IMA Advisory Services’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 | $10.1M | Sell |
39,853
-754
| -2% | -$196K | 0.99% | 23 |
|
|
2025
Q4 | $11M | Buy |
40,607
+6,718
| +20% | +$1.8M | 1.06% | 20 |
|
|
2025
Q3 | $8.63M | Buy |
33,889
+188
| +0.6% | +$42.5K | 0.87% | 27 |
|
|
2025
Q2 | $6.91M | Buy |
33,701
+1,099
| +3% | +$222K | 0.74% | 27 |
|
|
2025
Q1 | $7.24M | Sell |
32,602
-501
| -2% | -$116K | 0.86% | 25 |
|
|
2024
Q4 | $8.29M | Sell |
33,103
-625
| -2% | -$147K | 1% | 20 |
|
|
2024
Q3 | $7.86M | Sell |
33,728
-5,533
| -14% | -$1.24M | 1.71% | 14 |
|
|
2024
Q2 | $8.27M | Buy |
39,261
+900
| +2% | +$168K | 3.65% | 7 |
|
|
2024
Q1 | $6.58M | Buy |
+38,361
| New | +$6.98M | 3.11% | 8 |
|
|
2023
Q4 | – | Sell |
-39,816
| Closed | -$6.82M | – | 68 |
|
|
2023
Q3 | $6.82M | Sell |
39,816
-640
| -2% | -$117K | 1.76% | 12 |
|
|
2023
Q2 | $7.85M | Sell |
40,456
-1,067
| -3% | -$186K | 2.02% | 10 |
|
|
2023
Q1 | $6.85M | Sell |
41,523
-232
| -0.6% | -$34.2K | 1.77% | 12 |
|
|
2022
Q4 | $5.43M | Sell |
41,755
-4,434
| -10% | -$634K | 1.44% | 16 |
|
|
2022
Q3 | $6.38M | Sell |
46,189
-56
| -0.1% | -$8.79K | 1.71% | 12 |
|
|
2022
Q2 | $6.32M | Buy |
46,245
+2,806
| +6% | +$425K | 1.55% | 14 |
|
|
2022
Q1 | $7.58M | Sell |
43,439
-3,635
| -8% | -$611K | 1.74% | 12 |
|
|
2021
Q4 | $8.36M | Sell |
47,074
-1,124
| -2% | -$178K | 1.85% | 11 |
|
|
2021
Q3 | $6.82M | Sell |
48,198
-1,510
| -3% | -$222K | 1.61% | 14 |
|
|
2021
Q2 | $6.81M | Buy |
49,708
+502
| +1% | +$65K | 1.59% | 14 |
|
|
2021
Q1 | $6.01M | Sell |
49,206
-9,542
| -16% | -$1.22M | 1.47% | 14 |
|
|
2020
Q4 | $7.79M | Buy |
58,748
+12,284
| +26% | +$1.48M | 2.19% | 9 |
|
|
2020
Q3 | $5.38M | Sell |
46,464
-7,044
| -13% | -$769K | 1.8% | 12 |
|
|
2020
Q2 | $4.88M | Sell |
53,508
-100
| -0.2% | -$7.75K | 1.76% | 11 |
|
|
2020
Q1 | $3.41M | Sell |
53,608
-4,300
| -7% | -$316K | 1.5% | 15 |
|
|
2019
Q4 | $4.25M | Sell |
57,908
-20,584
| -26% | -$1.32M | 1.58% | 13 |
|
|
2019
Q3 | $4.39M | Buy |
78,492
+7,608
| +11% | +$398K | 1.66% | 11 |
|
|
2019
Q2 | $3.51M | Buy |
70,884
+968
| +1% | +$47.2K | 1.31% | 23 |
|
|
2019
Q1 | $3.32M | Buy |
69,916
+5,420
| +8% | +$230K | 1.29% | 24 |
|
|
2018
Q4 | $2.54M | Sell |
64,496
-1,164
| -2% | -$56.4K | 1.19% | 24 |
|
|
2018
Q3 | $3.71M | Buy |
65,660
+1,144
| +2% | +$59.6K | 1.45% | 17 |
|
|
2018
Q2 | $2.99M | Sell |
64,516
-1,264
| -2% | -$57.3K | 1.24% | 24 |
|
|
2018
Q1 | $2.76M | Buy |
65,780
+12,772
| +24% | +$550K | 1.23% | 25 |
|
|
2017
Q4 | $2.24M | Buy |
53,008
+2,064
| +4% | +$86.3K | 1% | 33 |
|
|
2017
Q3 | $1.96M | Buy |
50,944
+1,576
| +3% | +$61.1K | 0.91% | 39 |
|
|
2017
Q2 | $1.78M | Sell |
49,368
-7,068
| -13% | -$261K | 0.85% | 38 |
|
|
2017
Q1 | $2.03M | Buy |
56,436
+3,344
| +6% | +$110K | 1.02% | 31 |
|
|
2016
Q4 | $1.54M | Sell |
53,092
-21,380
| -29% | -$606K | 0.95% | 40 |
|
|
2016
Q3 | $2.1M | Sell |
74,472
-1,124
| -1% | -$29.8K | 1.2% | 34 |
|
|
2016
Q2 | $1.81M | Buy |
75,596
+2,000
| +3% | +$49.7K | 1.13% | 35 |
|
|
2016
Q1 | $1.98M | Sell |
73,596
-2,516
| -3% | -$62.7K | 1.15% | 34 |
|
|
2015
Q4 | $1.56M | Buy |
76,112
+14,596
| +24% | +$417K | 0.95% | 38 |
|
|
2015
Q3 | $1.67M | Buy |
61,516
+1,328
| +2% | +$38.9K | 1.06% | 37 |
|
|
2015
Q2 | $1.89M | Sell |
60,188
-5,492
| -8% | -$176K | 0.9% | 42 |
|
|
2015
Q1 | $2.04M | Buy |
65,680
+244
| +0.4% | +$7.37K | 0.99% | 36 |
|
|
2014
Q4 | $1.81M | Sell |
65,436
-252
| -0.4% | -$6.86K | 0.93% | 37 |
|
|
2014
Q3 | $1.66M | Hold |
65,688
| – | – | 0.78% | 42 |
|
|
2014
Q2 | $1.53M | Hold |
65,688
| – | – | 0.7% | 46 |
|
|
2014
Q1 | $1.26M | Sell |
65,688
-2,044
| -3% | -$38.9K | 0.59% | 53 |
|
|
2013
Q4 | $1.36M | Buy |
67,732
+840
| +1% | +$15.9K | 0.65% | 51 |
|
|
2013
Q3 | $1.14M | Sell |
66,892
-20,720
| -24% | -$344K | 0.56% | 54 |
|
|
2013
Q2 | $1.24M | Buy |
+87,612
| New | +$1.35M | 0.67% | 45 |
|
Other funds holding AAPL
VCM
VPM
IMA Advisory Services's AAPL Position: Q1 2026 in Review
IMA Advisory Services reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $196K and leaving 39,853 shares worth $10.1M. The position accounts for 0.99% of the portfolio, ranked #23.
IMA Advisory Services first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $11M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- IMA Advisory Services held 39,853 shares of Apple worth $10.1M as of Q1 2026.
- IMA Advisory Services sold 754 Apple shares in Q1 2026, an estimated $196K.
- Apple made up 0.99% of IMA Advisory Services's portfolio in Q1 2026, its #23 holding.
- IMA Advisory Services first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- IMA Advisory Services's Apple position peaked at $11M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.