Kimelman & Baird’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 | $70.6M | Sell |
278,161
-6,116
| -2% | -$1.59M | 5.81% | 1 |
|
|
2025
Q4 | $77.3M | Sell |
284,277
-3,743
| -1% | -$1M | 5.94% | 1 |
|
|
2025
Q3 | $73.3M | Sell |
288,020
-5,948
| -2% | -$1.34M | 5.73% | 2 |
|
|
2025
Q2 | $60.3M | Sell |
293,968
-3,163
| -1% | -$639K | 4.91% | 5 |
|
|
2025
Q1 | $66M | Sell |
297,131
-4,330
| -1% | -$1M | 5.61% | 2 |
|
|
2024
Q4 | $75.5M | Sell |
301,461
-6,637
| -2% | -$1.56M | 6% | 1 |
|
|
2024
Q3 | $71.8M | Sell |
308,098
-4,861
| -2% | -$1.09M | 5.73% | 1 |
|
|
2024
Q2 | $65.9M | Buy |
+312,959
| New | +$58.4M | 5.44% | 2 |
|
|
2021
Q2 | $58.2M | Buy |
+424,927
| New | +$55.1M | 5.19% | 2 |
|
|
2019
Q3 | $26.3M | Sell |
469,984
-9,600
| -2% | -$502K | 3.65% | 8 |
|
|
2019
Q2 | $23.7M | Sell |
479,584
-580
| -0.1% | -$28.3K | 3.3% | 8 |
|
|
2019
Q1 | $22.8M | Sell |
480,164
-16,836
| -3% | -$714K | 3.28% | 9 |
|
|
2018
Q4 | $19.6M | Sell |
497,000
-9,868
| -2% | -$478K | 3.05% | 11 |
|
|
2018
Q3 | $28.6M | Sell |
506,868
-2,900
| -0.6% | -$151K | 3.61% | 5 |
|
|
2018
Q2 | $23.6M | Buy |
+509,768
| New | +$23.1M | 3.1% | 9 |
|
|
2017
Q4 | $21.8M | Buy |
515,360
+2,724
| +0.5% | +$114K | 3.1% | 11 |
|
|
2017
Q3 | $19.8M | Buy |
512,636
+284
| +0.1% | +$11K | 2.94% | 11 |
|
|
2017
Q2 | $18.4M | Buy |
512,352
+3,344
| +0.7% | +$124K | 2.8% | 10 |
|
|
2017
Q1 | $18.3M | Sell |
509,008
-2,052
| -0.4% | -$67.6K | 2.78% | 12 |
|
|
2016
Q4 | $14.8M | Buy |
511,060
+14,096
| +3% | +$400K | 2.48% | 12 |
|
|
2016
Q3 | $14M | Buy |
496,964
+256
| +0.1% | +$6.78K | 2.47% | 11 |
|
|
2016
Q2 | $11.9M | Buy |
496,708
+407,208
| +455% | +$10.1M | 2.17% | 14 |
|
|
2016
Q1 | $2.44M | Buy |
89,500
+15,648
| +21% | +$390K | 0.46% | 47 |
|
|
2015
Q4 | $1.94M | Buy |
+73,852
| New | +$2.11M | 0.37% | 52 |
|
|
2015
Q2 | $2.8M | Buy |
89,260
+640
| +0.7% | +$20.5K | 0.48% | 54 |
|
|
2015
Q1 | $2.76M | Hold |
88,620
| – | – | 0.5% | 52 |
|
|
2014
Q4 | $2.45M | Buy |
88,620
+15,072
| +20% | +$410K | 0.44% | 50 |
|
|
2014
Q3 | $1.85M | Sell |
73,548
-13,120
| -15% | -$322K | 0.35% | 60 |
|
|
2014
Q2 | $2.01M | Buy |
86,668
+14,260
| +20% | +$303K | 0.35% | 59 |
|
|
2014
Q1 | $1.39M | Buy |
72,408
+4,536
| +7% | +$86.3K | 0.26% | 62 |
|
|
2013
Q4 | $1.36M | Hold |
67,872
| – | – | 0.26% | 65 |
|
|
2013
Q3 | $1.16M | Sell |
67,872
-13,132
| -16% | -$218K | 0.23% | 66 |
|
|
2013
Q2 | $1.15M | Buy |
+81,004
| New | +$1.25M | 0.24% | 65 |
|
Other funds holding AAPL
VCM
VPM
Kimelman & Baird's AAPL Position: Q1 2026 in Review
Kimelman & Baird reduced its Apple (AAPL) stake by 2.2% in Q1 2026, selling an estimated $1.59M and leaving 278,161 shares worth $70.6M. The position accounts for 5.81% of the portfolio, ranked #1.
Kimelman & Baird first reported a position in AAPL in Q2 2013 and has held it in 33 quarters since. The position peaked at $77.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Kimelman & Baird held 278,161 shares of Apple worth $70.6M as of Q1 2026.
- Kimelman & Baird sold 6,116 Apple shares in Q1 2026, an estimated $1.59M.
- Apple made up 5.81% of Kimelman & Baird's portfolio in Q1 2026, its #1 holding.
- Kimelman & Baird first reported a position in Apple in Q2 2013 and has held it in 33 quarters since.
- Kimelman & Baird's Apple position peaked at $77.3M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.