Family 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 | $28.8M | Sell |
113,630
-927
| -0.8% | -$241K | 3.46% | 8 |
|
|
2025
Q4 | $31.1M | Buy |
114,557
+8,210
| +8% | +$2.2M | 3.94% | 5 |
|
|
2025
Q3 | $27.1M | Buy |
106,347
+611
| +0.6% | +$138K | 3.76% | 6 |
|
|
2025
Q2 | $21.7M | Sell |
105,736
-1,117
| -1% | -$226K | 3.29% | 7 |
|
|
2025
Q1 | $23.7M | Buy |
106,853
+10,544
| +11% | +$2.44M | 3.92% | 4 |
|
|
2024
Q4 | $24.1M | Buy |
96,309
+1,481
| +2% | +$349K | 3.91% | 4 |
|
|
2024
Q3 | $22.1M | Buy |
94,828
+149
| +0.2% | +$33.3K | 3.68% | 6 |
|
|
2024
Q2 | $19.9M | Sell |
94,679
-2,645
| -3% | -$493K | 3.54% | 7 |
|
|
2024
Q1 | $16.7M | Sell |
97,324
-1,415
| -1% | -$257K | 3.08% | 8 |
|
|
2023
Q4 | $19M | Buy |
98,739
+11,321
| +13% | +$2.09M | 3.95% | 5 |
|
|
2023
Q3 | $15M | Buy |
87,418
+5,226
| +6% | +$958K | 3.44% | 7 |
|
|
2023
Q2 | $15.9M | Sell |
82,192
-7,906
| -9% | -$1.38M | 3.49% | 5 |
|
|
2023
Q1 | $14.9M | Sell |
90,098
-2,050
| -2% | -$302K | 3.42% | 8 |
|
|
2022
Q4 | $12M | Sell |
92,148
-665
| -0.7% | -$95K | 2.92% | 5 |
|
|
2022
Q3 | $12.8M | Sell |
92,813
-1,673
| -2% | -$263K | 3.44% | 4 |
|
|
2022
Q2 | $12.9M | Sell |
94,486
-22,002
| -19% | -$3.33M | 3.68% | 7 |
|
|
2022
Q1 | $20.3M | Buy |
116,488
+4,527
| +4% | +$761K | 5.64% | 1 |
|
|
2021
Q4 | $19.9M | Buy |
111,961
+932
| +0.8% | +$147K | 5.17% | 1 |
|
|
2021
Q3 | $15.7M | Sell |
111,029
-10,603
| -9% | -$1.56M | 4.34% | 1 |
|
|
2021
Q2 | $16.7M | Buy |
121,632
+11,883
| +11% | +$1.54M | 4.41% | 2 |
|
|
2021
Q1 | $13.4M | Sell |
109,749
-28,012
| -20% | -$3.6M | 4.21% | 2 |
|
|
2020
Q4 | $18.3M | Sell |
137,761
-8,153
| -6% | -$981K | 6.28% | 1 |
|
|
2020
Q3 | $16.9M | Sell |
145,914
-29,286
| -17% | -$3.2M | 7.42% | 1 |
|
|
2020
Q2 | $16M | Sell |
175,200
-428
| -0.2% | -$33.2K | 6.51% | 1 |
|
|
2020
Q1 | $11.2M | Sell |
175,628
-5,932
| -3% | -$436K | 5.58% | 1 |
|
|
2019
Q4 | $13.3M | Buy |
181,560
+1,796
| +1% | +$116K | 4.6% | 2 |
|
|
2019
Q3 | $10.1M | Sell |
179,764
-3,148
| -2% | -$165K | 3.76% | 5 |
|
|
2019
Q2 | $9.05M | Buy |
182,912
+3,688
| +2% | +$180K | 3.56% | 4 |
|
|
2019
Q1 | $8.51M | Sell |
179,224
-104,768
| -37% | -$4.44M | 3.68% | 5 |
|
|
2018
Q4 | $11.2M | Sell |
283,992
-36,924
| -12% | -$1.79M | 4.69% | 3 |
|
|
2018
Q3 | $18.1M | Sell |
320,916
-3,984
| -1% | -$207K | 10.58% | 1 |
|
|
2018
Q2 | $15M | Sell |
324,900
-900
| -0.3% | -$40.8K | 9.32% | 1 |
|
|
2018
Q1 | $13.7M | Sell |
325,800
-10,528
| -3% | -$453K | 10.28% | 1 |
|
|
2017
Q4 | $14.2M | Sell |
336,328
-70,876
| -17% | -$2.96M | 9.94% | 1 |
|
|
2017
Q3 | $15.7M | Sell |
407,204
-4,376
| -1% | -$170K | 10.75% | 1 |
|
|
2017
Q2 | $14.8M | Sell |
411,580
-52,680
| -11% | -$1.95M | 10.19% | 1 |
|
|
2017
Q1 | $16.7M | Sell |
464,260
-19,128
| -4% | -$630K | 11.48% | 1 |
|
|
2016
Q4 | $14M | Sell |
483,388
-13,928
| -3% | -$395K | 9.58% | 1 |
|
|
2016
Q3 | $14.1M | Sell |
497,316
-63,388
| -11% | -$1.68M | 7.95% | 1 |
|
|
2016
Q2 | $13.4M | Sell |
560,704
-3,828
| -0.7% | -$95.1K | 7.58% | 1 |
|
|
2016
Q1 | $15.4M | Sell |
564,532
-480
| -0.1% | -$12K | 9.98% | 1 |
|
|
2015
Q4 | $14.9M | Buy |
565,012
+120
| +0% | +$3.43K | 7.68% | 1 |
|
|
2015
Q3 | $15.6M | Sell |
564,892
-32,344
| -5% | -$949K | 6.88% | 1 |
|
|
2015
Q2 | $18.7M | Buy |
597,236
+84,968
| +17% | +$2.72M | 7.72% | 1 |
|
|
2015
Q1 | $15.9M | Sell |
512,268
-47,492
| -8% | -$1.43M | 7.35% | 1 |
|
|
2014
Q4 | $15.4M | Sell |
559,760
-10,764
| -2% | -$293K | 7.01% | 1 |
|
|
2014
Q3 | $14.4M | Sell |
570,524
-1,408
| -0.2% | -$34.6K | 6.54% | 1 |
|
|
2014
Q2 | $13.3M | Buy |
571,932
+4,288
| +0.8% | +$91.2K | 6.47% | 1 |
|
|
2014
Q1 | $10.9M | Buy |
567,644
+99,792
| +21% | +$1.9M | 5.66% | 1 |
|
|
2013
Q4 | $9.37M | Buy |
467,852
+95,732
| +26% | +$1.81M | 5.39% | 1 |
|
|
2013
Q3 | $6.34M | Sell |
372,120
-30,100
| -7% | -$499K | 4.1% | 2 |
|
|
2013
Q2 | $5.7M | Buy |
+402,220
| New | +$6.19M | 3.46% | 5 |
|
Other funds holding AAPL
VCM
VPM
