Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.89M Sell
23,228
-617
-3% -$161K 1.05% 24
2025
Q4
$6.48M Sell
23,845
-729
-3% -$196K 1.62% 18
2025
Q3
$6.26M Sell
24,574
-22
-0.1% -$4.97K 1.85% 15
2025
Q2
$5.05M Buy
24,596
+968
+4% +$195K 1.75% 16
2025
Q1
$5.25M Sell
23,628
-1,070
-4% -$248K 2.06% 13
2024
Q4
$6.18M Sell
24,698
-829
-3% -$195K 2.46% 11
2024
Q3
$5.95M Sell
25,527
-60
-0.2% -$13.4K 2.4% 13
2024
Q2
$5.39M Sell
25,587
-1,758
-6% -$328K 2.34% 13
2024
Q1
$4.69M Buy
27,345
+1,208
+5% +$220K 2.33% 13
2023
Q4
$5.03M Sell
26,137
-1,472
-5% -$272K 3.12% 10
2023
Q3
$4.73M Buy
27,609
+544
+2% +$99.8K 3.68% 5
2023
Q2
$5.25M Buy
27,065
+920
+4% +$160K 3.74% 5
2023
Q1
$4.31M Buy
26,145
+255
+1% +$37.6K 3.25% 7
2022
Q4
$3.36M Sell
25,890
-1,245
-5% -$178K 2.11% 13
2022
Q3
$3.75M Sell
27,135
-112
-0.4% -$17.6K 2.32% 11
2022
Q2
$3.73M Sell
27,247
-1,042
-4% -$158K 2.18% 12
2022
Q1
$4.94M Sell
28,289
-6
-0% -$1.01K 2.35% 9
2021
Q4
$5.02M Sell
28,295
-56
-0.2% -$8.85K 2.25% 12
2021
Q3
$4.01M Buy
28,351
+126
+0.4% +$18.6K 1.86% 16
2021
Q2
$3.87M Sell
28,225
-28
-0.1% -$3.63K 1.89% 15
2021
Q1
$3.45M Buy
28,253
+1,661
+6% +$213K 1.92% 15
2020
Q4
$3.53M Buy
26,592
+221
+0.8% +$26.6K 2.13% 13
2020
Q3
$3.05M Sell
26,371
-889
-3% -$97K 2.14% 13
2020
Q2
$2.49M Buy
27,260
+280
+1% +$21.7K 1.91% 15
2020
Q1
$1.72M Sell
26,980
-1,148
-4% -$84.4K 1.25% 28
2019
Q4
$2.06M Sell
28,128
-208
-0.7% -$13.4K 1.36% 26
2019
Q3
$1.59M Buy
28,336
+800
+3% +$41.8K 1.13% 29
2019
Q2
$1.36M Buy
27,536
+324
+1% +$15.8K 0.95% 33
2019
Q1
$1.29M Hold
27,212
0.98% 36
2018
Q4
$1.07M Sell
27,212
-1,420
-5% -$68.8K 0.96% 35
2018
Q3
$1.62M Buy
28,632
+760
+3% +$39.6K 1.21% 30
2018
Q2
$1.29M Buy
27,872
+400
+1% +$18.1K 1% 32
2018
Q1
$1.15M Sell
27,472
-1,204
-4% -$51.8K 0.94% 39
2017
Q4
$1.21M Buy
28,676
+16
+0.1% +$669 0.96% 35
2017
Q3
$1.1M Sell
28,660
-2,196
-7% -$85.2K 0.97% 39
2017
Q2
$1.11M Sell
30,856
-12,536
-29% -$463K 0.89% 40
2017
Q1
$1.56M Buy
43,392
+17,540
+68% +$578K 1.25% 36
2016
Q4
$749K Hold
25,852
0.66% 53
2016
Q3
$731K Buy
25,852
+200
+0.8% +$5.29K 0.64% 53
2016
Q2
$613K Buy
25,652
+776
+3% +$19.3K 0.55% 60
2016
Q1
$678K Sell
24,876
-23,328
-48% -$581K 0.52% 73
2015
Q4
$1.27M Buy
48,204
+572
+1% +$16.3K 0.99% 39
2015
Q3
$1.31M Sell
47,632
-152
-0.3% -$4.46K 1.22% 34
2015
Q2
$1.5M Buy
47,784
+6,836
+17% +$219K 1.37% 36
2015
Q1
$1.27M Buy
40,948
+8,632
+27% +$261K 1.04% 43
2014
Q4
$892K Buy
32,316
+8,944
+38% +$243K 0.75% 50
2014
Q3
$589K Buy
23,372
+1,600
+7% +$39.3K 0.52% 56
2014
Q2
$506K Buy
21,772
+800
+4% +$17K 0.44% 60
2014
Q1
$402K Buy
20,972
+2,240
+12% +$42.6K 0.34% 70
2013
Q4
$375K Buy
+18,732
New +$354K 0.34% 71

Other funds holding AAPL

Addison Capital's AAPL Position: Q1 2026 in Review

Addison Capital reduced its Apple (AAPL) stake by 2.6% in Q1 2026, selling an estimated $161K and leaving 23,228 shares worth $5.89M. The position accounts for 1.05% of the portfolio, ranked #24.

Addison Capital first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.48M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Addison Capital held 23,228 shares of Apple worth $5.89M as of Q1 2026.
  • Addison Capital sold 617 Apple shares in Q1 2026, an estimated $161K.
  • Apple made up 1.05% of Addison Capital's portfolio in Q1 2026, its #24 holding.
  • Addison Capital first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
  • Addison Capital's Apple position peaked at $6.48M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Addison Capital's 13F filing for Q1 2026, filed 29 Apr 2026.