Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$149M Buy
514,279
+3,030
+0.6% +$867K 13.32% 1
2026
Q1
$130M Sell
511,249
-23,033
-4% -$5.99M 13.45% 1
2025
Q4
$145M Sell
534,282
-2,548
-0.5% -$684K 14.39% 1
2025
Q3
$138M Buy
536,830
+7,424
+1% +$1.68M 14.29% 1
2025
Q2
$109M Buy
529,406
+1,750
+0.3% +$353K 12.78% 1
2025
Q1
$117M Sell
527,656
-2,102
-0.4% -$487K 15.26% 1
2024
Q4
$133M Sell
529,758
-770
-0.1% -$181K 16.62% 1
2024
Q3
$124M Buy
530,528
+2,816
+0.5% +$629K 16.18% 1
2024
Q2
$111M Sell
527,712
-11,635
-2% -$2.17M 15.88% 1
2024
Q1
$92.5M Sell
539,347
-4,852
-0.9% -$882K 14.03% 1
2023
Q4
$105M Buy
544,199
+44,292
+9% +$8.18M 16.55% 1
2023
Q3
$85.6M Sell
499,907
-58,409
-10% -$10.7M 18.77% 1
2023
Q2
$108M Sell
558,316
-9,283
-2% -$1.62M 20.06% 1
2023
Q1
$93.6M Sell
567,599
-2,665
-0.5% -$393K 18.53% 1
2022
Q4
$74.1M Sell
570,264
-9,785
-2% -$1.4M 15.55% 1
2022
Q3
$80.2M Sell
580,049
-11,829
-2% -$1.86M 17.03% 1
2022
Q2
$80.9M Sell
591,878
-6,880
-1% -$1.04M 16.24% 1
2022
Q1
$105M Buy
598,758
+1,563
+0.3% +$263K 17.09% 1
2021
Q4
$106M Sell
597,195
-7,527
-1% -$1.19M 16.44% 1
2021
Q3
$85.6M Buy
604,722
+8,670
+1% +$1.28M 14.28% 1
2021
Q2
$81.6M Sell
596,052
-562
-0.1% -$72.8K 14.17% 1
2021
Q1
$72.9M Sell
596,614
-98,548
-14% -$12.6M 14.41% 1
2020
Q4
$92.2M Buy
695,162
+4,456
+0.6% +$536K 19.31% 1
2020
Q3
$80M Sell
690,706
-260,342
-27% -$28.4M 18.3% 1
2020
Q2
$86.6M Buy
951,048
+23,360
+3% +$1.81M 20.32% 1
2020
Q1
$59M Sell
927,688
-15,128
-2% -$1.11M 16.87% 1
2019
Q4
$69.2M Buy
942,816
+247,052
+36% +$15.9M 16.79% 1
2019
Q3
$39.6M Sell
695,764
-259,640
-27% -$13.6M 13.15% 1
2019
Q2
$47.3M Buy
955,404
+109,044
+13% +$5.31M 13.44% 1
2019
Q1
$40.2M Buy
846,360
+96,004
+13% +$4.07M 11.54% 1
2018
Q4
$29.6M Sell
750,356
-2,732
-0.4% -$132K 9.56% 3
2018
Q3
$42M Sell
753,088
-5,048
-0.7% -$263K 13.69% 1
2018
Q2
$35.8M Buy
758,136
+12,524
+2% +$568K 11.74% 1
2018
Q1
$31.3M Sell
745,612
-3,188
-0.4% -$137K 10.85% 2
2017
Q4
$31M Buy
748,800
+10,152
+1% +$424K 10.83% 2
2017
Q3
$28.5M Sell
738,648
-14,988
-2% -$581K 11.98% 2
2017
Q2
$27.1M Sell
753,636
-31,684
-4% -$1.17M 13.4% 2
2017
Q1
$26.7M Sell
785,320
-58,272
-7% -$1.92M 13.68% 1
2016
Q4
$23.2M Buy
+843,592
New +$23.9M 12.27% 1

Other funds holding AAPL