Menlo Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
53,001
-1,000
| -2% | -$202K | 5.86% | 8 |
|
|
2025
Q1 | $12M | Sell |
54,001
-616
| -1% | -$143K | 5.7% | 5 |
|
|
2024
Q4 | $13.7M | Buy |
54,617
+41
| +0.1% | +$9.66K | 6.98% | 4 |
|
|
2024
Q3 | $12.7M | Buy |
54,576
+165
| +0.3% | +$36.8K | 6.55% | 4 |
|
|
2024
Q2 | $11.5M | Hold |
54,411
| – | – | 6.36% | 6 |
|
|
2024
Q1 | $9.33M | Sell |
54,411
-500
| -0.9% | -$90.9K | 5.34% | 7 |
|
|
2023
Q4 | $10.6M | Sell |
54,911
-100
| -0.2% | -$18.5K | 6.5% | 4 |
|
|
2023
Q3 | $9.42M | Sell |
55,011
-3,560
| -6% | -$653K | 6.19% | 3 |
|
|
2023
Q2 | $11.4M | Sell |
58,571
-625
| -1% | -$109K | 7.16% | 2 |
|
|
2023
Q1 | $9.76M | Hold |
59,196
| – | – | 6.7% | 3 |
|
|
2022
Q4 | $7.69M | Hold |
59,196
| – | – | 5.78% | 4 |
|
|
2022
Q3 | $8.18M | Sell |
59,196
-1,300
| -2% | -$204K | 5.74% | 3 |
|
|
2022
Q2 | $8.27M | Sell |
60,496
-87
| -0.1% | -$13.2K | 5.48% | 5 |
|
|
2022
Q1 | $10.6M | Hold |
60,583
| – | – | 5.59% | 3 |
|
|
2021
Q4 | $10.8M | Sell |
60,583
-5,110
| -8% | -$808K | 5.35% | 3 |
|
|
2021
Q3 | $9.29M | Sell |
65,693
-42
| -0.1% | -$6.18K | 4.91% | 5 |
|
|
2021
Q2 | $9M | Sell |
65,735
-220
| -0.3% | -$28.5K | 4.85% | 3 |
|
|
2021
Q1 | $8.06M | Sell |
65,955
-1,000
| -1% | -$128K | 4.79% | 4 |
|
|
2020
Q4 | $8.88M | Buy |
66,955
+2,087
| +3% | +$251K | 5.88% | 3 |
|
|
2020
Q3 | $7.51M | Sell |
64,868
-480
| -0.7% | -$52.4K | 5.89% | 3 |
|
|
2020
Q2 | $5.96M | Sell |
65,348
-400
| -0.6% | -$31K | 4.65% | 6 |
|
|
2020
Q1 | $4.18M | Sell |
65,748
-27,144
| -29% | -$2M | 3.94% | 9 |
|
|
2019
Q4 | $6.82M | Sell |
92,892
-400
| -0.4% | -$25.7K | 4.46% | 6 |
|
|
2019
Q3 | $5.22M | Sell |
93,292
-320
| -0.3% | -$16.7K | 3.65% | 12 |
|
|
2019
Q2 | $4.63M | Sell |
93,612
-120
| -0.1% | -$5.85K | 3.19% | 14 |
|
|
2019
Q1 | $4.45M | Sell |
93,732
-1,680
| -2% | -$71.3K | 3.17% | 17 |
|
|
2018
Q4 | $3.76M | Sell |
95,412
-3,504
| -4% | -$170K | 2.92% | 19 |
|
|
2018
Q3 | $5.58M | Buy |
98,916
+4
| +0% | +$208 | 3.77% | 10 |
|
|
2018
Q2 | $4.58M | Buy |
98,912
+120
| +0.1% | +$5.44K | 3.37% | 15 |
|
|
2018
Q1 | $4.14M | Buy |
98,792
+8
| +0% | +$344 | 3% | 16 |
|
|
2017
Q4 | $4.18M | Sell |
98,784
-476
| -0.5% | -$19.9K | 3.02% | 16 |
|
|
2017
Q3 | $3.82M | Sell |
99,260
-4,972
| -5% | -$193K | 2.91% | 18 |
|
|
2017
Q2 | $3.75M | Buy |
104,232
+1,200
| +1% | +$44.4K | 2.76% | 19 |
|
|
2017
Q1 | $3.7M | Hold |
103,032
| – | – | 2.78% | 17 |
|
|
2016
Q4 | $2.98M | Sell |
103,032
-196
| -0.2% | -$5.56K | 2.4% | 21 |
|
|
2016
Q3 | $2.92M | Hold |
103,228
| – | – | 2.34% | 22 |
|
|
2016
Q2 | $2.47M | Buy |
103,228
+476
| +0.5% | +$11.8K | 2.1% | 22 |
|
|
2016
Q1 | $2.8M | Sell |
102,752
-472
| -0.5% | -$11.8K | 2.57% | 19 |
|
|
2015
Q4 | $2.72M | Sell |
103,224
-21,120
| -17% | -$604K | 2.39% | 19 |
|
|
2015
Q3 | $3.43M | Sell |
124,344
-2,940
| -2% | -$86.2K | 2.69% | 16 |
|
|
2015
Q2 | $3.99M | Buy |
127,284
+2,800
| +2% | +$89.6K | 2.79% | 16 |
|
|
2015
Q1 | $3.87M | Sell |
124,484
-1,204
| -1% | -$36.4K | 2.77% | 15 |
|
|
2014
Q4 | $3.47M | Sell |
125,688
-2,888
| -2% | -$78.6K | 2.47% | 19 |
|
|
2014
Q3 | $3.24M | Hold |
128,576
| – | – | 2.35% | 20 |
|
|
2014
Q2 | $2.99M | Hold |
128,576
| – | – | 2.14% | 20 |
|
|
2014
Q1 | $2.46M | Sell |
128,576
-3,080
| -2% | -$58.6K | 1.85% | 24 |
|
|
2013
Q4 | $2.64M | Buy |
131,656
+3,556
| +3% | +$67.2K | 1.97% | 22 |
|
|
2013
Q3 | $2.18M | Buy |
128,100
+56
| +0% | +$928 | 1.7% | 24 |
|
|
2013
Q2 | $1.81M | Buy |
+128,044
| New | +$1.97M | 1.53% | 25 |
|
Other funds holding AAPL
Menlo Advisors's AAPL Position: Q2 2025 in Review
Menlo Advisors reduced its Apple (AAPL) stake by 1.9% in Q2 2025, selling an estimated $202K and leaving 53,001 shares worth $10.9M. The position accounts for 5.86% of the portfolio, ranked #8.
Menlo Advisors first reported a position in AAPL in Q2 2013 and has held it in 49 quarters since. The position peaked at $13.7M in Q4 2024. 5,583 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.
- Menlo Advisors held 53,001 shares of Apple worth $10.9M as of Q2 2025.
- Menlo Advisors sold 1,000 Apple shares in Q2 2025, an estimated $202K.
- Apple made up 5.86% of Menlo Advisors's portfolio in Q2 2025, its #8 holding.
- Menlo Advisors first reported a position in Apple in Q2 2013 and has held it in 49 quarters since.
- Menlo Advisors's Apple position peaked at $13.7M in Q4 2024.
- 5,583 funds tracked by Wall St. Rank held Apple as of Q2 2025.
Based on Menlo Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.