Osborne Partners Capital 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 | $71.9M | Sell |
283,118
-1,238
| -0.4% | -$322K | 3.8% | 2 |
|
|
2025
Q4 | $77.3M | Sell |
284,356
-9,843
| -3% | -$2.64M | 3.98% | 2 |
|
|
2025
Q3 | $74.9M | Sell |
294,199
-1,019
| -0.3% | -$230K | 3.8% | 2 |
|
|
2025
Q2 | $60.6M | Sell |
295,218
-4,771
| -2% | -$964K | 3.22% | 3 |
|
|
2025
Q1 | $66.6M | Buy |
299,989
+24,355
| +9% | +$5.64M | 3.84% | 2 |
|
|
2024
Q4 | $69M | Sell |
275,634
-1,164
| -0.4% | -$274K | 3.99% | 2 |
|
|
2024
Q3 | $64.5M | Sell |
276,798
-9,738
| -3% | -$2.17M | 3.66% | 2 |
|
|
2024
Q2 | $60.4M | Buy |
286,536
+2,736
| +1% | +$510K | 3.61% | 3 |
|
|
2024
Q1 | $48.7M | Sell |
283,800
-3,862
| -1% | -$702K | 3% | 3 |
|
|
2023
Q4 | $55.4M | Sell |
287,662
-4,012
| -1% | -$741K | 3.62% | 2 |
|
|
2023
Q3 | $49.9M | Sell |
291,674
-2,397
| -0.8% | -$440K | 3.7% | 2 |
|
|
2023
Q2 | $57M | Sell |
294,071
-5,081
| -2% | -$885K | 4.11% | 2 |
|
|
2023
Q1 | $49.3M | Sell |
299,152
-1,176
| -0.4% | -$174K | 3.62% | 2 |
|
|
2022
Q4 | $39M | Buy |
300,328
+2,459
| +0.8% | +$351K | 3.06% | 2 |
|
|
2022
Q3 | $41.2M | Sell |
297,869
-18,370
| -6% | -$2.88M | 3.44% | 2 |
|
|
2022
Q2 | $43.2M | Buy |
316,239
+44,197
| +16% | +$6.69M | 3.31% | 3 |
|
|
2022
Q1 | $47.5M | Sell |
272,042
-3,535
| -1% | -$594K | 3.51% | 3 |
|
|
2021
Q4 | $48.9M | Sell |
275,577
-1,538
| -0.6% | -$243K | 3.57% | 2 |
|
|
2021
Q3 | $39.2M | Buy |
277,115
+1,102
| +0.4% | +$162K | 3.15% | 3 |
|
|
2021
Q2 | $37.8M | Buy |
276,013
+5,747
| +2% | +$745K | 3.11% | 3 |
|
|
2021
Q1 | $33M | Sell |
270,266
-87,218
| -24% | -$11.2M | 3% | 3 |
|
|
2020
Q4 | $47.4M | Buy |
357,484
+84,663
| +31% | +$10.2M | 5.8% | 2 |
|
|
2020
Q3 | $31.6M | Buy |
272,821
+2,549
| +0.9% | +$278K | 6.36% | 1 |
|
|
2020
Q2 | $24.6M | Sell |
270,272
-53,156
| -16% | -$4.12M | 5.28% | 1 |
|
|
2020
Q1 | $20.6M | Sell |
323,428
-8,332
| -3% | -$613K | 5.35% | 1 |
|
|
2019
Q4 | $24.4M | Sell |
331,760
-22,648
| -6% | -$1.46M | 4.93% | 1 |
|
|
2019
Q3 | $19.8M | Sell |
354,408
-3,444
| -1% | -$180K | 3.99% | 2 |
|
|
2019
Q2 | $17.7M | Sell |
357,852
-7,444
| -2% | -$363K | 3.39% | 2 |
|
|
2019
Q1 | $17.3M | Sell |
365,296
-95,696
| -21% | -$4.06M | 3.39% | 3 |
|
|
2018
Q4 | $18.2M | Buy |
460,992
+5,428
| +1% | +$263K | 2.72% | 5 |
|
|
2018
Q3 | $25.7M | Sell |
455,564
-25,052
| -5% | -$1.3M | 3.29% | 3 |
|
|
2018
Q2 | $22.2M | Sell |
480,616
-15,248
| -3% | -$692K | 3.03% | 3 |
|
|
2018
Q1 | $20.8M | Buy |
495,864
+3,580
| +0.7% | +$154K | 2.86% | 4 |
|
|
2017
Q4 | $20.8M | Sell |
492,284
-5,488
| -1% | -$229K | 2.76% | 4 |
|
|
2017
Q3 | $19.2M | Sell |
497,772
-6,620
| -1% | -$257K | 2.63% | 4 |
|
|
2017
Q2 | $18.2M | Sell |
504,392
-66,432
| -12% | -$2.46M | 2.58% | 5 |
|
|
2017
Q1 | $20.5M | Sell |
570,824
-20,596
| -3% | -$678K | 2.94% | 3 |
|
|
2016
Q4 | $17.1M | Sell |
591,420
-15,568
| -3% | -$441K | 2.51% | 5 |
|
|
2016
Q3 | $17.2M | Sell |
606,988
-4,836
| -0.8% | -$128K | 2.57% | 4 |
|
|
2016
Q2 | $14.6M | Sell |
611,824
-1,608
| -0.3% | -$40K | 2.18% | 10 |
|
|
2016
Q1 | $16.7M | Buy |
613,432
+15,320
| +3% | +$382K | 2.45% | 7 |
|
|
2015
Q4 | $15.7M | Buy |
598,112
+2,668
| +0.4% | +$76.2K | 2.29% | 10 |
|
|
2015
Q3 | $16.4M | Buy |
595,444
+5,212
| +0.9% | +$153K | 2.41% | 5 |
|
|
2015
Q2 | $18.5M | Sell |
590,232
-17,192
| -3% | -$550K | 2.48% | 5 |
|
|
2015
Q1 | $18.9M | Sell |
607,424
-124,840
| -17% | -$3.77M | 2.48% | 4 |
|
|
2014
Q4 | $20.2M | Buy |
732,264
+656
| +0.1% | +$17.8K | 2.44% | 5 |
|
|
2014
Q3 | $18.4M | Buy |
731,608
+464
| +0.1% | +$11.4K | 2.38% | 7 |
|
|
2014
Q2 | $17M | Sell |
731,144
-15,616
| -2% | -$332K | 2.19% | 9 |
|
|
2014
Q1 | $14.3M | Sell |
746,760
-1,624
| -0.2% | -$30.9K | 1.87% | 12 |
|
|
2013
Q4 | $15M | Buy |
748,384
+4,340
| +0.6% | +$82K | 1.96% | 12 |
|
|
2013
Q3 | $12.7M | Buy |
744,044
+8,456
| +1% | +$140K | 1.77% | 13 |
|
|
2013
Q2 | $10.4M | Buy |
+735,588
| New | +$11.3M | 1.49% | 17 |
|
Other funds holding AAPL
VCM
VPM
Osborne Partners Capital Management's AAPL Position: Q1 2026 in Review
Osborne Partners Capital Management reduced its Apple (AAPL) stake by 0.44% in Q1 2026, selling an estimated $322K and leaving 283,118 shares worth $71.9M. The position accounts for 3.8% of the portfolio, ranked #2.
Osborne Partners Capital Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $77.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Osborne Partners Capital Management held 283,118 shares of Apple worth $71.9M as of Q1 2026.
- Osborne Partners Capital Management sold 1,238 Apple shares in Q1 2026, an estimated $322K.
- Apple made up 3.8% of Osborne Partners Capital Management's portfolio in Q1 2026, its #2 holding.
- Osborne Partners Capital Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Osborne Partners Capital Management's Apple position peaked at $77.3M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.