Mutual 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 | $162M | Sell |
639,342
-14,796
| -2% | -$3.85M | 3.48% | 3 |
|
|
2025
Q4 | $178M | Buy |
654,138
+13,405
| +2% | +$3.6M | 3.81% | 3 |
|
|
2025
Q3 | $166M | Buy |
640,733
+30,807
| +5% | +$6.96M | 3.66% | 3 |
|
|
2025
Q2 | $130M | Sell |
609,926
-18,997
| -3% | -$3.84M | 3.26% | 3 |
|
|
2025
Q1 | $132M | Sell |
628,923
-28,609
| -4% | -$6.63M | 3.77% | 3 |
|
|
2024
Q4 | $150M | Sell |
657,532
-18,426
| -3% | -$4.34M | 4.34% | 3 |
|
|
2024
Q3 | $156M | Sell |
675,958
-3,219
| -0.5% | -$719K | 4.56% | 3 |
|
|
2024
Q2 | $148M | Buy |
679,177
+4,851
| +0.7% | +$905K | 4.47% | 3 |
|
|
2024
Q1 | $116M | Buy |
674,326
+44,374
| +7% | +$8.07M | 3.71% | 3 |
|
|
2023
Q4 | $121M | Sell |
629,952
-2,749
| -0.4% | -$508K | 4.22% | 3 |
|
|
2023
Q3 | $108M | Buy |
632,701
+10,949
| +2% | +$2.01M | 4.22% | 3 |
|
|
2023
Q2 | $121M | Buy |
621,752
+14,465
| +2% | +$2.52M | 4.58% | 2 |
|
|
2023
Q1 | $100M | Buy |
607,287
+8,208
| +1% | +$1.21M | 4.11% | 2 |
|
|
2022
Q4 | $77.8M | Buy |
599,079
+31,171
| +5% | +$4.45M | 3.48% | 2 |
|
|
2022
Q3 | $78.5M | Buy |
567,908
+46,223
| +9% | +$7.25M | 4.04% | 2 |
|
|
2022
Q2 | $71.3M | Buy |
521,685
+3,612
| +0.7% | +$547K | 4.72% | 1 |
|
|
2022
Q1 | $90.5M | Buy |
518,073
+13,530
| +3% | +$2.28M | 5.06% | 1 |
|
|
2021
Q4 | $89.6M | Buy |
504,543
+5,365
| +1% | +$848K | 4.74% | 1 |
|
|
2021
Q3 | $70.6M | Sell |
499,178
-2,552
| -0.5% | -$376K | 4.18% | 1 |
|
|
2021
Q2 | $68.7M | Buy |
501,730
+6,843
| +1% | +$887K | 4.07% | 1 |
|
|
2021
Q1 | $60.5M | Buy |
494,887
+20,737
| +4% | +$2.66M | 4.14% | 1 |
|
|
2020
Q4 | $62.9M | Buy |
474,150
+29,009
| +7% | +$3.49M | 4.67% | 1 |
|
|
2020
Q3 | $51.6M | Buy |
445,141
+54,937
| +14% | +$5.99M | 4.47% | 1 |
|
|
2020
Q2 | $35.6M | Buy |
390,204
+36,772
| +10% | +$2.85M | 3.5% | 2 |
|
|
2020
Q1 | $22.5M | Sell |
353,432
-5,168
| -1% | -$380K | 3.05% | 2 |
|
|
2019
Q4 | $26.3M | Buy |
358,600
+29,416
| +9% | +$1.89M | 2.8% | 2 |
|
|
2019
Q3 | $18.4M | Sell |
329,184
-21,764
| -6% | -$1.14M | 2.44% | 2 |
|
|
2019
Q2 | $17.4M | Buy |
350,948
+21,396
| +6% | +$1.04M | 2.26% | 3 |
|
|
2019
Q1 | $15.7M | Buy |
329,552
+21,484
| +7% | +$911K | 2.32% | 3 |
|
|
2018
Q4 | $12.1M | Buy |
308,068
+20,624
| +7% | +$1,000K | 2.39% | 3 |
|
|
2018
Q3 | $16.2M | Buy |
287,444
+52,432
| +22% | +$2.73M | 2.46% | 3 |
|
|
2018
Q2 | $10.9M | Buy |
235,012
+10,968
| +5% | +$497K | 2.48% | 1 |
|
|
2018
Q1 | $9.4M | Buy |
224,044
+64,216
| +40% | +$2.76M | 2.38% | 3 |
|
|
2017
Q4 | $6.76M | Buy |
+159,828
| New | +$6.68M | 2.55% | 4 |
|
Other funds holding AAPL
VCM
VPM
Mutual Advisors's AAPL Position: Q1 2026 in Review
Mutual Advisors reduced its Apple (AAPL) stake by 2.3% in Q1 2026, selling an estimated $3.85M and leaving 639,342 shares worth $162M. The position accounts for 3.48% of the portfolio, ranked #3.
Mutual Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $178M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Mutual Advisors held 639,342 shares of Apple worth $162M as of Q1 2026.
- Mutual Advisors sold 14,796 Apple shares in Q1 2026, an estimated $3.85M.
- Apple made up 3.48% of Mutual Advisors's portfolio in Q1 2026, its #3 holding.
- Mutual Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Apple position peaked at $178M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.