ZWJ Investment Counsel’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 | $75.7M | Buy |
261,571
+7,266
| +3% | +$2.08M | 2.45% | 9 |
|
|
2026
Q1 | $64.5M | Buy |
254,305
+600
| +0.2% | +$156K | 2.33% | 13 |
|
|
2025
Q4 | $69M | Sell |
253,705
-6,194
| -2% | -$1.66M | 2.49% | 12 |
|
|
2025
Q3 | $66.2M | Sell |
259,899
-1,513
| -0.6% | -$342K | 2.34% | 11 |
|
|
2025
Q2 | $53.6M | Sell |
261,412
-9,083
| -3% | -$1.83M | 1.99% | 16 |
|
|
2025
Q1 | $60.1M | Sell |
270,495
-11,603
| -4% | -$2.69M | 2.44% | 10 |
|
|
2024
Q4 | $70.6M | Sell |
282,098
-2,963
| -1% | -$698K | 2.92% | 7 |
|
|
2024
Q3 | $66.4M | Sell |
285,061
-2,547
| -0.9% | -$569K | 2.71% | 7 |
|
|
2024
Q2 | $60.6M | Buy |
287,608
+7,321
| +3% | +$1.37M | 2.66% | 7 |
|
|
2024
Q1 | $48.1M | Sell |
280,287
-15,097
| -5% | -$2.75M | 2.19% | 14 |
|
|
2023
Q4 | $56.9M | Sell |
295,384
-2,440
| -0.8% | -$451K | 2.93% | 5 |
|
|
2023
Q3 | $51M | Buy |
+297,824
| New | +$54.6M | 2.83% | 7 |
|
|
2023
Q2 | – | Sell |
-298,223
| Closed | -$49.2M | – | 188 |
|
|
2023
Q1 | $49.2M | Sell |
298,223
-3,987
| -1% | -$588K | 2.71% | 6 |
|
|
2022
Q4 | $39.3M | Sell |
302,210
-729
| -0.2% | -$104K | 2.22% | 12 |
|
|
2022
Q3 | $41.9M | Sell |
302,939
-8,096
| -3% | -$1.27M | 2.63% | 5 |
|
|
2022
Q2 | $42.5M | Sell |
311,035
-2,532
| -0.8% | -$383K | 2.48% | 6 |
|
|
2022
Q1 | $54.8M | Sell |
313,567
-47,734
| -13% | -$8.03M | 2.9% | 4 |
|
|
2021
Q4 | $64.2M | Buy |
+361,301
| New | +$57.1M | 3.28% | 3 |
|
|
2021
Q3 | – | Sell |
-357,986
| Closed | -$49M | – | 167 |
|
|
2021
Q2 | $49M | Sell |
357,986
-12,885
| -3% | -$1.67M | 2.84% | 4 |
|
|
2021
Q1 | $45.3M | Sell |
370,871
-44,295
| -11% | -$5.69M | 2.79% | 3 |
|
|
2020
Q4 | $55.1M | Buy |
415,166
+19,502
| +5% | +$2.35M | 3.74% | 3 |
|
|
2020
Q3 | $45.8M | Sell |
395,664
-37,464
| -9% | -$4.09M | 3.67% | 3 |
|
|
2020
Q2 | $39.5M | Sell |
433,128
-7,084
| -2% | -$549K | 3.42% | 4 |
|
|
2020
Q1 | $28M | Sell |
440,212
-71,604
| -14% | -$5.27M | 2.5% | 11 |
|
|
2019
Q4 | $37.6M | Sell |
511,816
-10,704
| -2% | -$689K | 2.53% | 6 |
|
|
2019
Q3 | $29.3M | Sell |
522,520
-5,140
| -1% | -$269K | 2.28% | 15 |
|
|
2019
Q2 | $26.1M | Buy |
527,660
+2,688
| +0.5% | +$131K | 2.05% | 19 |
|
|
2019
Q1 | $24.9M | Buy |
524,972
+98,064
| +23% | +$4.16M | 2.05% | 18 |
|
|
2018
Q4 | $16.8M | Buy |
426,908
+844
| +0.2% | +$40.9K | 1.59% | 24 |
|
|
2018
Q3 | $24M | Sell |
426,064
-8,988
| -2% | -$468K | 1.96% | 20 |
|
|
2018
Q2 | $20.1M | Sell |
435,052
-11,416
| -3% | -$518K | 1.74% | 22 |
|
|
2018
Q1 | $18.7M | Sell |
446,468
-255,236
| -36% | -$11M | 1.69% | 25 |
|
|
2017
Q4 | $29.7M | Sell |
701,704
-27,200
| -4% | -$1.14M | 2.35% | 7 |
|
|
2017
Q3 | $28.1M | Sell |
728,904
-42,212
| -5% | -$1.64M | 2.19% | 10 |
|
|
2017
Q2 | $27.8M | Sell |
771,116
-27,892
| -3% | -$1.03M | 2.22% | 9 |
|
|
2017
Q1 | $28.7M | Sell |
799,008
-56,664
| -7% | -$1.87M | 2.35% | 6 |
|
|
2016
Q4 | $24.8M | Sell |
855,672
-3,924
| -0.5% | -$111K | 2.38% | 8 |
|
|
2016
Q3 | $24.3M | Sell |
859,596
-15,360
| -2% | -$407K | 2.43% | 6 |
|
|
2016
Q2 | $20.9M | Buy |
874,956
+296,396
| +51% | +$7.37M | 2.09% | 13 |
|
|
2016
Q1 | $15.8M | Buy |
578,560
+43,588
| +8% | +$1.09M | 1.67% | 23 |
|
|
2015
Q4 | $14.1M | Buy |
534,972
+3,800
| +0.7% | +$109K | 1.54% | 24 |
|
|
2015
Q3 | $14.6M | Buy |
531,172
+752
| +0.1% | +$22.1K | 1.66% | 24 |
|
|
2015
Q2 | $16.6M | Sell |
530,420
-9,904
| -2% | -$317K | 1.73% | 22 |
|
|
2015
Q1 | $16.8M | Sell |
540,324
-277,264
| -34% | -$8.37M | 1.76% | 17 |
|
|
2014
Q4 | $22.6M | Sell |
817,588
-9,532
| -1% | -$259K | 2.28% | 6 |
|
|
2014
Q3 | $20.8M | Sell |
827,120
-12,156
| -1% | -$298K | 2.24% | 6 |
|
|
2014
Q2 | $19.5M | Sell |
839,276
-28,808
| -3% | -$613K | 2.18% | 11 |
|
|
2014
Q1 | $16.6M | Buy |
868,084
+7,224
| +0.8% | +$137K | 1.93% | 14 |
|
|
2013
Q4 | $17.2M | Buy |
860,860
+14,168
| +2% | +$268K | 1.98% | 15 |
|
|
2013
Q3 | $14.4M | Sell |
846,692
-7,140
| -0.8% | -$118K | 1.85% | 17 |
|
|
2013
Q2 | $12.1M | Buy |
+853,832
| New | +$13.1M | 1.63% | 26 |
|
Other funds holding AAPL
ZWJ Investment Counsel's AAPL Position: Q2 2026 in Review
ZWJ Investment Counsel increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $2.08M and bringing the position to 261,571 shares worth $75.7M. The position accounts for 2.45% of the portfolio, ranked #9.
ZWJ Investment Counsel first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. 2,404 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- ZWJ Investment Counsel held 261,571 shares of Apple worth $75.7M as of Q2 2026.
- ZWJ Investment Counsel bought 7,266 Apple shares in Q2 2026, an estimated $2.08M.
- Apple made up 2.45% of ZWJ Investment Counsel's portfolio in Q2 2026, its #9 holding.
- ZWJ Investment Counsel first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- 2,404 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.