2026 in Review
Zhang Financial increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $855K and bringing the position to 229,050 shares worth $66.3M. The position accounts for 1.94% of the portfolio, ranked #12.
Zhang Financial first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Zhang Financial held 229,050 shares of Apple worth $66.3M as of Q2 2026.
- Zhang Financial bought 2,990 Apple shares in Q2 2026, an estimated $855K.
- Apple made up 1.94% of Zhang Financial's portfolio in Q2 2026, its #12 holding.
- Zhang Financial first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.