Iron Gate Global Advisors’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 | $71M | Buy |
279,620
+1,752
| +0.6% | +$456K | 7.5% | 4 |
|
|
2025
Q4 | $75.5M | Sell |
277,868
-23,129
| -8% | -$6.21M | 7.74% | 5 |
|
|
2025
Q3 | $76.7M | Sell |
300,997
-9,705
| -3% | -$2.19M | 7.84% | 4 |
|
|
2025
Q2 | $63.7M | Buy |
310,702
+16,003
| +5% | +$3.23M | 7.1% | 5 |
|
|
2025
Q1 | $65.5M | Sell |
294,699
-1,531
| -0.5% | -$355K | 9.02% | 3 |
|
|
2024
Q4 | $74.1M | Buy |
296,230
+6,623
| +2% | +$1.56M | 10.45% | 2 |
|
|
2024
Q3 | $67.5M | Sell |
289,607
-17,149
| -6% | -$3.83M | 10.43% | 2 |
|
|
2024
Q2 | $64.7M | Buy |
306,756
+6,524
| +2% | +$1.22M | 10.66% | 2 |
|
|
2024
Q1 | $51M | Buy |
300,232
+1,060
| +0.4% | +$193K | 9.07% | 3 |
|
|
2023
Q4 | $57.6M | Sell |
299,172
-4,839
| -2% | -$893K | 11.39% | 1 |
|
|
2023
Q3 | $51.9M | Sell |
304,011
-3,419
| -1% | -$627K | 11.68% | 2 |
|
|
2023
Q2 | $59.6M | Sell |
307,430
-1,833
| -0.6% | -$319K | 12.89% | 1 |
|
|
2023
Q1 | $51M | Sell |
309,263
-3,185
| -1% | -$470K | 12.57% | 1 |
|
|
2022
Q4 | $40.9M | Buy |
312,448
+190
| +0.1% | +$27.2K | 11.19% | 2 |
|
|
2022
Q3 | $43.2M | Buy |
312,258
+3,074
| +1% | +$482K | 12.1% | 1 |
|
|
2022
Q2 | $42.2M | Buy |
309,184
+11,013
| +4% | +$1.67M | 11.64% | 1 |
|
|
2022
Q1 | $52.1M | Buy |
298,171
+8,001
| +3% | +$1.35M | 11.91% | 1 |
|
|
2021
Q4 | $52.1M | Buy |
290,170
+8,836
| +3% | +$1.4M | 12.21% | 1 |
|
|
2021
Q3 | $39.8M | Buy |
281,334
+6,129
| +2% | +$902K | 10.8% | 1 |
|
|
2021
Q2 | $37.7M | Buy |
275,205
+15,181
| +6% | +$1.97M | 10.61% | 1 |
|
|
2021
Q1 | $31.8M | Buy |
260,024
+21,886
| +9% | +$2.81M | 10.13% | 1 |
|
|
2020
Q4 | $31.6M | Sell |
238,138
-2,770
| -1% | -$333K | 11.66% | 1 |
|
|
2020
Q3 | $27.9M | Sell |
240,908
-1,192
| -0.5% | -$130K | 11.77% | 1 |
|
|
2020
Q2 | $22.3M | Buy |
242,100
+9,036
| +4% | +$700K | 10.83% | 1 |
|
|
2020
Q1 | $14.8M | Buy |
+233,064
| New | +$17.1M | 10.05% | 2 |
|
|
2019
Q4 | – | Sell |
-276,320
| Closed | -$15.5M | – | 69 |
|
|
2019
Q3 | $15.5M | Buy |
276,320
+17,372
| +7% | +$908K | 9.38% | 3 |
|
|
2019
Q2 | $12.6M | Buy |
258,948
+2,844
| +1% | +$139K | 8.4% | 3 |
|
|
2019
Q1 | $12.1M | Buy |
256,104
+828
| +0.3% | +$35.1K | 4.85% | 6 |
|
|
2018
Q4 | $10.9M | Buy |
255,276
+42,320
| +20% | +$2.05M | 8.06% | 3 |
|
|
2018
Q3 | $12M | Buy |
212,956
+30,724
| +17% | +$1.6M | 7.83% | 3 |
|
|
2018
Q2 | $8.43M | Buy |
182,232
+860
| +0.5% | +$39K | 6.18% | 5 |
|
|
2018
Q1 | $7.61M | Buy |
181,372
+4,100
| +2% | +$177K | 5.78% | 5 |
|
|
2017
Q4 | $7.5M | Buy |
177,272
+61,168
| +53% | +$2.56M | 6.35% | 5 |
|
|
2017
Q3 | $4.47M | Buy |
116,104
+33,808
| +41% | +$1.31M | 4.18% | 9 |
|
|
2017
Q2 | $2.96M | Buy |
+82,296
| New | +$3.04M | 3.27% | 9 |
|
Other funds holding AAPL
VCM
VPM
Iron Gate Global Advisors's AAPL Position: Q1 2026 in Review
Iron Gate Global Advisors increased its Apple (AAPL) stake by 0.63% in Q1 2026, buying an estimated $456K and bringing the position to 279,620 shares worth $71M. The position accounts for 7.5% of the portfolio, ranked #4.
Iron Gate Global Advisors first reported a position in AAPL in Q2 2017 and has held it in 35 quarters since. The position peaked at $76.7M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Iron Gate Global Advisors held 279,620 shares of Apple worth $71M as of Q1 2026.
- Iron Gate Global Advisors bought 1,752 Apple shares in Q1 2026, an estimated $456K.
- Apple made up 7.5% of Iron Gate Global Advisors's portfolio in Q1 2026, its #4 holding.
- Iron Gate Global Advisors first reported a position in Apple in Q2 2017 and has held it in 35 quarters since.
- Iron Gate Global Advisors's Apple position peaked at $76.7M in Q3 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.