Michael J. Puzo’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 | $18.5M | Sell |
72,944
-2,563
| -3% | -$667K | 5.39% | 3 |
|
|
2025
Q4 | $20.5M | Sell |
75,507
-2,092
| -3% | -$562K | 5.59% | 2 |
|
|
2025
Q3 | $19.8M | Buy |
77,599
+8
| +0% | +$1.81K | 5.39% | 3 |
|
|
2025
Q2 | $15.9M | Sell |
77,591
-2,675
| -3% | -$540K | 4.54% | 3 |
|
|
2025
Q1 | $17.8M | Sell |
80,266
-3,543
| -4% | -$821K | 5.11% | 1 |
|
|
2024
Q4 | $21M | Sell |
83,809
-4,541
| -5% | -$1.07M | 5.87% | 1 |
|
|
2024
Q3 | $20.6M | Sell |
88,350
-558
| -0.6% | -$125K | 5.38% | 1 |
|
|
2024
Q2 | $18.7M | Sell |
88,908
-1,291
| -1% | -$241K | 5.2% | 1 |
|
|
2024
Q1 | $15.5M | Buy |
90,199
+3,856
| +4% | +$701K | 4.29% | 3 |
|
|
2023
Q4 | $16.6M | Sell |
86,343
-2,270
| -3% | -$419K | 5.28% | 1 |
|
|
2023
Q3 | $15.2M | Sell |
88,613
-2,918
| -3% | -$535K | 5.15% | 1 |
|
|
2023
Q2 | $17.8M | Sell |
91,531
-4,386
| -5% | -$764K | 5.62% | 1 |
|
|
2023
Q1 | $15.8M | Sell |
95,917
-578
| -0.6% | -$85.3K | 5.28% | 1 |
|
|
2022
Q4 | $12.5M | Sell |
96,495
-3,306
| -3% | -$472K | 4.53% | 1 |
|
|
2022
Q3 | $13.8M | Sell |
99,801
-6,235
| -6% | -$979K | 5.24% | 1 |
|
|
2022
Q2 | $14.5M | Sell |
106,036
-3,927
| -4% | -$595K | 5.15% | 1 |
|
|
2022
Q1 | $19.2M | Sell |
109,963
-8,070
| -7% | -$1.36M | 5.78% | 1 |
|
|
2021
Q4 | $21M | Buy |
118,033
+17
| +0% | +$2.69K | 5.92% | 1 |
|
|
2021
Q3 | $16.7M | Sell |
118,016
-6,399
| -5% | -$942K | 5.29% | 1 |
|
|
2021
Q2 | $17M | Sell |
124,415
-6,816
| -5% | -$883K | 5.29% | 1 |
|
|
2021
Q1 | $16M | Sell |
131,231
-8,686
| -6% | -$1.11M | 5.1% | 1 |
|
|
2020
Q4 | $18.6M | Sell |
139,917
-7,402
| -5% | -$890K | 6.06% | 1 |
|
|
2020
Q3 | $17.1M | Sell |
147,319
-17,901
| -11% | -$1.95M | 6.07% | 1 |
|
|
2020
Q2 | $15.1M | Sell |
165,220
-9,716
| -6% | -$753K | 5.64% | 1 |
|
|
2020
Q1 | $11.1M | Sell |
174,936
-10,172
| -5% | -$748K | 4.89% | 1 |
|
|
2019
Q4 | $13.6M | Sell |
185,108
-21,224
| -10% | -$1.37M | 4.86% | 1 |
|
|
2019
Q3 | $11.6M | Sell |
206,332
-3,252
| -2% | -$170K | 4.35% | 2 |
|
|
2019
Q2 | $10.4M | Buy |
209,584
+9,036
| +5% | +$440K | 3.85% | 4 |
|
|
2019
Q1 | $9.52M | Sell |
200,548
-2,172
| -1% | -$92.1K | 3.71% | 6 |
|
|
2018
Q4 | $7.99M | Sell |
202,720
-7,720
| -4% | -$374K | 3.55% | 8 |
|
|
2018
Q3 | $11.9M | Sell |
210,440
-1,992
| -0.9% | -$104K | 4.48% | 2 |
|
|
2018
Q2 | $9.83M | Sell |
212,432
-708
| -0.3% | -$32.1K | 4.16% | 3 |
|
|
2018
Q1 | $8.94M | Buy |
213,140
+6,916
| +3% | +$298K | 3.81% | 4 |
|
|
2017
Q4 | $8.72M | Buy |
206,224
+26,112
| +14% | +$1.09M | 3.6% | 7 |
|
|
2017
Q3 | $6.94M | Sell |
180,112
-1,720
| -0.9% | -$66.7K | 3.61% | 6 |
|
|
2017
Q2 | $6.55M | Buy |
181,832
+500
| +0.3% | +$18.5K | 3.53% | 6 |
|
|
2017
Q1 | $6.51M | Sell |
181,332
-768
| -0.4% | -$25.3K | 3.62% | 6 |
|
|
2016
Q4 | $5.27M | Buy |
182,100
+16,940
| +10% | +$480K | 3.05% | 11 |
|
|
2016
Q3 | $4.67M | Buy |
165,160
+6,008
| +4% | +$159K | 2.69% | 14 |
|
|
2016
Q2 | $3.8M | Buy |
159,152
+9,376
| +6% | +$233K | 2.51% | 14 |
|
|
2016
Q1 | $4.08M | Buy |
149,776
+8,308
| +6% | +$207K | 2.71% | 14 |
|
|
2015
Q4 | $3.73M | Buy |
141,468
+988
| +0.7% | +$28.2K | 2.6% | 14 |
|
|
2015
Q3 | $3.87M | Buy |
140,480
+5,824
| +4% | +$171K | 2.75% | 12 |
|
|
2015
Q2 | $4.22M | Buy |
134,656
+6,304
| +5% | +$202K | 2.72% | 11 |
|
|
2015
Q1 | $3.99M | Buy |
128,352
+10,052
| +8% | +$304K | 2.55% | 12 |
|
|
2014
Q4 | $3.26M | Buy |
118,300
+2,100
| +2% | +$57.1K | 2.14% | 16 |
|
|
2014
Q3 | $2.93M | Buy |
116,200
+5,588
| +5% | +$137K | 2.01% | 17 |
|
|
2014
Q2 | $2.57M | Buy |
110,612
+2,028
| +2% | +$43.2K | 1.78% | 19 |
|
|
2014
Q1 | $2.08M | Sell |
108,584
-560
| -0.5% | -$10.7K | 1.5% | 26 |
|
|
2013
Q4 | $2.19M | Buy |
109,144
+5,908
| +6% | +$112K | 1.6% | 22 |
|
|
2013
Q3 | $1.76M | Buy |
103,236
+11,676
| +13% | +$194K | 1.47% | 25 |
|
|
2013
Q2 | $1.3M | Buy |
+91,560
| New | +$1.41M | 1.14% | 32 |
|
Other funds holding AAPL
VCM
VPM
Michael J. Puzo's AAPL Position: Q1 2026 in Review
Michael J. Puzo reduced its Apple (AAPL) stake by 3.4% in Q1 2026, selling an estimated $667K and leaving 72,944 shares worth $18.5M. The position accounts for 5.39% of the portfolio, ranked #3.
Michael J. Puzo first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $21M in Q4 2024. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Michael J. Puzo held 72,944 shares of Apple worth $18.5M as of Q1 2026.
- Michael J. Puzo sold 2,563 Apple shares in Q1 2026, an estimated $667K.
- Apple made up 5.39% of Michael J. Puzo's portfolio in Q1 2026, its #3 holding.
- Michael J. Puzo first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Michael J. Puzo's Apple position peaked at $21M in Q4 2024.
- 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.