Empirical Finance’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 | $127M | Sell |
501,183
-854
| -0.2% | -$222K | 5.98% | 2 |
|
|
2025
Q4 | $136M | Sell |
502,037
-24,379
| -5% | -$6.54M | 6.51% | 2 |
|
|
2025
Q3 | $134M | Buy |
526,416
+4,577
| +0.9% | +$1.03M | 6.38% | 2 |
|
|
2025
Q2 | $107M | Buy |
521,839
+8,599
| +2% | +$1.74M | 5.61% | 3 |
|
|
2025
Q1 | $114M | Buy |
513,240
+5,162
| +1% | +$1.2M | 6.88% | 1 |
|
|
2024
Q4 | $127M | Sell |
508,078
-7,416
| -1% | -$1.75M | 7.36% | 1 |
|
|
2024
Q3 | $120M | Buy |
515,494
+9,628
| +2% | +$2.15M | 7% | 1 |
|
|
2024
Q2 | $107M | Sell |
505,866
-41,646
| -8% | -$7.77M | 6.66% | 2 |
|
|
2024
Q1 | $93.9M | Buy |
547,512
+17,697
| +3% | +$3.22M | 5.76% | 2 |
|
|
2023
Q4 | $102M | Buy |
529,815
+1,298
| +0.2% | +$240K | 7.11% | 1 |
|
|
2023
Q3 | $90.5M | Buy |
528,517
+45,641
| +9% | +$8.37M | 6.65% | 1 |
|
|
2023
Q2 | $93.7M | Buy |
482,876
+50,870
| +12% | +$8.86M | 7.25% | 1 |
|
|
2023
Q1 | $71.2M | Buy |
432,006
+17,950
| +4% | +$2.65M | 6.67% | 1 |
|
|
2022
Q4 | $53.8M | Buy |
414,056
+28,507
| +7% | +$4.07M | 5.57% | 1 |
|
|
2022
Q3 | $53.3M | Buy |
385,549
+61,497
| +19% | +$9.65M | 6.32% | 1 |
|
|
2022
Q2 | $44.3M | Buy |
324,052
+16,712
| +5% | +$2.53M | 5.65% | 1 |
|
|
2022
Q1 | $53.7M | Buy |
307,340
+31,327
| +11% | +$5.27M | 6.01% | 1 |
|
|
2021
Q4 | $49M | Buy |
276,013
+69,784
| +34% | +$11M | 5.79% | 1 |
|
|
2021
Q3 | $29.2M | Buy |
206,229
+11,047
| +6% | +$1.63M | 4.4% | 4 |
|
|
2021
Q2 | $26.7M | Buy |
195,182
+24,622
| +14% | +$3.19M | 4.36% | 3 |
|
|
2021
Q1 | $22.6M | Hold |
170,560
| – | – | 3.98% | 5 |
|
|
2020
Q4 | $22.6M | Buy |
170,560
+26,403
| +18% | +$3.18M | 3.98% | 5 |
|
|
2020
Q3 | $16.7M | Buy |
144,157
+26,001
| +22% | +$2.84M | 3.58% | 6 |
|
|
2020
Q2 | $10.8M | Buy |
118,156
+14,308
| +14% | +$1.11M | 2.76% | 7 |
|
|
2020
Q1 | $6.6M | Buy |
103,848
+33,752
| +48% | +$2.48M | 2.05% | 7 |
|
|
2019
Q4 | $5.15M | Buy |
70,096
+23,280
| +50% | +$1.5M | 1.25% | 9 |
|
|
2019
Q3 | $2.62M | Buy |
46,816
+664
| +1% | +$34.7K | 0.73% | 14 |
|
|
2019
Q2 | $2.28M | Sell |
46,152
-628
| -1% | -$30.6K | 0.63% | 26 |
|
|
2019
Q1 | $2.22M | Sell |
46,780
-23,764
| -34% | -$1.01M | 0.57% | 31 |
|
|
2018
Q4 | $2.78M | Sell |
70,544
-9,516
| -12% | -$461K | 0.82% | 15 |
|
|
2018
Q3 | $4.52M | Buy |
80,060
+4,456
| +6% | +$232K | 1.12% | 7 |
|
|
2018
Q2 | $3.5M | Buy |
75,604
+28,824
| +62% | +$1.31M | 0.89% | 14 |
|
|
2018
Q1 | $2.22M | Sell |
46,780
-10,192
| -18% | -$439K | 0.57% | 31 |
|
|
2017
Q4 | $2.41M | Sell |
56,972
-4,312
| -7% | -$180K | 0.8% | 31 |
|
|
2017
Q3 | $2.36M | Sell |
61,284
-3,528
| -5% | -$137K | 0.81% | 24 |
|
|
2017
Q2 | $2.33M | Buy |
64,812
+13,288
| +26% | +$491K | 0.9% | 14 |
|
|
2017
Q1 | $1.85M | Buy |
51,524
+35,492
| +221% | +$1.17M | 0.87% | 24 |
|
|
2016
Q4 | $465K | Buy |
+16,032
| New | +$455K | 0.31% | 54 |
|
Other funds holding AAPL
VCM
VPM
Empirical Finance's AAPL Position: Q1 2026 in Review
Empirical Finance reduced its Apple (AAPL) stake by 0.17% in Q1 2026, selling an estimated $222K and leaving 501,183 shares worth $127M. The position accounts for 5.98% of the portfolio, ranked #2.
Empirical Finance first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $136M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Empirical Finance held 501,183 shares of Apple worth $127M as of Q1 2026.
- Empirical Finance sold 854 Apple shares in Q1 2026, an estimated $222K.
- Apple made up 5.98% of Empirical Finance's portfolio in Q1 2026, its #2 holding.
- Empirical Finance first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Empirical Finance's Apple position peaked at $136M in Q4 2025.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.