Dana 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 | $146M | Sell |
574,924
-10,792
| -2% | -$2.81M | 4.35% | 1 |
|
|
2025
Q4 | $159M | Sell |
585,716
-6,496
| -1% | -$1.74M | 4.63% | 1 |
|
|
2025
Q3 | $151M | Sell |
592,212
-10,778
| -2% | -$2.43M | 4.42% | 3 |
|
|
2025
Q2 | $124M | Sell |
602,990
-22,011
| -4% | -$4.45M | 4.09% | 2 |
|
|
2025
Q1 | $139M | Buy |
625,001
+4,385
| +0.7% | +$1.02M | 4.97% | 1 |
|
|
2024
Q4 | $155M | Buy |
620,616
+3,206
| +0.5% | +$756K | 5.13% | 1 |
|
|
2024
Q3 | $144M | Buy |
617,410
+30,311
| +5% | +$6.77M | 4.76% | 1 |
|
|
2024
Q2 | $124M | Buy |
587,099
+28,036
| +5% | +$5.23M | 4.18% | 1 |
|
|
2024
Q1 | $95.9M | Sell |
559,063
-21,736
| -4% | -$3.95M | 3.19% | 2 |
|
|
2023
Q4 | $112M | Sell |
580,799
-28,135
| -5% | -$5.19M | 5.4% | 1 |
|
|
2023
Q3 | $104M | Buy |
608,934
+15,576
| +3% | +$2.86M | 5.33% | 1 |
|
|
2023
Q2 | $115M | Sell |
593,358
-14,935
| -2% | -$2.6M | 5.67% | 1 |
|
|
2023
Q1 | $100M | Sell |
608,293
-7,294
| -1% | -$1.08M | 5.1% | 1 |
|
|
2022
Q4 | $80M | Buy |
615,587
+60,386
| +11% | +$8.63M | 4.2% | 1 |
|
|
2022
Q3 | $76.7M | Sell |
555,201
-95,768
| -15% | -$15M | 4.35% | 1 |
|
|
2022
Q2 | $89M | Buy |
650,969
+151,873
| +30% | +$23M | 4.5% | 1 |
|
|
2022
Q1 | $87.1M | Sell |
499,096
-17,459
| -3% | -$2.94M | 4.02% | 1 |
|
|
2021
Q4 | $91.7M | Buy |
516,555
+10,549
| +2% | +$1.67M | 3.97% | 1 |
|
|
2021
Q3 | $71.6M | Sell |
506,006
-6,478
| -1% | -$954K | 3.24% | 1 |
|
|
2021
Q2 | $70.2M | Sell |
512,484
-17,429
| -3% | -$2.26M | 3.12% | 1 |
|
|
2021
Q1 | $64.7M | Sell |
529,913
-13,015
| -2% | -$1.67M | 2.99% | 1 |
|
|
2020
Q4 | $72M | Sell |
542,928
-22,083
| -4% | -$2.66M | 3.58% | 1 |
|
|
2020
Q3 | $65.4M | Sell |
565,011
-60,221
| -10% | -$6.57M | 3.56% | 1 |
|
|
2020
Q2 | $57M | Sell |
625,232
-62,204
| -9% | -$4.82M | 3.08% | 2 |
|
|
2020
Q1 | $43.7M | Sell |
687,436
-21,436
| -3% | -$1.58M | 2.66% | 2 |
|
|
2019
Q4 | $52M | Sell |
708,872
-30,836
| -4% | -$1.98M | 2.5% | 1 |
|
|
2019
Q3 | $41.4M | Sell |
739,708
-57,028
| -7% | -$2.98M | 2.1% | 2 |
|
|
2019
Q2 | $39.4M | Sell |
796,736
-113,484
| -12% | -$5.53M | 1.95% | 3 |
|
|
2019
Q1 | $43.2M | Sell |
910,220
-123,864
| -12% | -$5.25M | 2.04% | 2 |
|
|
2018
Q4 | $40.8M | Sell |
1,034,084
-28,648
| -3% | -$1.39M | 2.07% | 2 |
|
|
2018
Q3 | $60M | Sell |
1,062,732
-78,104
| -7% | -$4.07M | 2.45% | 1 |
|
|
2018
Q2 | $52.8M | Buy |
1,140,836
+42,352
| +4% | +$1.92M | 2.31% | 1 |
|
|
2018
Q1 | $46.1M | Buy |
1,098,484
+4,216
| +0.4% | +$181K | 2.08% | 1 |
|
|
2017
Q4 | $46.3M | Sell |
1,094,268
-28,332
| -3% | -$1.18M | 2.01% | 1 |
|
|
2017
Q3 | $43.3M | Sell |
1,122,600
-87,144
| -7% | -$3.38M | 1.99% | 2 |
|
|
2017
Q2 | $43.6M | Sell |
1,209,744
-91,412
| -7% | -$3.38M | 2.05% | 1 |
|
|
2017
Q1 | $46.7M | Sell |
1,301,156
-115,052
| -8% | -$3.79M | 2.18% | 1 |
|
|
2016
Q4 | $41M | Sell |
1,416,208
-40,404
| -3% | -$1.15M | 1.93% | 1 |
|
|
2016
Q3 | $41.2M | Sell |
1,456,612
-165,456
| -10% | -$4.38M | 1.97% | 1 |
|
|
2016
Q2 | $38.8M | Sell |
1,622,068
-15,372
| -0.9% | -$382K | 1.72% | 3 |
|
|
2016
Q1 | $44.6M | Buy |
1,637,440
+1,484,200
| +969% | +$37M | 2.01% | 1 |
|
|
2015
Q4 | $38.3K | Sell |
153,240
-1,362,124
| -90% | -$38.9M | 1.86% | 3 |
|
|
2015
Q3 | $41.8M | Buy |
1,515,364
+58,912
| +4% | +$1.73M | 1.97% | 3 |
|
|
2015
Q2 | $45.7M | Sell |
1,456,452
-3,244
| -0.2% | -$104K | 2.14% | 2 |
|
|
2015
Q1 | $45.4M | Buy |
1,459,696
+2,360
| +0.2% | +$71.3K | 2.21% | 1 |
|
|
2014
Q4 | $40.2M | Sell |
1,457,336
-57,568
| -4% | -$1.57M | 1.63% | 14 |
|
|
2014
Q3 | $38.2M | Sell |
1,514,904
-8,612
| -0.6% | -$211K | 2.21% | 1 |
|
|
2014
Q2 | $35.4M | Sell |
1,523,516
-20,292
| -1% | -$432K | 2.07% | 2 |
|
|
2014
Q1 | $29.6M | Sell |
1,543,808
-241,752
| -14% | -$4.6M | 1.85% | 4 |
|
|
2013
Q4 | $35.8M | Buy |
1,785,560
+230,188
| +15% | +$4.35M | 2.3% | 1 |
|
|
2013
Q3 | $26.5M | Sell |
1,555,372
-54,124
| -3% | -$897K | 1.9% | 3 |
|
|
2013
Q2 | $22.8M | Buy |
+1,609,496
| New | +$24.8M | 1.73% | 8 |
|
Other funds holding AAPL
VCM
VPM
Dana Investment Advisors's AAPL Position: Q1 2026 in Review
Dana Investment Advisors reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $2.81M and leaving 574,924 shares worth $146M. The position accounts for 4.35% of the portfolio, ranked #1.
Dana Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $159M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Dana Investment Advisors held 574,924 shares of Apple worth $146M as of Q1 2026.
- Dana Investment Advisors sold 10,792 Apple shares in Q1 2026, an estimated $2.81M.
- Apple made up 4.35% of Dana Investment Advisors's portfolio in Q1 2026, its #1 holding.
- Dana Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Dana Investment Advisors's Apple position peaked at $159M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.