Hillsdale Investment 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
$41.3M Buy
162,694
+15,362
+10% +$4M 1.12% 19
2025
Q4
$40.1M Buy
147,332
+7,308
+5% +$1.96M 1.11% 16
2025
Q3
$35.7M Sell
140,024
-9,265
-6% -$2.09M 1.08% 20
2025
Q2
$30.6M Buy
149,289
+118,620
+387% +$24M 1.13% 20
2025
Q1
$6.81M Buy
30,669
+30
+0.1% +$6.95K 0.35% 39
2024
Q4
$7.67M Sell
30,639
-1,230
-4% -$290K 0.39% 40
2024
Q3
$7.42M Buy
31,869
+9,400
+42% +$2.1M 0.57% 25
2024
Q2
$4.73M Buy
22,469
+150
+0.7% +$28K 0.37% 69
2024
Q1
$3.83M Buy
22,319
+1,220
+6% +$222K 0.3% 131
2023
Q4
$4.06M Sell
21,099
-360
-2% -$66.5K 0.33% 104
2023
Q3
$3.67M Buy
21,459
+10,252
+91% +$1.88M 0.34% 115
2023
Q2
$2.17M Sell
11,207
-400
-3% -$69.7K 0.2% 164
2023
Q1
$1.91M Sell
11,607
-900
-7% -$133K 0.16% 161
2022
Q4
$1.63M Buy
12,507
+410
+3% +$58.6K 0.14% 162
2022
Q3
$1.67M Sell
12,097
-204
-2% -$32K 0.15% 158
2022
Q2
$1.68M Sell
12,301
-192
-2% -$29.1K 0.13% 165
2022
Q1
$2.18M Sell
12,493
-698
-5% -$117K 0.14% 165
2021
Q4
$2.34M Sell
13,191
-647
-5% -$102K 0.16% 161
2021
Q3
$1.96M Hold
13,838
0.15% 160
2021
Q2
$1.9M Buy
13,838
+1,130
+9% +$146K 0.15% 160
2021
Q1
$1.55M Sell
12,708
-950
-7% -$122K 0.13% 167
2020
Q4
$1.81M Sell
13,658
-920
-6% -$111K 0.17% 148
2020
Q3
$1.69M Sell
14,578
-702
-5% -$76.6K 0.17% 156
2020
Q2
$1.39M Sell
15,280
-3,680
-19% -$285K 0.13% 172
2020
Q1
$1.21M Sell
18,960
-1,480
-7% -$109K 0.15% 166
2019
Q4
$1.5M Sell
20,440
-400
-2% -$25.7K 0.13% 169
2019
Q3
$1.17M Hold
20,840
0.1% 173
2019
Q2
$1.03M Buy
20,840
+1,600
+8% +$78K 0.1% 166
2019
Q1
$913K Buy
19,240
+7,960
+71% +$338K 0.08% 160
2018
Q4
$444K Hold
11,280
0.05% 278
2018
Q3
$636K Hold
11,280
0.08% 154
2018
Q2
$522K Sell
11,280
-40
-0.4% -$1.81K 0.06% 186
2018
Q1
$474K Sell
11,320
-840
-7% -$36.2K 0.07% 178
2017
Q4
$514K Hold
12,160
0.08% 193
2017
Q3
$469K Hold
12,160
0.08% 188
2017
Q2
$437K Buy
12,160
+960
+9% +$35.5K 0.09% 190
2017
Q1
$402K Hold
11,200
0.08% 186
2016
Q4
$324K Buy
11,200
+40
+0.4% +$1.13K 0.07% 216
2016
Q3
$315K Sell
11,160
-1,600
-13% -$42.3K 0.08% 249
2016
Q2
$305K Hold
12,760
0.09% 267
2016
Q1
$348K Sell
12,760
-424
-3% -$10.6K 0.12% 224
2015
Q4
$347K Sell
13,184
-2,400
-15% -$68.6K 0.13% 209
2015
Q3
$430K Hold
15,584
0.15% 125
2015
Q2
$489K Buy
15,584
+2,400
+18% +$76.8K 0.15% 122
2015
Q1
$410K Hold
13,184
0.11% 163
2014
Q4
$364K Sell
13,184
-1,600
-11% -$43.5K 0.09% 175
2014
Q3
$372K Hold
14,784
0.12% 134
2014
Q2
$343K Sell
14,784
-364
-2% -$7.75K 0.08% 176
2014
Q1
$290K Hold
15,148
0.08% 201
2013
Q4
$304K Buy
15,148
+140
+0.9% +$2.65K 0.09% 192
2013
Q3
$256K Hold
15,008
0.08% 248
2013
Q2
$213K Buy
+15,008
New +$231K 0.07% 283

Other funds holding AAPL

Hillsdale Investment Management's AAPL Position: Q1 2026 in Review

Hillsdale Investment Management increased its Apple (AAPL) stake by 10% in Q1 2026, buying an estimated $4M and bringing the position to 162,694 shares worth $41.3M. The position accounts for 1.12% of the portfolio, ranked #19.

Hillsdale Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hillsdale Investment Management held 162,694 shares of Apple worth $41.3M as of Q1 2026.
  • Hillsdale Investment Management bought 15,362 Apple shares in Q1 2026, an estimated $4M.
  • Apple made up 1.12% of Hillsdale Investment Management's portfolio in Q1 2026, its #19 holding.
  • Hillsdale Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.