Analyst IMS Investment Management Services’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 | $11.4M | Sell |
44,904
-18,498
| -29% | -$4.81M | 0.35% | 29 |
|
|
2025
Q4 | $17.2M | Sell |
63,402
-11,811
| -16% | -$3.17M | 0.5% | 24 |
|
|
2025
Q3 | $19.2M | Buy |
75,213
+2,386
| +3% | +$539K | 0.6% | 21 |
|
|
2025
Q2 | $14.9M | Buy |
72,827
+2,989
| +4% | +$604K | 0.51% | 21 |
|
|
2025
Q1 | $15.5M | Sell |
69,838
-17,817
| -20% | -$4.13M | 0.6% | 18 |
|
|
2024
Q4 | $21.9M | Buy |
87,655
+3,108
| +4% | +$732K | 0.8% | 14 |
|
|
2024
Q3 | $19.7M | Buy |
84,547
+9,710
| +13% | +$2.17M | 0.76% | 15 |
|
|
2024
Q2 | $15.8M | Buy |
74,837
+26,881
| +56% | +$5.01M | 0.65% | 16 |
|
|
2024
Q1 | $8.22M | Buy |
47,956
+970
| +2% | +$176K | 0.36% | 22 |
|
|
2023
Q4 | $9.05M | Sell |
46,986
-2,227
| -5% | -$411K | 0.47% | 20 |
|
|
2023
Q3 | $8.4M | Buy |
49,213
+561
| +1% | +$103K | 0.53% | 17 |
|
|
2023
Q2 | $9.22M | Buy |
48,652
+90
| +0.2% | +$15.7K | 0.62% | 15 |
|
|
2023
Q1 | $7.88M | Sell |
48,562
-1,396
| -3% | -$206K | 0.6% | 16 |
|
|
2022
Q4 | $6.47M | Buy |
49,958
+30
| +0.1% | +$4.29K | 0.56% | 18 |
|
|
2022
Q3 | $7.11M | Sell |
49,928
-2,555
| -5% | -$401K | 0.69% | 16 |
|
|
2022
Q2 | $7.18M | Sell |
52,483
-935
| -2% | -$142K | 0.68% | 17 |
|
|
2022
Q1 | $9.33M | Buy |
53,418
+1,000
| +2% | +$168K | 0.83% | 17 |
|
|
2021
Q4 | $9.34M | Buy |
52,418
+66
| +0.1% | +$10.4K | 0.89% | 17 |
|
|
2021
Q3 | $7.41M | Buy |
52,352
+572
| +1% | +$84.2K | 0.91% | 17 |
|
|
2021
Q2 | $7.09M | Sell |
51,780
-121
| -0.2% | -$15.7K | 0.85% | 20 |
|
|
2021
Q1 | $6.34M | Sell |
51,901
-15,739
| -23% | -$2.02M | 0.85% | 20 |
|
|
2020
Q4 | $8.98M | Sell |
67,640
-1,520
| -2% | -$183K | 1.5% | 12 |
|
|
2020
Q3 | $8.01M | Sell |
69,160
-14,392
| -17% | -$1.57M | 1.63% | 9 |
|
|
2020
Q2 | $7.62M | Sell |
83,552
-12,284
| -13% | -$952K | 1.77% | 9 |
|
|
2020
Q1 | $6.09M | Sell |
95,836
-8,816
| -8% | -$648K | 1.96% | 8 |
|
|
2019
Q4 | $7.68M | Sell |
104,652
-5,560
| -5% | -$358K | 2.09% | 9 |
|
|
2019
Q3 | $6.06M | Sell |
110,212
-400
| -0.4% | -$20.9K | 1.8% | 9 |
|
|
2019
Q2 | $5.47M | Buy |
110,612
+188
| +0.2% | +$9.16K | 1.63% | 9 |
|
|
2019
Q1 | $5.24M | Sell |
110,424
-126,520
| -53% | -$5.37M | 1.62% | 9 |
|
|
2018
Q4 | $9.34K | Buy |
236,944
+120,212
| +103% | +$5.83M | 1.49% | 11 |
|
|
2018
Q3 | $6.53K | Sell |
116,732
-3,228
| -3% | -$168K | 1.04% | 11 |
|
|
2018
Q2 | $5.56M | Sell |
119,960
-26,612
| -18% | -$1.21M | 1.7% | 10 |
|
|
2018
Q1 | $6.15M | Buy |
146,572
+272
| +0.2% | +$11.7K | 1.94% | 11 |
|
|
2017
Q4 | $6.16M | Sell |
146,300
-568
| -0.4% | -$23.7K | 1.88% | 13 |
|
|
2017
Q3 | $5.59M | Sell |
146,868
-14,080
| -9% | -$546K | 1.84% | 15 |
|
|
2017
Q2 | $5.79M | Sell |
160,948
-12,356
| -7% | -$457K | 2.06% | 14 |
|
|
2017
Q1 | $6.23M | Sell |
173,304
-10,496
| -6% | -$346K | 2.43% | 11 |
|
|
2016
Q4 | $5.32M | Sell |
183,800
-5,864
| -3% | -$166K | 2.33% | 12 |
|
|
2016
Q3 | $5.36M | Sell |
189,664
-6,160
| -3% | -$163K | 2.27% | 14 |
|
|
2016
Q2 | $4.68M | Sell |
195,824
-5,384
| -3% | -$134K | 1.98% | 15 |
|
|
2016
Q1 | $5.48M | Buy |
201,208
+4,336
| +2% | +$108K | 2.36% | 12 |
|
|
2015
Q4 | $5.18M | Sell |
196,872
-2,492
| -1% | -$71.2K | 2.16% | 13 |
|
|
2015
Q3 | $5.5M | Buy |
199,364
+7,180
| +4% | +$211K | 2.32% | 11 |
|
|
2015
Q2 | $6.03M | Sell |
192,184
-4,272
| -2% | -$137K | 2.35% | 11 |
|
|
2015
Q1 | $6.11M | Sell |
196,456
-1,088
| -0.6% | -$32.9K | 2.37% | 10 |
|
|
2014
Q4 | $5.45M | Buy |
+197,544
| New | +$5.37M | 2.1% | 14 |
|
Other funds holding AAPL
VCM
VPM
Analyst IMS Investment Management Services's AAPL Position: Q1 2026 in Review
Analyst IMS Investment Management Services reduced its Apple (AAPL) stake by 29% in Q1 2026, selling an estimated $4.81M and leaving 44,904 shares worth $11.4M. The position accounts for 0.35% of the portfolio, ranked #29.
Analyst IMS Investment Management Services first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $21.9M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Analyst IMS Investment Management Services held 44,904 shares of Apple worth $11.4M as of Q1 2026.
- Analyst IMS Investment Management Services sold 18,498 Apple shares in Q1 2026, an estimated $4.81M.
- Apple made up 0.35% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #29 holding.
- Analyst IMS Investment Management Services first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- Analyst IMS Investment Management Services's Apple position peaked at $21.9M in Q4 2024.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.