Doheny Asset 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 | $15.8M | Sell |
62,449
-4,530
| -7% | -$1.18M | 10.33% | 1 |
|
|
2025
Q4 | $18.2M | Sell |
66,979
-308
| -0.5% | -$82.7K | 11.12% | 1 |
|
|
2025
Q3 | $17.1M | Sell |
67,287
-50
| -0.1% | -$11.3K | 10.87% | 2 |
|
|
2025
Q2 | $13.8M | Sell |
67,337
-150
| -0.2% | -$30.3K | 9.68% | 2 |
|
|
2025
Q1 | $15M | Sell |
67,487
-506
| -0.7% | -$117K | 11.74% | 1 |
|
|
2024
Q4 | $17M | Sell |
67,993
-1,772
| -3% | -$418K | 12.71% | 1 |
|
|
2024
Q3 | $16.3M | Buy |
69,765
+5
| +0% | +$1.12K | 11.1% | 1 |
|
|
2024
Q2 | $14.7M | Sell |
69,760
-2,759
| -4% | -$515K | 10.47% | 1 |
|
|
2024
Q1 | $12.4M | Buy |
72,519
+2,509
| +4% | +$456K | 10.22% | 1 |
|
|
2023
Q4 | $13.5M | Sell |
70,010
-14,773
| -17% | -$2.73M | 13.2% | 1 |
|
|
2023
Q3 | $14.5M | Sell |
84,783
-5,055
| -6% | -$927K | 14.07% | 1 |
|
|
2023
Q2 | $17.4M | Sell |
89,838
-480
| -0.5% | -$83.6K | 14.94% | 1 |
|
|
2023
Q1 | $14.9M | Buy |
90,318
+18,963
| +27% | +$2.8M | 13.37% | 1 |
|
|
2022
Q4 | $9.27M | Sell |
71,355
-19,288
| -21% | -$2.76M | 10.75% | 1 |
|
|
2022
Q3 | $12.5M | Buy |
+90,643
| New | +$14.2M | 12.55% | 1 |
|
|
2022
Q1 | $17M | Sell |
97,459
-2,144
| -2% | -$361K | 12.42% | 1 |
|
|
2021
Q4 | $17.7M | Sell |
99,603
-7,198
| -7% | -$1.14M | 12.4% | 1 |
|
|
2021
Q3 | $15.1M | Sell |
106,801
-7,892
| -7% | -$1.16M | 10.81% | 1 |
|
|
2021
Q2 | $15.7M | Sell |
114,693
-3,590
| -3% | -$465K | 10.11% | 1 |
|
|
2021
Q1 | $14.4M | Sell |
118,283
-11,100
| -9% | -$1.42M | 9.79% | 1 |
|
|
2020
Q4 | $17.2M | Sell |
129,383
-109
| -0.1% | -$13.1K | 11.93% | 1 |
|
|
2020
Q3 | $15M | Sell |
129,492
-11,996
| -8% | -$1.31M | 12.39% | 1 |
|
|
2020
Q2 | $12.9M | Sell |
141,488
-6,500
| -4% | -$504K | 12.19% | 1 |
|
|
2020
Q1 | $10.9M | Hold |
147,988
| – | – | 8.61% | 1 |
|
|
2019
Q4 | $10.9M | Sell |
147,988
-6,744
| -4% | -$434K | 8.61% | 1 |
|
|
2019
Q3 | $8.66M | Sell |
154,732
-10,000
| -6% | -$523K | 7.52% | 1 |
|
|
2019
Q2 | $8.15M | Sell |
164,732
-27,624
| -14% | -$1.35M | 6.82% | 1 |
|
|
2019
Q1 | $9.13M | Sell |
192,356
-62,500
| -25% | -$2.65M | 7.77% | 1 |
|
|
2018
Q4 | $10.1M | Sell |
254,856
-16,560
| -6% | -$803K | 7.36% | 1 |
|
|
2018
Q3 | $15.3M | Sell |
271,416
-24,740
| -8% | -$1.29M | 8.02% | 1 |
|
|
2018
Q2 | $13.7M | Sell |
296,156
-27,820
| -9% | -$1.26M | 7.43% | 1 |
|
|
2018
Q1 | $13.6M | Sell |
323,976
-24,920
| -7% | -$1.07M | 7.13% | 1 |
|
|
2017
Q4 | $14.8M | Sell |
348,896
-11,960
| -3% | -$500K | 6.88% | 1 |
|
|
2017
Q3 | $13.9M | Buy |
360,856
+1,400
| +0.4% | +$54.3K | 6.39% | 1 |
|
|
2017
Q2 | $12.9M | Sell |
359,456
-5,648
| -2% | -$209K | 6.07% | 3 |
|
|
2017
Q1 | $13.1M | Sell |
365,104
-21,876
| -6% | -$720K | 5.92% | 3 |
|
|
2016
Q4 | $11.2M | Buy |
386,980
+3,868
| +1% | +$110K | 5.43% | 2 |
|
|
2016
Q3 | $10.8M | Sell |
383,112
-3,500
| -0.9% | -$92.6K | 5.56% | 1 |
|
|
2016
Q2 | $9.24M | Sell |
386,612
-2,660
| -0.7% | -$66.1K | 4.64% | 1 |
|
|
2016
Q1 | $10.6M | Sell |
389,272
-5,120
| -1% | -$128K | 5.47% | 1 |
|
|
2015
Q4 | $10.4M | Sell |
394,392
-55,240
| -12% | -$1.58M | 5.07% | 1 |
|
|
2015
Q3 | $12.4M | Sell |
449,632
-23,796
| -5% | -$698K | 6.43% | 1 |
|
|
2015
Q2 | $14.8M | Buy |
473,428
+4,880
| +1% | +$156K | 6.64% | 1 |
|
|
2015
Q1 | $14.6M | Sell |
468,548
-2,412
| -0.5% | -$72.8K | 6.76% | 1 |
|
|
2014
Q4 | $13M | Buy |
470,960
+13,920
| +3% | +$379K | 6.21% | 1 |
|
|
2014
Q3 | $11.5M | Sell |
457,040
-11,120
| -2% | -$273K | 5.76% | 1 |
|
|
2014
Q2 | $10.9M | Buy |
468,160
+1,596
| +0.3% | +$34K | 5.15% | 2 |
|
|
2014
Q1 | $8.94M | Sell |
466,564
-980
| -0.2% | -$18.6K | 4.6% | 2 |
|
|
2013
Q4 | $9.37M | Sell |
467,544
-4,256
| -0.9% | -$80.4K | 4.94% | 2 |
|
|
2013
Q3 | $8.03M | Sell |
471,800
-4,200
| -0.9% | -$69.6K | 4.42% | 2 |
|
|
2013
Q2 | $6.74M | Buy |
+476,000
| New | +$7.32M | 3.85% | 2 |
|
Other funds holding AAPL
VCM
VPM
Doheny Asset Management's AAPL Position: Q1 2026 in Review
Doheny Asset Management reduced its Apple (AAPL) stake by 6.8% in Q1 2026, selling an estimated $1.18M and leaving 62,449 shares worth $15.8M. The position accounts for 10.33% of the portfolio, ranked #1.
Doheny Asset Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $18.2M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Doheny Asset Management held 62,449 shares of Apple worth $15.8M as of Q1 2026.
- Doheny Asset Management sold 4,530 Apple shares in Q1 2026, an estimated $1.18M.
- Apple made up 10.33% of Doheny Asset Management's portfolio in Q1 2026, its #1 holding.
- Doheny Asset Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- Doheny Asset Management's Apple position peaked at $18.2M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.