Aldebaran Financial’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 | $6.22M | Sell |
24,511
-560
| -2% | -$146K | 5.91% | 3 |
|
|
2025
Q4 | $6.85M | Sell |
25,071
-1,164
| -4% | -$312K | 6.34% | 3 |
|
|
2025
Q3 | $6.68M | Buy |
26,235
+1,543
| +6% | +$349K | 6.68% | 3 |
|
|
2025
Q2 | $5.07M | Buy |
24,692
+491
| +2% | +$99.2K | 5.61% | 4 |
|
|
2025
Q1 | $5.38M | Sell |
24,201
-408
| -2% | -$94.5K | 6.57% | 3 |
|
|
2024
Q4 | $6.21M | Sell |
24,609
-4,703
| -16% | -$1.11M | 7.25% | 3 |
|
|
2024
Q3 | $6.83M | Sell |
29,312
-331
| -1% | -$73.9K | 8.05% | 2 |
|
|
2024
Q2 | $6.24M | Buy |
29,643
+308
| +1% | +$57.4K | 8.18% | 2 |
|
|
2024
Q1 | $5.03M | Sell |
29,335
-2,133
| -7% | -$388K | 7.11% | 3 |
|
|
2023
Q4 | $6.06M | Sell |
31,468
-1,208
| -4% | -$223K | 8.93% | 1 |
|
|
2023
Q3 | $5.59M | Sell |
32,676
-4,250
| -12% | -$779K | 8.73% | 1 |
|
|
2023
Q2 | $7.16M | Sell |
36,926
-3,520
| -9% | -$613K | 9.73% | 2 |
|
|
2023
Q1 | $6.67M | Sell |
40,446
-12,999
| -24% | -$1.92M | 8.6% | 2 |
|
|
2022
Q4 | $6.94M | Sell |
53,445
-859
| -2% | -$123K | 7.46% | 2 |
|
|
2022
Q3 | $7.55M | Sell |
54,304
-1,828
| -3% | -$287K | 8.29% | 2 |
|
|
2022
Q2 | $7.67M | Sell |
56,132
-1,818
| -3% | -$275K | 8.11% | 2 |
|
|
2022
Q1 | $10.1M | Buy |
57,950
+876
| +2% | +$147K | 7.86% | 2 |
|
|
2021
Q4 | $10.1M | Buy |
57,074
+803
| +1% | +$127K | 7.48% | 2 |
|
|
2021
Q3 | $7.96M | Buy |
56,271
+214
| +0.4% | +$31.5K | 6.43% | 3 |
|
|
2021
Q2 | $7.65M | Sell |
56,057
-943
| -2% | -$122K | 6.28% | 3 |
|
|
2021
Q1 | $6.96M | Buy |
57,000
+455
| +0.8% | +$58.4K | 6.14% | 3 |
|
|
2020
Q4 | $7.5M | Buy |
56,545
+946
| +2% | +$114K | 6.98% | 2 |
|
|
2020
Q3 | $6.44M | Buy |
55,599
+6,843
| +14% | +$747K | 6.69% | 3 |
|
|
2020
Q2 | $4.45M | Sell |
48,756
-23,224
| -32% | -$1.8M | 5.22% | 3 |
|
|
2020
Q1 | $4.58M | Sell |
71,980
-1,680
| -2% | -$124K | 4.47% | 3 |
|
|
2019
Q4 | $5.41M | Sell |
73,660
-20,568
| -22% | -$1.32M | 4.11% | 2 |
|
|
2019
Q3 | $5.29M | Buy |
94,228
+1,268
| +1% | +$66.3K | 3.53% | 4 |
|
|
2019
Q2 | $4.6M | Sell |
92,960
-1,260
| -1% | -$61.4K | 3.18% | 4 |
|
|
2019
Q1 | $4.47M | Sell |
94,220
-2,500
| -3% | -$106K | 3.15% | 4 |
|
|
2018
Q4 | $3.81M | Sell |
96,720
-436
| -0.4% | -$21.1K | 2.9% | 6 |
|
|
2018
Q3 | $5.48M | Sell |
97,156
-148
| -0.2% | -$7.71K | 3.56% | 3 |
|
|
2018
Q2 | $4.5M | Sell |
97,304
-6,260
| -6% | -$284K | 3.09% | 4 |
|
|
2018
Q1 | $4.34M | Sell |
103,564
-1,716
| -2% | -$73.9K | 2.91% | 7 |
|
|
2017
Q4 | $4.45M | Buy |
105,280
+2,428
| +2% | +$101K | 2.96% | 4 |
|
|
2017
Q3 | $3.96M | Sell |
102,852
-76
| -0.1% | -$2.95K | 2.73% | 8 |
|
|
2017
Q2 | $3.71M | Buy |
102,928
+5,020
| +5% | +$186K | 2.7% | 9 |
|
|
2017
Q1 | $3.52M | Buy |
97,908
+36
| +0% | +$1.19K | 2.68% | 10 |
|
|
2016
Q4 | $2.83M | Sell |
97,872
-1,432
| -1% | -$40.6K | 2.24% | 9 |
|
|
2016
Q3 | $2.81M | Sell |
99,304
-5,480
| -5% | -$145K | 2.23% | 11 |
|
|
2016
Q2 | $2.53M | Buy |
104,784
+200
| +0.2% | +$4.97K | 2.03% | 13 |
|
|
2016
Q1 | $2.85M | Buy |
104,584
+800
| +0.8% | +$19.9K | 2.49% | 9 |
|
|
2015
Q4 | $2.73M | Buy |
103,784
+2,500
| +2% | +$71.4K | 2.53% | 6 |
|
|
2015
Q3 | $2.8M | Buy |
101,284
+4,096
| +4% | +$120K | 2.64% | 8 |
|
|
2015
Q2 | $3.04M | Sell |
97,188
-2,760
| -3% | -$88.3K | 2.57% | 7 |
|
|
2015
Q1 | $3.05M | Sell |
99,948
-716
| -0.7% | -$21.6K | 2.62% | 5 |
|
|
2014
Q4 | $2.65M | Sell |
100,664
-5,200
| -5% | -$141K | 2.32% | 7 |
|
|
2014
Q3 | $2.54M | Sell |
105,864
-12,040
| -10% | -$295K | 2.27% | 8 |
|
|
2014
Q2 | $2.56M | Buy |
117,904
+23,656
| +25% | +$503K | 2.01% | 10 |
|
|
2014
Q1 | $1.81M | Sell |
94,248
-22,652
| -19% | -$431K | 1.58% | 17 |
|
|
2013
Q4 | $2.34M | Buy |
+116,900
| New | +$2.21M | 2.23% | 9 |
|
Other funds holding AAPL
VCM
VPM
Aldebaran Financial's AAPL Position: Q1 2026 in Review
Aldebaran Financial reduced its Apple (AAPL) stake by 2.2% in Q1 2026, selling an estimated $146K and leaving 24,511 shares worth $6.22M. The position accounts for 5.91% of the portfolio, ranked #3.
Aldebaran Financial first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $10.1M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Aldebaran Financial held 24,511 shares of Apple worth $6.22M as of Q1 2026.
- Aldebaran Financial sold 560 Apple shares in Q1 2026, an estimated $146K.
- Apple made up 5.91% of Aldebaran Financial's portfolio in Q1 2026, its #3 holding.
- Aldebaran Financial first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Aldebaran Financial's Apple position peaked at $10.1M in Q4 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.