Financial Consulate’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 | $19.6M | Sell |
77,287
-811
| -1% | -$211K | 2.44% | 12 |
|
|
2025
Q4 | $21.2M | Sell |
78,098
-526
| -0.7% | -$141K | 2.9% | 11 |
|
|
2025
Q3 | $20M | Buy |
+78,624
| New | +$17.8M | 2.83% | 11 |
|
|
2023
Q2 | – | Sell |
-82,838
| Closed | -$13.7M | – | 41 |
|
|
2023
Q1 | $13.7M | Sell |
82,838
-500
| -0.6% | -$73.8K | 4.77% | 7 |
|
|
2022
Q4 | $10.8M | Sell |
83,338
-128
| -0.2% | -$18.3K | 3.78% | 8 |
|
|
2022
Q3 | $11.5M | Sell |
83,466
-24
| -0% | -$3.77K | 4.87% | 7 |
|
|
2022
Q2 | $11.4M | Sell |
83,490
-794
| -0.9% | -$120K | 5.35% | 7 |
|
|
2022
Q1 | $14.7M | Sell |
84,284
-1,608
| -2% | -$270K | 5.65% | 6 |
|
|
2021
Q4 | $15.3M | Buy |
85,892
+306
| +0.4% | +$48.4K | 5.29% | 8 |
|
|
2021
Q3 | $12.1M | Buy |
85,586
+1,965
| +2% | +$289K | 4.39% | 9 |
|
|
2021
Q2 | $11.5M | Sell |
83,621
-1,020
| -1% | -$132K | 4.13% | 9 |
|
|
2021
Q1 | $10.3M | Sell |
84,641
-1,503
| -2% | -$193K | 4.19% | 8 |
|
|
2020
Q4 | $11.4M | Buy |
86,144
+279
| +0.3% | +$33.6K | 4.93% | 8 |
|
|
2020
Q3 | $9.94M | Sell |
85,865
-1,199
| -1% | -$131K | 4.72% | 8 |
|
|
2020
Q2 | $7.94M | Buy |
87,064
+2,704
| +3% | +$210K | 4.03% | 11 |
|
|
2020
Q1 | $5.36M | Sell |
84,360
-3,096
| -4% | -$228K | 3.18% | 10 |
|
|
2019
Q4 | $6.42M | Sell |
87,456
-38,892
| -31% | -$2.5M | 2.84% | 7 |
|
|
2019
Q3 | $7.07M | Buy |
126,348
+1,280
| +1% | +$66.9K | 3.08% | 9 |
|
|
2019
Q2 | $6.19M | Buy |
125,068
+2,740
| +2% | +$134K | 2.78% | 8 |
|
|
2019
Q1 | $5.81M | Sell |
122,328
-4,180
| -3% | -$177K | 2.66% | 9 |
|
|
2018
Q4 | $4.99M | Buy |
126,508
+2,860
| +2% | +$139K | 2.99% | 9 |
|
|
2018
Q3 | $6.98M | Buy |
123,648
+200
| +0.2% | +$10.4K | 3.97% | 6 |
|
|
2018
Q2 | $5.71M | Buy |
123,448
+6,968
| +6% | +$316K | 2.89% | 7 |
|
|
2018
Q1 | $4.89M | Buy |
116,480
+4,128
| +4% | +$178K | 2.59% | 8 |
|
|
2017
Q4 | $4.75M | Buy |
112,352
+936
| +0.8% | +$39.1K | 2.43% | 9 |
|
|
2017
Q3 | $4.29M | Buy |
111,416
+1,000
| +0.9% | +$38.8K | 2.34% | 9 |
|
|
2017
Q2 | $3.98M | Buy |
110,416
+2,700
| +3% | +$99.8K | 2.34% | 9 |
|
|
2017
Q1 | $3.87M | Hold |
107,716
| – | – | 2.47% | 11 |
|
|
2016
Q4 | $3.12M | Buy |
107,716
+60
| +0.1% | +$1.7K | 2.26% | 9 |
|
|
2016
Q3 | $3.04M | Buy |
107,656
+1,304
| +1% | +$34.5K | 2.71% | 9 |
|
|
2016
Q2 | $2.54M | Sell |
106,352
-2,368
| -2% | -$58.9K | 1.95% | 12 |
|
|
2016
Q1 | $2.96M | Buy |
108,720
+1,280
| +1% | +$31.9K | 2.04% | 12 |
|
|
2015
Q4 | $2.83M | Buy |
107,440
+88
| +0.1% | +$2.52K | 2.01% | 15 |
|
|
2015
Q3 | $2.96M | Buy |
107,352
+41,892
| +64% | +$1.23M | 2.58% | 15 |
|
|
2015
Q2 | $2.05M | Hold |
65,460
| – | – | 1.52% | 19 |
|
|
2015
Q1 | $2.04M | Buy |
65,460
+68
| +0.1% | +$2.05K | 1.72% | 19 |
|
|
2014
Q4 | $1.8M | Buy |
+65,392
| New | +$1.78M | 1.19% | 23 |
|
Other funds holding AAPL
VCM
VPM
Financial Consulate's AAPL Position: Q1 2026 in Review
Financial Consulate reduced its Apple (AAPL) stake by 1% in Q1 2026, selling an estimated $211K and leaving 77,287 shares worth $19.6M. The position accounts for 2.44% of the portfolio, ranked #12.
Financial Consulate first reported a position in AAPL in Q4 2014 and has held it in 37 quarters since. The position peaked at $21.2M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Financial Consulate held 77,287 shares of Apple worth $19.6M as of Q1 2026.
- Financial Consulate sold 811 Apple shares in Q1 2026, an estimated $211K.
- Apple made up 2.44% of Financial Consulate's portfolio in Q1 2026, its #12 holding.
- Financial Consulate first reported a position in Apple in Q4 2014 and has held it in 37 quarters since.
- Financial Consulate's Apple position peaked at $21.2M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.