North Star Investment 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 | $59.6M | Sell |
234,757
-2,912
| -1% | -$758K | 3.61% | 2 |
|
|
2025
Q4 | $64.6M | Sell |
237,669
-3,456
| -1% | -$928K | 4.05% | 2 |
|
|
2025
Q3 | $61.4M | Buy |
241,125
+724
| +0.3% | +$164K | 3.94% | 3 |
|
|
2025
Q2 | $49.3M | Sell |
240,401
-8,608
| -3% | -$1.74M | 3.44% | 3 |
|
|
2025
Q1 | $55.3M | Sell |
249,009
-3,980
| -2% | -$922K | 4.03% | 2 |
|
|
2024
Q4 | $63.4M | Sell |
252,989
-5,867
| -2% | -$1.38M | 4.41% | 2 |
|
|
2024
Q3 | $60.3M | Sell |
258,856
-1,694
| -0.7% | -$378K | 4.17% | 1 |
|
|
2024
Q2 | $54.9M | Sell |
260,550
-3,197
| -1% | -$596K | 4.03% | 2 |
|
|
2024
Q1 | $45.2M | Buy |
263,747
+1,275
| +0.5% | +$232K | 3.23% | 2 |
|
|
2023
Q4 | $50.5M | Sell |
262,472
-3,811
| -1% | -$704K | 3.89% | 1 |
|
|
2023
Q3 | $45.6M | Sell |
266,283
-907
| -0.3% | -$166K | 3.85% | 1 |
|
|
2023
Q2 | $51.8M | Sell |
267,190
-3,591
| -1% | -$626K | 4.2% | 1 |
|
|
2023
Q1 | $44.7M | Buy |
270,781
+5,291
| +2% | +$781K | 3.68% | 1 |
|
|
2022
Q4 | $34.5M | Sell |
265,490
-976
| -0.4% | -$139K | 3.06% | 2 |
|
|
2022
Q3 | $36.8M | Buy |
266,466
+366
| +0.1% | +$57.4K | 3.61% | 1 |
|
|
2022
Q2 | $36.4M | Buy |
266,100
+4,002
| +2% | +$606K | 3.31% | 1 |
|
|
2022
Q1 | $45.8M | Sell |
262,098
-7,884
| -3% | -$1.33M | 3.57% | 1 |
|
|
2021
Q4 | $47.9M | Sell |
269,982
-781
| -0.3% | -$123K | 3.36% | 2 |
|
|
2021
Q3 | $38.3M | Buy |
270,763
+7,694
| +3% | +$1.13M | 3.11% | 2 |
|
|
2021
Q2 | $36M | Buy |
263,069
+18,515
| +8% | +$2.4M | 2.86% | 2 |
|
|
2021
Q1 | $29.9M | Sell |
244,554
-1,850
| -0.8% | -$237K | 2.82% | 2 |
|
|
2020
Q4 | $32.7M | Sell |
246,404
-422
| -0.2% | -$50.8K | 3.4% | 1 |
|
|
2020
Q3 | $28.6M | Buy |
246,826
+1,574
| +0.6% | +$172K | 3.37% | 1 |
|
|
2020
Q2 | $22.4M | Sell |
245,252
-19,436
| -7% | -$1.51M | 2.92% | 3 |
|
|
2020
Q1 | $16.8M | Sell |
264,688
-65,364
| -20% | -$4.81M | 2.49% | 4 |
|
|
2019
Q4 | $24.2M | Sell |
330,052
-988
| -0.3% | -$63.6K | 2.53% | 3 |
|
|
2019
Q3 | $18.5M | Sell |
331,040
-72,796
| -18% | -$3.81M | 2.06% | 6 |
|
|
2019
Q2 | $20M | Buy |
403,836
+7,416
| +2% | +$361K | 2.31% | 4 |
|
|
2019
Q1 | $18.8M | Buy |
396,420
+6,492
| +2% | +$275K | 2.2% | 4 |
|
|
2018
Q4 | $15.4M | Sell |
389,928
-788
| -0.2% | -$38.2K | 2.01% | 6 |
|
|
2018
Q3 | $22.1M | Sell |
390,716
-10,408
| -3% | -$542K | 2.47% | 3 |
|
|
2018
Q2 | $18.6M | Sell |
401,124
-2,848
| -0.7% | -$129K | 2.15% | 5 |
|
|
2018
Q1 | $16.9M | Buy |
403,972
+8,864
| +2% | +$382K | 2.03% | 7 |
|
|
2017
Q4 | $16.7M | Sell |
395,108
-3,340
| -0.8% | -$140K | 2.03% | 7 |
|
|
2017
Q3 | $15.4M | Buy |
398,448
+10,444
| +3% | +$405K | 1.94% | 7 |
|
|
2017
Q2 | $14M | Buy |
388,004
+7,148
| +2% | +$264K | 1.87% | 8 |
|
|
2017
Q1 | $13.7M | Sell |
380,856
-3,520
| -0.9% | -$116K | 1.88% | 8 |
|
|
2016
Q4 | $11.1M | Buy |
384,376
+165,360
| +76% | +$4.69M | 1.67% | 9 |
|
|
2016
Q3 | $6.19M | Sell |
219,016
-7,848
| -3% | -$208K | 1.1% | 15 |
|
|
2016
Q2 | $5.42M | Buy |
226,864
+13,196
| +6% | +$328K | 1% | 14 |
|
|
2016
Q1 | $5.82M | Buy |
213,668
+41,032
| +24% | +$1.02M | 1.12% | 13 |
|
|
2015
Q4 | $4.54M | Buy |
172,636
+7,412
| +4% | +$212K | 0.88% | 18 |
|
|
2015
Q3 | $4.56M | Buy |
165,224
+1,004
| +0.6% | +$29.4K | 0.94% | 16 |
|
|
2015
Q2 | $5.15M | Buy |
164,220
+3,948
| +2% | +$126K | 0.95% | 15 |
|
|
2015
Q1 | $4.99M | Buy |
160,272
+456
| +0.3% | +$13.8K | 0.93% | 16 |
|
|
2014
Q4 | $4.41M | Sell |
159,816
-4,884
| -3% | -$133K | 0.84% | 19 |
|
|
2014
Q3 | $4.15M | Sell |
164,700
-2,412
| -1% | -$59.2K | 0.83% | 25 |
|
|
2014
Q2 | $3.88M | Buy |
167,112
+3,536
| +2% | +$75.2K | 0.78% | 29 |
|
|
2014
Q1 | $3.14M | Buy |
163,576
+196
| +0.1% | +$3.73K | 0.65% | 38 |
|
|
2013
Q4 | $3.27M | Buy |
163,380
+18,592
| +13% | +$351K | 0.71% | 32 |
|
|
2013
Q3 | $2.46M | Sell |
144,788
-29,820
| -17% | -$494K | 0.66% | 43 |
|
|
2013
Q2 | $2.47M | Buy |
+174,608
| New | +$2.69M | 0.64% | 39 |
|
Other funds holding AAPL
VCM
VPM
North Star Investment Management's AAPL Position: Q1 2026 in Review
North Star Investment Management reduced its Apple (AAPL) stake by 1.2% in Q1 2026, selling an estimated $758K and leaving 234,757 shares worth $59.6M. The position accounts for 3.61% of the portfolio, ranked #2.
North Star Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.6M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- North Star Investment Management held 234,757 shares of Apple worth $59.6M as of Q1 2026.
- North Star Investment Management sold 2,912 Apple shares in Q1 2026, an estimated $758K.
- Apple made up 3.61% of North Star Investment Management's portfolio in Q1 2026, its #2 holding.
- North Star Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- North Star Investment Management's Apple position peaked at $64.6M in Q4 2025.
- 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.