Applied Finance Capital 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	$59.9M	Sell	235,931 -10,953	-4%	-$2.85M	4.49%	1
2025 Q4	$67.1M	Sell	246,884 -5,915	-2%	-$1.59M	4.81%	1
2025 Q3	$64.4M	Sell	252,799 -18,097	-7%	-$4.09M	4.57%	1
2025 Q2	$55.6M	Buy	270,896 +3,729	+1%	+$753K	3.8%	1
2025 Q1	$59.3M	Sell	267,167 -140,939	-35%	-$32.7M	4.37%	1
2024 Q4	$102M	Buy	408,106 +5,407	+1%	+$1.27M	4.44%	1
2024 Q3	$93.8M	Sell	402,699 -17,122	-4%	-$3.82M	4.01%	1
2024 Q2	$88.4M	Buy	419,821 +218,699	+109%	+$40.8M	4.09%	1
2024 Q1	$34.5M	Buy	201,122 +31,489	+19%	+$5.73M	2.42%	10
2023 Q4	$32.7M	Buy	169,633 +17,467	+11%	+$3.23M	2.84%	6
2023 Q3	$26.1M	Sell	152,166 -16,359	-10%	-$3M	2.83%	7
2023 Q2	$32.7M	Sell	168,525 -17,435	-9%	-$3.04M	3.7%	1
2023 Q1	$30.7M	Buy	185,960 +29,051	+19%	+$4.29M	3.81%	1
2022 Q4	$20.4M	Buy	+156,909	New	+$22.4M	2.66%	7