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ZWJ Investment Counsel’s Apple AAPL Stock Holding History

ZWJ Investment Counsel’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 		$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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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. 2,419 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.
  • 2,419 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.