Brio Consultants’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 | $9.07M | Sell |
31,913
-788
| -2% | -$205K | 1.11% | 22 |
|
|
2025
Q4 | $8.89M | Sell |
32,701
-316
| -1% | -$84.8K | 1.16% | 20 |
|
|
2025
Q3 | $8.41M | Sell |
33,017
-1,976
| -6% | -$446K | 1.16% | 20 |
|
|
2025
Q2 | $7.18M | Sell |
34,993
-3,289
| -9% | -$664K | 1.05% | 22 |
|
|
2025
Q1 | $8.5M | Sell |
38,282
-407
| -1% | -$94.3K | 1.34% | 17 |
|
|
2024
Q4 | $9.69M | Buy |
38,689
+3,489
| +10% | +$822K | 1.52% | 15 |
|
|
2024
Q3 | $8.2M | Buy |
35,200
+873
| +3% | +$195K | 1.3% | 18 |
|
|
2024
Q2 | $7.23M | Buy |
34,327
+2,976
| +9% | +$555K | 1.19% | 21 |
|
|
2024
Q1 | $5.38M | Sell |
31,351
-198
| -0.6% | -$36K | 0.91% | 27 |
|
|
2023
Q4 | $6.07M | Sell |
31,549
-2,422
| -7% | -$447K | 1.08% | 24 |
|
|
2023
Q3 | $5.82M | Sell |
33,971
-37,056
| -52% | -$6.8M | 1.09% | 24 |
|
|
2023
Q2 | $13.8M | Sell |
71,027
-1,630
| -2% | -$284K | 2.49% | 14 |
|
|
2023
Q1 | $12M | Buy |
72,657
+2,294
| +3% | +$338K | 2.22% | 14 |
|
|
2022
Q4 | $9.14M | Sell |
70,363
-7,480
| -10% | -$1.07M | 1.82% | 18 |
|
|
2022
Q3 | $11.6M | Buy |
77,843
+40,053
| +106% | +$6.29M | 2.46% | 14 |
|
|
2022
Q2 | $5.5M | Sell |
37,790
-1,471
| -4% | -$223K | 1.25% | 23 |
|
|
2022
Q1 | $6.86M | Sell |
39,261
-1,953
| -5% | -$328K | 1.46% | 21 |
|
|
2021
Q4 | $7.32M | Buy |
41,214
+314
| +0.8% | +$49.6K | 1.72% | 18 |
|
|
2021
Q3 | $5.79M | Sell |
40,900
-373
| -0.9% | -$54.9K | 1.4% | 21 |
|
|
2021
Q2 | $5.65M | Buy |
41,273
+1,686
| +4% | +$218K | 1.44% | 21 |
|
|
2021
Q1 | $4.84M | Sell |
39,587
-1,043
| -3% | -$134K | 1.42% | 21 |
|
|
2020
Q4 | $5.39M | Buy |
40,630
+1,827
| +5% | +$220K | 1.74% | 21 |
|
|
2020
Q3 | $4.49M | Buy |
38,803
+14,095
| +57% | +$1.54M | 1.36% | 22 |
|
|
2020
Q2 | $2.25M | Buy |
24,708
+1,668
| +7% | +$129K | 0.75% | 25 |
|
|
2020
Q1 | $1.47M | Sell |
23,040
-748
| -3% | -$55K | 0.59% | 26 |
|
|
2019
Q4 | $1.75M | Sell |
23,788
-220
| -0.9% | -$14.2K | 0.59% | 26 |
|
|
2019
Q3 | $1.34M | Buy |
24,008
+688
| +3% | +$36K | 0.5% | 30 |
|
|
2019
Q2 | $1.15M | Sell |
23,320
-1,180
| -5% | -$57.5K | 0.46% | 29 |
|
|
2019
Q1 | $1.16M | Sell |
24,500
-1,472
| -6% | -$62.4K | 0.52% | 29 |
|
|
2018
Q4 | $1.02M | Buy |
+25,972
| New | +$1.26M | 0.53% | 29 |
|
Other funds holding AAPL
VCM
VPM
Brio Consultants's AAPL Position: Q1 2026 in Review
Brio Consultants reduced its Apple (AAPL) stake by 2.4% in Q1 2026, selling an estimated $205K and leaving 31,913 shares worth $9.07M. The position accounts for 1.11% of the portfolio, ranked #22.
Brio Consultants first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.8M in Q2 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Brio Consultants held 31,913 shares of Apple worth $9.07M as of Q1 2026.
- Brio Consultants sold 788 Apple shares in Q1 2026, an estimated $205K.
- Apple made up 1.11% of Brio Consultants's portfolio in Q1 2026, its #22 holding.
- Brio Consultants first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- Brio Consultants's Apple position peaked at $13.8M in Q2 2023.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.