D.B. Root & Company’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 | $10.1M | Buy |
39,868
+446
| +1% | +$116K | 2.42% | 8 |
|
|
2025
Q4 | $10.7M | Sell |
39,422
-2,612
| -6% | -$701K | 2.61% | 7 |
|
|
2025
Q3 | $10.7M | Buy |
42,034
+672
| +2% | +$152K | 2.72% | 7 |
|
|
2025
Q2 | $8.49M | Sell |
41,362
-446
| -1% | -$90.1K | 2.51% | 6 |
|
|
2025
Q1 | $9.29M | Buy |
41,808
+73
| +0.2% | +$16.9K | 3% | 5 |
|
|
2024
Q4 | $10.5M | Sell |
41,735
-1,736
| -4% | -$409K | 3.32% | 5 |
|
|
2024
Q3 | $10.1M | Sell |
43,471
-3,233
| -7% | -$722K | 3.34% | 5 |
|
|
2024
Q2 | $9.84M | Buy |
46,704
+5,947
| +15% | +$1.11M | 3.36% | 5 |
|
|
2024
Q1 | $6.99M | Sell |
40,757
-5,221
| -11% | -$949K | 2.36% | 5 |
|
|
2023
Q4 | $8.85M | Sell |
45,978
-2,795
| -6% | -$516K | 3.21% | 6 |
|
|
2023
Q3 | $8.35M | Buy |
48,773
+46
| +0.1% | +$8.44K | 3.26% | 5 |
|
|
2023
Q2 | $9.45M | Sell |
48,727
-712
| -1% | -$124K | 3.58% | 5 |
|
|
2023
Q1 | $8.15M | Sell |
49,439
-1,329
| -3% | -$196K | 3.21% | 6 |
|
|
2022
Q4 | $6.6M | Sell |
50,768
-2,080
| -4% | -$297K | 2.79% | 6 |
|
|
2022
Q3 | $7.3M | Sell |
52,848
-486
| -0.9% | -$76.3K | 3.33% | 5 |
|
|
2022
Q2 | $7.29M | Buy |
53,334
+48
| +0.1% | +$7.27K | 3.13% | 6 |
|
|
2022
Q1 | $9.3M | Sell |
53,286
-141
| -0.3% | -$23.7K | 3.46% | 4 |
|
|
2021
Q4 | $9.49M | Sell |
53,427
-2,387
| -4% | -$377K | 3.42% | 5 |
|
|
2021
Q3 | $7.9M | Sell |
55,814
-1,375
| -2% | -$202K | 3.08% | 5 |
|
|
2021
Q2 | $7.83M | Sell |
57,189
-531
| -0.9% | -$68.8K | 2.93% | 5 |
|
|
2021
Q1 | $7.05M | Sell |
57,720
-1,275
| -2% | -$164K | 2.77% | 6 |
|
|
2020
Q4 | $7.83M | Buy |
58,995
+6,490
| +12% | +$781K | 3.13% | 6 |
|
|
2020
Q3 | $6.08M | Sell |
52,505
-3,007
| -5% | -$328K | 2.44% | 8 |
|
|
2020
Q2 | $5.06M | Buy |
55,512
+14,036
| +34% | +$1.09M | 2.2% | 8 |
|
|
2020
Q1 | $2.64M | Sell |
41,476
-12,892
| -24% | -$948K | 1.33% | 12 |
|
|
2019
Q4 | $3.99M | Sell |
54,368
-17,912
| -25% | -$1.15M | 1.76% | 9 |
|
|
2019
Q3 | $4.05M | Sell |
72,280
-18,636
| -20% | -$974K | 1.89% | 7 |
|
|
2019
Q2 | $4.5M | Sell |
90,916
-14,200
| -14% | -$692K | 1.99% | 6 |
|
|
2019
Q1 | $4.99M | Sell |
105,116
-1,928
| -2% | -$81.8K | 2.13% | 7 |
|
|
2018
Q4 | $4.22M | Buy |
107,044
+728
| +0.7% | +$35.3K | 2.1% | 7 |
|
|
2018
Q3 | $6M | Sell |
106,316
-2,848
| -3% | -$148K | 2.64% | 4 |
|
|
2018
Q2 | $5.05M | Buy |
109,164
+960
| +0.9% | +$43.5K | 2.38% | 4 |
|
|
2018
Q1 | $4.54M | Buy |
108,204
+6,816
| +7% | +$293K | 2.4% | 6 |
|
|
2017
Q4 | $4.29M | Buy |
+101,388
| New | +$4.24M | 3.68% | 6 |
|
Other funds holding AAPL
VCM
VPM
D.B. Root & Company's AAPL Position: Q1 2026 in Review
D.B. Root & Company increased its Apple (AAPL) stake by 1.1% in Q1 2026, buying an estimated $116K and bringing the position to 39,868 shares worth $10.1M. The position accounts for 2.42% of the portfolio, ranked #8.
D.B. Root & Company first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.7M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- D.B. Root & Company held 39,868 shares of Apple worth $10.1M as of Q1 2026.
- D.B. Root & Company bought 446 Apple shares in Q1 2026, an estimated $116K.
- Apple made up 2.42% of D.B. Root & Company's portfolio in Q1 2026, its #8 holding.
- D.B. Root & Company first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- D.B. Root & Company's Apple position peaked at $10.7M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.