Mark Sheptoff Financial Planning’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 | $8.85M | Sell |
31,144
-15,525
| -33% | -$4.04M | 4.69% | 5 |
|
|
2025
Q4 | $12.7M | Buy |
46,669
+1
| +0% | +$268 | 6.05% | 4 |
|
|
2025
Q3 | $11.9M | Buy |
46,668
+50
| +0.1% | +$11.3K | 5.69% | 4 |
|
|
2025
Q2 | $9.56M | Sell |
46,618
-1,822
| -4% | -$368K | 5.1% | 4 |
|
|
2025
Q1 | $10.8M | Sell |
48,440
-2,990
| -6% | -$693K | 5.93% | 4 |
|
|
2024
Q4 | $12.9M | Sell |
51,430
-400
| -0.8% | -$94.3K | 6.91% | 4 |
|
|
2024
Q3 | $12.1M | Sell |
51,830
-364
| -0.7% | -$81.3K | 6.42% | 4 |
|
|
2024
Q2 | $11M | Sell |
52,194
-660
| -1% | -$123K | 6.14% | 4 |
|
|
2024
Q1 | $9.06M | Sell |
52,854
-791
| -1% | -$144K | 5.03% | 4 |
|
|
2023
Q4 | $10.3M | Buy |
53,645
+341
| +0.6% | +$63K | 6.22% | 4 |
|
|
2023
Q3 | $9.13M | Sell |
53,304
-3,661
| -6% | -$671K | 5.86% | 4 |
|
|
2023
Q2 | $11M | Sell |
56,965
-203
| -0.4% | -$35.4K | 6.3% | 4 |
|
|
2023
Q1 | $9.43M | Buy |
57,168
+131
| +0.2% | +$19.3K | 5.47% | 4 |
|
|
2022
Q4 | $7.41M | Sell |
57,037
-94
| -0.2% | -$13.4K | 4.35% | 5 |
|
|
2022
Q3 | $7.89M | Sell |
57,131
-166
| -0.3% | -$26.1K | 4.81% | 5 |
|
|
2022
Q2 | $7.83M | Sell |
57,297
-247
| -0.4% | -$37.4K | 4.5% | 5 |
|
|
2022
Q1 | $10M | Buy |
57,544
+444
| +0.8% | +$74.7K | 5.06% | 4 |
|
|
2021
Q4 | $10.1M | Buy |
57,100
+181
| +0.3% | +$28.6K | 4.84% | 4 |
|
|
2021
Q3 | $8.05M | Sell |
56,919
-2,246
| -4% | -$331K | 4.43% | 5 |
|
|
2021
Q2 | $8.1M | Buy |
59,165
+4
| +0% | +$518 | 4.34% | 5 |
|
|
2021
Q1 | $7.23M | Sell |
59,161
-136
| -0.2% | -$17.5K | 4.15% | 6 |
|
|
2020
Q4 | $7.87M | Buy |
59,297
+1,985
| +3% | +$239K | 4.48% | 6 |
|
|
2020
Q3 | $6.64M | Buy |
57,312
+3,220
| +6% | +$351K | 4.08% | 6 |
|
|
2020
Q2 | $4.93M | Sell |
54,092
-2,272
| -4% | -$176K | 3.2% | 9 |
|
|
2020
Q1 | $3.58M | Buy |
56,364
+6,476
| +13% | +$476K | 2.71% | 10 |
|
|
2019
Q4 | $3.66M | Buy |
49,888
+2,464
| +5% | +$159K | 2.31% | 12 |
|
|
2019
Q3 | $2.65M | Hold |
47,424
| – | – | 1.79% | 14 |
|
|
2019
Q2 | $2.35M | Sell |
47,424
-1,192
| -2% | -$58.1K | 1.6% | 16 |
|
|
2019
Q1 | $2.31M | Sell |
48,616
-2,592
| -5% | -$110K | 1.66% | 16 |
|
|
2018
Q4 | $2.02M | Sell |
51,208
-5,992
| -10% | -$290K | 1.68% | 15 |
|
|
2018
Q3 | $3.23M | Sell |
57,200
-196
| -0.3% | -$10.2K | 2.21% | 13 |
|
|
2018
Q2 | $2.66M | Buy |
57,396
+2,208
| +4% | +$100K | 1.96% | 14 |
|
|
2018
Q1 | $2.31M | Buy |
55,188
+2,008
| +4% | +$86.4K | 1.61% | 14 |
|
|
2017
Q4 | $2.25M | Sell |
53,180
-1,192
| -2% | -$49.8K | 1.46% | 17 |
|
|
2017
Q3 | $2.1M | Buy |
54,372
+4
| +0% | +$155 | 1.41% | 17 |
|
|
2017
Q2 | $1.96M | Buy |
54,368
+1,204
| +2% | +$44.5K | 1.34% | 19 |
|
|
2017
Q1 | $1.91M | Sell |
53,164
-188
| -0.4% | -$6.19K | 1.36% | 20 |
|
|
2016
Q4 | $1.54M | Sell |
53,352
-13,192
| -20% | -$374K | 1.15% | 20 |
|
|
2016
Q3 | $1.88M | Buy |
66,544
+5,908
| +10% | +$156K | 1.4% | 21 |
|
|
2016
Q2 | $1.45M | Buy |
60,636
+4,080
| +7% | +$101K | 1.08% | 28 |
|
|
2016
Q1 | $1.54M | Sell |
56,556
-25,032
| -31% | -$624K | 1.25% | 24 |
|
|
2015
Q4 | $2.15M | Buy |
81,588
+2,740
| +3% | +$78.3K | 1.74% | 17 |
|
|
2015
Q3 | $2.17M | Buy |
78,848
+14,224
| +22% | +$417K | 1.91% | 12 |
|
|
2015
Q2 | $2.03M | Buy |
64,624
+3,096
| +5% | +$99K | 1.64% | 17 |
|
|
2015
Q1 | $1.91M | Buy |
61,528
+21,936
| +55% | +$662K | 1.6% | 16 |
|
|
2014
Q4 | $1.09M | Buy |
39,592
+6,612
| +20% | +$180K | 0.97% | 29 |
|
|
2014
Q3 | $831K | Buy |
32,980
+2,912
| +10% | +$71.5K | 0.73% | 41 |
|
|
2014
Q2 | $699K | Buy |
30,068
+416
| +1% | +$8.85K | 0.6% | 50 |
|
|
2014
Q1 | $568K | Buy |
+29,652
| New | +$564K | 0.5% | 56 |
|
Other funds holding AAPL
VCM
VPM
Mark Sheptoff Financial Planning's AAPL Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its Apple (AAPL) stake by 33% in Q1 2026, selling an estimated $4.04M and leaving 31,144 shares worth $8.85M. The position accounts for 4.69% of the portfolio, ranked #5.
Mark Sheptoff Financial Planning first reported a position in AAPL in Q1 2014 and has held it in 49 quarters since. The position peaked at $12.9M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Mark Sheptoff Financial Planning held 31,144 shares of Apple worth $8.85M as of Q1 2026.
- Mark Sheptoff Financial Planning sold 15,525 Apple shares in Q1 2026, an estimated $4.04M.
- Apple made up 4.69% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #5 holding.
- Mark Sheptoff Financial Planning first reported a position in Apple in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's Apple position peaked at $12.9M in Q4 2024.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.