Corda Investment 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 | $46.7M | Sell |
183,910
-928
| -0.5% | -$242K | 3.23% | 11 |
|
|
2025
Q4 | $50.3M | Sell |
184,838
-102,941
| -36% | -$27.6M | 3.65% | 6 |
|
|
2025
Q3 | $73.3M | Buy |
287,779
+423
| +0.1% | +$95.6K | 5.15% | 1 |
|
|
2025
Q2 | $59M | Buy |
287,356
+97,885
| +52% | +$19.8M | 4.34% | 3 |
|
|
2025
Q1 | $42.1M | Sell |
189,471
-4,206
| -2% | -$974K | 3.35% | 7 |
|
|
2024
Q4 | $48.5M | Sell |
193,677
-21,497
| -10% | -$5.07M | 3.87% | 3 |
|
|
2024
Q3 | $50.1M | Sell |
215,174
-7,348
| -3% | -$1.64M | 3.91% | 4 |
|
|
2024
Q2 | $46.9M | Sell |
222,522
-1,616
| -0.7% | -$301K | 3.81% | 3 |
|
|
2024
Q1 | $38.4M | Sell |
224,138
-3,507
| -2% | -$638K | 3.06% | 11 |
|
|
2023
Q4 | $43.8M | Sell |
227,645
-6,623
| -3% | -$1.22M | 3.68% | 5 |
|
|
2023
Q3 | $40.1M | Sell |
234,268
-4,009
| -2% | -$735K | 3.64% | 6 |
|
|
2023
Q2 | $46.2M | Sell |
238,277
-3,824
| -2% | -$666K | 3.62% | 3 |
|
|
2023
Q1 | $39.9M | Buy |
242,101
+2,302
| +1% | +$340K | 3.19% | 8 |
|
|
2022
Q4 | $31.2M | Buy |
239,799
+7,231
| +3% | +$1.03M | 2.54% | 16 |
|
|
2022
Q3 | $32.1M | Sell |
232,568
-1,876
| -0.8% | -$294K | 2.88% | 11 |
|
|
2022
Q2 | $32.1M | Sell |
234,444
-5,041
| -2% | -$763K | 2.72% | 14 |
|
|
2022
Q1 | $41.8M | Sell |
239,485
-2,706
| -1% | -$455K | 3.24% | 8 |
|
|
2021
Q4 | $43M | Buy |
242,191
+3,212
| +1% | +$508K | 3.38% | 6 |
|
|
2021
Q3 | $33.8M | Buy |
238,979
+5,747
| +2% | +$846K | 2.94% | 8 |
|
|
2021
Q2 | $31.9M | Buy |
233,232
+82
| +0% | +$10.6K | 2.74% | 10 |
|
|
2021
Q1 | $28.5M | Sell |
233,150
-4,251
| -2% | -$546K | 2.58% | 14 |
|
|
2020
Q4 | $31.5M | Sell |
237,401
-4,151
| -2% | -$499K | 3.17% | 10 |
|
|
2020
Q3 | $28M | Sell |
241,552
-8,204
| -3% | -$895K | 3.04% | 10 |
|
|
2020
Q2 | $22.8M | Sell |
249,756
-7,484
| -3% | -$580K | 2.62% | 16 |
|
|
2020
Q1 | $16.4M | Sell |
257,240
-8,652
| -3% | -$636K | 2.04% | 25 |
|
|
2019
Q4 | $19.5M | Buy |
265,892
+4,140
| +2% | +$266K | 2.09% | 22 |
|
|
2019
Q3 | $14.7M | Sell |
261,752
-2,776
| -1% | -$145K | 1.61% | 32 |
|
|
2019
Q2 | $13.1M | Buy |
264,528
+1,980
| +0.8% | +$96.5K | 1.42% | 34 |
|
|
2019
Q1 | $12.5M | Buy |
262,548
+147,448
| +128% | +$6.25M | 1.44% | 33 |
|
|
2018
Q4 | $4.54M | Buy |
115,100
+932
| +0.8% | +$45.2K | 0.56% | 45 |
|
|
2018
Q3 | $6.44M | Buy |
114,168
+9,988
| +10% | +$520K | 0.76% | 40 |
|
|
2018
Q2 | $4.82M | Sell |
104,180
-5,328
| -5% | -$242K | 0.6% | 43 |
|
|
2018
Q1 | $4.59M | Buy |
109,508
+6,220
| +6% | +$268K | 0.57% | 42 |
|
|
2017
Q4 | $4.37M | Sell |
103,288
-15,088
| -13% | -$630K | 0.52% | 46 |
|
|
2017
Q3 | $4.56M | Sell |
118,376
-26,372
| -18% | -$1.02M | 0.59% | 43 |
|
|
2017
Q2 | $5.21M | Buy |
144,748
+16,980
| +13% | +$628K | 0.74% | 42 |
|
|
2017
Q1 | $4.59M | Buy |
127,768
+2,052
| +2% | +$67.6K | 0.69% | 43 |
|
|
2016
Q4 | $3.64M | Buy |
125,716
+61,824
| +97% | +$1.75M | 0.56% | 46 |
|
|
2016
Q3 | $1.79M | Sell |
63,892
-2,420
| -4% | -$64.1K | 0.29% | 53 |
|
|
2016
Q2 | $1.58M | Sell |
66,312
-42,604
| -39% | -$1.06M | 0.25% | 54 |
|
|
2016
Q1 | $2.97M | Sell |
108,916
-4,604
| -4% | -$115K | 0.52% | 46 |
|
|
2015
Q4 | $2.99M | Sell |
113,520
-3,308
| -3% | -$94.5K | 0.56% | 43 |
|
|
2015
Q3 | $3.22M | Buy |
116,828
+13,012
| +13% | +$382K | 0.62% | 44 |
|
|
2015
Q2 | $3.25M | Buy |
103,816
+21,044
| +25% | +$673K | 0.61% | 41 |
|
|
2015
Q1 | $2.58M | Buy |
82,772
+45,780
| +124% | +$1.38M | 0.48% | 45 |
|
|
2014
Q4 | $1.02M | Sell |
36,992
-6,184
| -14% | -$168K | 0.19% | 54 |
|
|
2014
Q3 | $1.09M | Sell |
43,176
-24,704
| -36% | -$606K | 0.22% | 52 |
|
|
2014
Q2 | $1.58M | Buy |
+67,880
| New | +$1.44M | 0.33% | 47 |
|
Other funds holding AAPL
VCM
VPM
Corda Investment Management's AAPL Position: Q1 2026 in Review
Corda Investment Management reduced its Apple (AAPL) stake by 0.5% in Q1 2026, selling an estimated $242K and leaving 183,910 shares worth $46.7M. The position accounts for 3.23% of the portfolio, ranked #11.
Corda Investment Management first reported a position in AAPL in Q2 2014 and has held it in 48 quarters since. The position peaked at $73.3M in Q3 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Corda Investment Management held 183,910 shares of Apple worth $46.7M as of Q1 2026.
- Corda Investment Management sold 928 Apple shares in Q1 2026, an estimated $242K.
- Apple made up 3.23% of Corda Investment Management's portfolio in Q1 2026, its #11 holding.
- Corda Investment Management first reported a position in Apple in Q2 2014 and has held it in 48 quarters since.
- Corda Investment Management's Apple position peaked at $73.3M in Q3 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Corda Investment Management's 13F filing for Q1 2026, filed 4 May 2026.