Benson Investment Management Company’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 | – | Sell |
-24,981
| Closed | -$6.79M | – | 8 |
|
|
2025
Q4 | $6.79M | Buy |
24,981
+267
| +1% | +$71.7K | 2.37% | 12 |
|
|
2025
Q3 | $6.29M | Buy |
24,714
+115
| +0.5% | +$26K | 2.15% | 15 |
|
|
2025
Q2 | $5.05M | Sell |
24,599
-23,483
| -49% | -$4.74M | 1.91% | 27 |
|
|
2025
Q1 | $10.7M | Sell |
48,082
-5,755
| -11% | -$1.33M | 4.65% | 1 |
|
|
2024
Q4 | $13.5M | Sell |
53,837
-410
| -0.8% | -$96.6K | 5.6% | 1 |
|
|
2024
Q3 | $12.6M | Sell |
54,247
-129
| -0.2% | -$28.8K | 5% | 1 |
|
|
2024
Q2 | $11.5M | Sell |
54,376
-247
| -0.5% | -$46.1K | 4.74% | 2 |
|
|
2024
Q1 | $9.37M | Buy |
54,623
+936
| +2% | +$170K | 3.98% | 2 |
|
|
2023
Q4 | $10.3M | Sell |
53,687
-2,407
| -4% | -$444K | 5.29% | 2 |
|
|
2023
Q3 | $9.6M | Sell |
56,094
-484
| -0.9% | -$88.8K | 5.39% | 2 |
|
|
2023
Q2 | $11M | Sell |
56,578
-3,442
| -6% | -$600K | 6.09% | 1 |
|
|
2023
Q1 | $9.9M | Sell |
60,020
-395
| -0.7% | -$58.3K | 5.66% | 1 |
|
|
2022
Q4 | $7.85M | Sell |
60,415
-3,340
| -5% | -$477K | 4.63% | 2 |
|
|
2022
Q3 | $8.81M | Sell |
63,755
-3,141
| -5% | -$493K | 6.21% | 1 |
|
|
2022
Q2 | $9.09M | Sell |
66,896
-12,284
| -16% | -$1.86M | 5.67% | 2 |
|
|
2022
Q1 | $13.8M | Sell |
79,180
-2,055
| -3% | -$346K | 6.93% | 1 |
|
|
2021
Q4 | $14.4M | Sell |
81,235
-205
| -0.3% | -$32.4K | 7% | 1 |
|
|
2021
Q3 | $11.5M | Sell |
81,440
-180
| -0.2% | -$26.5K | 5.94% | 2 |
|
|
2021
Q2 | $11.2M | Buy |
81,620
+52
| +0.1% | +$6.74K | 5.69% | 2 |
|
|
2021
Q1 | $9.96M | Sell |
81,568
-262
| -0.3% | -$33.6K | 5.81% | 2 |
|
|
2020
Q4 | $10.9M | Sell |
81,830
-2,354
| -3% | -$283K | 6.63% | 1 |
|
|
2020
Q3 | $9.75M | Sell |
84,184
-320
| -0.4% | -$34.9K | 6.25% | 1 |
|
|
2020
Q2 | $7.71M | Sell |
84,504
-300
| -0.4% | -$23.2K | 5.32% | 3 |
|
|
2020
Q1 | $5.39M | Sell |
84,804
-12,800
| -13% | -$941K | 4.33% | 3 |
|
|
2019
Q4 | $7.17M | Sell |
97,604
-180
| -0.2% | -$11.6K | 4.62% | 1 |
|
|
2019
Q3 | $5.47M | Sell |
97,784
-4,180
| -4% | -$219K | 3.94% | 2 |
|
|
2019
Q2 | $4.84M | Sell |
101,964
-1,416
| -1% | -$69K | 3.65% | 3 |
|
|
2019
Q1 | $4.91M | Sell |
103,380
-300
| -0.3% | -$12.7K | 3.8% | 2 |
|
|
2018
Q4 | $4.09M | Sell |
103,680
-11,240
| -10% | -$545K | 3.47% | 3 |
|
|
2018
Q3 | $6.49M | Sell |
114,920
-2,880
| -2% | -$150K | 4.87% | 1 |
|
|
2018
Q2 | $5.45M | Buy |
117,800
+40
| +0% | +$1.81K | 4.29% | 1 |
|
|
2018
Q1 | $4.94M | Buy |
117,760
+17,060
| +17% | +$734K | 4% | 1 |
|
|
2017
Q4 | $4.26M | Sell |
100,700
-9,320
| -8% | -$389K | 3.17% | 1 |
|
|
2017
Q3 | $4.24M | Sell |
110,020
-240
| -0.2% | -$9.31K | 3.49% | 1 |
|
|
2017
Q2 | $3.97M | Buy |
110,260
+1,572
| +1% | +$58.1K | 3.58% | 1 |
|
|
2017
Q1 | $3.13M | Buy |
108,688
+700
| +0.6% | +$23.1K | 3.08% | 2 |
|
|
2016
Q4 | $3.13M | Buy |
+107,988
| New | +$3.06M | 3.1% | 3 |
|
Other funds holding AAPL
VCM
VPM
Benson Investment Management Company's AAPL Position: Q1 2026 in Review
Benson Investment Management Company sold out of Apple (AAPL) in Q1 2026, closing a stake of 24,981 shares — an estimated $6.79M sold.
Benson Investment Management Company first reported a position in AAPL in Q4 2016 and held it in 37 quarters. The position peaked at $14.4M in Q4 2021. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Benson Investment Management Company reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
- Benson Investment Management Company sold 24,981 Apple shares in Q1 2026, an estimated $6.79M.
- Benson Investment Management Company first reported a position in Apple in Q4 2016 and held it in 37 quarters.
- Benson Investment Management Company's Apple position peaked at $14.4M in Q4 2021.
- 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Benson Investment Management Company's 13F filing for Q1 2026, filed 13 Apr 2026.