Main Street Research’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4M | Sell |
294,394
-79,167
| -21% | -$16.2M | 3.76% | 7 |
|
|
2025
Q1 | $83M | Buy |
373,561
+3,983
| +1% | +$885K | 5.42% | 1 |
|
|
2024
Q4 | $92.5M | Buy |
369,578
+2,234
| +0.6% | +$559K | 5.77% | 1 |
|
|
2024
Q3 | $85.6M | Buy |
367,344
+2,562
| +0.7% | +$597K | 5.39% | 2 |
|
|
2024
Q2 | $76.8M | Buy |
364,782
+18,230
| +5% | +$3.84M | 5.07% | 2 |
|
|
2024
Q1 | $59.4M | Buy |
346,552
+10,204
| +3% | +$1.75M | 4.04% | 4 |
|
|
2023
Q4 | $64.8M | Buy |
336,348
+5,571
| +2% | +$1.07M | 5.2% | 1 |
|
|
2023
Q3 | $56.6M | Buy |
330,777
+60,400
| +22% | +$10.3M | 5.83% | 1 |
|
|
2023
Q2 | $52.4M | Buy |
270,377
+29
| +0% | +$5.63K | 8.36% | 1 |
|
|
2023
Q1 | $44.6M | Sell |
270,348
-13,219
| -5% | -$2.18M | 8.8% | 1 |
|
|
2022
Q4 | $36.8M | Buy |
283,567
+11,397
| +4% | +$1.48M | 8.97% | 3 |
|
|
2022
Q3 | $37.6M | Buy |
272,170
+25,134
| +10% | +$3.47M | 8.28% | 2 |
|
|
2022
Q2 | $33.8M | Sell |
247,036
-147,628
| -37% | -$20.2M | 8.86% | 2 |
|
|
2022
Q1 | $68.9M | Buy |
394,664
+7,780
| +2% | +$1.36M | 6.48% | 1 |
|
|
2021
Q4 | $68.7M | Buy |
386,884
+16,403
| +4% | +$2.91M | 5.3% | 1 |
|
|
2021
Q3 | $52.4M | Buy |
370,481
+11,983
| +3% | +$1.7M | 4.59% | 1 |
|
|
2021
Q2 | $49.1M | Buy |
358,498
+12,991
| +4% | +$1.78M | 3.94% | 1 |
|
|
2021
Q1 | $42.2M | Buy |
345,507
+4,733
| +1% | +$578K | 3.97% | 2 |
|
|
2020
Q4 | $45.2M | Buy |
340,774
+14,567
| +4% | +$1.93M | 4.86% | 2 |
|
|
2020
Q3 | $37.8M | Sell |
326,207
-7,297
| -2% | -$845K | 4.81% | 2 |
|
|
2020
Q2 | $30.4M | Sell |
333,504
-236
| -0.1% | -$21.5K | 4.77% | 2 |
|
|
2020
Q1 | $21.2M | Buy |
333,740
+55,428
| +20% | +$3.52M | 5.2% | 2 |
|
|
2019
Q4 | $20.4M | Buy |
278,312
+12,428
| +5% | +$912K | 3.22% | 5 |
|
|
2019
Q3 | $14.9M | Sell |
265,884
-8,948
| -3% | -$501K | 2.79% | 13 |
|
|
2019
Q2 | $13.6M | Buy |
274,832
+41,236
| +18% | +$2.04M | 3.06% | 19 |
|
|
2019
Q1 | $11.1M | Sell |
233,596
-404
| -0.2% | -$19.2K | 3.53% | 12 |
|
|
2018
Q4 | $9.23M | Sell |
234,000
-275,588
| -54% | -$10.9M | 3.59% | 9 |
|
|
2018
Q3 | $28.8M | Buy |
509,588
+26,824
| +6% | +$1.51M | 4.13% | 3 |
|
|
2018
Q2 | $22.3M | Buy |
482,764
+18,472
| +4% | +$855K | 3.5% | 4 |
|
|
2018
Q1 | $19.5M | Buy |
464,292
+17,700
| +4% | +$742K | 3.08% | 3 |
|
|
2017
Q4 | $18.9M | Buy |
446,592
+6,028
| +1% | +$255K | 2.88% | 4 |
|
|
2017
Q3 | $17M | Sell |
440,564
-7,712
| -2% | -$297K | 2.74% | 5 |
|
|
2017
Q2 | $16.1M | Buy |
448,276
+66,408
| +17% | +$2.39M | 2.64% | 4 |
|
|
2017
Q1 | $13.7M | Buy |
381,868
+7,532
| +2% | +$271K | 2.4% | 4 |
|
|
2016
Q4 | $10.8M | Buy |
374,336
+42,612
| +13% | +$1.23M | 2.11% | 12 |
|
|
2016
Q3 | $9.38M | Sell |
331,724
-1,140
| -0.3% | -$32.2K | 1.83% | 17 |
|
|
2016
Q2 | $7.96M | Buy |
332,864
+22,696
| +7% | +$542K | 1.64% | 28 |
|
|
2016
Q1 | $8.45M | Buy |
310,168
+7,724
| +3% | +$210K | 2.18% | 18 |
|
|
2015
Q4 | $7.96M | Sell |
302,444
-3,796
| -1% | -$99.9K | 1.7% | 25 |
|
|
2015
Q3 | $9.15M | Sell |
306,240
-214,304
| -41% | -$6.4M | 2.15% | 15 |
|
|
2015
Q2 | $16.3M | Buy |
520,544
+29,752
| +6% | +$933K | 3.34% | 2 |
|
|
2015
Q1 | $15.3M | Buy |
490,792
+12,408
| +3% | +$386K | 3.28% | 2 |
|
|
2014
Q4 | $13.2M | Buy |
478,384
+8,100
| +2% | +$224K | 2.83% | 3 |
|
|
2014
Q3 | $11.8M | Buy |
470,284
+83,512
| +22% | +$2.1M | 2.64% | 3 |
|
|
2014
Q2 | $8.99M | Buy |
386,772
+7,512
| +2% | +$175K | 2.12% | 5 |
|
|
2014
Q1 | $7.27M | Buy |
379,260
+18,704
| +5% | +$359K | 1.77% | 11 |
|
|
2013
Q4 | $7.22M | Buy |
360,556
+5,404
| +2% | +$108K | 1.8% | 10 |
|
|
2013
Q3 | $6.05M | Sell |
355,152
-10,164
| -3% | -$173K | 1.63% | 16 |
|
|
2013
Q2 | $5.17M | Buy |
+365,316
| New | +$5.17M | 1.56% | 21 |
|