Advisory Research’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.77M | Sell |
10,895
-897
| -8% | -$233K | 0.34% | 59 |
|
|
2025
Q4 | $3.21M | Buy |
11,792
+7
| +0.1% | +$1.88K | 0.4% | 48 |
|
|
2025
Q3 | $3M | Sell |
11,785
-20,856
| -64% | -$4.71M | 0.39% | 55 |
|
|
2025
Q2 | $6.7M | Buy |
32,641
+4,576
| +16% | +$924K | 1.03% | 30 |
|
|
2025
Q1 | $6.23M | Buy |
28,065
+20,875
| +290% | +$4.84M | 1.1% | 28 |
|
|
2024
Q4 | $1.8M | Sell |
7,190
-4
| -0.1% | -$943 | 0.3% | 71 |
|
|
2024
Q3 | $1.68M | Buy |
7,194
+1,003
| +16% | +$224K | 0.3% | 78 |
|
|
2024
Q2 | $1.3M | Buy |
6,191
+725
| +13% | +$135K | 0.25% | 91 |
|
|
2024
Q1 | $937K | Sell |
5,466
-51,795
| -90% | -$9.42M | 0.19% | 103 |
|
|
2023
Q4 | $11M | Sell |
57,261
-13,308
| -19% | -$2.46M | 1.7% | 14 |
|
|
2023
Q3 | $12.1M | Sell |
70,569
-761
| -1% | -$140K | 1.68% | 5 |
|
|
2023
Q2 | $13.8M | Buy |
71,330
+19,720
| +38% | +$3.44M | 1.77% | 3 |
|
|
2023
Q1 | $8.51M | Sell |
51,610
-55,146
| -52% | -$8.14M | 1.4% | 17 |
|
|
2022
Q4 | $13.9M | Sell |
106,756
-3,457
| -3% | -$494K | 1.3% | 16 |
|
|
2022
Q3 | $15.2M | Buy |
110,213
+27,751
| +34% | +$4.36M | 1.49% | 15 |
|
|
2022
Q2 | $11.3M | Buy |
82,462
+78,561
| +2,014% | +$11.9M | 1.1% | 23 |
|
|
2022
Q1 | $681K | Sell |
3,901
-788
| -17% | -$133K | 0.05% | 220 |
|
|
2021
Q4 | $833K | Buy |
4,689
+37
| +0.8% | +$5.85K | 0.07% | 212 |
|
|
2021
Q3 | $658K | Sell |
4,652
-33
| -0.7% | -$4.86K | 0.04% | 231 |
|
|
2021
Q2 | $642K | Sell |
4,685
-490
| -9% | -$63.5K | 0.04% | 248 |
|
|
2021
Q1 | $632K | Sell |
5,175
-1,055
| -17% | -$135K | 0.04% | 250 |
|
|
2020
Q4 | $827K | Buy |
6,230
+1,944
| +45% | +$234K | 0.06% | 214 |
|
|
2020
Q3 | $496K | Sell |
4,286
-154
| -3% | -$16.8K | 0.05% | 238 |
|
|
2020
Q2 | $405K | Sell |
4,440
-1,044
| -19% | -$80.9K | 0.04% | 256 |
|
|
2020
Q1 | $349K | Buy |
5,484
+152
| +3% | +$11.2K | 0.02% | 226 |
|
|
2019
Q4 | $391K | Sell |
5,332
-3,988
| -43% | -$257K | 0.02% | 258 |
|
|
2019
Q3 | $522K | Buy |
9,320
+3,512
| +60% | +$184K | 0.03% | 244 |
|
|
2019
Q2 | $287K | Buy |
+5,808
| New | +$283K | 0.01% | 339 |
|
|
2019
Q1 | – | Sell |
-14,492
| Closed | -$571K | – | 341 |
|
|
2018
Q4 | $571K | Sell |
14,492
-2,292
| -14% | -$111K | 0.01% | 284 |
|
|
2018
Q3 | $947K | Sell |
16,784
-220
| -1% | -$11.5K | 0.02% | 262 |
|
|
2018
Q2 | $787K | Sell |
17,004
-33,232
| -66% | -$1.51M | 0.01% | 279 |
|
|
2018
Q1 | $2.11M | Sell |
50,236
-10,912
| -18% | -$470K | 0.04% | 211 |
|
|
2017
Q4 | $2.59M | Buy |
61,148
+5,496
| +10% | +$230K | 0.04% | 191 |
|
|
2017
Q3 | $2.14M | Buy |
55,652
+5,608
| +11% | +$218K | 0.03% | 210 |
|
|
2017
Q2 | $1.8M | Buy |
50,044
+12,912
| +35% | +$477K | 0.03% | 237 |
|
|
2017
Q1 | $1.33M | Sell |
37,132
-8,236
| -18% | -$271K | 0.02% | 298 |
|
|
2016
Q4 | $1.31M | Buy |
45,368
+9,980
| +28% | +$283K | 0.02% | 252 |
|
|
2016
Q3 | $1M | Sell |
35,388
-92
| -0.3% | -$2.44K | 0.02% | 179 |
|
|
2016
Q2 | $848K | Buy |
35,480
+28
| +0.1% | +$696 | 0.01% | 185 |
|
|
2016
Q1 | $966K | Sell |
35,452
-6,380
| -15% | -$159K | 0.02% | 181 |
|
|
2015
Q4 | $1.1M | Sell |
41,832
-9,768
| -19% | -$279K | 0.02% | 194 |
|
|
2015
Q3 | $1.42M | Buy |
51,600
+1,992
| +4% | +$58.4K | 0.02% | 193 |
|
|
2015
Q2 | $1.56M | Sell |
49,608
-1,100
| -2% | -$35.2K | 0.02% | 198 |
|
|
2015
Q1 | $1.58M | Sell |
50,708
-3,808
| -7% | -$115K | 0.02% | 204 |
|
|
2014
Q4 | $1.5M | Sell |
54,516
-220
| -0.4% | -$5.99K | 0.02% | 220 |
|
|
2014
Q3 | $1.38M | Sell |
54,736
-4,048
| -7% | -$99.3K | 0.01% | 231 |
|
|
2014
Q2 | $1.37M | Buy |
58,784
+3,540
| +6% | +$75.3K | 0.01% | 231 |
|
|
2014
Q1 | $1.06M | Buy |
55,244
+420
| +0.8% | +$7.99K | 0.01% | 239 |
|
|
2013
Q4 | $1.1M | Sell |
54,824
-5,544
| -9% | -$105K | 0.01% | 240 |
|
|
2013
Q3 | $1.03M | Buy |
60,368
+196
| +0.3% | +$3.25K | 0.01% | 237 |
|
|
2013
Q2 | $852K | Buy |
+60,172
| New | +$926K | 0.01% | 251 |
|
Other funds holding AAPL
VCM
VPM
Advisory Research's AAPL Position: Q1 2026 in Review
Advisory Research reduced its Apple (AAPL) stake by 7.6% in Q1 2026, selling an estimated $233K and leaving 10,895 shares worth $2.77M. The position accounts for 0.34% of the portfolio, ranked #59.
Advisory Research first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $15.2M in Q3 2022. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Advisory Research held 10,895 shares of Apple worth $2.77M as of Q1 2026.
- Advisory Research sold 897 Apple shares in Q1 2026, an estimated $233K.
- Apple made up 0.34% of Advisory Research's portfolio in Q1 2026, its #59 holding.
- Advisory Research first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- Advisory Research's Apple position peaked at $15.2M in Q3 2022.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.