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Loudon Investment Management’s Apple AAPL Stock Holding History

Loudon Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.19M Sell
16,521
-450
-3% -$117K 2.26% 15
2025
Q4 		$4.61M Hold
16,971
– – 2.41% 14
2025
Q3 		$4.32M Sell
16,971
-5
-0% -$1.13K 2.26% 15
2025
Q2 		$3.48M Sell
16,976
-290
-2% -$58.6K 1.93% 16
2025
Q1 		$3.84M Hold
17,266
– – 2.19% 17
2024
Q4 		$4.32M Hold
17,266
– – 2.46% 12
2024
Q3 		$4.02M Sell
17,266
-65
-0.4% -$14.5K 2.2% 18
2024
Q2 		$3.65M Sell
17,331
-722
-4% -$135K 2.15% 18
2024
Q1 		$3.1M Buy
18,053
+113
+0.6% +$20.5K 1.78% 20
2023
Q4 		$3.45M Sell
17,940
-136
-0.8% -$25.1K 2.14% 16
2023
Q3 		$3.09M Sell
18,076
-15
-0.1% -$2.75K 2.13% 16
2023
Q2 		$3.51M Sell
18,091
-410
-2% -$71.4K 2.31% 12
2023
Q1 		$3.05M Sell
18,501
-1,620
-8% -$239K 2.11% 16
2022
Q4 		$2.61M Buy
20,121
+165
+0.8% +$23.6K 1.89% 18
2022
Q3 		$2.76M Hold
19,956
– – 2.19% 15
2022
Q2 		$2.73M Buy
19,956
+482
+2% +$73K 2.04% 17
2022
Q1 		$3.4M Sell
19,474
-1,598
-8% -$269K 2.24% 13
2021
Q4 		$3.74M Sell
21,072
-22
-0.1% -$3.48K 2.39% 12
2021
Q3 		$2.98M Sell
21,094
-575
-3% -$84.7K 2.12% 15
2021
Q2 		$2.97M Sell
21,669
-567
-3% -$73.5K 2.02% 16
2021
Q1 		$2.72M Sell
22,236
-30
-0.1% -$3.85K 1.95% 19
2020
Q4 		$2.95M Sell
22,266
-2,588
-10% -$311K 2.31% 15
2020
Q3 		$2.88M Sell
24,854
-418
-2% -$45.6K 2.43% 14
2020
Q2 		$2.31M Buy
25,272
+800
+3% +$62K 1.99% 16
2020
Q1 		$1.56M Hold
24,472
– – 1.63% 18
2019
Q4 		$1.8M Buy
24,472
+304
+1% +$19.6K 1.4% 25
2019
Q3 		$1.35M Sell
24,168
-572
-2% -$29.9K 1.14% 36
2019
Q2 		$1.22M Hold
24,740
– – 1.04% 38
2019
Q1 		$1.18M Buy
24,740
+5,920
+31% +$251K 1.03% 35
2018
Q4 		$742K Buy
18,820
+7,344
+64% +$356K 0.7% 43
2018
Q3 		$648K Buy
11,476
+100
+0.9% +$5.21K 0.52% 55
2018
Q2 		$526K Buy
11,376
+780
+7% +$35.4K 0.42% 58
2018
Q1 		$444K Sell
10,596
-200
-2% -$8.61K 0.35% 61
2017
Q4 		$457K Hold
10,796
– – 0.35% 61
2017
Q3 		$416K Sell
10,796
-1,272
-11% -$49.3K 0.33% 62
2017
Q2 		$435K Sell
12,068
-708
-6% -$26.2K 0.33% 63
2017
Q1 		$459K Sell
12,776
-4,180
-25% -$138K 0.35% 61
2016
Q4 		$491K Sell
16,956
-244
-1% -$6.92K 0.38% 54
2016
Q3 		$486K Sell
17,200
-224
-1% -$5.93K 0.38% 52
2016
Q2 		$416K Buy
17,424
+80
+0.5% +$1.99K 0.33% 57
2016
Q1 		$473K Buy
17,344
+1,644
+10% +$41K 0.38% 48
2015
Q4 		$413K Hold
15,700
– – 0.33% 55
2015
Q3 		$433K Hold
15,700
– – 0.37% 49
2015
Q2 		$492K Sell
15,700
-1,020
-6% -$32.6K 0.37% 52
2015
Q1 		$520K Sell
16,720
-1,120
-6% -$33.8K 0.39% 52
2014
Q4 		$492K Hold
17,840
– – 0.37% 54
2014
Q3 		$449K Sell
17,840
-6,800
-28% -$167K 0.32% 59
2014
Q2 		$572K Buy
24,640
+1,400
+6% +$29.8K 0.39% 55
2014
Q1 		$445K Hold
23,240
– – 0.32% 63
2013
Q4 		$466K Buy
+23,240
New +$439K 0.34% 61

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loudon Investment Management's AAPL Position: Q1 2026 in Review

Loudon Investment Management reduced its Apple (AAPL) stake by 2.7% in Q1 2026, selling an estimated $117K and leaving 16,521 shares worth $4.19M. The position accounts for 2.26% of the portfolio, ranked #15.

Loudon Investment Management first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.61M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Loudon Investment Management held 16,521 shares of Apple worth $4.19M as of Q1 2026.
  • Loudon Investment Management sold 450 Apple shares in Q1 2026, an estimated $117K.
  • Apple made up 2.26% of Loudon Investment Management's portfolio in Q1 2026, its #15 holding.
  • Loudon Investment Management first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
  • Loudon Investment Management's Apple position peaked at $4.61M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.