Cooper/Haims 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 | $5.83M | Buy |
22,974
+210
| +0.9% | +$54.7K | 2.74% | 10 |
|
|
2025
Q4 | $6.19M | Sell |
22,764
-144
| -0.6% | -$38.7K | 2.81% | 10 |
|
|
2025
Q3 | $5.83M | Sell |
22,908
-1,442
| -6% | -$326K | 2.73% | 10 |
|
|
2025
Q2 | $5M | Buy |
24,350
+1,583
| +7% | +$320K | 2.46% | 10 |
|
|
2025
Q1 | $5.06M | Sell |
22,767
-1,050
| -4% | -$243K | 2.74% | 11 |
|
|
2024
Q4 | $5.96M | Sell |
23,817
-326
| -1% | -$76.8K | 3.38% | 10 |
|
|
2024
Q3 | $5.63M | Sell |
24,143
-7,400
| -23% | -$1.65M | 3.09% | 10 |
|
|
2024
Q2 | $6.64M | Buy |
31,543
+1,307
| +4% | +$244K | 3.73% | 9 |
|
|
2024
Q1 | $5.18M | Buy |
30,236
+7,587
| +33% | +$1.38M | 3.01% | 10 |
|
|
2023
Q4 | $4.36M | Sell |
22,649
-1,114
| -5% | -$206K | 2.47% | 11 |
|
|
2023
Q3 | $4.07M | Sell |
23,763
-1,267
| -5% | -$232K | 3.17% | 9 |
|
|
2023
Q2 | $4.86M | Buy |
25,030
+590
| +2% | +$103K | 3.72% | 7 |
|
|
2023
Q1 | $4.03M | Sell |
24,440
-932
| -4% | -$138K | 3.23% | 7 |
|
|
2022
Q4 | $3.3M | Sell |
25,372
-284
| -1% | -$40.6K | 2.34% | 10 |
|
|
2022
Q3 | $3.55M | Sell |
25,656
-2,053
| -7% | -$322K | 2.94% | 9 |
|
|
2022
Q2 | $3.79M | Sell |
27,709
-2,449
| -8% | -$371K | 2.49% | 12 |
|
|
2022
Q1 | $5.27M | Buy |
30,158
+164
| +0.5% | +$27.6K | 3.43% | 9 |
|
|
2021
Q4 | $5.33M | Sell |
29,994
-171
| -0.6% | -$27K | 3.28% | 8 |
|
|
2021
Q3 | $4.27M | Sell |
30,165
-904
| -3% | -$133K | 2.57% | 8 |
|
|
2021
Q2 | $4.25M | Sell |
31,069
-1,539
| -5% | -$199K | 2.79% | 7 |
|
|
2021
Q1 | $3.98M | Sell |
32,608
-1,432
| -4% | -$184K | 2.82% | 7 |
|
|
2020
Q4 | $4.52M | Sell |
34,040
-389
| -1% | -$46.8K | 3.46% | 7 |
|
|
2020
Q3 | $3.99M | Buy |
34,429
+3,297
| +11% | +$360K | 3.28% | 7 |
|
|
2020
Q2 | $2.84M | Sell |
31,132
-52
| -0.2% | -$4.03K | 2.3% | 8 |
|
|
2020
Q1 | $1.98M | Sell |
31,184
-1,184
| -4% | -$87.1K | 1.73% | 8 |
|
|
2019
Q4 | $2.38M | Buy |
+32,368
| New | +$2.08M | 1.31% | 9 |
|
|
2019
Q3 | – | Sell |
-34,028
| Closed | -$1.68M | – | 49 |
|
|
2019
Q2 | $1.68M | Sell |
34,028
-11,916
| -26% | -$581K | 1.05% | 10 |
|
|
2019
Q1 | $2.18M | Sell |
45,944
-1,660
| -3% | -$70.4K | 1.39% | 10 |
|
|
2018
Q4 | $1.88M | Buy |
47,604
+652
| +1% | +$31.6K | 1.3% | 10 |
|
|
2018
Q3 | $2.65M | Buy |
46,952
+196
| +0.4% | +$10.2K | 1.83% | 9 |
|
|
2018
Q2 | $2.16M | Buy |
46,756
+124
| +0.3% | +$5.62K | 1.6% | 9 |
|
|
2018
Q1 | $1.96M | Sell |
46,632
-1,224
| -3% | -$52.7K | 1.72% | 9 |
|
|
2017
Q4 | $2.02M | Buy |
+47,856
| New | +$2M | 1.87% | 10 |
|
Other funds holding AAPL
VCM
VPM
Cooper/Haims Advisors's AAPL Position: Q1 2026 in Review
Cooper/Haims Advisors increased its Apple (AAPL) stake by 0.92% in Q1 2026, buying an estimated $54.7K and bringing the position to 22,974 shares worth $5.83M. The position accounts for 2.74% of the portfolio, ranked #10.
Cooper/Haims Advisors first reported a position in AAPL in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.64M in Q2 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Cooper/Haims Advisors held 22,974 shares of Apple worth $5.83M as of Q1 2026.
- Cooper/Haims Advisors bought 210 Apple shares in Q1 2026, an estimated $54.7K.
- Apple made up 2.74% of Cooper/Haims Advisors's portfolio in Q1 2026, its #10 holding.
- Cooper/Haims Advisors first reported a position in Apple in Q4 2017 and has held it in 33 quarters since.
- Cooper/Haims Advisors's Apple position peaked at $6.64M in Q2 2024.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.