Disciplined Growth Investors’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 | $252K | Sell |
992
-543
| -35% | -$141K | 0.01% | 61 |
|
|
2025
Q4 | $417K | Hold |
1,535
| – | – | 0.01% | 59 |
|
|
2025
Q3 | $391K | Sell |
1,535
-777
| -34% | -$176K | 0.01% | 62 |
|
|
2025
Q2 | $474K | Buy |
2,312
+980
| +74% | +$198K | 0.01% | 61 |
|
|
2025
Q1 | $296K | Sell |
1,332
-132
| -9% | -$30.6K | 0.01% | 63 |
|
|
2024
Q4 | $367K | Hold |
1,464
| – | – | 0.01% | 62 |
|
|
2024
Q3 | $341K | Hold |
1,464
| – | – | 0.01% | 65 |
|
|
2024
Q2 | $308K | Hold |
1,464
| – | – | 0.01% | 62 |
|
|
2024
Q1 | $251K | Hold |
1,464
| – | – | ﹤0.01% | 67 |
|
|
2023
Q4 | $282K | Sell |
1,464
-642
| -30% | -$119K | 0.01% | 62 |
|
|
2023
Q3 | $361K | Hold |
2,106
| – | – | 0.01% | 62 |
|
|
2023
Q2 | $409K | Hold |
2,106
| – | – | 0.01% | 62 |
|
|
2023
Q1 | $347K | Hold |
2,106
| – | – | 0.01% | 63 |
|
|
2022
Q4 | $274K | Sell |
2,106
-90
| -4% | -$12.9K | 0.01% | 68 |
|
|
2022
Q3 | $303K | Hold |
2,196
| – | – | 0.01% | 70 |
|
|
2022
Q2 | $300K | Sell |
2,196
-4,274
| -66% | -$647K | 0.01% | 71 |
|
|
2022
Q1 | $1.13M | Sell |
6,470
-462
| -7% | -$77.7K | 0.02% | 72 |
|
|
2021
Q4 | $1.23M | Buy |
6,932
+3,787
| +120% | +$598K | 0.02% | 70 |
|
|
2021
Q3 | $445K | Sell |
3,145
-92
| -3% | -$13.5K | 0.01% | 72 |
|
|
2021
Q2 | $443K | Buy |
3,237
+232
| +8% | +$30.1K | 0.01% | 73 |
|
|
2021
Q1 | $367K | Buy |
3,005
+278
| +10% | +$35.7K | 0.01% | 74 |
|
|
2020
Q4 | $362K | Buy |
+2,727
| New | +$328K | 0.01% | 75 |
|
|
2017
Q1 | – | Sell |
-21,260
| Closed | -$616K | – | 91 |
|
|
2016
Q4 | $616K | Hold |
21,260
| – | – | 0.01% | 86 |
|
|
2016
Q3 | $601K | Sell |
21,260
-14,656
| -41% | -$388K | 0.01% | 82 |
|
|
2016
Q2 | $858K | Buy |
35,916
+1,656
| +5% | +$41.2K | 0.02% | 86 |
|
|
2016
Q1 | $933K | Hold |
34,260
| – | – | 0.02% | 85 |
|
|
2015
Q4 | $902K | Sell |
34,260
-2,000
| -6% | -$57.2K | 0.02% | 85 |
|
|
2015
Q3 | $1M | Sell |
36,260
-3,620
| -9% | -$106K | 0.03% | 86 |
|
|
2015
Q2 | $1.25M | Sell |
39,880
-37,080
| -48% | -$1.19M | 0.03% | 87 |
|
|
2015
Q1 | $2.39M | Sell |
76,960
-46,100
| -37% | -$1.39M | 0.06% | 86 |
|
|
2014
Q4 | $3.4M | Sell |
123,060
-129,412
| -51% | -$3.52M | 0.08% | 79 |
|
|
2014
Q3 | $6.36M | Sell |
252,472
-131,624
| -34% | -$3.23M | 0.16% | 73 |
|
|
2014
Q2 | $8.92M | Sell |
384,096
-523,160
| -58% | -$11.1M | 0.23% | 64 |
|
|
2014
Q1 | $17.4M | Sell |
907,256
-42,280
| -4% | -$804K | 0.44% | 56 |
|
|
2013
Q4 | $19M | Sell |
949,536
-23,800
| -2% | -$450K | 0.5% | 52 |
|
|
2013
Q3 | $16.6M | Sell |
973,336
-34,776
| -3% | -$577K | 0.48% | 55 |
|
|
2013
Q2 | $14.3M | Buy |
+1,008,112
| New | +$15.5M | 0.46% | 55 |
|
Other funds holding AAPL
VCM
VPM
Disciplined Growth Investors's AAPL Position: Q1 2026 in Review
Disciplined Growth Investors reduced its Apple (AAPL) stake by 35% in Q1 2026, selling an estimated $141K and leaving 992 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #61.
Disciplined Growth Investors first reported a position in AAPL in Q2 2013 and has held it in 37 quarters since. The position peaked at $19M in Q4 2013. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Disciplined Growth Investors held 992 shares of Apple worth $252K as of Q1 2026.
- Disciplined Growth Investors sold 543 Apple shares in Q1 2026, an estimated $141K.
- Apple made up 0.01% of Disciplined Growth Investors's portfolio in Q1 2026, its #61 holding.
- Disciplined Growth Investors first reported a position in Apple in Q2 2013 and has held it in 37 quarters since.
- Disciplined Growth Investors's Apple position peaked at $19M in Q4 2013.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.