AIMZ 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 | $23M | Sell |
90,620
-1,289
| -1% | -$335K | 7.11% | 1 |
|
|
2025
Q4 | $25M | Buy |
91,909
+6,809
| +8% | +$1.83M | 7.15% | 1 |
|
|
2025
Q3 | $21.7M | Sell |
85,100
-679
| -0.8% | -$153K | 6.8% | 1 |
|
|
2025
Q2 | $17.6M | Sell |
85,779
-441
| -0.5% | -$89.1K | 5.89% | 2 |
|
|
2025
Q1 | $19.2M | Sell |
86,220
-124
| -0.1% | -$28.7K | 6.69% | 1 |
|
|
2024
Q4 | $21.6M | Sell |
86,344
-1,888
| -2% | -$445K | 7.51% | 1 |
|
|
2024
Q3 | $20.6M | Sell |
88,232
-388
| -0.4% | -$86.6K | 7.02% | 1 |
|
|
2024
Q2 | $18.7M | Sell |
88,620
-2,329
| -3% | -$434K | 6.69% | 1 |
|
|
2024
Q1 | $15.6M | Sell |
90,949
-2,149
| -2% | -$391K | 5.82% | 1 |
|
|
2023
Q4 | $17.9M | Sell |
93,098
-1,930
| -2% | -$356K | 7.26% | 1 |
|
|
2023
Q3 | $16.3M | Sell |
95,028
-153
| -0.2% | -$28.1K | 7.24% | 1 |
|
|
2023
Q2 | $18.5M | Sell |
95,181
-7,823
| -8% | -$1.36M | 7.93% | 1 |
|
|
2023
Q1 | $17M | Sell |
103,004
-1,003
| -1% | -$148K | 7.61% | 1 |
|
|
2022
Q4 | $13.5M | Buy |
104,007
+4,852
| +5% | +$693K | 6.38% | 1 |
|
|
2022
Q3 | $13.7M | Sell |
99,155
-338
| -0.3% | -$53K | 6.93% | 1 |
|
|
2022
Q2 | $13.6M | Sell |
99,493
-288
| -0.3% | -$43.6K | 6.52% | 1 |
|
|
2022
Q1 | $17.4M | Sell |
99,781
-3,012
| -3% | -$507K | 7.16% | 1 |
|
|
2021
Q4 | $18.3M | Buy |
102,793
+121
| +0.1% | +$19.1K | 7.1% | 1 |
|
|
2021
Q3 | $14.5M | Sell |
102,672
-483
| -0.5% | -$71.1K | 6.56% | 1 |
|
|
2021
Q2 | $14.1M | Sell |
103,155
-162
| -0.2% | -$21K | 6.33% | 1 |
|
|
2021
Q1 | $12.6M | Sell |
103,317
-277
| -0.3% | -$35.6K | 6.18% | 1 |
|
|
2020
Q4 | $13.7M | Buy |
103,594
+2,343
| +2% | +$282K | 7.2% | 1 |
|
|
2020
Q3 | $11.7M | Sell |
101,251
-3,737
| -4% | -$408K | 7.02% | 1 |
|
|
2020
Q2 | $9.57M | Sell |
104,988
-336
| -0.3% | -$26K | 6.21% | 1 |
|
|
2020
Q1 | $6.7M | Sell |
105,324
-5,976
| -5% | -$439K | 5.2% | 1 |
|
|
2019
Q4 | $8.17M | Sell |
111,300
-2,516
| -2% | -$162K | 5.29% | 1 |
|
|
2019
Q3 | $6.37M | Sell |
113,816
-512
| -0.4% | -$26.8K | 4.39% | 1 |
|
|
2019
Q2 | $5.66M | Buy |
114,328
+4
| +0% | +$195 | 3.9% | 1 |
|
|
2019
Q1 | $5.43M | Buy |
114,324
+472
| +0.4% | +$20K | 3.73% | 1 |
|
|
2018
Q4 | $4.49M | Sell |
113,852
-1,952
| -2% | -$94.6K | 3.47% | 1 |
|
|
2018
Q3 | $6.54M | Sell |
115,804
-896
| -0.8% | -$46.7K | 4.21% | 1 |
|
|
2018
Q2 | $5.4M | Sell |
116,700
-2,072
| -2% | -$94K | 3.83% | 2 |
|
|
2018
Q1 | $4.98M | Sell |
118,772
-96
| -0.1% | -$4.13K | 3.62% | 1 |
|
|
2017
Q4 | $5.03M | Sell |
118,868
-896
| -0.7% | -$37.4K | 3.78% | 1 |
|
|
2017
Q3 | $4.61M | Sell |
119,764
-1,084
| -0.9% | -$42.1K | 3.78% | 1 |
|
|
2017
Q2 | $4.35M | Sell |
120,848
-3,092
| -2% | -$114K | 3.66% | 1 |
|
|
2017
Q1 | $4.45M | Sell |
123,940
-1,452
| -1% | -$47.8K | 3.75% | 1 |
|
|
2016
Q4 | $3.63M | Sell |
125,392
-636
| -0.5% | -$18K | 3.25% | 4 |
|
|
2016
Q3 | $3.56M | Buy |
126,028
+3,968
| +3% | +$105K | 3.19% | 4 |
|
|
2016
Q2 | $2.92M | Sell |
122,060
-121,768
| -50% | -$3.03M | 2.68% | 6 |
|
|
2016
Q1 | $7.11M | Buy |
243,828
+122,368
| +101% | +$3.05M | 3.13% | 3 |
|
|
2015
Q4 | $3.2M | Sell |
121,460
-272
| -0.2% | -$7.77K | 2.91% | 6 |
|
|
2015
Q3 | $3.36M | Sell |
121,732
-52
| -0% | -$1.52K | 3.08% | 4 |
|
|
2015
Q2 | $3.82M | Buy |
121,784
+224
| +0.2% | +$7.17K | 3.32% | 2 |
|
|
2015
Q1 | $3.78M | Buy |
121,560
+1,988
| +2% | +$60K | 3.24% | 5 |
|
|
2014
Q4 | $3.3M | Buy |
+119,572
| New | +$3.25M | 2.94% | 7 |
|
Other funds holding AAPL
VCM
VPM
AIMZ Investment Advisors's AAPL Position: Q1 2026 in Review
AIMZ Investment Advisors reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $335K and leaving 90,620 shares worth $23M. The position accounts for 7.11% of the portfolio, ranked #1.
AIMZ Investment Advisors first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $25M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- AIMZ Investment Advisors held 90,620 shares of Apple worth $23M as of Q1 2026.
- AIMZ Investment Advisors sold 1,289 Apple shares in Q1 2026, an estimated $335K.
- Apple made up 7.11% of AIMZ Investment Advisors's portfolio in Q1 2026, its #1 holding.
- AIMZ Investment Advisors first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- AIMZ Investment Advisors's Apple position peaked at $25M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.