Mount Yale Investment Advisors’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 | $150M | Buy |
590,038
+340,950
| +137% | +$88.7M | 3.47% | 1 |
|
|
2025
Q4 | $67.7M | Buy |
249,088
+129,304
| +108% | +$34.7M | 3.26% | 3 |
|
|
2025
Q3 | $30.5M | Sell |
119,784
-578,042
| -83% | -$131M | 2.12% | 4 |
|
|
2025
Q2 | $143M | Buy |
697,826
+14,955
| +2% | +$3.02M | 11.17% | 1 |
|
|
2025
Q1 | $152M | Sell |
682,871
-8,775
| -1% | -$2.03M | 13% | 1 |
|
|
2024
Q4 | $173M | Sell |
691,646
-123,468
| -15% | -$29.1M | 13.99% | 1 |
|
|
2024
Q3 | $190M | Sell |
815,114
-120,785
| -13% | -$27M | 18.23% | 1 |
|
|
2024
Q2 | $197M | Sell |
935,899
-141,196
| -13% | -$26.3M | 15.61% | 1 |
|
|
2024
Q1 | $184M | Buy |
1,077,095
+60,155
| +6% | +$10.9M | 14.15% | 1 |
|
|
2023
Q4 | $196M | Buy |
1,016,940
+36,702
| +4% | +$6.78M | 18.61% | 1 |
|
|
2023
Q3 | $168M | Buy |
980,238
+78,880
| +9% | +$14.5M | 18.25% | 1 |
|
|
2023
Q2 | $175M | Sell |
901,358
-43,901
| -5% | -$7.65M | 18.52% | 1 |
|
|
2023
Q1 | $156M | Buy |
945,259
+31,480
| +3% | +$4.64M | 17.5% | 1 |
|
|
2022
Q4 | $119M | Buy |
913,779
+39,223
| +4% | +$5.61M | 13.47% | 1 |
|
|
2022
Q3 | $121M | Sell |
874,556
-2,269
| -0.3% | -$356K | 16.05% | 1 |
|
|
2022
Q2 | $120M | Sell |
876,825
-12,102
| -1% | -$1.83M | 15.11% | 1 |
|
|
2022
Q1 | $155M | Sell |
888,927
-5,871
| -0.7% | -$987K | 16.87% | 1 |
|
|
2021
Q4 | $159M | Sell |
894,798
-47,530
| -5% | -$7.51M | 16.52% | 1 |
|
|
2021
Q3 | $133M | Sell |
942,328
-44,331
| -4% | -$6.53M | 15.34% | 1 |
|
|
2021
Q2 | $135M | Sell |
986,659
-15,667
| -2% | -$2.03M | 16.35% | 1 |
|
|
2021
Q1 | $122M | Buy |
1,002,326
+221,414
| +28% | +$28.4M | 15.98% | 1 |
|
|
2020
Q4 | $104M | Sell |
780,912
-24,429
| -3% | -$2.94M | 14.54% | 1 |
|
|
2020
Q3 | $93.3M | Sell |
805,341
-22,435
| -3% | -$2.45M | 13.29% | 1 |
|
|
2020
Q2 | $75.5M | Buy |
827,776
+33,004
| +4% | +$2.56M | 13.52% | 1 |
|
|
2020
Q1 | $50.5M | Sell |
794,772
-9,616
| -1% | -$707K | 11.39% | 1 |
|
|
2019
Q4 | $62.2M | Sell |
804,388
-76,452
| -9% | -$4.92M | 10.81% | 1 |
|
|
2019
Q3 | $57.7M | Sell |
880,840
-314,276
| -26% | -$16.4M | 10.32% | 1 |
|
|
2019
Q2 | $59.5M | Sell |
1,195,116
-19,120
| -2% | -$932K | 10.98% | 1 |
|
|
2019
Q1 | $57.7M | Buy |
1,214,236
+147,572
| +14% | +$6.26M | 10.8% | 1 |
|
|
2018
Q4 | $45.2M | Sell |
1,066,664
-233,044
| -18% | -$11.3M | 9.18% | 1 |
|
|
2018
Q3 | $68.2M | Buy |
1,299,708
+600,720
| +86% | +$31.3M | 11.91% | 1 |
|
|
2018
Q2 | $32.3M | Buy |
698,988
+422,392
| +153% | +$19.2M | 6.12% | 1 |
|
|
2018
Q1 | $11.6M | Buy |
+276,596
| New | +$11.9M | 2.49% | 1 |
|
Other funds holding AAPL
VCM
VPM
Mount Yale Investment Advisors's AAPL Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Apple (AAPL) stake by 137% in Q1 2026, buying an estimated $88.7M and bringing the position to 590,038 shares worth $150M. The position accounts for 3.47% of the portfolio, ranked #1.
Mount Yale Investment Advisors first reported a position in AAPL in Q1 2018 and has held it in 33 quarters since. The position peaked at $197M in Q2 2024. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Mount Yale Investment Advisors held 590,038 shares of Apple worth $150M as of Q1 2026.
- Mount Yale Investment Advisors bought 340,950 Apple shares in Q1 2026, an estimated $88.7M.
- Apple made up 3.47% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1 holding.
- Mount Yale Investment Advisors first reported a position in Apple in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Apple position peaked at $197M in Q2 2024.
- 6,079 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.