BTC 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 | $61M | Buy |
240,347
+32,198
| +15% | +$8.38M | 4.13% | 3 |
|
|
2025
Q4 | $56.6M | Sell |
208,149
-3,535
| -2% | -$949K | 3.95% | 4 |
|
|
2025
Q3 | $53.9M | Buy |
211,684
+2,045
| +1% | +$462K | 3.72% | 4 |
|
|
2025
Q2 | $43M | Sell |
209,639
-3,617
| -2% | -$730K | 3.51% | 5 |
|
|
2025
Q1 | $47.4M | Buy |
213,256
+8,852
| +4% | +$2.05M | 4.33% | 2 |
|
|
2024
Q4 | $51.2M | Sell |
204,404
-2,880
| -1% | -$679K | 4.74% | 2 |
|
|
2024
Q3 | $48.3M | Sell |
207,284
-6,701
| -3% | -$1.5M | 4.29% | 2 |
|
|
2024
Q2 | $45.1M | Sell |
213,985
-13,351
| -6% | -$2.49M | 4.18% | 3 |
|
|
2024
Q1 | $39M | Buy |
+227,336
| New | +$41.3M | 3.56% | 3 |
|
|
2023
Q3 | $38.8M | Sell |
226,454
-5,992
| -3% | -$1.1M | 4.47% | 2 |
|
|
2023
Q2 | $45.4M | Sell |
232,446
-12,020
| -5% | -$2.09M | 4.91% | 1 |
|
|
2023
Q1 | $40.3M | Buy |
244,466
+1,764
| +0.7% | +$260K | 4.64% | 2 |
|
|
2022
Q4 | $31.7M | Sell |
242,702
-3,801
| -2% | -$543K | 3.81% | 2 |
|
|
2022
Q3 | $34.1M | Sell |
246,503
-4,509
| -2% | -$708K | 4.45% | 2 |
|
|
2022
Q2 | $34.3M | Buy |
251,012
+6,262
| +3% | +$948K | 4.19% | 2 |
|
|
2022
Q1 | $42.8M | Buy |
244,750
+9,630
| +4% | +$1.62M | 4.22% | 2 |
|
|
2021
Q4 | $41.8M | Buy |
235,120
+716
| +0.3% | +$113K | 4.13% | 2 |
|
|
2021
Q3 | $33.2M | Sell |
234,404
-9,357
| -4% | -$1.38M | 3.72% | 2 |
|
|
2021
Q2 | $33.4M | Sell |
243,761
-25,209
| -9% | -$3.27M | 3.81% | 2 |
|
|
2021
Q1 | $32.9M | Buy |
268,970
+63,099
| +31% | +$8.1M | 3.67% | 2 |
|
|
2020
Q4 | $27.3M | Buy |
205,871
+476
| +0.2% | +$57.3K | 3.26% | 3 |
|
|
2020
Q3 | $23.8M | Sell |
205,395
-41,325
| -17% | -$4.51M | 3.32% | 3 |
|
|
2020
Q2 | $22.5M | Sell |
246,720
-656
| -0.3% | -$50.8K | 3.44% | 4 |
|
|
2020
Q1 | $15.7M | Sell |
247,376
-16,168
| -6% | -$1.19M | 3% | 5 |
|
|
2019
Q4 | $19.4M | Sell |
263,544
-3,784
| -1% | -$243K | 2.76% | 5 |
|
|
2019
Q3 | $15M | Buy |
267,328
+1,808
| +0.7% | +$94.5K | 2.39% | 6 |
|
|
2019
Q2 | $13.1M | Sell |
265,520
-34,892
| -12% | -$1.7M | 2.13% | 6 |
|
|
2019
Q1 | $14.3M | Sell |
300,412
-1,552
| -0.5% | -$65.8K | 2.28% | 6 |
|
|
2018
Q4 | $11.9M | Buy |
301,964
+31,116
| +11% | +$1.51M | 2.13% | 7 |
|
|
2018
Q3 | $15.3M | Sell |
270,848
-24,112
| -8% | -$1.26M | 2.61% | 5 |
|
|
2018
Q2 | $13.6M | Sell |
294,960
-13,732
| -4% | -$623K | 3.23% | 1 |
|
|
2018
Q1 | $13M | Sell |
308,692
-2,100
| -0.7% | -$90.4K | 2.12% | 6 |
|
|
2017
Q4 | $13.2M | Sell |
310,792
-11,724
| -4% | -$490K | 2.26% | 6 |
|
|
2017
Q3 | $12.4M | Sell |
322,516
-9,872
| -3% | -$383K | 2.22% | 6 |
|
|
2017
Q2 | $12M | Buy |
332,388
+3,204
| +1% | +$118K | 2.16% | 6 |
|
|
2017
Q1 | $11.8M | Sell |
329,184
-17,676
| -5% | -$582K | 2.2% | 6 |
|
|
2016
Q4 | $10M | Sell |
346,860
-15,208
| -4% | -$431K | 1.99% | 8 |
|
|
2016
Q3 | $10.2M | Sell |
362,068
-10,904
| -3% | -$289K | 2.13% | 7 |
|
|
2016
Q2 | $8.91M | Buy |
372,972
+42,636
| +13% | +$1.06M | 1.93% | 7 |
|
|
2016
Q1 | $9M | Buy |
330,336
+37,620
| +13% | +$937K | 2.08% | 5 |
|
|
2015
Q4 | $7.7M | Sell |
292,716
-456
| -0.2% | -$13K | 1.8% | 6 |
|
|
2015
Q3 | $8.09M | Buy |
293,172
+20,076
| +7% | +$589K | 1.95% | 6 |
|
|
2015
Q2 | $8.56M | Buy |
273,096
+17,196
| +7% | +$550K | 1.99% | 7 |
|
|
2015
Q1 | $7.96M | Sell |
255,900
-48,236
| -16% | -$1.46M | 1.83% | 7 |
|
|
2014
Q4 | $8.39M | Sell |
304,136
-35,204
| -10% | -$958K | 2.08% | 6 |
|
|
2014
Q3 | $8.54M | Buy |
+339,340
| New | +$8.33M | 2.16% | 7 |
|
Other funds holding AAPL
VCM
VPM
