Convergence Investment 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 | $8.33M | Buy |
32,830
+783
| +2% | +$204K | 1.36% | 10 |
|
|
2025
Q4 | $8.71M | Sell |
32,047
-5,830
| -15% | -$1.57M | 1.73% | 8 |
|
|
2025
Q3 | $9.64M | Buy |
37,877
+19,550
| +107% | +$4.42M | 2.16% | 2 |
|
|
2025
Q2 | $3.76M | Sell |
18,327
-6,186
| -25% | -$1.25M | 0.95% | 20 |
|
|
2025
Q1 | $5.45M | Sell |
24,513
-10,597
| -30% | -$2.46M | 1.51% | 12 |
|
|
2024
Q4 | $8.79M | Sell |
35,110
-2,660
| -7% | -$627K | 1.97% | 6 |
|
|
2024
Q3 | $8.8M | Buy |
37,770
+8,436
| +29% | +$1.88M | 2.37% | 2 |
|
|
2024
Q2 | $6.18M | Buy |
29,334
+769
| +3% | +$143K | 1.81% | 6 |
|
|
2024
Q1 | $4.9M | Buy |
28,565
+1,679
| +6% | +$305K | 1.88% | 6 |
|
|
2023
Q4 | $5.18M | Buy |
26,886
+615
| +2% | +$114K | 2.7% | 3 |
|
|
2023
Q3 | $4.5M | Sell |
26,271
-1,159
| -4% | -$213K | 2.66% | 4 |
|
|
2023
Q2 | $5.32M | Sell |
27,430
-1,644
| -6% | -$286K | 3.06% | 2 |
|
|
2023
Q1 | $4.79M | Sell |
29,074
-704
| -2% | -$104K | 2.82% | 2 |
|
|
2022
Q4 | $3.87M | Sell |
29,778
-2,473
| -8% | -$353K | 2.29% | 5 |
|
|
2022
Q3 | $4.46M | Sell |
32,251
-1,579
| -5% | -$248K | 2.91% | 2 |
|
|
2022
Q2 | $4.63M | Sell |
33,830
-1,263
| -4% | -$191K | 2.8% | 2 |
|
|
2022
Q1 | $6.13M | Sell |
35,093
-682
| -2% | -$115K | 3.16% | 1 |
|
|
2021
Q4 | $6.35M | Sell |
35,775
-2,529
| -7% | -$400K | 3.24% | 1 |
|
|
2021
Q3 | $5.42M | Sell |
38,304
-440
| -1% | -$64.8K | 2.91% | 2 |
|
|
2021
Q2 | $5.31M | Sell |
38,744
-5,405
| -12% | -$700K | 2.28% | 2 |
|
|
2021
Q1 | $5.39M | Sell |
44,149
-636
| -1% | -$81.6K | 2.47% | 1 |
|
|
2020
Q4 | $5.94M | Sell |
44,785
-8,001
| -15% | -$962K | 2.99% | 1 |
|
|
2020
Q3 | $6.11M | Sell |
52,786
-14,562
| -22% | -$1.59M | 2.13% | 1 |
|
|
2020
Q2 | $6.14M | Sell |
67,348
-8,364
| -11% | -$648K | 2.11% | 3 |
|
|
2020
Q1 | $4.81M | Sell |
75,712
-47,132
| -38% | -$3.47M | 2.11% | 3 |
|
|
2019
Q4 | $9.02M | Sell |
122,844
-8,580
| -7% | -$552K | 2.56% | 1 |
|
|
2019
Q3 | $7.36M | Sell |
131,424
-39,580
| -23% | -$2.07M | 2.05% | 2 |
|
|
2019
Q2 | $8.46M | Sell |
171,004
-19,568
| -10% | -$953K | 2.04% | 2 |
|
|
2019
Q1 | $9.05M | Buy |
190,572
+37,284
| +24% | +$1.58M | 1.98% | 2 |
|
|
2018
Q4 | $6.04M | Buy |
153,288
+19,220
| +14% | +$932K | 1.39% | 8 |
|
|
2018
Q3 | $7.57M | Sell |
134,068
-86,356
| -39% | -$4.5M | 1.54% | 5 |
|
|
2018
Q2 | $10.2M | Buy |
220,424
+13,108
| +6% | +$594K | 1.42% | 6 |
|
|
2018
Q1 | $8.7M | Buy |
207,316
+11,708
| +6% | +$504K | 1.13% | 9 |
|
|
2017
Q4 | $8.28M | Buy |
195,608
+2,492
| +1% | +$104K | 1.11% | 9 |
|
|
2017
Q3 | $7.44M | Buy |
193,116
+21,448
| +12% | +$832K | 1.05% | 9 |
|
|
2017
Q2 | $6.18M | Sell |
171,668
-76,288
| -31% | -$2.82M | 0.9% | 10 |
|
|
2017
Q1 | $8.9M | Sell |
247,956
-49,352
| -17% | -$1.63M | 1.25% | 4 |
|
|
2016
Q4 | $8.61M | Sell |
297,308
-68,336
| -19% | -$1.94M | 1.19% | 3 |
|
|
2016
Q3 | $10.3M | Sell |
365,644
-111,840
| -23% | -$2.96M | 1.53% | 3 |
|
|
2016
Q2 | $11.4M | Sell |
477,484
-50,420
| -10% | -$1.25M | 1.57% | 2 |
|
|
2016
Q1 | $14.4M | Sell |
527,904
-37,716
| -7% | -$940K | 1.71% | 2 |
|
|
2015
Q4 | $14.9M | Sell |
565,620
-122,396
| -18% | -$3.5M | 1.67% | 2 |
|
|
2015
Q3 | $19M | Buy |
688,016
+89,084
| +15% | +$2.61M | 2.18% | 1 |
|
|
2015
Q2 | $18.8M | Buy |
598,932
+261,392
| +77% | +$8.36M | 1.85% | 1 |
|
|
2015
Q1 | $10.5M | Sell |
337,540
-92,868
| -22% | -$2.8M | 1.46% | 2 |
|
|
2014
Q4 | $11.9M | Sell |
430,408
-55,216
| -11% | -$1.5M | 1.59% | 4 |
|
|
2014
Q3 | $12.2M | Sell |
485,624
-137,164
| -22% | -$3.37M | 1.68% | 5 |
|
|
2014
Q2 | $14.5M | Sell |
622,788
-11,664
| -2% | -$248K | 1.91% | 4 |
|
|
2014
Q1 | $12.2M | Buy |
634,452
+14,252
| +2% | +$271K | 1.85% | 5 |
|
|
2013
Q4 | $12.4M | Buy |
620,200
+242,872
| +64% | +$4.59M | 2.02% | 5 |
|
|
2013
Q3 | $6.42M | Buy |
377,328
+352,016
| +1,391% | +$5.84M | 1.36% | 11 |
|
|
2013
Q2 | $358K | Buy |
+25,312
| New | +$389K | 0.09% | 229 |
|
Other funds holding AAPL
VCM
VPM
Convergence Investment Partners's AAPL Position: Q1 2026 in Review
Convergence Investment Partners increased its Apple (AAPL) stake by 2.4% in Q1 2026, buying an estimated $204K and bringing the position to 32,830 shares worth $8.33M. The position accounts for 1.36% of the portfolio, ranked #10.
Convergence Investment Partners first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $19M in Q3 2015. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Convergence Investment Partners held 32,830 shares of Apple worth $8.33M as of Q1 2026.
- Convergence Investment Partners bought 783 Apple shares in Q1 2026, an estimated $204K.
- Apple made up 1.36% of Convergence Investment Partners's portfolio in Q1 2026, its #10 holding.
- Convergence Investment Partners first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Convergence Investment Partners's Apple position peaked at $19M in Q3 2015.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.