AMG National Trust Bank’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 | $101M | Buy |
396,465
+64,657
| +19% | +$16.8M | 2.18% | 9 |
|
|
2025
Q4 | $90.2M | Sell |
331,808
-7,806
| -2% | -$2.1M | 2.12% | 9 |
|
|
2025
Q3 | $86.5M | Sell |
339,614
-1,485
| -0.4% | -$335K | 2.1% | 11 |
|
|
2025
Q2 | $70M | Buy |
341,099
+3,249
| +1% | +$656K | 1.83% | 11 |
|
|
2025
Q1 | $75M | Buy |
337,850
+8,545
| +3% | +$1.98M | 2.1% | 10 |
|
|
2024
Q4 | $82.6M | Sell |
329,305
-4,199
| -1% | -$990K | 2.27% | 8 |
|
|
2024
Q3 | $77.7M | Sell |
333,504
-63,512
| -16% | -$14.2M | 2.09% | 11 |
|
|
2024
Q2 | $83.6M | Buy |
397,016
+61,213
| +18% | +$11.4M | 2.26% | 9 |
|
|
2024
Q1 | $57.6M | Buy |
335,803
+372
| +0.1% | +$67.6K | 1.68% | 13 |
|
|
2023
Q4 | $64.6M | Sell |
335,431
-4,085
| -1% | -$754K | 2.03% | 10 |
|
|
2023
Q3 | $58.1M | Sell |
339,516
-8,784
| -3% | -$1.61M | 2.03% | 10 |
|
|
2023
Q2 | $67.6M | Sell |
348,300
-2,740
| -0.8% | -$477K | 2.25% | 8 |
|
|
2023
Q1 | $57.9M | Buy |
351,040
+473
| +0.1% | +$69.8K | 2% | 10 |
|
|
2022
Q4 | $45.5M | Sell |
350,567
-55,587
| -14% | -$7.94M | 1.65% | 14 |
|
|
2022
Q3 | $56.1M | Buy |
406,154
+50,124
| +14% | +$7.87M | 2.11% | 10 |
|
|
2022
Q2 | $55.5M | Sell |
356,030
-20,953
| -6% | -$3.17M | 2.07% | 11 |
|
|
2022
Q1 | $65.8M | Sell |
376,983
-885
| -0.2% | -$149K | 2.09% | 12 |
|
|
2021
Q4 | $67.1M | Sell |
377,868
-33,002
| -8% | -$5.22M | 2% | 12 |
|
|
2021
Q3 | $58.1M | Buy |
410,870
+606
| +0.1% | +$89.2K | 1.86% | 12 |
|
|
2021
Q2 | $56.2M | Sell |
410,264
-8,970
| -2% | -$1.16M | 1.79% | 12 |
|
|
2021
Q1 | $51.2M | Sell |
419,234
-37,733
| -8% | -$4.84M | 1.72% | 12 |
|
|
2020
Q4 | $60.6M | Sell |
456,967
-9,892
| -2% | -$1.19M | 2.16% | 12 |
|
|
2020
Q3 | $54.1M | Sell |
466,859
-99,165
| -18% | -$10.8M | 2.23% | 12 |
|
|
2020
Q2 | $51.6M | Buy |
566,024
+537,932
| +1,915% | +$41.7M | 2.28% | 12 |
|
|
2020
Q1 | $1.79M | Buy |
28,092
+4,196
| +18% | +$309K | 0.13% | 84 |
|
|
2019
Q4 | $1.75M | Buy |
23,896
+620
| +3% | +$39.9K | 0.1% | 102 |
|
|
2019
Q3 | $1.3M | Sell |
23,276
-10,172
| -30% | -$532K | 0.08% | 112 |
|
|
2019
Q2 | $1.66M | Buy |
33,448
+1,220
| +4% | +$59.4K | 0.1% | 102 |
|
|
2019
Q1 | $1.53M | Sell |
32,228
-904
| -3% | -$38.3K | 0.09% | 109 |
|
|
2018
Q4 | $1.31M | Buy |
33,132
+800
| +2% | +$38.8K | 0.09% | 114 |
|
|
2018
Q3 | $1.82M | Sell |
32,332
-6,940
| -18% | -$361K | 0.11% | 103 |
|
|
2018
Q2 | $1.82M | Buy |
39,272
+748
| +2% | +$33.9K | 0.11% | 102 |
|
|
2018
Q1 | $1.62M | Sell |
38,524
-1,256
| -3% | -$54.1K | 0.1% | 107 |
|
|
2017
Q4 | $1.68M | Buy |
39,780
+16,372
| +70% | +$684K | 0.11% | 113 |
|
|
2017
Q3 | $902K | Sell |
23,408
-4,344
| -16% | -$169K | 0.06% | 143 |
|
|
2017
Q2 | $999K | Sell |
27,752
-540
| -2% | -$20K | 0.07% | 131 |
|
|
2017
Q1 | $1.02M | Sell |
28,292
-1,720
| -6% | -$56.6K | 0.08% | 129 |
|
|
2016
Q4 | $869K | Buy |
30,012
+1,616
| +6% | +$45.8K | 0.07% | 133 |
|
|
2016
Q3 | $803K | Buy |
28,396
+3,020
| +12% | +$79.9K | 0.07% | 130 |
|
|
2016
Q2 | $606K | Sell |
25,376
-1,960
| -7% | -$48.7K | 0.05% | 156 |
|
|
2016
Q1 | $745K | Sell |
27,336
-1,616
| -6% | -$40.3K | 0.07% | 139 |
|
|
2015
Q4 | $762K | Buy |
28,952
+840
| +3% | +$24K | 0.07% | 140 |
|
|
2015
Q3 | $775K | Buy |
28,112
+504
| +2% | +$14.8K | 0.07% | 139 |
|
|
2015
Q2 | $866K | Buy |
27,608
+604
| +2% | +$19.3K | 0.08% | 131 |
|
|
2015
Q1 | $840K | Buy |
27,004
+1,232
| +5% | +$37.2K | 0.08% | 130 |
|
|
2014
Q4 | $711K | Buy |
25,772
+4,364
| +20% | +$119K | 0.07% | 143 |
|
|
2014
Q3 | $539K | Buy |
21,408
+856
| +4% | +$21K | 0.06% | 164 |
|
|
2014
Q2 | $478K | Sell |
20,552
-504
| -2% | -$10.7K | 0.05% | 190 |
|
|
2014
Q1 | $403K | Sell |
21,056
-1,428
| -6% | -$27.2K | 0.04% | 193 |
|
|
2013
Q4 | $451K | Buy |
22,484
+1,960
| +10% | +$37K | 0.05% | 188 |
|
|
2013
Q3 | $350K | Buy |
20,524
+56
| +0.3% | +$928 | 0.04% | 187 |
|
|
2013
Q2 | $290K | Buy |
+20,468
| New | +$315K | 0.04% | 185 |
|
Other funds holding AAPL
VCM
VPM
AMG National Trust Bank's AAPL Position: Q1 2026 in Review
AMG National Trust Bank increased its Apple (AAPL) stake by 19% in Q1 2026, buying an estimated $16.8M and bringing the position to 396,465 shares worth $101M. The position accounts for 2.18% of the portfolio, ranked #9.
AMG National Trust Bank first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- AMG National Trust Bank held 396,465 shares of Apple worth $101M as of Q1 2026.
- AMG National Trust Bank bought 64,657 Apple shares in Q1 2026, an estimated $16.8M.
- Apple made up 2.18% of AMG National Trust Bank's portfolio in Q1 2026, its #9 holding.
- AMG National Trust Bank first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.