Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.4M | Sell |
96,292
-2,181
| -2% | -$568K | 2.26% | 6 |
|
|
2025
Q4 | $26.8M | Sell |
98,473
-1,047
| -1% | -$281K | 2.43% | 5 |
|
|
2025
Q3 | $25.3M | Buy |
99,520
+1,367
| +1% | +$309K | 2.31% | 6 |
|
|
2025
Q2 | $20.4M | Sell |
98,153
-2,230
| -2% | -$450K | 1.95% | 7 |
|
|
2025
Q1 | $22.3M | Buy |
100,383
+1,229
| +1% | +$285K | 2.36% | 3 |
|
|
2024
Q4 | $24.8M | Sell |
99,154
-3,378
| -3% | -$796K | 2.55% | 3 |
|
|
2024
Q3 | $23.9M | Sell |
102,532
-6,069
| -6% | -$1.36M | 2.39% | 4 |
|
|
2024
Q2 | $22.9M | Sell |
108,601
-2,027
| -2% | -$378K | 1.35% | 14 |
|
|
2024
Q1 | $19M | Buy |
110,628
+897
| +0.8% | +$163K | 1.13% | 18 |
|
|
2023
Q4 | $21.1M | Sell |
109,731
-2,024
| -2% | -$374K | 1.35% | 14 |
|
|
2023
Q3 | $19.1M | Sell |
111,755
-7,210
| -6% | -$1.32M | 1.31% | 14 |
|
|
2023
Q2 | $23.1M | Sell |
118,965
-489
| -0.4% | -$85.2K | 1.51% | 13 |
|
|
2023
Q1 | $19.7M | Sell |
119,454
-1,231
| -1% | -$182K | 1.34% | 13 |
|
|
2022
Q4 | $15.7M | Sell |
120,685
-1,462
| -1% | -$209K | 1.17% | 20 |
|
|
2022
Q3 | $16.9M | Sell |
122,147
-836
| -0.7% | -$131K | 1.34% | 12 |
|
|
2022
Q2 | $16.8M | Sell |
122,983
-198
| -0.2% | -$30K | 1.26% | 13 |
|
|
2022
Q1 | $21.5M | Sell |
123,181
-3,493
| -3% | -$587K | 1.4% | 11 |
|
|
2021
Q4 | $22.5M | Sell |
126,674
-6,305
| -5% | -$996K | 1.39% | 11 |
|
|
2021
Q3 | $18.8M | Buy |
132,979
+504
| +0.4% | +$74.2K | 1.23% | 13 |
|
|
2021
Q2 | $18.1M | Sell |
132,475
-2,178
| -2% | -$282K | 1.19% | 13 |
|
|
2021
Q1 | $16.4M | Sell |
134,653
-14,489
| -10% | -$1.86M | 1.16% | 13 |
|
|
2020
Q4 | $19.8M | Sell |
149,142
-15,452
| -9% | -$1.86M | 1.46% | 10 |
|
|
2020
Q3 | $19.1M | Sell |
164,594
-11,622
| -7% | -$1.27M | 1.53% | 10 |
|
|
2020
Q2 | $16.1M | Sell |
176,216
-19,476
| -10% | -$1.51M | 1.38% | 12 |
|
|
2020
Q1 | $12.4M | Sell |
195,692
-55,800
| -22% | -$4.1M | 1.25% | 14 |
|
|
2019
Q4 | $18.5M | Sell |
251,492
-7,384
| -3% | -$475K | 1.55% | 10 |
|
|
2019
Q3 | $14.5M | Sell |
258,876
-6,188
| -2% | -$324K | 1.3% | 11 |
|
|
2019
Q2 | $13.1M | Sell |
265,064
-1,468
| -0.6% | -$71.5K | 1.23% | 14 |
|
|
2019
Q1 | $12.7M | Buy |
266,532
+6,624
| +3% | +$281K | 1.26% | 13 |
|
|
2018
Q4 | $10.3M | Sell |
259,908
-13,272
| -5% | -$643K | 1.13% | 15 |
|
|
2018
Q3 | $15.4M | Sell |
273,180
-812
| -0.3% | -$42.3K | 1.53% | 10 |
|
|
2018
Q2 | $12.7M | Sell |
273,992
-13,756
| -5% | -$624K | 1.3% | 13 |
|
|
2018
Q1 | $12.1M | Sell |
287,748
-10,000
| -3% | -$430K | 1.24% | 14 |
|
|
2017
Q4 | $12.6M | Sell |
297,748
-12,556
| -4% | -$525K | 1.27% | 13 |
|
|
2017
Q3 | $12M | Sell |
310,304
-15,168
| -5% | -$588K | 1.22% | 15 |
|
|
2017
Q2 | $11.7M | Sell |
325,472
-11,300
| -3% | -$418K | 1.22% | 13 |
|
|
2017
Q1 | $12.1M | Sell |
336,772
-16,832
| -5% | -$554K | 1.31% | 13 |
|
|
2016
Q4 | $10.2M | Sell |
353,604
-3,996
| -1% | -$113K | 1.14% | 16 |
|
|
2016
Q3 | $10.1M | Sell |
357,600
-5,760
| -2% | -$152K | 1.13% | 15 |
|
|
2016
Q2 | $8.69M | Sell |
363,360
-5,156
| -1% | -$128K | 0.96% | 20 |
|
|
2016
Q1 | $10M | Buy |
368,516
+5,500
| +2% | +$137K | 1.14% | 19 |
|
|
2015
Q4 | $9.55M | Sell |
363,016
-4,812
| -1% | -$138K | 1.13% | 17 |
|
|
2015
Q3 | $10.1M | Sell |
367,828
-17,868
| -5% | -$524K | 1.23% | 16 |
|
|
2015
Q2 | $12.1M | Sell |
385,696
-18,252
| -5% | -$584K | 1.38% | 14 |
|
|
2015
Q1 | $12.6M | Sell |
403,948
-47,380
| -10% | -$1.43M | 1.41% | 12 |
|
|
2014
Q4 | $12.5M | Sell |
451,328
-13,984
| -3% | -$380K | 1.32% | 16 |
|
|
2014
Q3 | $11.7M | Buy |
465,312
+11,660
| +3% | +$286K | 1.24% | 19 |
|
|
2014
Q2 | $10.5M | Buy |
453,652
+8,172
| +2% | +$174K | 1.15% | 17 |
|
|
2014
Q1 | $8.54M | Sell |
445,480
-6,160
| -1% | -$117K | 0.98% | 24 |
|
|
2013
Q4 | $9.05M | Buy |
451,640
+9,800
| +2% | +$185K | 1.05% | 20 |
|
|
2013
Q3 | $7.52M | Buy |
441,840
+9,772
| +2% | +$162K | 0.92% | 27 |
|
|
2013
Q2 | $6.12M | Buy |
+432,068
| New | +$6.65M | 0.78% | 33 |
|
Other funds holding AAPL
VCM
VPM
MOTCO's AAPL Position: Q1 2026 in Review
MOTCO reduced its Apple (AAPL) stake by 2.2% in Q1 2026, selling an estimated $568K and leaving 96,292 shares worth $24.4M. The position accounts for 2.26% of the portfolio, ranked #6.
MOTCO first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.8M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- MOTCO held 96,292 shares of Apple worth $24.4M as of Q1 2026.
- MOTCO sold 2,181 Apple shares in Q1 2026, an estimated $568K.
- Apple made up 2.26% of MOTCO's portfolio in Q1 2026, its #6 holding.
- MOTCO first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- MOTCO's Apple position peaked at $26.8M in Q4 2025.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.