American Money Management’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 | $30.6M | Sell |
120,408
-1,962
| -2% | -$511K | 4.84% | 3 |
|
|
2025
Q4 | $33.3M | Buy |
122,370
+9,771
| +9% | +$2.62M | 5.23% | 3 |
|
|
2025
Q3 | $28.7M | Buy |
112,599
+54
| +0% | +$12.2K | 4.78% | 4 |
|
|
2025
Q2 | $23.1M | Sell |
112,545
-2,104
| -2% | -$425K | 4.08% | 4 |
|
|
2025
Q1 | $25.5M | Sell |
114,649
-986
| -0.9% | -$228K | 4.83% | 3 |
|
|
2024
Q4 | $29M | Sell |
115,635
-2,412
| -2% | -$568K | 5.65% | 2 |
|
|
2024
Q3 | $27.5M | Sell |
118,047
-3,556
| -3% | -$794K | 5.5% | 2 |
|
|
2024
Q2 | $25.6M | Sell |
121,603
-22,482
| -16% | -$4.19M | 5.47% | 2 |
|
|
2024
Q1 | $24.7M | Sell |
144,085
-1,170
| -0.8% | -$213K | 5.15% | 3 |
|
|
2023
Q4 | $28M | Sell |
145,255
-1,233
| -0.8% | -$228K | 6.3% | 1 |
|
|
2023
Q3 | $25.1M | Sell |
146,488
-520
| -0.4% | -$95.4K | 6.41% | 2 |
|
|
2023
Q2 | $28.5M | Sell |
147,008
-1,259
| -0.8% | -$219K | 7.11% | 2 |
|
|
2023
Q1 | $24.4M | Buy |
148,267
+28
| +0% | +$4.13K | 6.49% | 2 |
|
|
2022
Q4 | $19.3M | Sell |
148,239
-1,346
| -0.9% | -$192K | 5.49% | 2 |
|
|
2022
Q3 | $20.7M | Sell |
149,585
-508
| -0.3% | -$79.7K | 6.31% | 2 |
|
|
2022
Q2 | $20.5M | Sell |
150,093
-1,243
| -0.8% | -$188K | 5.98% | 2 |
|
|
2022
Q1 | $26.4M | Sell |
151,336
-3,703
| -2% | -$623K | 7.02% | 2 |
|
|
2021
Q4 | $27.5M | Buy |
155,039
+110
| +0.1% | +$17.4K | 7.14% | 1 |
|
|
2021
Q3 | $21.9M | Buy |
154,929
+25,023
| +19% | +$3.68M | 6.2% | 2 |
|
|
2021
Q2 | $17.8M | Buy |
129,906
+474
| +0.4% | +$61.4K | 6.02% | 2 |
|
|
2021
Q1 | $15.8M | Buy |
129,432
+368
| +0.3% | +$47.2K | 5.89% | 1 |
|
|
2020
Q4 | $17.1M | Sell |
129,064
-881
| -0.7% | -$106K | 6.7% | 1 |
|
|
2020
Q3 | $15M | Sell |
129,945
-18,407
| -12% | -$2.01M | 6.82% | 1 |
|
|
2020
Q2 | $13.5M | Sell |
148,352
-4,932
| -3% | -$382K | 6.31% | 1 |
|
|
2020
Q1 | $9.74M | Sell |
153,284
-11,572
| -7% | -$851K | 5.46% | 3 |
|
|
2019
Q4 | $12.1M | Sell |
164,856
-504
| -0.3% | -$32.4K | 5.65% | 1 |
|
|
2019
Q3 | $9.26M | Sell |
165,360
-9,680
| -6% | -$506K | 4.94% | 3 |
|
|
2019
Q2 | $8.66M | Buy |
175,040
+3,544
| +2% | +$173K | 4.63% | 4 |
|
|
2019
Q1 | $8.14M | Buy |
171,496
+5,748
| +3% | +$244K | 4.53% | 3 |
|
|
2018
Q4 | $6.54M | Sell |
165,748
-7,348
| -4% | -$356K | 4.12% | 4 |
|
|
2018
Q3 | $9.77M | Sell |
173,096
-6,028
| -3% | -$314K | 5.6% | 1 |
|
|
2018
Q2 | $8.29M | Sell |
179,124
-10,044
| -5% | -$456K | 5.02% | 2 |
|
|
2018
Q1 | $7.93M | Sell |
189,168
-3,624
| -2% | -$156K | 4.95% | 2 |
|
|
2017
Q4 | $8.16M | Sell |
192,792
-1,136
| -0.6% | -$47.5K | 4.94% | 2 |
|
|
2017
Q3 | $7.47M | Buy |
193,928
+744
| +0.4% | +$28.9K | 4.97% | 2 |
|
|
2017
Q2 | $6.96M | Sell |
193,184
-4,836
| -2% | -$179K | 4.95% | 2 |
|
|
2017
Q1 | $7.11M | Buy |
198,020
+4,648
| +2% | +$153K | 5.25% | 2 |
|
|
2016
Q4 | $5.35M | Sell |
193,372
-6,180
| -3% | -$175K | 4.3% | 2 |
|
|
2016
Q3 | $5.35M | Sell |
199,552
-8
| -0% | -$212 | 4.28% | 3 |
|
|
2016
Q2 | $4.77M | Sell |
199,560
-14,396
| -7% | -$358K | 3.95% | 2 |
|
|
2016
Q1 | $5.83M | Buy |
213,956
+7,792
| +4% | +$194K | 4.83% | 2 |
|
|
2015
Q4 | $5.42M | Buy |
206,164
+1,960
| +1% | +$56K | 4.65% | 2 |
|
|
2015
Q3 | $5.63M | Sell |
204,204
-3,736
| -2% | -$110K | 5.32% | 1 |
|
|
2015
Q2 | $6.52M | Buy |
207,940
+25,496
| +14% | +$816K | 5.51% | 2 |
|
|
2015
Q1 | $5.68M | Buy |
182,444
+3,620
| +2% | +$109K | 4.96% | 2 |
|
|
2014
Q4 | $4.93M | Buy |
178,824
+34,452
| +24% | +$937K | 4.25% | 2 |
|
|
2014
Q3 | $3.64M | Sell |
144,372
-22,572
| -14% | -$554K | 3.08% | 5 |
|
|
2014
Q2 | $3.88M | Sell |
166,944
-2,232
| -1% | -$47.5K | 3.17% | 4 |
|
|
2014
Q1 | $3.24M | Buy |
169,176
+15,148
| +10% | +$288K | 2.76% | 6 |
|
|
2013
Q4 | $3.09M | Buy |
+154,028
| New | +$2.91M | 2.66% | 6 |
|
Other funds holding AAPL
VCM
VPM
