Cheviot Value 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 | $8.77M | Sell |
34,539
-77
| -0.2% | -$20K | 0.88% | 26 |
|
|
2025
Q4 | $8.88M | Sell |
34,616
-1,997
| -5% | -$536K | 0.87% | 27 |
|
|
2025
Q3 | $9.85M | Sell |
36,613
-146
| -0.4% | -$33K | 1.05% | 24 |
|
|
2025
Q2 | $8.43M | Buy |
36,759
+1,119
| +3% | +$226K | 0.97% | 26 |
|
|
2025
Q1 | $7.09M | Sell |
35,640
-180
| -0.5% | -$41.7K | 0.87% | 27 |
|
|
2024
Q4 | $8.97M | Sell |
35,820
-2,122
| -6% | -$500K | 1.72% | 22 |
|
|
2024
Q3 | $8.84M | Sell |
37,942
-3,374
| -8% | -$753K | 1.67% | 21 |
|
|
2024
Q2 | $8.7M | Sell |
41,316
-1,387
| -3% | -$259K | 1.7% | 20 |
|
|
2024
Q1 | $7.32M | Sell |
42,703
-1,530
| -3% | -$278K | 1.61% | 19 |
|
|
2023
Q4 | $8.54M | Sell |
44,233
-2,238
| -5% | -$413K | 1.84% | 20 |
|
|
2023
Q3 | $7.96M | Sell |
46,471
-4,198
| -8% | -$770K | 1.76% | 21 |
|
|
2023
Q2 | $9.83M | Buy |
50,669
+1,140
| +2% | +$199K | 2.14% | 19 |
|
|
2023
Q1 | $8.17M | Buy |
49,529
+1,936
| +4% | +$286K | 1.96% | 19 |
|
|
2022
Q4 | $6.2M | Sell |
47,593
-1,477
| -3% | -$211K | 1.53% | 20 |
|
|
2022
Q3 | $6.78M | Sell |
49,070
-75
| -0.2% | -$11.8K | 1.85% | 20 |
|
|
2022
Q2 | $6.72M | Sell |
49,145
-312
| -0.6% | -$47.2K | 1.68% | 20 |
|
|
2022
Q1 | $8.64M | Sell |
49,457
-22,376
| -31% | -$3.76M | 1.83% | 20 |
|
|
2021
Q4 | $12.8M | Buy |
71,833
+1,490
| +2% | +$235K | 2.99% | 10 |
|
|
2021
Q3 | $9.95M | Sell |
70,343
-2,489
| -3% | -$366K | 2.55% | 14 |
|
|
2021
Q2 | $9.97M | Sell |
72,832
-1,858
| -2% | -$241K | 2.45% | 14 |
|
|
2021
Q1 | $9.12M | Sell |
74,690
-8,950
| -11% | -$1.15M | 2.54% | 13 |
|
|
2020
Q4 | $11.1M | Sell |
83,640
-1,984
| -2% | -$239K | 3.35% | 10 |
|
|
2020
Q3 | $9.92M | Buy |
85,624
+1,852
| +2% | +$202K | 3.44% | 10 |
|
|
2020
Q2 | $7.64M | Sell |
83,772
-10,832
| -11% | -$839K | 2.98% | 12 |
|
|
2020
Q1 | $6.01M | Sell |
94,604
-40,160
| -30% | -$2.95M | 2.74% | 12 |
|
|
2019
Q4 | $9.89M | Buy |
134,764
+5,416
| +4% | +$348K | 3.81% | 7 |
|
|
2019
Q3 | $7.24M | Sell |
129,348
-1,588
| -1% | -$83K | 3.09% | 9 |
|
|
2019
Q2 | $6.48M | Buy |
130,936
+284
| +0.2% | +$13.8K | 2.8% | 9 |
|
|
2019
Q1 | $6.2M | Buy |
130,652
+816
| +0.6% | +$34.6K | 3.01% | 8 |
|
|
2018
Q4 | $5.12M | Sell |
129,836
-15,340
| -11% | -$744K | 2.67% | 10 |
|
|
2018
Q3 | $8.19M | Sell |
145,176
-5,792
| -4% | -$302K | 3.85% | 6 |
|
|
2018
Q2 | $6.99M | Sell |
150,968
-12,516
| -8% | -$568K | 3.42% | 7 |
|
|
2018
Q1 | $6.86M | Sell |
163,484
-604
| -0.4% | -$26K | 3.57% | 7 |
|
|
2017
Q4 | $6.94M | Buy |
164,088
+284
| +0.2% | +$11.9K | 3.6% | 7 |
|
|
2017
Q3 | $6.31M | Buy |
163,804
+4,500
| +3% | +$175K | 3.43% | 8 |
|
|
2017
Q2 | $5.74M | Sell |
159,304
-1,756
| -1% | -$64.9K | 3.34% | 10 |
|
|
2017
Q1 | $5.78M | Buy |
161,060
+8,032
| +5% | +$264K | 3.26% | 9 |
|
|
2016
Q4 | $4.43M | Buy |
153,028
+27,472
| +22% | +$779K | 2.65% | 13 |
|
|
2016
Q3 | $3.55M | Sell |
125,556
-6,056
| -5% | -$160K | 2.2% | 17 |
|
|
2016
Q2 | $3.15M | Buy |
131,612
+8,632
| +7% | +$215K | 1.88% | 20 |
|
|
2016
Q1 | $3.35M | Buy |
122,980
+6,900
| +6% | +$172K | 2.14% | 16 |
|
|
2015
Q4 | $3.06M | Sell |
116,080
-968
| -0.8% | -$27.7K | 1.98% | 17 |
|
|
2015
Q3 | $3.23M | Buy |
117,048
+1,636
| +1% | +$48K | 2.15% | 16 |
|
|
2015
Q2 | $3.62M | Buy |
115,412
+1,296
| +1% | +$41.5K | 2.14% | 17 |
|
|
2015
Q1 | $3.55M | Buy |
114,116
+792
| +0.7% | +$23.9K | 2.09% | 18 |
|
|
2014
Q4 | $3.13M | Buy |
113,324
+2,388
| +2% | +$65K | 1.82% | 19 |
|
|
2014
Q3 | $2.79M | Sell |
110,936
-2,780
| -2% | -$68.2K | 1.62% | 20 |
|
|
2014
Q2 | $2.64M | Sell |
113,716
-692
| -0.6% | -$14.7K | 1.41% | 24 |
|
|
2014
Q1 | $2.19M | Buy |
+114,408
| New | +$2.18M | 1.21% | 25 |
|
Other funds holding AAPL
VCM
VPM
Cheviot Value Management's AAPL Position: Q1 2026 in Review
Cheviot Value Management reduced its Apple (AAPL) stake by 0.22% in Q1 2026, selling an estimated $20K and leaving 34,539 shares worth $8.77M. The position accounts for 0.88% of the portfolio, ranked #26.
Cheviot Value Management first reported a position in AAPL in Q1 2014 and has held it in 49 quarters since. The position peaked at $12.8M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Cheviot Value Management held 34,539 shares of Apple worth $8.77M as of Q1 2026.
- Cheviot Value Management sold 77 Apple shares in Q1 2026, an estimated $20K.
- Apple made up 0.88% of Cheviot Value Management's portfolio in Q1 2026, its #26 holding.
- Cheviot Value Management first reported a position in Apple in Q1 2014 and has held it in 49 quarters since.
- Cheviot Value Management's Apple position peaked at $12.8M in Q4 2021.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.