Morse Asset 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 | $8.08M | Buy |
31,826
+491
| +2% | +$128K | 1.68% | 14 |
|
|
2025
Q4 | $8.52M | Buy |
31,335
+2,677
| +9% | +$719K | 1.7% | 13 |
|
|
2025
Q3 | $7.3M | Buy |
28,658
+5,806
| +25% | +$1.31M | 1.46% | 16 |
|
|
2025
Q2 | $4.69M | Sell |
22,852
-17,313
| -43% | -$3.5M | 1.03% | 30 |
|
|
2025
Q1 | $8.92M | Buy |
40,165
+555
| +1% | +$129K | 2.25% | 9 |
|
|
2024
Q4 | $9.92M | Buy |
39,610
+667
| +2% | +$157K | 2.27% | 9 |
|
|
2024
Q3 | $9.07M | Buy |
38,943
+1,795
| +5% | +$401K | 1.96% | 12 |
|
|
2024
Q2 | $7.82M | Buy |
37,148
+5,333
| +17% | +$995K | 1.9% | 13 |
|
|
2024
Q1 | $5.46M | Sell |
31,815
-22,191
| -41% | -$4.03M | 1.39% | 22 |
|
|
2023
Q4 | $10.4M | Sell |
54,006
-6,203
| -10% | -$1.15M | 3.06% | 5 |
|
|
2023
Q3 | $10.3M | Sell |
60,209
-1,583
| -3% | -$290K | 3.26% | 4 |
|
|
2023
Q2 | $12M | Sell |
61,792
-2,871
| -4% | -$500K | 3.65% | 2 |
|
|
2023
Q1 | $10.7M | Sell |
64,663
-1,806
| -3% | -$266K | 3.6% | 2 |
|
|
2022
Q4 | $8.64M | Sell |
66,469
-1,640
| -2% | -$234K | 3.14% | 4 |
|
|
2022
Q3 | $9.41M | Sell |
68,109
-1,077
| -2% | -$169K | 3.55% | 5 |
|
|
2022
Q2 | $9.46M | Sell |
69,186
-2,245
| -3% | -$340K | 3.04% | 5 |
|
|
2022
Q1 | $12.5M | Sell |
71,431
-3,165
| -4% | -$532K | 3.1% | 4 |
|
|
2021
Q4 | $13.2M | Sell |
74,596
-88
| -0.1% | -$13.9K | 2.96% | 4 |
|
|
2021
Q3 | $10.6M | Buy |
74,684
+744
| +1% | +$110K | 2.52% | 7 |
|
|
2021
Q2 | $10.1M | Sell |
73,940
-3,892
| -5% | -$504K | 2.45% | 8 |
|
|
2021
Q1 | $9.51M | Sell |
77,832
-5,197
| -6% | -$667K | 2.44% | 8 |
|
|
2020
Q4 | $11M | Sell |
83,029
-7,185
| -8% | -$864K | 3.05% | 6 |
|
|
2020
Q3 | $10.4M | Sell |
90,214
-554
| -0.6% | -$60.5K | 3.35% | 6 |
|
|
2020
Q2 | $8.28M | Buy |
90,768
+8,688
| +11% | +$673K | 2.95% | 7 |
|
|
2020
Q1 | $5.22M | Buy |
82,080
+10,332
| +14% | +$760K | 2.49% | 11 |
|
|
2019
Q4 | $5.27M | Buy |
71,748
+4,492
| +7% | +$289K | 1.81% | 15 |
|
|
2019
Q3 | $3.77M | Sell |
67,256
-13,000
| -16% | -$680K | 1.41% | 22 |
|
|
2019
Q2 | $3.97M | Sell |
80,256
-50,336
| -39% | -$2.45M | 1.17% | 25 |
|
|
2019
Q1 | $6.2M | Buy |
130,592
+15,600
| +14% | +$662K | 1.86% | 15 |
|
|
2018
Q4 | $4.54M | Sell |
114,992
-6,860
| -6% | -$333K | 1.61% | 20 |
|
|
2018
Q3 | $6.88M | Buy |
121,852
+8,760
| +8% | +$456K | 1.81% | 15 |
|
|
2018
Q2 | $5.23M | Sell |
113,092
-4,420
| -4% | -$200K | 1.43% | 18 |
|
|
2018
Q1 | $4.93M | Buy |
117,512
+4,140
| +4% | +$178K | 1.37% | 22 |
|
|
2017
Q4 | $4.8M | Buy |
113,372
+31,780
| +39% | +$1.33M | 1.33% | 24 |
|
|
2017
Q3 | $3.14M | Buy |
81,592
+12,800
| +19% | +$497K | 0.94% | 36 |
|
|
2017
Q2 | $2.48M | Sell |
68,792
-200
| -0.3% | -$7.39K | 0.81% | 42 |
|
|
2017
Q1 | $2.48M | Buy |
+68,992
| New | +$2.27M | 0.85% | 41 |
|
Other funds holding AAPL
VCM
VPM
Morse Asset Management's AAPL Position: Q1 2026 in Review
Morse Asset Management increased its Apple (AAPL) stake by 1.6% in Q1 2026, buying an estimated $128K and bringing the position to 31,826 shares worth $8.08M. The position accounts for 1.68% of the portfolio, ranked #14.
Morse Asset Management first reported a position in AAPL in Q1 2017 and has held it in 37 quarters since. The position peaked at $13.2M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Morse Asset Management held 31,826 shares of Apple worth $8.08M as of Q1 2026.
- Morse Asset Management bought 491 Apple shares in Q1 2026, an estimated $128K.
- Apple made up 1.68% of Morse Asset Management's portfolio in Q1 2026, its #14 holding.
- Morse Asset Management first reported a position in Apple in Q1 2017 and has held it in 37 quarters since.
- Morse Asset Management's Apple position peaked at $13.2M in Q4 2021.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.