Investment Partners’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 | $8.96M | Sell |
35,289
-26
| -0.1% | -$6.77K | 3.19% | 4 |
|
|
2025
Q4 | $9.6M | Sell |
35,315
-729
| -2% | -$196K | 3.36% | 5 |
|
|
2025
Q3 | $9.18M | Buy |
36,044
+1,458
| +4% | +$329K | 3.23% | 5 |
|
|
2025
Q2 | $7.1M | Buy |
34,586
+43
| +0.1% | +$8.68K | 2.69% | 7 |
|
|
2025
Q1 | $7.67M | Buy |
34,543
+428
| +1% | +$99.2K | 3.18% | 5 |
|
|
2024
Q4 | $8.54M | Buy |
34,115
+124
| +0.4% | +$29.2K | 3.52% | 5 |
|
|
2024
Q3 | $7.92M | Buy |
33,991
+30
| +0.1% | +$6.7K | 3.3% | 5 |
|
|
2024
Q2 | $7.15M | Sell |
33,961
-1,917
| -5% | -$357K | 3.21% | 5 |
|
|
2024
Q1 | $6.15M | Sell |
35,878
-402
| -1% | -$73.1K | 2.79% | 5 |
|
|
2023
Q4 | $6.99M | Sell |
36,280
-783
| -2% | -$145K | 3.44% | 5 |
|
|
2023
Q3 | $6.35M | Sell |
37,063
-1,005
| -3% | -$184K | 3.34% | 5 |
|
|
2023
Q2 | $7.38M | Sell |
38,068
-699
| -2% | -$122K | 3.85% | 5 |
|
|
2023
Q1 | $6.39M | Buy |
38,767
+182
| +0.5% | +$26.9K | 3.35% | 5 |
|
|
2022
Q4 | $5.01M | Sell |
38,585
-116,444
| -75% | -$16.6M | 2.65% | 7 |
|
|
2022
Q3 | $21.4M | Buy |
155,029
+85,405
| +123% | +$13.4M | 6.38% | 1 |
|
|
2022
Q2 | $9.52M | Buy |
69,624
+3,719
| +6% | +$563K | 4.65% | 3 |
|
|
2022
Q1 | $11.5M | Sell |
65,905
-10
| -0% | -$1.68K | 4.87% | 3 |
|
|
2021
Q4 | $11.7M | Buy |
65,915
+3,141
| +5% | +$496K | 4.78% | 3 |
|
|
2021
Q3 | $8.88M | Buy |
62,774
+20
| +0% | +$2.94K | 4.04% | 3 |
|
|
2021
Q2 | $8.6M | Buy |
62,754
+1,059
| +2% | +$137K | 3.92% | 3 |
|
|
2021
Q1 | $7.54M | Buy |
61,695
+570
| +0.9% | +$73.2K | 3.66% | 4 |
|
|
2020
Q4 | $8.11M | Sell |
61,125
-1,540
| -2% | -$185K | 4.31% | 3 |
|
|
2020
Q3 | $7.26M | Sell |
62,665
-647
| -1% | -$70.6K | 4.33% | 3 |
|
|
2020
Q2 | $5.77M | Buy |
63,312
+1,484
| +2% | +$115K | 3.39% | 6 |
|
|
2020
Q1 | $3.93M | Buy |
61,828
+38,756
| +168% | +$2.85M | 2.83% | 8 |
|
|
2019
Q4 | $1.69M | Buy |
23,072
+140
| +0.6% | +$9.01K | 1.14% | 27 |
|
|
2019
Q3 | $1.28M | Buy |
22,932
+600
| +3% | +$31.4K | 0.94% | 37 |
|
|
2019
Q2 | $1.1M | Buy |
22,332
+796
| +4% | +$38.8K | 0.79% | 43 |
|
|
2019
Q1 | $1.02M | Sell |
21,536
-968
| -4% | -$41.1K | 0.74% | 46 |
|
|
2018
Q4 | $888K | Buy |
22,504
+880
| +4% | +$42.7K | 0.75% | 48 |
|
|
2018
Q3 | $454 | Sell |
21,624
-752
| -3% | -$39.2K | 0.25% | 60 |
|
|
2018
Q2 | $1.04M | Buy |
22,376
+1,052
| +5% | +$47.7K | 0.77% | 40 |
|
|
2018
Q1 | $894K | Sell |
21,324
-2,324
| -10% | -$100K | 0.67% | 49 |
|
|
2017
Q4 | $1M | Buy |
23,648
+2,852
| +14% | +$119K | 0.74% | 45 |
|
|
2017
Q3 | $801K | Buy |
20,796
+1,644
| +9% | +$63.8K | 0.69% | 51 |
|
|
2017
Q2 | $690K | Buy |
19,152
+4,036
| +27% | +$149K | 0.63% | 55 |
|
|
2017
Q1 | $543K | Sell |
15,116
-3,880
| -20% | -$128K | 0.52% | 64 |
|
|
2016
Q4 | $550K | Sell |
18,996
-100,072
| -84% | -$2.84M | 0.54% | 65 |
|
|
2016
Q3 | $3.37M | Buy |
119,068
+95,620
| +408% | +$2.53M | 1.91% | 8 |
|
|
2016
Q2 | $560K | Sell |
23,448
-84,344
| -78% | -$2.1M | 0.56% | 65 |
|
|
2016
Q1 | $2.84M | Buy |
107,792
+85,972
| +394% | +$2.14M | 1.85% | 11 |
|
|
2015
Q4 | $574K | Sell |
21,820
-4,548
| -17% | -$130K | 0.69% | 57 |
|
|
2015
Q3 | $728K | Buy |
26,368
+4,048
| +18% | +$119K | 0.95% | 44 |
|
|
2015
Q2 | $702K | Buy |
22,320
+532
| +2% | +$17K | 0.85% | 53 |
|
|
2015
Q1 | $676K | Buy |
21,788
+1,864
| +9% | +$56.3K | 0.74% | 54 |
|
|
2014
Q4 | $552K | Buy |
+19,924
| New | +$542K | 0.64% | 60 |
|
Other funds holding AAPL
VCM
VPM
Investment Partners's AAPL Position: Q1 2026 in Review
Investment Partners reduced its Apple (AAPL) stake by 0.07% in Q1 2026, selling an estimated $6.77K and leaving 35,289 shares worth $8.96M. The position accounts for 3.19% of the portfolio, ranked #4.
Investment Partners first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $21.4M in Q3 2022. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Investment Partners held 35,289 shares of Apple worth $8.96M as of Q1 2026.
- Investment Partners sold 26 Apple shares in Q1 2026, an estimated $6.77K.
- Apple made up 3.19% of Investment Partners's portfolio in Q1 2026, its #4 holding.
- Investment Partners first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- Investment Partners's Apple position peaked at $21.4M in Q3 2022.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.