Bigelow Investment Advisors’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 | $6.68M | Sell |
26,337
-564
| -2% | -$147K | 2.68% | 6 |
|
|
2025
Q4 | $7.31M | Sell |
26,901
-445
| -2% | -$119K | 2.86% | 5 |
|
|
2025
Q3 | $6.96M | Sell |
27,346
-4,349
| -14% | -$982K | 2.81% | 5 |
|
|
2025
Q2 | $5.79M | Buy |
31,695
+3,093
| +11% | +$625K | 2.55% | 7 |
|
|
2025
Q1 | $6.35M | Buy |
28,602
+273
| +1% | +$63.2K | 3.02% | 5 |
|
|
2024
Q4 | $7.09M | Buy |
28,329
+151
| +0.5% | +$35.6K | 3.33% | 4 |
|
|
2024
Q3 | $6.57M | Sell |
28,178
-241
| -0.8% | -$53.8K | 2.93% | 4 |
|
|
2024
Q2 | $5.99M | Sell |
28,419
-188
| -0.7% | -$35.1K | 2.86% | 4 |
|
|
2024
Q1 | $4.91M | Sell |
28,607
-3,333
| -10% | -$606K | 2.41% | 7 |
|
|
2023
Q4 | $6.15M | Sell |
31,940
-389
| -1% | -$71.8K | 3.33% | 4 |
|
|
2023
Q3 | $5.54M | Sell |
32,329
-114
| -0.4% | -$20.9K | 3.18% | 4 |
|
|
2023
Q2 | $6.29M | Sell |
32,443
-643
| -2% | -$112K | 3.44% | 4 |
|
|
2023
Q1 | $5.46M | Sell |
33,086
-2,247
| -6% | -$332K | 3.14% | 4 |
|
|
2022
Q4 | $4.59M | Sell |
35,333
-3,982
| -10% | -$569K | 2.66% | 5 |
|
|
2022
Q3 | $5.43M | Sell |
39,315
-717
| -2% | -$113K | 3.24% | 5 |
|
|
2022
Q2 | $5.47M | Buy |
40,032
+1,596
| +4% | +$242K | 3.01% | 8 |
|
|
2022
Q1 | $6.71M | Buy |
38,436
+1,586
| +4% | +$267K | 3.14% | 7 |
|
|
2021
Q4 | $6.54M | Sell |
36,850
-2,858
| -7% | -$452K | 2.97% | 9 |
|
|
2021
Q3 | $5.62M | Sell |
39,708
-2,158
| -5% | -$318K | 2.77% | 9 |
|
|
2021
Q2 | $5.73M | Buy |
41,866
+381
| +0.9% | +$49.4K | 2.78% | 9 |
|
|
2021
Q1 | $5.07M | Sell |
41,485
-3,170
| -7% | -$407K | 2.57% | 10 |
|
|
2020
Q4 | $5.92M | Sell |
44,655
-2,890
| -6% | -$348K | 3.14% | 6 |
|
|
2020
Q3 | $5.51M | Sell |
47,545
-2,167
| -4% | -$236K | 3.26% | 6 |
|
|
2020
Q2 | $4.53M | Sell |
49,712
-5,852
| -11% | -$453K | 2.94% | 8 |
|
|
2020
Q1 | $3.53M | Sell |
55,564
-12,544
| -18% | -$923K | 2.65% | 8 |
|
|
2019
Q4 | $5M | Sell |
68,108
-1,880
| -3% | -$121K | 2.93% | 6 |
|
|
2019
Q3 | $3.92M | Buy |
69,988
+1,056
| +2% | +$55.2K | 2.49% | 7 |
|
|
2019
Q2 | $3.41M | Sell |
68,932
-1,660
| -2% | -$80.9K | 2.29% | 8 |
|
|
2019
Q1 | $3.35M | Sell |
70,592
-5,176
| -7% | -$220K | 2.32% | 8 |
|
|
2018
Q4 | $2.99M | Sell |
75,768
-520
| -0.7% | -$25.2K | 2.23% | 8 |
|
|
2018
Q3 | $4.3M | Sell |
76,288
-4,684
| -6% | -$244K | 2.89% | 5 |
|
|
2018
Q2 | $3.75M | Sell |
80,972
-640
| -0.8% | -$29K | 2.56% | 6 |
|
|
2018
Q1 | $3.42M | Buy |
81,612
+65,804
| +416% | +$2.83M | 2.32% | 6 |
|
|
2017
Q4 | $669K | Buy |
+15,808
| New | +$661K | 0.67% | 42 |
|
Other funds holding AAPL
VCM
VPM
Bigelow Investment Advisors's AAPL Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its Apple (AAPL) stake by 2.1% in Q1 2026, selling an estimated $147K and leaving 26,337 shares worth $6.68M. The position accounts for 2.68% of the portfolio, ranked #6.
Bigelow Investment Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.31M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Bigelow Investment Advisors held 26,337 shares of Apple worth $6.68M as of Q1 2026.
- Bigelow Investment Advisors sold 564 Apple shares in Q1 2026, an estimated $147K.
- Apple made up 2.68% of Bigelow Investment Advisors's portfolio in Q1 2026, its #6 holding.
- Bigelow Investment Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's Apple position peaked at $7.31M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.