Mengis Capital Management’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
$36M Sell
141,764
-69
-0% -$18K 6.19% 1
2025
Q4
$38.6M Buy
141,833
+3,970
+3% +$1.07M 6.82% 1
2025
Q3
$35.1M Sell
137,863
-788
-0.6% -$178K 6.9% 1
2025
Q2
$28.4M Sell
138,651
-18,529
-12% -$3.74M 6.04% 2
2025
Q1
$34.9M Sell
157,180
-12,144
-7% -$2.81M 7.29% 1
2024
Q4
$42.4M Sell
169,324
-682
-0.4% -$161K 8.66% 1
2024
Q3
$39.6M Sell
170,006
-6,602
-4% -$1.47M 7.79% 1
2024
Q2
$37.2M Sell
176,608
-79,107
-31% -$14.8M 7.54% 1
2024
Q1
$43.9M Buy
255,715
+3,529
+1% +$642K 6.76% 3
2023
Q4
$48.6M Sell
252,186
-1,726
-0.7% -$319K 9.1% 1
2023
Q3
$43.5M Sell
253,912
-1,659
-0.6% -$304K 9.03% 1
2023
Q2
$49.6M Sell
255,571
-1,080
-0.4% -$188K 9.89% 1
2023
Q1
$42.3M Sell
256,651
-6,706
-3% -$989K 8.92% 1
2022
Q4
$34.2M Sell
263,357
-700
-0.3% -$100K 7.46% 1
2022
Q3
$36.5M Sell
264,057
-5,674
-2% -$891K 8.64% 1
2022
Q2
$36.9M Sell
269,731
-1,301
-0.5% -$197K 8.1% 1
2022
Q1
$47.3M Sell
271,032
-8,662
-3% -$1.46M 9.07% 1
2021
Q4
$49.7M Sell
279,694
-4,196
-1% -$663K 9.32% 1
2021
Q3
$40.2M Sell
283,890
-7,323
-3% -$1.08M 8.44% 1
2021
Q2
$39.9M Buy
291,213
+2,986
+1% +$387K 8.27% 1
2021
Q1
$35.2M Buy
288,227
+1,927
+0.7% +$247K 7.8% 1
2020
Q4
$38M Sell
286,300
-5,289
-2% -$636K 9.23% 1
2020
Q3
$33.8M Sell
291,589
-13,343
-4% -$1.46M 9.26% 1
2020
Q2
$27.8M Sell
304,932
-3,956
-1% -$307K 8.26% 1
2020
Q1
$19.6M Sell
308,888
-816
-0.3% -$60K 6.71% 1
2019
Q4
$22.7M Sell
309,704
-6,036
-2% -$388K 6.26% 1
2019
Q3
$17.7M Sell
315,740
-2,476
-0.8% -$129K 5.27% 2
2019
Q2
$15.7M Buy
318,216
+153,432
+93% +$7.48M 4.82% 2
2019
Q1
$7.83M Sell
164,784
-972
-0.6% -$41.2K 4.37% 1
2018
Q4
$6.54M Sell
165,756
-4,116
-2% -$200K 4.15% 2
2018
Q3
$9.59M Sell
169,872
-5,016
-3% -$261K 5.27% 1
2018
Q2
$8.09M Sell
174,888
-3,052
-2% -$138K 4.79% 1
2018
Q1
$7.46M Buy
177,940
+4,744
+3% +$204K 4.46% 1
2017
Q4
$7.33M Buy
173,196
+2,776
+2% +$116K 4.44% 1
2017
Q3
$6.57M Sell
170,420
-6,140
-3% -$238K 4.4% 1
2017
Q2
$6.36M Buy
176,560
+520
+0.3% +$19.2K 4.5% 1
2017
Q1
$6.32M Sell
176,040
-5,340
-3% -$176K 4.63% 1
2016
Q4
$5.25M Sell
181,380
-2,516
-1% -$71.3K 4.18% 1
2016
Q3
$5.2M Buy
183,896
+356
+0.2% +$9.42K 4.33% 1
2016
Q2
$4.39M Buy
183,540
+5,836
+3% +$145K 3.87% 1
2016
Q1
$4.84M Sell
177,704
-13,328
-7% -$332K 4.47% 1
2015
Q4
$5.03M Buy
191,032
+5,228
+3% +$149K 4.38% 1
2015
Q3
$5.12M Buy
185,804
+8,196
+5% +$240K 4.77% 1
2015
Q2
$5.57M Buy
177,608
+964
+0.5% +$30.8K 4.66% 1
2015
Q1
$5.5M Buy
176,644
+584
+0.3% +$17.6K 4.8% 1
2014
Q4
$4.86M Buy
+176,060
New +$4.79M 4.69% 1

Other funds holding AAPL

Mengis Capital Management's AAPL Position: Q1 2026 in Review

Mengis Capital Management reduced its Apple (AAPL) stake by 0.05% in Q1 2026, selling an estimated $18K and leaving 141,764 shares worth $36M. The position accounts for 6.19% of the portfolio, ranked #1.

Mengis Capital Management first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $49.7M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mengis Capital Management held 141,764 shares of Apple worth $36M as of Q1 2026.
  • Mengis Capital Management sold 69 Apple shares in Q1 2026, an estimated $18K.
  • Apple made up 6.19% of Mengis Capital Management's portfolio in Q1 2026, its #1 holding.
  • Mengis Capital Management first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
  • Mengis Capital Management's Apple position peaked at $49.7M in Q4 2021.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mengis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.