Palisades Hudson Asset 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 | $4.5M | Sell |
17,734
-87
| -0.5% | -$22.6K | 1.75% | 19 |
|
|
2025
Q4 | $4.84M | Sell |
17,821
-640
| -3% | -$172K | 1.88% | 17 |
|
|
2025
Q3 | $4.7M | Sell |
18,461
-850
| -4% | -$192K | 1.7% | 17 |
|
|
2025
Q2 | $3.96M | Sell |
19,311
-1,301
| -6% | -$263K | 1.55% | 18 |
|
|
2025
Q1 | $4.58M | Sell |
20,612
-637
| -3% | -$148K | 2.08% | 14 |
|
|
2024
Q4 | $5.32M | Sell |
21,249
-860
| -4% | -$203K | 2.24% | 12 |
|
|
2024
Q3 | $5.15M | Sell |
22,109
-847
| -4% | -$189K | 2.17% | 11 |
|
|
2024
Q2 | $4.83M | Sell |
22,956
-687
| -3% | -$128K | 2.22% | 11 |
|
|
2024
Q1 | $4.05M | Sell |
23,643
-587
| -2% | -$107K | 1.85% | 14 |
|
|
2023
Q4 | $4.67M | Sell |
24,230
-1,131
| -4% | -$209K | 2.26% | 12 |
|
|
2023
Q3 | $4.34M | Hold |
25,361
| – | – | 2.38% | 11 |
|
|
2023
Q2 | $4.92M | Sell |
25,361
-627
| -2% | -$109K | 2.56% | 10 |
|
|
2023
Q1 | $4.29M | Sell |
25,988
-1,540
| -6% | -$227K | 2.29% | 12 |
|
|
2022
Q4 | $3.58M | Sell |
27,528
-1,469
| -5% | -$210K | 1.97% | 15 |
|
|
2022
Q3 | $4.01M | Sell |
28,997
-170
| -0.6% | -$26.7K | 2.43% | 10 |
|
|
2022
Q2 | $3.99M | Sell |
29,167
-1,052
| -3% | -$159K | 2.24% | 10 |
|
|
2022
Q1 | $5.28M | Sell |
30,219
-2,801
| -8% | -$471K | 2.46% | 10 |
|
|
2021
Q4 | $5.86M | Sell |
33,020
-1,477
| -4% | -$233K | 2.5% | 10 |
|
|
2021
Q3 | $4.88M | Sell |
34,497
-2,067
| -6% | -$304K | 2.23% | 10 |
|
|
2021
Q2 | $5.01M | Buy |
36,564
+1
| +0% | +$130 | 2.24% | 11 |
|
|
2021
Q1 | $4.47M | Sell |
36,563
-3,054
| -8% | -$392K | 2.13% | 11 |
|
|
2020
Q4 | $5.26M | Buy |
39,617
+1,653
| +4% | +$199K | 2.72% | 9 |
|
|
2020
Q3 | $4.4M | Buy |
37,964
+96
| +0.3% | +$10.5K | 2.84% | 9 |
|
|
2020
Q2 | $3.45M | Buy |
37,868
+4
| +0% | +$310 | 2.36% | 14 |
|
|
2020
Q1 | $2.41M | Buy |
37,864
+80
| +0.2% | +$5.88K | 2.04% | 14 |
|
|
2019
Q4 | $2.77M | Hold |
37,784
| – | – | 1.78% | 14 |
|
|
2019
Q3 | $2.12M | Hold |
37,784
| – | – | 1.47% | 15 |
|
|
2019
Q2 | $1.87M | Sell |
37,784
-3,708
| -9% | -$181K | 1.3% | 17 |
|
|
2019
Q1 | $1.97M | Sell |
41,492
-15,024
| -27% | -$637K | 1.27% | 17 |
|
|
2018
Q4 | $2.23M | Sell |
56,516
-1,844
| -3% | -$89.4K | 1.3% | 16 |
|
|
2018
Q3 | $3.29M | Sell |
58,360
-3,004
| -5% | -$156K | 1.7% | 11 |
|
|
2018
Q2 | $2.84M | Hold |
61,364
| – | – | 1.53% | 12 |
|
|
2018
Q1 | $2.57M | Hold |
61,364
| – | – | 1.4% | 13 |
|
|
2017
Q4 | $2.6M | Sell |
61,364
-796
| -1% | -$33.3K | 1.43% | 12 |
|
|
2017
Q3 | $2.4M | Hold |
62,160
| – | – | 1.36% | 13 |
|
|
2017
Q2 | $2.24M | Sell |
62,160
-2,800
| -4% | -$104K | 1.31% | 14 |
|
|
2017
Q1 | $2.33M | Hold |
64,960
| – | – | 1.48% | 12 |
|
|
2016
Q4 | $1.88M | Hold |
64,960
| – | – | 1.15% | 14 |
|
|
2016
Q3 | $1.84M | Hold |
64,960
| – | – | 1.4% | 13 |
|
|
2016
Q2 | $1.55M | Sell |
64,960
-4,840
| -7% | -$120K | 1.27% | 13 |
|
|
2016
Q1 | $1.9M | Hold |
69,800
| – | – | 1.5% | 11 |
|
|
2015
Q4 | $1.84M | Sell |
69,800
-932
| -1% | -$26.6K | 1.55% | 10 |
|
|
2015
Q3 | $1.95M | Buy |
70,732
+4
| +0% | +$117 | 1.74% | 10 |
|
|
2015
Q2 | $2.22M | Sell |
70,728
-1,568
| -2% | -$50.2K | 1.91% | 8 |
|
|
2015
Q1 | $2.25M | Buy |
72,296
+2,800
| +4% | +$84.5K | 1.75% | 8 |
|
|
2014
Q4 | $1.92M | Hold |
69,496
| – | – | 1.51% | 9 |
|
|
2014
Q3 | $1.75M | Hold |
69,496
| – | – | 1.43% | 9 |
|
|
2014
Q2 | $1.61M | Hold |
69,496
| – | – | 1.34% | 9 |
|
|
2014
Q1 | $1.33M | Hold |
69,496
| – | – | 1.15% | 9 |
|
|
2013
Q4 | $1.39M | Hold |
69,496
| – | – | 1.16% | 9 |
|
|
2013
Q3 | $1.18M | Hold |
69,496
| – | – | 1.07% | 9 |
|
|
2013
Q2 | $984K | Buy |
+69,496
| New | +$1.07M | 0.94% | 10 |
|
Other funds holding AAPL
VCM
VPM
Palisades Hudson Asset Management's AAPL Position: Q1 2026 in Review
Palisades Hudson Asset Management reduced its Apple (AAPL) stake by 0.49% in Q1 2026, selling an estimated $22.6K and leaving 17,734 shares worth $4.5M. The position accounts for 1.75% of the portfolio, ranked #19.
Palisades Hudson Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.86M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Palisades Hudson Asset Management held 17,734 shares of Apple worth $4.5M as of Q1 2026.
- Palisades Hudson Asset Management sold 87 Apple shares in Q1 2026, an estimated $22.6K.
- Apple made up 1.75% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #19 holding.
- Palisades Hudson Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Palisades Hudson Asset Management's Apple position peaked at $5.86M in Q4 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.