Broadleaf Partners’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 | $23.2M | Sell |
91,302
-2,874
| -3% | -$748K | 5.4% | 2 |
|
|
2025
Q4 | $25.6M | Sell |
94,176
-189
| -0.2% | -$50.7K | 5.4% | 4 |
|
|
2025
Q3 | $24M | Sell |
94,365
-1,471
| -2% | -$332K | 5.01% | 4 |
|
|
2025
Q2 | $19.7M | Sell |
95,836
-18,412
| -16% | -$3.72M | 4.33% | 4 |
|
|
2025
Q1 | $25.4M | Sell |
114,248
-1,909
| -2% | -$442K | 6.64% | 1 |
|
|
2024
Q4 | $29.1M | Sell |
116,157
-3,001
| -3% | -$707K | 6.79% | 2 |
|
|
2024
Q3 | $27.8M | Sell |
119,158
-435
| -0.4% | -$97.1K | 6.57% | 1 |
|
|
2024
Q2 | $25.2M | Buy |
119,593
+36,111
| +43% | +$6.73M | 6.09% | 3 |
|
|
2024
Q1 | $14.3M | Sell |
83,482
-28,563
| -25% | -$5.19M | 3.67% | 7 |
|
|
2023
Q4 | $21.6M | Buy |
112,045
+1,039
| +0.9% | +$192K | 6.32% | 2 |
|
|
2023
Q3 | $19M | Sell |
111,006
-591
| -0.5% | -$108K | 6.35% | 2 |
|
|
2023
Q2 | $21.6M | Sell |
111,597
-14,006
| -11% | -$2.44M | 7.06% | 2 |
|
|
2023
Q1 | $20.7M | Buy |
125,603
+2,235
| +2% | +$330K | 7.39% | 1 |
|
|
2022
Q4 | $16M | Sell |
123,368
-1,213
| -1% | -$173K | 6.32% | 1 |
|
|
2022
Q3 | $17.2M | Sell |
124,581
-372
| -0.3% | -$58.4K | 7.16% | 1 |
|
|
2022
Q2 | $17.1M | Buy |
124,953
+2,901
| +2% | +$439K | 7.14% | 2 |
|
|
2022
Q1 | $21.3M | Buy |
122,052
+118
| +0.1% | +$19.8K | 7.1% | 1 |
|
|
2021
Q4 | $21.7M | Sell |
121,934
-863
| -0.7% | -$136K | 6.65% | 2 |
|
|
2021
Q3 | $17.4M | Buy |
122,797
+5,416
| +5% | +$797K | 5.75% | 4 |
|
|
2021
Q2 | $16.1M | Sell |
117,381
-22,851
| -16% | -$2.96M | 5.59% | 3 |
|
|
2021
Q1 | $17.1M | Buy |
140,232
+5,291
| +4% | +$679K | 6.45% | 3 |
|
|
2020
Q4 | $17.9M | Buy |
134,941
+8,897
| +7% | +$1.07M | 7.07% | 2 |
|
|
2020
Q3 | $14.6M | Sell |
126,044
-588
| -0.5% | -$64.2K | 6.43% | 3 |
|
|
2020
Q2 | $11.5M | Buy |
126,632
+1,512
| +1% | +$117K | 5.66% | 3 |
|
|
2020
Q1 | $7.95M | Sell |
125,120
-10,860
| -8% | -$799K | 5.13% | 3 |
|
|
2019
Q4 | $9.98M | Sell |
135,980
-15,220
| -10% | -$979K | 5.47% | 2 |
|
|
2019
Q3 | $8.47M | Buy |
151,200
+3,532
| +2% | +$185K | 5.29% | 2 |
|
|
2019
Q2 | $7.31M | Sell |
147,668
-17,476
| -11% | -$852K | 4.67% | 4 |
|
|
2019
Q1 | $7.84M | Sell |
165,144
-2,400
| -1% | -$102K | 5.47% | 3 |
|
|
2018
Q4 | $6.61M | Sell |
167,544
-1,500
| -0.9% | -$72.7K | 5.28% | 3 |
|
|
2018
Q3 | $9.54M | Sell |
169,044
-3,340
| -2% | -$174K | 6.4% | 1 |
|
|
2018
Q2 | $7.98M | Buy |
172,384
+648
| +0.4% | +$29.4K | 5.85% | 1 |
|
|
2018
Q1 | $7.2M | Sell |
171,736
-2,920
| -2% | -$126K | 5.54% | 1 |
|
|
2017
Q4 | $7.39M | Buy |
+174,656
| New | +$7.3M | 6.14% | 2 |
|
Other funds holding AAPL
VCM
VPM
Broadleaf Partners's AAPL Position: Q1 2026 in Review
Broadleaf Partners reduced its Apple (AAPL) stake by 3.1% in Q1 2026, selling an estimated $748K and leaving 91,302 shares worth $23.2M. The position accounts for 5.4% of the portfolio, ranked #2.
Broadleaf Partners first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $29.1M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Broadleaf Partners held 91,302 shares of Apple worth $23.2M as of Q1 2026.
- Broadleaf Partners sold 2,874 Apple shares in Q1 2026, an estimated $748K.
- Apple made up 5.4% of Broadleaf Partners's portfolio in Q1 2026, its #2 holding.
- Broadleaf Partners first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Broadleaf Partners's Apple position peaked at $29.1M in Q4 2024.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.