Financial Insights’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 | $12.5M | Buy |
49,313
+769
| +2% | +$200K | 4.06% | 6 |
|
|
2025
Q4 | $13.2M | Buy |
48,544
+267
| +0.6% | +$71.7K | 4.42% | 7 |
|
|
2025
Q3 | $12.3M | Sell |
48,277
-529
| -1% | -$120K | 4.07% | 7 |
|
|
2025
Q2 | $10M | Sell |
48,806
-16,315
| -25% | -$3.29M | 3.66% | 7 |
|
|
2025
Q1 | $14.5M | Buy |
65,121
+1,774
| +3% | +$411K | 5.76% | 4 |
|
|
2024
Q4 | $15.9M | Sell |
63,347
-10,049
| -14% | -$2.37M | 5.89% | 5 |
|
|
2024
Q3 | $17.1M | Sell |
73,396
-30,939
| -30% | -$6.91M | 5.4% | 4 |
|
|
2024
Q2 | $22M | Sell |
104,335
-1,438
| -1% | -$268K | 6.11% | 3 |
|
|
2024
Q1 | $18.1M | Sell |
105,773
-2,326
| -2% | -$423K | 5.06% | 4 |
|
|
2023
Q4 | $20.8M | Buy |
108,099
+749
| +0.7% | +$138K | 6.51% | 3 |
|
|
2023
Q3 | $18.3M | Buy |
107,350
+14,463
| +16% | +$2.65M | 6.55% | 3 |
|
|
2023
Q2 | $18M | Sell |
92,887
-1,471
| -2% | -$256K | 6.62% | 3 |
|
|
2023
Q1 | $15.6M | Sell |
94,358
-2,150
| -2% | -$317K | 6.33% | 3 |
|
|
2022
Q4 | $12.5M | Buy |
96,508
+7,695
| +9% | +$1.1M | 5.94% | 2 |
|
|
2022
Q3 | $12.3M | Buy |
88,813
+47,305
| +114% | +$7.42M | 8.27% | 2 |
|
|
2022
Q2 | $5.68M | Sell |
41,508
-1,149
| -3% | -$174K | 5.77% | 4 |
|
|
2022
Q1 | $7.46M | Buy |
42,657
+114
| +0.3% | +$19.2K | 6.85% | 3 |
|
|
2021
Q4 | $7.56M | Sell |
42,543
-406
| -0.9% | -$64.2K | 6.52% | 2 |
|
|
2021
Q3 | $6.08M | Buy |
42,949
+318
| +0.7% | +$46.8K | 5.59% | 4 |
|
|
2021
Q2 | $58.4M | Sell |
42,631
-87
| -0.2% | -$11.3K | 4.83% | 6 |
|
|
2021
Q1 | $5.21M | Buy |
42,718
+117
| +0.3% | +$15K | 3.85% | 9 |
|
|
2020
Q4 | $5.66M | Sell |
42,601
-2,298
| -5% | -$276K | 4.38% | 7 |
|
|
2020
Q3 | $5.19M | Sell |
44,899
-680,161
| -94% | -$74.2M | 4.42% | 7 |
|
|
2020
Q2 | $4.04K | Buy |
725,060
+680,676
| +1,534% | +$52.7M | 3.58% | 9 |
|
|
2020
Q1 | $2.82M | Buy |
44,384
+528
| +1% | +$38.8K | 2.97% | 12 |
|
|
2019
Q4 | $3.22M | Buy |
43,856
+36
| +0.1% | +$2.32K | 2.82% | 12 |
|
|
2019
Q3 | $2.45M | Sell |
43,820
-2,044
| -4% | -$107K | 2.34% | 12 |
|
|
2019
Q2 | $2.3M | Buy |
45,864
+808
| +2% | +$39.4K | 2.33% | 12 |
|
|
2019
Q1 | $2.27M | Sell |
45,056
-236
| -0.5% | -$10K | 2.36% | 12 |
|
|
2018
Q4 | $1.88M | Buy |
+45,292
| New | +$2.2M | 2.1% | 12 |
|
Other funds holding AAPL
VCM
VPM
Financial Insights's AAPL Position: Q1 2026 in Review
Financial Insights increased its Apple (AAPL) stake by 1.6% in Q1 2026, buying an estimated $200K and bringing the position to 49,313 shares worth $12.5M. The position accounts for 4.06% of the portfolio, ranked #6.
Financial Insights first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $58.4M in Q2 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Financial Insights held 49,313 shares of Apple worth $12.5M as of Q1 2026.
- Financial Insights bought 769 Apple shares in Q1 2026, an estimated $200K.
- Apple made up 4.06% of Financial Insights's portfolio in Q1 2026, its #6 holding.
- Financial Insights first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- Financial Insights's Apple position peaked at $58.4M in Q2 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.