Ellenbecker Investment Group’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 | $9.56M | Sell |
37,671
-1,005
| -3% | -$262K | 1.29% | 11 |
|
|
2025
Q4 | $10.5M | Buy |
38,676
+1,738
| +5% | +$467K | 1.47% | 11 |
|
|
2025
Q3 | $9.41M | Sell |
36,938
-374
| -1% | -$84.5K | 1.39% | 11 |
|
|
2025
Q2 | $7.66M | Buy |
37,312
+628
| +2% | +$127K | 1.24% | 12 |
|
|
2025
Q1 | $8.15M | Sell |
36,684
-213
| -0.6% | -$49.3K | 1.46% | 12 |
|
|
2024
Q4 | $9.24M | Buy |
36,897
+1,606
| +5% | +$378K | 1.65% | 10 |
|
|
2024
Q3 | $8.22M | Sell |
35,291
-1,525
| -4% | -$341K | 1.55% | 10 |
|
|
2024
Q2 | $7.75M | Buy |
36,816
+155
| +0.4% | +$28.9K | 1.56% | 10 |
|
|
2024
Q1 | $6.29M | Sell |
36,661
-530
| -1% | -$96.4K | 1.32% | 10 |
|
|
2023
Q4 | $7.16M | Sell |
37,191
-2,295
| -6% | -$424K | 1.66% | 10 |
|
|
2023
Q3 | $6.76M | Buy |
39,486
+1,197
| +3% | +$220K | 1.75% | 10 |
|
|
2023
Q2 | $7.43M | Buy |
38,289
+293
| +0.8% | +$51.1K | 1.87% | 9 |
|
|
2023
Q1 | $6.26M | Buy |
37,996
+91
| +0.2% | +$13.4K | 1.71% | 10 |
|
|
2022
Q4 | $4.92M | Buy |
37,905
+1,172
| +3% | +$167K | 1.46% | 10 |
|
|
2022
Q3 | $5.08M | Buy |
36,733
+362
| +1% | +$56.8K | 1.61% | 9 |
|
|
2022
Q2 | $4.97M | Buy |
36,371
+1,096
| +3% | +$166K | 1.53% | 9 |
|
|
2022
Q1 | $6.16M | Buy |
35,275
+720
| +2% | +$121K | 1.75% | 8 |
|
|
2021
Q4 | $6.13M | Buy |
34,555
+531
| +2% | +$83.9K | 1.7% | 7 |
|
|
2021
Q3 | $4.81M | Sell |
34,024
-646
| -2% | -$95.1K | 1.51% | 8 |
|
|
2021
Q2 | $4.75M | Buy |
34,670
+392
| +1% | +$50.8K | 1.56% | 9 |
|
|
2021
Q1 | $4.19M | Buy |
34,278
+1,088
| +3% | +$140K | 1.47% | 9 |
|
|
2020
Q4 | $4.4M | Sell |
33,190
-1,372
| -4% | -$165K | 1.63% | 10 |
|
|
2020
Q3 | $4M | Buy |
34,562
+858
| +3% | +$93.6K | 1.7% | 11 |
|
|
2020
Q2 | $3.07M | Buy |
33,704
+1,164
| +4% | +$90.2K | 1.54% | 12 |
|
|
2020
Q1 | $2.07M | Buy |
32,540
+112
| +0.3% | +$8.24K | 1.3% | 12 |
|
|
2019
Q4 | $2.38M | Buy |
32,428
+1,400
| +5% | +$90.1K | 1.24% | 12 |
|
|
2019
Q3 | $1.74M | Sell |
31,028
-3,008
| -9% | -$157K | 0.98% | 16 |
|
|
2019
Q2 | $1.68M | Sell |
34,036
-1,432
| -4% | -$69.8K | 0.98% | 14 |
|
|
2019
Q1 | $1.68M | Buy |
35,468
+488
| +1% | +$20.7K | 1.08% | 14 |
|
|
2018
Q4 | $1.38M | Buy |
34,980
+1,900
| +6% | +$92.1K | 1.07% | 16 |
|
|
2018
Q3 | $1.87M | Buy |
33,080
+2,844
| +9% | +$148K | 1.38% | 15 |
|
|
2018
Q2 | $1.4M | Buy |
30,236
+528
| +2% | +$23.9K | 1.11% | 15 |
|
|
2018
Q1 | $1.25M | Sell |
29,708
-564
| -2% | -$24.3K | 1.03% | 14 |
|
|
2017
Q4 | $1.28M | Buy |
+30,272
| New | +$1.26M | 1.07% | 14 |
|
Other funds holding AAPL
VCM
VPM
Ellenbecker Investment Group's AAPL Position: Q1 2026 in Review
Ellenbecker Investment Group reduced its Apple (AAPL) stake by 2.6% in Q1 2026, selling an estimated $262K and leaving 37,671 shares worth $9.56M. The position accounts for 1.29% of the portfolio, ranked #11.
Ellenbecker Investment Group first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.5M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Ellenbecker Investment Group held 37,671 shares of Apple worth $9.56M as of Q1 2026.
- Ellenbecker Investment Group sold 1,005 Apple shares in Q1 2026, an estimated $262K.
- Apple made up 1.29% of Ellenbecker Investment Group's portfolio in Q1 2026, its #11 holding.
- Ellenbecker Investment Group first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Ellenbecker Investment Group's Apple position peaked at $10.5M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.