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Needham Investment Management’s Apple AAPL Stock Holding History

Needham Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.79M Sell
18,450
-600
-3% -$123K 0.3% 81
2025
Q1 		$4.23M Sell
19,050
-1,500
-7% -$333K 0.4% 71
2024
Q4 		$5.15M Sell
20,550
-10,200
-33% -$2.55M 0.4% 72
2024
Q3 		$7.16M Hold
30,750
– – 0.55% 55
2024
Q2 		$6.48M Hold
30,750
– – 0.53% 54
2024
Q1 		$5.27M Hold
30,750
– – 0.49% 55
2023
Q4 		$5.92M Sell
30,750
-2,250
-7% -$433K 0.75% 39
2023
Q3 		$5.65M Hold
33,000
– – 0.96% 29
2023
Q2 		$6.4M Sell
33,000
-1,250
-4% -$242K 1.05% 28
2023
Q1 		$5.65M Sell
34,250
-2,050
-6% -$338K 0.97% 32
2022
Q4 		$4.72M Sell
36,300
-3,700
-9% -$481K 0.85% 39
2022
Q3 		$5.53M Hold
40,000
– – 1.08% 36
2022
Q2 		$5.47M Hold
40,000
– – 1.02% 35
2022
Q1 		$6.98M Hold
40,000
– – 1.01% 32
2021
Q4 		$7.1M Sell
40,000
-9,000
-18% -$1.6M 0.89% 42
2021
Q3 		$6.93M Hold
49,000
– – 0.93% 39
2021
Q2 		$6.71M Sell
49,000
-14,300
-23% -$1.96M 0.98% 36
2021
Q1 		$7.73M Hold
63,300
– – 1.06% 39
2020
Q4 		$8.4M Sell
63,300
-3,500
-5% -$464K 1.41% 24
2020
Q3 		$7.74M Buy
66,800
+48,100
+257% +$5.57M 1.54% 22
2020
Q2 		$6.82M Sell
18,700
-500
-3% -$182K 1.46% 26
2020
Q1 		$4.88M Sell
19,200
-3,500
-15% -$890K 1.38% 22
2019
Q4 		$6.67M Hold
22,700
– – 1.82% 20
2019
Q3 		$5.08M Hold
22,700
– – 1.63% 23
2019
Q2 		$4.49M Hold
22,700
– – 1.48% 27
2019
Q1 		$4.31M Hold
22,700
– – 1.47% 23
2018
Q4 		$3.58M Sell
22,700
-750
-3% -$118K 1.34% 27
2018
Q3 		$5.29M Hold
23,450
– – 1.59% 25
2018
Q2 		$4.34M Sell
23,450
-500
-2% -$92.6K 1.22% 30
2018
Q1 		$4.02M Hold
23,950
– – 1.15% 29
2017
Q4 		$4.05M Sell
23,950
-5,550
-19% -$939K 1.08% 31
2017
Q3 		$4.55M Hold
29,500
– – 1.15% 29
2017
Q2 		$4.25M Hold
29,500
– – 1.13% 31
2017
Q1 		$4.24M Hold
29,500
– – 1.09% 30
2016
Q4 		$3.42M Buy
29,500
+250
+0.9% +$29K 0.87% 36
2016
Q3 		$3.31M Sell
29,250
-2,000
-6% -$226K 0.87% 38
2016
Q2 		$2.99M Buy
31,250
+9,000
+40% +$861K 0.82% 39
2016
Q1 		$2.43M Hold
22,250
– – 0.63% 44
2015
Q4 		$2.34M Hold
22,250
– – 0.58% 44
2015
Q3 		$2.45M Sell
22,250
-750
-3% -$82.7K 0.61% 43
2015
Q2 		$2.89M Sell
23,000
-1,000
-4% -$125K 0.63% 46
2015
Q1 		$2.99M Sell
24,000
-11,750
-33% -$1.46M 0.64% 44
2014
Q4 		$3.95M Sell
35,750
-1,700
-5% -$188K 0.83% 37
2014
Q3 		$3.77M Hold
37,450
– – 0.83% 37
2014
Q2 		$3.48M Buy
37,450
+32,100
+600% +$2.98M 0.73% 38
2014
Q1 		$2.87M Sell
5,350
-100
-2% -$53.7K 0.61% 45
2013
Q4 		$3.06M Hold
5,450
– – 0.63% 46
2013
Q3 		$2.6M Hold
5,450
– – 0.58% 45
2013
Q2 		$2.16M Buy
+5,450
New +$2.16M 0.5% 52