Choate 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 | $158M | Buy |
624,254
+880
| +0.1% | +$229K | 3.1% | 6 |
|
|
2025
Q4 | $169M | Sell |
623,374
-6,930
| -1% | -$1.86M | 3.33% | 5 |
|
|
2025
Q3 | $160M | Buy |
630,304
+2,651
| +0.4% | +$599K | 3.32% | 5 |
|
|
2025
Q2 | $129M | Buy |
627,653
+33,367
| +6% | +$6.74M | 2.79% | 6 |
|
|
2025
Q1 | $132M | Sell |
594,286
-2,278
| -0.4% | -$528K | 3.28% | 3 |
|
|
2024
Q4 | $149M | Buy |
596,564
+30,490
| +5% | +$7.19M | 3.59% | 2 |
|
|
2024
Q3 | $132M | Buy |
566,074
+7,029
| +1% | +$1.57M | 3.36% | 3 |
|
|
2024
Q2 | $118M | Sell |
559,045
-29,178
| -5% | -$5.44M | 3.09% | 6 |
|
|
2024
Q1 | $101M | Sell |
588,223
-9,546
| -2% | -$1.74M | 2.72% | 6 |
|
|
2023
Q4 | $115M | Buy |
597,769
+179,652
| +43% | +$33.2M | 3.56% | 5 |
|
|
2023
Q3 | $71.6M | Buy |
418,117
+45,390
| +12% | +$8.32M | 2.81% | 6 |
|
|
2023
Q2 | $72.3M | Buy |
372,727
+32,977
| +10% | +$5.75M | 3.02% | 6 |
|
|
2023
Q1 | $56M | Buy |
339,750
+2,185
| +0.6% | +$322K | 2.7% | 7 |
|
|
2022
Q4 | $43.9M | Buy |
337,565
+1,688
| +0.5% | +$241K | 2.65% | 6 |
|
|
2022
Q3 | $46.4M | Buy |
335,877
+3,105
| +0.9% | +$487K | 3.06% | 6 |
|
|
2022
Q2 | $45.5M | Sell |
332,772
-3,766
| -1% | -$570K | 2.76% | 5 |
|
|
2022
Q1 | $58.8M | Buy |
336,538
+8,469
| +3% | +$1.42M | 3.12% | 6 |
|
|
2021
Q4 | $58.3M | Buy |
328,069
+5,018
| +2% | +$793K | 3.4% | 6 |
|
|
2021
Q3 | $45.7M | Sell |
323,051
-22,797
| -7% | -$3.36M | 2.92% | 6 |
|
|
2021
Q2 | $47.4M | Sell |
345,848
-31,595
| -8% | -$4.09M | 2.87% | 5 |
|
|
2021
Q1 | $46.1M | Buy |
377,443
+5,886
| +2% | +$756K | 2.85% | 6 |
|
|
2020
Q4 | $49.3M | Sell |
371,557
-7,483
| -2% | -$900K | 2.99% | 6 |
|
|
2020
Q3 | $43.9M | Buy |
379,040
+3,640
| +1% | +$397K | 2.84% | 6 |
|
|
2020
Q2 | $34.2M | Sell |
375,400
-4,508
| -1% | -$349K | 2.48% | 6 |
|
|
2020
Q1 | $24.2M | Sell |
379,908
-20,692
| -5% | -$1.52M | 1.93% | 7 |
|
|
2019
Q4 | $29.4M | Sell |
400,600
-27,280
| -6% | -$1.76M | 1.79% | 11 |
|
|
2019
Q3 | $24M | Sell |
427,880
-13,264
| -3% | -$693K | 1.48% | 14 |
|
|
2019
Q2 | $21.8M | Buy |
441,144
+6,504
| +1% | +$317K | 1.31% | 15 |
|
|
2019
Q1 | $20.6M | Buy |
434,640
+83,096
| +24% | +$3.52M | 1.22% | 13 |
|
|
2018
Q4 | $13.9M | Sell |
351,544
-23,912
| -6% | -$1.16M | 0.89% | 17 |
|
|
2018
Q3 | $21.2M | Sell |
375,456
-8,056
| -2% | -$420K | 1.17% | 11 |
|
|
2018
Q2 | $17.7M | Sell |
383,512
-5,728
| -1% | -$260K | 1.03% | 16 |
|
|
2018
Q1 | $16.3M | Sell |
389,240
-2,508
| -0.6% | -$108K | 0.87% | 19 |
|
|
2017
Q4 | $16.6M | Sell |
391,748
-7,872
| -2% | -$329K | 0.85% | 19 |
|
|
2017
Q3 | $15.4M | Sell |
399,620
-3,284
| -0.8% | -$127K | 0.83% | 18 |
|
|
2017
Q2 | $14.5M | Sell |
402,904
-9,856
| -2% | -$364K | 0.82% | 19 |
|
|
2017
Q1 | $14.8M | Buy |
412,760
+1,632
| +0.4% | +$53.7K | 0.87% | 19 |
|
|
2016
Q4 | $11.9M | Sell |
411,128
-4,488
| -1% | -$127K | 0.75% | 19 |
|
|
2016
Q3 | $11.7M | Buy |
415,616
+17,400
| +4% | +$461K | 0.77% | 19 |
|
|
2016
Q2 | $9.52M | Sell |
398,216
-17,976
| -4% | -$447K | 0.66% | 22 |
|
|
2016
Q1 | $11.3M | Buy |
416,192
+83,832
| +25% | +$2.09M | 0.78% | 17 |
|
|
2015
Q4 | $9.17M | Sell |
332,360
-14,932
| -4% | -$427K | 0.67% | 21 |
|
|
2015
Q3 | $9.58M | Buy |
347,292
+10,208
| +3% | +$299K | 0.65% | 18 |
|
|
2015
Q2 | $10.6M | Sell |
337,084
-1,964
| -0.6% | -$62.8K | 0.61% | 20 |
|
|
2015
Q1 | $10.5M | Buy |
339,048
+3,888
| +1% | +$117K | 0.6% | 22 |
|
|
2014
Q4 | $9.25M | Sell |
335,160
-31,692
| -9% | -$862K | 0.54% | 21 |
|
|
2014
Q3 | $9.24M | Sell |
366,852
-12,500
| -3% | -$307K | 0.56% | 20 |
|
|
2014
Q2 | $8.82M | Sell |
379,352
-5,172
| -1% | -$110K | 0.52% | 24 |
|
|
2014
Q1 | $7.37M | Sell |
384,524
-6,328
| -2% | -$120K | 0.46% | 27 |
|
|
2013
Q4 | $7.83M | Sell |
390,852
-28,168
| -7% | -$532K | 0.51% | 27 |
|
|
2013
Q3 | $7.13M | Sell |
419,020
-3,892
| -0.9% | -$64.5K | 0.53% | 26 |
|
|
2013
Q2 | $5.99M | Buy |
+422,912
| New | +$6.51M | 0.48% | 30 |
|
Other funds holding AAPL
VCM
VPM
Choate Investment Advisors's AAPL Position: Q1 2026 in Review
Choate Investment Advisors increased its Apple (AAPL) stake by 0.14% in Q1 2026, buying an estimated $229K and bringing the position to 624,254 shares worth $158M. The position accounts for 3.1% of the portfolio, ranked #6.
Choate Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $169M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Choate Investment Advisors held 624,254 shares of Apple worth $158M as of Q1 2026.
- Choate Investment Advisors bought 880 Apple shares in Q1 2026, an estimated $229K.
- Apple made up 3.1% of Choate Investment Advisors's portfolio in Q1 2026, its #6 holding.
- Choate Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Choate Investment Advisors's Apple position peaked at $169M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.