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
2022
Q1
Sell
-700
Closed -$119K 193
2021
Q4
$119K Sell
700
-200
-22% -$31.6K 0.02% 199
2021
Q3
$29K Sell
900
-200
-18% -$29.4K 0.01% 185
2021
Q2
$34K Buy
1,100
+500
+83% +$64.8K 0.01% 190
2021
Q1
$9K Sell
600
-900
-60% -$116K ﹤0.01% 180
2020
Q4
$27K Buy
1,500
+1,200
+400% +$144K 0.01% 177
2020
Q3
$12K Sell
300
-100
-25% -$10.9K ﹤0.01% 149
2020
Q2
$13K Buy
+400
New +$31K ﹤0.01% 141

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. 6,086 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.
  • 6,086 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.