Means Investment Company’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
$75.4M Sell
297,057
-1,615
-0.5% -$420K 6.57% 4
2025
Q4
$81.2M Sell
298,672
-4,726
-2% -$1.27M 6.84% 4
2025
Q3
$77.3M Sell
303,398
-16,694
-5% -$3.77M 6.69% 4
2025
Q2
$65.7M Sell
320,092
-1,389
-0.4% -$281K 6.22% 4
2025
Q1
$71.4M Sell
321,481
-44,563
-12% -$10.3M 7.58% 2
2024
Q4
$91.7M Sell
366,044
-4,509
-1% -$1.06M 9.54% 1
2024
Q3
$86.3M Sell
370,553
-6,303
-2% -$1.41M 9.59% 1
2024
Q2
$79.4M Sell
376,856
-6,227
-2% -$1.16M 9.49% 2
2024
Q1
$65.7M Sell
383,083
-13,455
-3% -$2.45M 8.5% 2
2023
Q4
$76.3M Sell
396,538
-15,208
-4% -$2.81M 11% 1
2023
Q3
$70.5M Sell
411,746
-13,980
-3% -$2.56M 11.54% 1
2023
Q2
$82.6M Sell
425,726
-5,710
-1% -$995K 13.07% 1
2023
Q1
$71.1M Sell
431,436
-8,063
-2% -$1.19M 12.5% 1
2022
Q4
$57.1M Sell
439,499
-10,550
-2% -$1.51M 11.45% 1
2022
Q3
$62.2M Sell
450,049
-1,513
-0.3% -$237K 13.49% 1
2022
Q2
$61.7M Sell
451,562
-1,345
-0.3% -$204K 13.09% 1
2022
Q1
$79.1M Sell
452,907
-1,998
-0.4% -$336K 14.32% 1
2021
Q4
$80.8M Buy
454,905
+1,642
+0.4% +$259K 14.26% 1
2021
Q3
$64.1M Sell
453,263
-1,348
-0.3% -$198K 12.67% 1
2021
Q2
$62.3M Buy
454,611
+3,385
+0.8% +$439K 12.45% 1
2021
Q1
$55.1M Buy
451,226
+290
+0.1% +$37.2K 12.54% 1
2020
Q4
$60.9M Buy
450,936
+17,664
+4% +$2.12M 13.89% 1
2020
Q3
$51.4M Sell
433,272
-6,788
-2% -$741K 14.13% 1
2020
Q2
$48.1M Sell
440,060
-5,736
-1% -$444K 15.08% 1
2020
Q1
$30.8M Sell
445,796
-4,812
-1% -$354K 11.91% 1
2019
Q4
$35.9M Sell
450,608
-5,260
-1% -$338K 12.03% 1
2019
Q3
$29.3M Sell
455,868
-7,288
-2% -$381K 11.08% 1
2019
Q2
$23.3M Sell
463,156
-10,564
-2% -$515K 9.56% 1
2019
Q1
$22.5M Buy
473,720
+13,064
+3% +$554K 9.88% 1
2018
Q4
$18.2M Buy
+460,656
New +$22.3M 10.06% 1

Other funds holding AAPL

Means Investment Company's AAPL Position: Q1 2026 in Review

Means Investment Company reduced its Apple (AAPL) stake by 0.54% in Q1 2026, selling an estimated $420K and leaving 297,057 shares worth $75.4M. The position accounts for 6.57% of the portfolio, ranked #4.

Means Investment Company first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $91.7M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Means Investment Company held 297,057 shares of Apple worth $75.4M as of Q1 2026.
  • Means Investment Company sold 1,615 Apple shares in Q1 2026, an estimated $420K.
  • Apple made up 6.57% of Means Investment Company's portfolio in Q1 2026, its #4 holding.
  • Means Investment Company first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Apple position peaked at $91.7M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.