Howe & Rusling’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 | $42.3M | Sell |
166,518
-988
| -0.6% | -$257K | 2.76% | 7 |
|
|
2025
Q4 | $45.5M | Buy |
167,506
+10,551
| +7% | +$2.83M | 3.01% | 6 |
|
|
2025
Q3 | $40M | Buy |
156,955
+2,068
| +1% | +$467K | 2.74% | 8 |
|
|
2025
Q2 | $31.8M | Buy |
154,887
+132
| +0.1% | +$26.7K | 2.35% | 9 |
|
|
2025
Q1 | $34.4M | Sell |
154,755
-1,387
| -0.9% | -$321K | 2.89% | 6 |
|
|
2024
Q4 | $39.1M | Buy |
156,142
+811
| +0.5% | +$191K | 3.37% | 5 |
|
|
2024
Q3 | $36.2M | Buy |
155,331
+3,236
| +2% | +$723K | 3.11% | 5 |
|
|
2024
Q2 | $32M | Buy |
152,095
+4,556
| +3% | +$850K | 2.92% | 7 |
|
|
2024
Q1 | $25.3M | Buy |
147,539
+2,193
| +2% | +$399K | 2.42% | 9 |
|
|
2023
Q4 | $28M | Buy |
145,346
+544
| +0.4% | +$100K | 2.97% | 4 |
|
|
2023
Q3 | $24.8M | Sell |
144,802
-11,488
| -7% | -$2.11M | 2.93% | 5 |
|
|
2023
Q2 | $30.3M | Sell |
156,290
-8,692
| -5% | -$1.51M | 3.39% | 2 |
|
|
2023
Q1 | $27.2M | Sell |
164,982
-9,656
| -6% | -$1.42M | 3.24% | 2 |
|
|
2022
Q4 | $22.7M | Buy |
174,638
+4,001
| +2% | +$572K | 2.85% | 5 |
|
|
2022
Q3 | $23.6M | Sell |
170,637
-15,580
| -8% | -$2.45M | 3.13% | 4 |
|
|
2022
Q2 | $25.5M | Buy |
186,217
+9,324
| +5% | +$1.41M | 3.23% | 4 |
|
|
2022
Q1 | $30.9M | Buy |
176,893
+938
| +0.5% | +$158K | 3.57% | 2 |
|
|
2021
Q4 | $31.2M | Sell |
175,955
-11,141
| -6% | -$1.76M | 3.66% | 2 |
|
|
2021
Q3 | $26.5M | Sell |
187,096
-14,474
| -7% | -$2.13M | 3.32% | 3 |
|
|
2021
Q2 | $27.6M | Sell |
201,570
-24,578
| -11% | -$3.18M | 3.48% | 2 |
|
|
2021
Q1 | $27.6M | Sell |
226,148
-46,611
| -17% | -$5.98M | 3.75% | 1 |
|
|
2020
Q4 | $36.2M | Sell |
272,759
-65,738
| -19% | -$7.91M | 5.5% | 1 |
|
|
2020
Q3 | $39.2M | Sell |
338,497
-30,375
| -8% | -$3.31M | 6.72% | 1 |
|
|
2020
Q2 | $33.6M | Sell |
368,872
-21,652
| -6% | -$1.68M | 6.21% | 1 |
|
|
2020
Q1 | $24.8M | Sell |
390,524
-83,612
| -18% | -$6.15M | 5.35% | 2 |
|
|
2019
Q4 | $34.8M | Sell |
474,136
-8,604
| -2% | -$554K | 5.76% | 1 |
|
|
2019
Q3 | $27M | Sell |
482,740
-12,292
| -2% | -$643K | 4.74% | 1 |
|
|
2019
Q2 | $24.5M | Buy |
495,032
+1,424
| +0.3% | +$69.4K | 4.23% | 1 |
|
|
2019
Q1 | $23.4M | Buy |
493,608
+28,800
| +6% | +$1.22M | 4.06% | 1 |
|
|
2018
Q4 | $18.3M | Buy |
464,808
+104,584
| +29% | +$5.07M | 3.88% | 1 |
|
|
2018
Q3 | $20.3M | Buy |
360,224
+2,620
| +0.7% | +$136K | 3.4% | 1 |
|
|
2018
Q2 | $16.5M | Sell |
357,604
-65,468
| -15% | -$2.97M | 3% | 1 |
|
|
2018
Q1 | $17.7M | Sell |
423,072
-7,016
| -2% | -$302K | 3.21% | 1 |
|
|
2017
Q4 | $18.2M | Sell |
430,088
-4,004
| -0.9% | -$167K | 3.31% | 1 |
|
|
2017
Q3 | $16.7M | Buy |
434,092
+37,104
| +9% | +$1.44M | 3.09% | 1 |
|
|
2017
Q2 | $14.3M | Sell |
396,988
-19,192
| -5% | -$710K | 2.91% | 1 |
|
|
2017
Q1 | $14.9M | Sell |
416,180
-21,748
| -5% | -$716K | 2.99% | 1 |
|
|
2016
Q4 | $12.7M | Sell |
437,928
-7,464
| -2% | -$212K | 2.78% | 2 |
|
|
2016
Q3 | $12.6M | Buy |
445,392
+4,292
| +1% | +$114K | 2.71% | 2 |
|
|
2016
Q2 | $10.5M | Sell |
441,100
-7,052
| -2% | -$175K | 2.32% | 6 |
|
|
2016
Q1 | $12.2M | Buy |
448,152
+20,216
| +5% | +$504K | 2.75% | 3 |
|
|
2015
Q4 | $11.3M | Sell |
427,936
-106,276
| -20% | -$3.04M | 2.58% | 2 |
|
|
2015
Q3 | $14.7M | Buy |
534,212
+196
| +0% | +$5.75K | 3.66% | 1 |
|
|
2015
Q2 | $16.7M | Buy |
534,016
+60
| +0% | +$1.92K | 3.65% | 1 |
|
|
2015
Q1 | $16.6M | Sell |
533,956
-18,756
| -3% | -$566K | 3.72% | 1 |
|
|
2014
Q4 | $15.3M | Buy |
552,712
+5,256
| +1% | +$143K | 3.66% | 1 |
|
|
2014
Q3 | $13.8M | Buy |
547,456
+547,216
| +228,007% | +$13.4M | 3.22% | 2 |
|
|
2014
Q2 | $2K | Sell |
240
-529,212
| -100% | -$11.3M | ﹤0.01% | 694 |
|
|
2014
Q1 | $10.1M | Buy |
529,452
+18,844
| +4% | +$358K | 2.49% | 6 |
|
|
2013
Q4 | $10.2M | Buy |
510,608
+187,152
| +58% | +$3.54M | 2.58% | 6 |
|
|
2013
Q3 | $5.58M | Sell |
323,456
-147,588
| -31% | -$2.45M | 2.04% | 12 |
|
|
2013
Q2 | $6.67M | Buy |
+471,044
| New | +$7.25M | 1.86% | 14 |
|
Other funds holding AAPL
VCM
VPM
Howe & Rusling's AAPL Position: Q1 2026 in Review
Howe & Rusling reduced its Apple (AAPL) stake by 0.59% in Q1 2026, selling an estimated $257K and leaving 166,518 shares worth $42.3M. The position accounts for 2.76% of the portfolio, ranked #7.
Howe & Rusling first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.5M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Howe & Rusling held 166,518 shares of Apple worth $42.3M as of Q1 2026.
- Howe & Rusling sold 988 Apple shares in Q1 2026, an estimated $257K.
- Apple made up 2.76% of Howe & Rusling's portfolio in Q1 2026, its #7 holding.
- Howe & Rusling first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Howe & Rusling's Apple position peaked at $45.5M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.