L.J. Altfest & Co’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 | $27.3M | Buy |
107,743
+12,098
| +13% | +$3.15M | 2.92% | 8 |
|
|
2025
Q4 | $26M | Sell |
95,645
-69
| -0.1% | -$18.5K | 2.85% | 7 |
|
|
2025
Q3 | $24.4M | Buy |
95,714
+1,642
| +2% | +$371K | 2.72% | 7 |
|
|
2025
Q2 | $19.3M | Sell |
94,072
-10,615
| -10% | -$2.14M | 2.28% | 8 |
|
|
2025
Q1 | $23.3M | Sell |
104,687
-288
| -0.3% | -$66.7K | 2.92% | 5 |
|
|
2024
Q4 | $26.3M | Sell |
104,975
-294
| -0.3% | -$69.3K | 3.35% | 4 |
|
|
2024
Q3 | $24.5M | Sell |
105,269
-2,028
| -2% | -$453K | 3.27% | 3 |
|
|
2024
Q2 | $22.6M | Buy |
107,297
+949
| +0.9% | +$177K | 3.09% | 6 |
|
|
2024
Q1 | $18.2M | Sell |
106,348
-177
| -0.2% | -$32.2K | 2.58% | 8 |
|
|
2023
Q4 | $20.5M | Sell |
106,525
-1,454
| -1% | -$268K | 2.97% | 6 |
|
|
2023
Q3 | $18.5M | Buy |
107,979
+9,214
| +9% | +$1.69M | 2.92% | 7 |
|
|
2023
Q2 | $19.2M | Buy |
98,765
+40,631
| +70% | +$7.08M | 2.88% | 8 |
|
|
2023
Q1 | $9.59M | Buy |
58,134
+2,016
| +4% | +$297K | 1.5% | 17 |
|
|
2022
Q4 | $7.29M | Sell |
56,118
-1,016
| -2% | -$145K | 1.21% | 17 |
|
|
2022
Q3 | $7.9M | Buy |
57,134
+1,689
| +3% | +$265K | 1.48% | 15 |
|
|
2022
Q2 | $7.58M | Buy |
55,445
+10,835
| +24% | +$1.64M | 1.36% | 15 |
|
|
2022
Q1 | $7.79M | Sell |
44,610
-2,933
| -6% | -$493K | 1.39% | 16 |
|
|
2021
Q4 | $8.44M | Sell |
47,543
-1,296
| -3% | -$205K | 1.61% | 15 |
|
|
2021
Q3 | $6.91M | Sell |
48,839
-973
| -2% | -$143K | 1.45% | 16 |
|
|
2021
Q2 | $6.82M | Sell |
49,812
-1,068
| -2% | -$138K | 1.47% | 16 |
|
|
2021
Q1 | $6.21M | Sell |
50,880
-1,797
| -3% | -$231K | 1.47% | 13 |
|
|
2020
Q4 | $6.99M | Sell |
52,677
-1,177
| -2% | -$142K | 1.71% | 16 |
|
|
2020
Q3 | $6.24M | Sell |
53,854
-2,862
| -5% | -$312K | 1.66% | 16 |
|
|
2020
Q2 | $5.17M | Buy |
56,716
+1,224
| +2% | +$94.8K | 1.49% | 17 |
|
|
2020
Q1 | $3.53M | Sell |
55,492
-6,156
| -10% | -$453K | 1.1% | 16 |
|
|
2019
Q4 | $4.53M | Sell |
61,648
-5,068
| -8% | -$326K | 1.14% | 20 |
|
|
2019
Q3 | $3.74M | Sell |
66,716
-3,156
| -5% | -$165K | 0.96% | 23 |
|
|
2019
Q2 | $3.46M | Buy |
69,872
+2,824
| +4% | +$138K | 0.92% | 21 |
|
|
2019
Q1 | $3.18M | Buy |
+67,048
| New | +$2.84M | 0.77% | 21 |
|
|
2018
Q4 | – | Sell |
-81,184
| Closed | -$4.58M | – | 147 |
|
|
2018
Q3 | $4.58M | Sell |
81,184
-852
| -1% | -$44.4K | 1.33% | 15 |
|
|
2018
Q2 | $3.8M | Sell |
82,036
-12,272
| -13% | -$557K | 1.41% | 15 |
|
|
2018
Q1 | $3.96M | Buy |
94,308
+2,412
| +3% | +$104K | 1.71% | 11 |
|
|
2017
Q4 | $3.89M | Sell |
91,896
-2,012
| -2% | -$84.1K | 1.48% | 11 |
|
|
2017
Q3 | $3.62M | Sell |
93,908
-30,420
| -24% | -$1.18M | 1.76% | 10 |
|
|
2017
Q2 | $4.48M | Sell |
124,328
-24,804
| -17% | -$917K | 2.7% | 6 |
|
|
2017
Q1 | $5.36M | Buy |
149,132
+5,736
| +4% | +$189K | 2.13% | 5 |
|
|
2016
Q4 | $4.15M | Sell |
143,396
-2,292
| -2% | -$65K | 2.07% | 7 |
|
|
2016
Q3 | $4.12M | Sell |
145,688
-200
| -0.1% | -$5.29K | 2.74% | 5 |
|
|
2016
Q2 | $3.49M | Buy |
145,888
+61,196
| +72% | +$1.52M | 2.43% | 8 |
|
|
2016
Q1 | $2.31M | Sell |
84,692
-10,176
| -11% | -$254K | 2.38% | 9 |
|
|
2015
Q4 | $2.5M | Buy |
94,868
+928
| +1% | +$26.5K | 2.44% | 8 |
|
|
2015
Q3 | $2.59M | Sell |
93,940
-8,332
| -8% | -$244K | 2.56% | 9 |
|
|
2015
Q2 | $3.21M | Buy |
102,272
+3,184
| +3% | +$102K | 2.94% | 6 |
|
|
2015
Q1 | $3.08M | Buy |
99,088
+4,516
| +5% | +$136K | 2.87% | 7 |
|
|
2014
Q4 | $2.61M | Buy |
94,572
+2,544
| +3% | +$69.2K | 2.13% | 8 |
|
|
2014
Q3 | $2.29M | Buy |
92,028
+500
| +0.5% | +$12.3K | 2.25% | 11 |
|
|
2014
Q2 | $2.2M | Buy |
91,528
+10,888
| +14% | +$232K | 2.16% | 12 |
|
|
2014
Q1 | $1.5M | Sell |
80,640
-13,804
| -15% | -$263K | 1.39% | 21 |
|
|
2013
Q4 | $1.89M | Buy |
+94,444
| New | +$1.78M | 1.61% | 14 |
|
Other funds holding AAPL
VCM
VPM
L.J. Altfest & Co's AAPL Position: Q1 2026 in Review
L.J. Altfest & Co increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $3.15M and bringing the position to 107,743 shares worth $27.3M. The position accounts for 2.92% of the portfolio, ranked #8.
L.J. Altfest & Co first reported a position in AAPL in Q4 2013 and has held it in 49 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- L.J. Altfest & Co held 107,743 shares of Apple worth $27.3M as of Q1 2026.
- L.J. Altfest & Co bought 12,098 Apple shares in Q1 2026, an estimated $3.15M.
- Apple made up 2.92% of L.J. Altfest & Co's portfolio in Q1 2026, its #8 holding.
- L.J. Altfest & Co first reported a position in Apple in Q4 2013 and has held it in 49 quarters since.
- 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.