Affinity Investment Advisors’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 | $5.72M | Buy |
22,540
+4,016
| +22% | +$1.05M | 3.58% | 1 |
|
|
2025
Q4 | $5.04M | Buy |
18,524
+4,921
| +36% | +$1.32M | 3.35% | 2 |
|
|
2025
Q3 | $3.46M | Sell |
13,603
-133
| -1% | -$30K | 2.34% | 5 |
|
|
2025
Q2 | $2.82M | Sell |
13,736
-1,736
| -11% | -$351K | 2.13% | 6 |
|
|
2025
Q1 | $3.44M | Sell |
15,472
-673
| -4% | -$156K | 2.8% | 3 |
|
|
2024
Q4 | $4.04M | Sell |
16,145
-58
| -0.4% | -$13.7K | 3.37% | 2 |
|
|
2024
Q3 | $3.78M | Sell |
16,203
-619
| -4% | -$138K | 2.59% | 3 |
|
|
2024
Q2 | $3.54M | Sell |
16,822
-115
| -0.7% | -$21.4K | 2.66% | 3 |
|
|
2024
Q1 | $2.9M | Sell |
16,937
-2,236
| -12% | -$407K | 2.12% | 7 |
|
|
2023
Q4 | $3.69M | Sell |
19,173
-3,318
| -15% | -$613K | 2.51% | 4 |
|
|
2023
Q3 | $3.85M | Sell |
22,491
-1,551
| -6% | -$284K | 2.49% | 2 |
|
|
2023
Q2 | $4.66M | Sell |
24,042
-12,588
| -34% | -$2.19M | 2.7% | 1 |
|
|
2023
Q1 | $6.04M | Sell |
36,630
-9,367
| -20% | -$1.38M | 3.23% | 1 |
|
|
2022
Q4 | $5.98M | Sell |
45,997
-89
| -0.2% | -$12.7K | 2.75% | 1 |
|
|
2022
Q3 | $6.37M | Sell |
46,086
-2,191
| -5% | -$344K | 3.31% | 1 |
|
|
2022
Q2 | $6.6M | Sell |
48,277
-2,845
| -6% | -$431K | 3.22% | 1 |
|
|
2022
Q1 | $8.93M | Sell |
51,122
-1,048
| -2% | -$176K | 3.66% | 1 |
|
|
2021
Q4 | $9.26M | Sell |
52,170
-1,623
| -3% | -$256K | 3.72% | 1 |
|
|
2021
Q3 | $7.61M | Sell |
53,793
-1,308
| -2% | -$193K | 3.41% | 1 |
|
|
2021
Q2 | $7.55M | Sell |
55,101
-14,763
| -21% | -$1.91M | 3.41% | 1 |
|
|
2021
Q1 | $8.53M | Sell |
69,864
-4,663
| -6% | -$599K | 3.13% | 1 |
|
|
2020
Q4 | $9.89M | Sell |
74,527
-7,835
| -10% | -$942K | 3.99% | 1 |
|
|
2020
Q3 | $9.54M | Sell |
82,362
-9,418
| -10% | -$1.03M | 4.19% | 1 |
|
|
2020
Q2 | $8.37M | Sell |
91,780
-11,900
| -11% | -$922K | 3.98% | 2 |
|
|
2020
Q1 | $6.59M | Sell |
103,680
-119,680
| -54% | -$8.8M | 3.36% | 2 |
|
|
2019
Q4 | $16.4M | Sell |
223,360
-72,728
| -25% | -$4.68M | 5.95% | 1 |
|
|
2019
Q3 | $16.6M | Sell |
296,088
-16,688
| -5% | -$872K | 5.2% | 1 |
|
|
2019
Q2 | $15.5M | Sell |
312,776
-37,496
| -11% | -$1.83M | 4.44% | 1 |
|
|
2019
Q1 | $16.6M | Buy |
350,272
+23,280
| +7% | +$987K | 3.41% | 2 |
|
|
2018
Q4 | $12.9M | Sell |
326,992
-83,540
| -20% | -$4.05M | 2.25% | 10 |
|
|
2018
Q3 | $23.2M | Buy |
410,532
+64,332
| +19% | +$3.35M | 3.05% | 3 |
|
|
2018
Q2 | $16M | Sell |
346,200
-143,420
| -29% | -$6.5M | 2.26% | 5 |
|
|
2018
Q1 | $20.5M | Sell |
489,620
-57,856
| -11% | -$2.49M | 2.4% | 3 |
|
|
2017
Q4 | $23.2M | Sell |
547,476
-19,076
| -3% | -$797K | 2.63% | 3 |
|
|
2017
Q3 | $21.8M | Sell |
566,552
-6,220
| -1% | -$241K | 2.53% | 4 |
|
|
2017
Q2 | $20.6M | Sell |
572,772
-190,356
| -25% | -$7.04M | 2.46% | 4 |
|
|
2017
Q1 | $27.4M | Sell |
763,128
-11,524
| -1% | -$379K | 2.48% | 4 |
|
|
2016
Q4 | $22.4M | Sell |
774,652
-59,544
| -7% | -$1.69M | 2.11% | 6 |
|
|
2016
Q3 | $23.6M | Sell |
834,196
-32,156
| -4% | -$851K | 2% | 6 |
|
|
2016
Q2 | $20.7M | Buy |
866,352
+36,440
| +4% | +$906K | 1.53% | 15 |
|
|
2016
Q1 | $22.6M | Sell |
829,912
-24,504
| -3% | -$611K | 1.98% | 5 |
|
|
2015
Q4 | $22.5M | Buy |
854,416
+33,520
| +4% | +$958K | 1.93% | 8 |
|
|
2015
Q3 | $22.6M | Buy |
820,896
+85,412
| +12% | +$2.5M | 2.06% | 5 |
|
|
2015
Q2 | $23.1M | Sell |
735,484
-24,448
| -3% | -$782K | 1.84% | 13 |
|
|
2015
Q1 | $23.6M | Sell |
759,932
-37,656
| -5% | -$1.14M | 1.7% | 15 |
|
|
2014
Q4 | $22M | Sell |
797,588
-204,684
| -20% | -$5.57M | 2.04% | 6 |
|
|
2014
Q3 | $25.2M | Sell |
1,002,272
-155,648
| -13% | -$3.82M | 2.56% | 3 |
|
|
2014
Q2 | $26.9M | Buy |
1,157,920
+24,620
| +2% | +$524K | 3.05% | 5 |
|
|
2014
Q1 | $21.7M | Buy |
1,133,300
+8,568
| +0.8% | +$163K | 2.56% | 7 |
|
|
2013
Q4 | $22.5M | Buy |
1,124,732
+7,000
| +0.6% | +$132K | 2.74% | 6 |
|
|
2013
Q3 | $19M | Sell |
1,117,732
-565,712
| -34% | -$9.38M | 2.47% | 6 |
|
|
2013
Q2 | $23.8M | Buy |
+1,683,444
| New | +$25.9M | 2.07% | 10 |
|
Other funds holding AAPL
VCM
VPM
Affinity Investment Advisors's AAPL Position: Q1 2026 in Review
Affinity Investment Advisors increased its Apple (AAPL) stake by 22% in Q1 2026, buying an estimated $1.05M and bringing the position to 22,540 shares worth $5.72M. The position accounts for 3.58% of the portfolio, ranked #1.
Affinity Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.4M in Q1 2017. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Affinity Investment Advisors held 22,540 shares of Apple worth $5.72M as of Q1 2026.
- Affinity Investment Advisors bought 4,016 Apple shares in Q1 2026, an estimated $1.05M.
- Apple made up 3.58% of Affinity Investment Advisors's portfolio in Q1 2026, its #1 holding.
- Affinity Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Affinity Investment Advisors's Apple position peaked at $27.4M in Q1 2017.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.