Kurt F. Somerville’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 | $19.9M | Sell |
78,531
-44,744
| -36% | -$11.6M | 5.26% | 3 |
|
|
2025
Q4 | $33.5M | Sell |
123,275
-6,021
| -5% | -$1.62M | 5.68% | 3 |
|
|
2025
Q3 | $32.9M | Sell |
129,296
-3,724
| -3% | -$841K | 5.44% | 3 |
|
|
2025
Q2 | $27.3M | Sell |
133,020
-2,702
| -2% | -$546K | 4.6% | 3 |
|
|
2025
Q1 | $30.1M | Sell |
135,722
-2,987
| -2% | -$692K | 5.25% | 1 |
|
|
2024
Q4 | $34.7M | Sell |
138,709
-2,942
| -2% | -$693K | 5.83% | 1 |
|
|
2024
Q3 | $33M | Sell |
141,651
-3,345
| -2% | -$747K | 5.31% | 1 |
|
|
2024
Q2 | $30.5M | Sell |
144,996
-967
| -0.7% | -$180K | 5.15% | 2 |
|
|
2024
Q1 | $25M | Buy |
145,963
+63
| +0% | +$11.5K | 4.28% | 5 |
|
|
2023
Q4 | $28.1M | Sell |
145,900
-2,983
| -2% | -$551K | 5.29% | 1 |
|
|
2023
Q3 | $25.5M | Sell |
148,883
-1,444
| -1% | -$265K | 5.12% | 1 |
|
|
2023
Q2 | $29.2M | Sell |
150,327
-24,776
| -14% | -$4.32M | 5.55% | 1 |
|
|
2023
Q1 | $28.9M | Sell |
175,103
-1,923
| -1% | -$284K | 5.27% | 1 |
|
|
2022
Q4 | $23M | Sell |
177,026
-5,423
| -3% | -$775K | 4.47% | 2 |
|
|
2022
Q3 | $25.2M | Sell |
182,449
-4,428
| -2% | -$695K | 5.06% | 1 |
|
|
2022
Q2 | $25.6M | Sell |
186,877
-5,216
| -3% | -$790K | 4.85% | 1 |
|
|
2022
Q1 | $33.5M | Sell |
192,093
-23,578
| -11% | -$3.96M | 5.4% | 1 |
|
|
2021
Q4 | $38.3M | Sell |
215,671
-9,809
| -4% | -$1.55M | 5.31% | 1 |
|
|
2021
Q3 | $31.9M | Sell |
225,480
-8,188
| -4% | -$1.21M | 4.84% | 1 |
|
|
2021
Q2 | $32M | Sell |
233,668
-8,172
| -3% | -$1.06M | 4.78% | 1 |
|
|
2021
Q1 | $29.5M | Sell |
241,840
-21,764
| -8% | -$2.79M | 4.67% | 1 |
|
|
2020
Q4 | $35M | Sell |
263,604
-24,799
| -9% | -$2.98M | 5.69% | 1 |
|
|
2020
Q3 | $33.4M | Sell |
288,403
-29,501
| -9% | -$3.22M | 5.88% | 1 |
|
|
2020
Q2 | $29M | Sell |
317,904
-14,048
| -4% | -$1.09M | 5.35% | 1 |
|
|
2020
Q1 | $21.1M | Sell |
331,952
-42,080
| -11% | -$3.09M | 4.68% | 1 |
|
|
2019
Q4 | $27.5M | Sell |
374,032
-26,396
| -7% | -$1.7M | 5.15% | 1 |
|
|
2019
Q3 | $22.4M | Sell |
400,428
-8,752
| -2% | -$458K | 4.43% | 1 |
|
|
2019
Q2 | $20.2M | Sell |
409,180
-9,280
| -2% | -$452K | 4.02% | 3 |
|
|
2019
Q1 | $19.9M | Buy |
418,460
+9,544
| +2% | +$405K | 3.94% | 3 |
|
|
2018
Q4 | $16.1M | Sell |
408,916
-10,316
| -2% | -$500K | 3.7% | 7 |
|
|
2018
Q3 | $23.7M | Sell |
419,232
-4,500
| -1% | -$234K | 4.73% | 1 |
|
|
2018
Q2 | $19.6M | Sell |
423,732
-10,660
| -2% | -$483K | 4.33% | 3 |
|
|
2018
Q1 | $18.2M | Sell |
434,392
-27,336
| -6% | -$1.18M | 4.03% | 2 |
|
|
2017
Q4 | $19.5M | Sell |
461,728
-27,316
| -6% | -$1.14M | 4.04% | 4 |
|
|
2017
Q3 | $18.8M | Sell |
489,044
-3,740
| -0.8% | -$145K | 3.76% | 6 |
|
|
2017
Q2 | $17.7M | Sell |
492,784
-940
| -0.2% | -$34.8K | 3.62% | 6 |
|
|
2017
Q1 | $17.7M | Sell |
493,724
-2,900
| -0.6% | -$95.5K | 3.75% | 6 |
|
|
2016
Q4 | $14.4M | Sell |
496,624
-3,104
| -0.6% | -$88K | 3.19% | 10 |
|
|
2016
Q3 | $14.1M | Buy |
499,728
+23,784
| +5% | +$630K | 3.08% | 12 |
|
|
2016
Q2 | $11.4M | Buy |
475,944
+23,556
| +5% | +$585K | 2.56% | 13 |
|
|
2016
Q1 | $12.3M | Buy |
452,388
+23,052
| +5% | +$574K | 2.81% | 12 |
|
|
2015
Q4 | $11.3M | Buy |
429,336
+14,024
| +3% | +$401K | 2.58% | 14 |
|
|
2015
Q3 | $11.5M | Buy |
415,312
+17,132
| +4% | +$502K | 2.92% | 11 |
|
|
2015
Q2 | $12.5M | Buy |
398,180
+6,484
| +2% | +$207K | 2.89% | 10 |
|
|
2015
Q1 | $12.2M | Buy |
391,696
+48,484
| +14% | +$1.46M | 2.77% | 10 |
|
|
2014
Q4 | $9.47M | Buy |
343,212
+151,744
| +79% | +$4.13M | 2.36% | 16 |
|
|
2014
Q3 | $4.82M | Buy |
191,468
+60
| +0% | +$1.47K | 1.95% | 18 |
|
|
2014
Q2 | $4.45M | Buy |
191,408
+1,736
| +0.9% | +$36.9K | 1.73% | 22 |
|
|
2014
Q1 | $3.64M | Buy |
189,672
+3,444
| +2% | +$65.5K | 1.45% | 26 |
|
|
2013
Q4 | $3.73M | Sell |
186,228
-10,976
| -6% | -$207K | 1.43% | 25 |
|
|
2013
Q3 | $3.36M | Buy |
197,204
+16,240
| +9% | +$269K | 1.34% | 27 |
|
|
2013
Q2 | $2.56M | Buy |
+180,964
| New | +$2.78M | 1.08% | 30 |
|
Other funds holding AAPL
VCM
VPM
Kurt F. Somerville's AAPL Position: Q1 2026 in Review
Kurt F. Somerville reduced its Apple (AAPL) stake by 36% in Q1 2026, selling an estimated $11.6M and leaving 78,531 shares worth $19.9M. The position accounts for 5.26% of the portfolio, ranked #3.
Kurt F. Somerville first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.3M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Kurt F. Somerville held 78,531 shares of Apple worth $19.9M as of Q1 2026.
- Kurt F. Somerville sold 44,744 Apple shares in Q1 2026, an estimated $11.6M.
- Apple made up 5.26% of Kurt F. Somerville's portfolio in Q1 2026, its #3 holding.
- Kurt F. Somerville first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Kurt F. Somerville's Apple position peaked at $38.3M in Q4 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.