Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
42,071
+670
| +2% | +$174K | 1.21% | 22 |
|
|
2025
Q4 | $11.3M | Buy |
41,401
+506
| +1% | +$136K | 1.22% | 23 |
|
|
2025
Q3 | $10.4M | Sell |
40,895
-5,244
| -11% | -$1.18M | 1.18% | 24 |
|
|
2025
Q2 | $9.47M | Buy |
46,139
+4,597
| +11% | +$928K | 1.18% | 23 |
|
|
2025
Q1 | $9.23M | Sell |
41,542
-5,493
| -12% | -$1.27M | 1.26% | 17 |
|
|
2024
Q4 | $11.8M | Buy |
47,035
+1,069
| +2% | +$252K | 1.43% | 20 |
|
|
2024
Q3 | $10.7M | Sell |
45,966
-8,002
| -15% | -$1.79M | 1.3% | 19 |
|
|
2024
Q2 | $11.7M | Buy |
53,968
+4,154
| +8% | +$775K | 1.29% | 20 |
|
|
2024
Q1 | $8.47M | Buy |
49,814
+404
| +0.8% | +$73.5K | 1% | 30 |
|
|
2023
Q4 | $9.35M | Sell |
49,410
-2,219
| -4% | -$410K | 1.2% | 22 |
|
|
2023
Q3 | $8.84M | Buy |
51,629
+1,619
| +3% | +$297K | 1.28% | 23 |
|
|
2023
Q2 | $9.7M | Sell |
50,010
-2,794
| -5% | -$487K | 1.4% | 18 |
|
|
2023
Q1 | $8.89M | Sell |
52,804
-5,344
| -9% | -$789K | 1.38% | 20 |
|
|
2022
Q4 | $8.39M | Sell |
58,148
-1,740
| -3% | -$249K | 1.31% | 22 |
|
|
2022
Q3 | $8.41M | Buy |
59,888
+2,673
| +5% | +$420K | 1.44% | 16 |
|
|
2022
Q2 | $9.68M | Sell |
57,215
-1,274
| -2% | -$193K | 1.5% | 17 |
|
|
2022
Q1 | $8.89M | Buy |
58,489
+2,408
| +4% | +$405K | 1.46% | 20 |
|
|
2021
Q4 | $8.98M | Sell |
56,081
-740
| -1% | -$117K | 1.41% | 20 |
|
|
2021
Q3 | $8.04M | Buy |
56,821
+1,300
| +2% | +$191K | 1.27% | 24 |
|
|
2021
Q2 | $8.13M | Buy |
55,521
+1,516
| +3% | +$196K | 1.33% | 24 |
|
|
2021
Q1 | $7.1M | Buy |
54,005
+3,458
| +7% | +$444K | 1.23% | 26 |
|
|
2020
Q4 | $6.71M | Buy |
50,547
+11,306
| +29% | +$1.36M | 1.22% | 30 |
|
|
2020
Q3 | $4.58M | Buy |
39,241
+2,285
| +6% | +$249K | 1.07% | 29 |
|
|
2020
Q2 | $3.36M | Buy |
36,956
+10,312
| +39% | +$799K | 1% | 30 |
|
|
2020
Q1 | $1.6M | Sell |
26,644
-104
| -0.4% | -$7.65K | 0.67% | 36 |
|
|
2019
Q4 | $1.96M | Buy |
26,748
+468
| +2% | +$30.1K | 0.74% | 32 |
|
|
2019
Q3 | $1.48M | Buy |
26,280
+8,960
| +52% | +$468K | 0.66% | 34 |
|
|
2019
Q2 | $873K | Buy |
17,320
+1,588
| +10% | +$77.4K | 0.45% | 32 |
|
|
2019
Q1 | $752K | Buy |
15,732
+2,892
| +23% | +$123K | 0.38% | 30 |
|
|
2018
Q4 | $506K | Buy |
12,840
+28
| +0.2% | +$1.36K | 0.28% | 31 |
|
|
2018
Q3 | $728K | Sell |
12,812
-5,448
| -30% | -$284K | 0.37% | 27 |
|
|
2018
Q2 | $845K | Sell |
18,260
-204
| -1% | -$9.25K | 0.49% | 28 |
|
|
2018
Q1 | $769K | Buy |
18,464
+1,288
| +7% | +$55.4K | 0.49% | 26 |
|
|
2017
Q4 | $727K | Buy |
17,176
+2,552
| +17% | +$107K | 0.53% | 25 |
|
|
2017
Q3 | $563K | Buy |
14,624
+5,024
| +52% | +$195K | 0.49% | 24 |
|
|
2017
Q2 | $345K | Buy |
+9,600
| New | +$355K | 0.49% | 25 |
|
Other funds holding AAPL
VCM
VPM
INVST's AAPL Position: Q1 2026 in Review
INVST increased its Apple (AAPL) stake by 1.6% in Q1 2026, buying an estimated $174K and bringing the position to 42,071 shares worth $10.7M. The position accounts for 1.21% of the portfolio, ranked #22.
INVST first reported a position in AAPL in Q2 2017 and has held it in 36 quarters since. The position peaked at $11.8M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- INVST held 42,071 shares of Apple worth $10.7M as of Q1 2026.
- INVST bought 670 Apple shares in Q1 2026, an estimated $174K.
- Apple made up 1.21% of INVST's portfolio in Q1 2026, its #22 holding.
- INVST first reported a position in Apple in Q2 2017 and has held it in 36 quarters since.
- INVST's Apple position peaked at $11.8M in Q4 2024.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.