Freestone Capital Holdings’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
$129M Sell
509,077
-8,398
-2% -$2.19M 3.92% 5
2025
Q4
$141M Sell
517,475
-7,574
-1% -$2.03M 4.16% 5
2025
Q3
$134M Buy
525,049
+37,581
+8% +$8.49M 4.09% 5
2025
Q2
$100M Buy
487,468
+37,743
+8% +$7.62M 3.37% 5
2025
Q1
$99.9M Sell
449,725
-23,718
-5% -$5.49M 3.73% 5
2024
Q4
$119M Buy
473,443
+29,750
+7% +$7.01M 4.1% 6
2024
Q3
$103M Buy
443,693
+7,280
+2% +$1.63M 3.55% 6
2024
Q2
$91.9M Buy
436,413
+62,520
+17% +$11.7M 3.28% 6
2024
Q1
$64.1M Sell
373,893
-33,734
-8% -$6.13M 2.39% 7
2023
Q4
$78.5M Buy
407,627
+67,249
+20% +$12.4M 3.52% 5
2023
Q3
$58.3M Buy
340,378
+7,634
+2% +$1.4M 3.08% 6
2023
Q2
$64.5M Sell
332,744
-2,808
-0.8% -$489K 2.6% 6
2023
Q1
$55.3M Sell
335,552
-4,795
-1% -$708K 2.45% 8
2022
Q4
$44.2M Sell
340,347
-10,802
-3% -$1.54M 2.02% 10
2022
Q3
$48.5M Sell
351,149
-45,885
-12% -$7.2M 2.19% 9
2022
Q2
$54.3M Sell
397,034
-63,331
-14% -$9.59M 2.07% 10
2022
Q1
$80.4M Buy
460,365
+47,409
+11% +$7.97M 3.23% 4
2021
Q4
$73.3M Buy
412,956
+46,953
+13% +$7.42M 3.1% 5
2021
Q3
$51.8M Sell
366,003
-12,823
-3% -$1.89M 2.6% 7
2021
Q2
$51.9M Buy
378,826
+19,212
+5% +$2.49M 2.6% 7
2021
Q1
$43.9M Buy
359,614
+25,152
+8% +$3.23M 2.39% 7
2020
Q4
$44.4M Buy
334,462
+4,592
+1% +$552K 2.59% 7
2020
Q3
$38.2M Buy
329,870
+994
+0.3% +$108K 2.49% 9
2020
Q2
$30K Buy
328,876
+30,692
+10% +$2.38M 0.35% 15
2020
Q1
$19K Sell
298,184
-13,292
-4% -$978K 0.41% 21
2019
Q4
$22.9K Buy
311,476
+12,792
+4% +$823K 0.47% 17
2019
Q3
$16.7K Sell
298,684
-38,260
-11% -$2M 0.4% 19
2019
Q2
$16.7K Sell
336,944
-210,556
-38% -$10.3M 0.43% 15
2019
Q1
$121M Sell
547,500
-92,332
-14% -$3.92M 7.17% 1
2018
Q4
$25.2M Sell
639,832
-17,236
-3% -$836K 1.71% 9
2018
Q3
$37.1M Sell
657,068
-1,228
-0.2% -$64K 0.23% 6
2018
Q2
$30.5M Sell
658,296
-23,848
-3% -$1.08M 0.19% 10
2018
Q1
$28.6M Buy
682,144
+18,852
+3% +$812K 1.67% 9
2017
Q4
$28.1M Sell
663,292
-28,076
-4% -$1.17M 1.94% 5
2017
Q3
$26.6M Sell
691,368
-12,604
-2% -$489K 1.9% 4
2017
Q2
$25.3M Sell
703,972
-30,396
-4% -$1.12M 1.97% 6
2017
Q1
$26.4M Sell
734,368
-28,452
-4% -$937K 2.03% 6
2016
Q4
$22.1M Sell
762,820
-1,480
-0.2% -$42K 1.9% 13
2016
Q3
$21.6M Sell
764,300
-7,836
-1% -$207K 1.98% 12
2016
Q2
$18.5M Buy
772,136
+54,088
+8% +$1.34M 1.8% 19
2016
Q1
$19.6M Buy
718,048
+34,028
+5% +$848K 2.06% 9
2015
Q4
$18M Buy
684,020
+23,692
+4% +$677K 1.86% 15
2015
Q3
$18.2M Buy
660,328
+36,960
+6% +$1.08M 1.98% 12
2015
Q2
$19.5M Sell
623,368
-38,900
-6% -$1.24M 3.11% 5
2015
Q1
$20.6M Sell
662,268
-212,984
-24% -$6.43M 3.24% 3
2014
Q4
$24.2M Buy
875,252
+43,968
+5% +$1.2M 3.99% 1
2014
Q3
$20.9M Sell
831,284
-54,948
-6% -$1.35M 3.62% 3
2014
Q2
$20.6M Sell
886,232
-78,844
-8% -$1.68M 3.22% 3
2014
Q1
$18.5M Buy
965,076
+13,692
+1% +$260K 3.28% 4
2013
Q4
$19.1M Buy
951,384
+18,956
+2% +$358K 3.38% 1
2013
Q3
$16.1M Buy
932,428
+60,704
+7% +$1.01M 2.87% 1
2013
Q2
$12.3M Buy
+871,724
New +$13.4M 2.53% 3

Other funds holding AAPL

Freestone Capital Holdings's AAPL Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $2.19M and leaving 509,077 shares worth $129M. The position accounts for 3.92% of the portfolio, ranked #5.

Freestone Capital Holdings first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $141M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Freestone Capital Holdings held 509,077 shares of Apple worth $129M as of Q1 2026.
  • Freestone Capital Holdings sold 8,398 Apple shares in Q1 2026, an estimated $2.19M.
  • Apple made up 3.92% of Freestone Capital Holdings's portfolio in Q1 2026, its #5 holding.
  • Freestone Capital Holdings first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Freestone Capital Holdings's Apple position peaked at $141M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.