IHT Wealth 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 | $115M | Buy |
453,422
+5,452
| +1% | +$1.42M | 2.67% | 1 |
|
|
2025
Q4 | $122M | Sell |
447,970
-6,622
| -1% | -$1.78M | 2.96% | 1 |
|
|
2025
Q3 | $116M | Sell |
454,592
-5,855
| -1% | -$1.32M | 2.93% | 1 |
|
|
2025
Q2 | $94.5M | Sell |
460,447
-1,594
| -0.3% | -$322K | 2.6% | 2 |
|
|
2025
Q1 | $103M | Buy |
462,041
+1,475
| +0.3% | +$342K | 3.2% | 1 |
|
|
2024
Q4 | $115M | Sell |
460,566
-131,017
| -22% | -$30.9M | 3.72% | 1 |
|
|
2024
Q3 | $137M | Buy |
591,583
+200,209
| +51% | +$44.7M | 3.88% | 1 |
|
|
2024
Q2 | $82.5M | Buy |
391,374
+2,469
| +0.6% | +$460K | 3.08% | 3 |
|
|
2024
Q1 | $66.7M | Sell |
388,905
-15,084
| -4% | -$2.74M | 2.67% | 3 |
|
|
2023
Q4 | $77.8M | Sell |
403,989
-3,051
| -0.7% | -$563K | 3.47% | 1 |
|
|
2023
Q3 | $69.7M | Buy |
407,040
+7,662
| +2% | +$1.41M | 3.53% | 1 |
|
|
2023
Q2 | $77.5M | Sell |
399,378
-9,383
| -2% | -$1.63M | 4.03% | 1 |
|
|
2023
Q1 | $67.4M | Buy |
408,761
+14,707
| +4% | +$2.17M | 3.85% | 1 |
|
|
2022
Q4 | $51.2M | Sell |
394,054
-17,504
| -4% | -$2.5M | 3.22% | 1 |
|
|
2022
Q3 | $56.9M | Buy |
411,558
+39,450
| +11% | +$6.19M | 4.32% | 1 |
|
|
2022
Q2 | $50.9M | Buy |
372,108
+11,939
| +3% | +$1.81M | 4.48% | 1 |
|
|
2022
Q1 | $62.9M | Sell |
360,169
-3,843
| -1% | -$646K | 4.77% | 1 |
|
|
2021
Q4 | $64.6M | Buy |
364,012
+2,558
| +0.7% | +$404K | 4.77% | 1 |
|
|
2021
Q3 | $51.1M | Sell |
361,454
-37,893
| -9% | -$5.58M | 4.16% | 1 |
|
|
2021
Q2 | $54.7M | Buy |
399,347
+13,012
| +3% | +$1.69M | 3.47% | 1 |
|
|
2021
Q1 | $47.2M | Buy |
386,335
+26,645
| +7% | +$3.42M | 3.39% | 1 |
|
|
2020
Q4 | $47.7M | Sell |
359,690
-4,745
| -1% | -$571K | 3.97% | 1 |
|
|
2020
Q3 | $42.2M | Buy |
364,435
+48,079
| +15% | +$5.25M | 4.24% | 1 |
|
|
2020
Q2 | $28.9M | Sell |
316,356
-50,044
| -14% | -$3.88M | 3.95% | 1 |
|
|
2020
Q1 | $23.3M | Buy |
366,400
+20,868
| +6% | +$1.53M | 3.35% | 2 |
|
|
2019
Q4 | $25.4M | Buy |
345,532
+13,864
| +4% | +$892K | 3% | 2 |
|
|
2019
Q3 | $18.7M | Buy |
331,668
+7,620
| +2% | +$398K | 2.54% | 3 |
|
|
2019
Q2 | $16M | Buy |
324,048
+13,012
| +4% | +$634K | 2.33% | 3 |
|
|
2019
Q1 | $14.8M | Buy |
311,036
+10,240
| +3% | +$434K | 2.46% | 3 |
|
|
2018
Q4 | $11.9M | Buy |
300,796
+30,412
| +11% | +$1.47M | 2.28% | 3 |
|
|
2018
Q3 | $15.3M | Buy |
270,384
+4,248
| +2% | +$221K | 3.3% | 2 |
|
|
2018
Q2 | $12.3M | Sell |
266,136
-448
| -0.2% | -$20.3K | 3.15% | 2 |
|
|
2018
Q1 | $11.1M | Sell |
266,584
-6,464
| -2% | -$278K | 2.98% | 2 |
|
|
2017
Q4 | $11.9M | Buy |
273,048
+111,676
| +69% | +$4.67M | 3.15% | 1 |
|
|
2017
Q3 | $6.29M | Buy |
161,372
+13,132
| +9% | +$509K | 2.68% | 1 |
|
|
2017
Q2 | $5.38K | Buy |
148,240
+23,368
| +19% | +$864K | 2.6% | 2 |
|
|
2017
Q1 | $4.5M | Buy |
124,872
+1,288
| +1% | +$42.4K | 3% | 3 |
|
|
2016
Q4 | $3.59M | Buy |
+123,584
| New | +$3.5M | 2.71% | 3 |
|
Other funds holding AAPL
VCM
VPM
IHT Wealth Management's AAPL Position: Q1 2026 in Review
IHT Wealth Management increased its Apple (AAPL) stake by 1.2% in Q1 2026, buying an estimated $1.42M and bringing the position to 453,422 shares worth $115M. The position accounts for 2.67% of the portfolio, ranked #1.
IHT Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $137M in Q3 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- IHT Wealth Management held 453,422 shares of Apple worth $115M as of Q1 2026.
- IHT Wealth Management bought 5,452 Apple shares in Q1 2026, an estimated $1.42M.
- Apple made up 2.67% of IHT Wealth Management's portfolio in Q1 2026, its #1 holding.
- IHT Wealth Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- IHT Wealth Management's Apple position peaked at $137M in Q3 2024.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.