Patten Group’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 | $16.9M | Buy |
66,406
+1,036
| +2% | +$270K | 2.93% | 4 |
|
|
2025
Q4 | $17.8M | Sell |
65,370
-1,908
| -3% | -$512K | 3.29% | 3 |
|
|
2025
Q3 | $17.1M | Sell |
67,278
-2,140
| -3% | -$483K | 3.33% | 3 |
|
|
2025
Q2 | $14.2M | Sell |
69,418
-4,104
| -6% | -$829K | 3.01% | 4 |
|
|
2025
Q1 | $16.3M | Sell |
73,522
-3,310
| -4% | -$767K | 3.74% | 2 |
|
|
2024
Q4 | $19.2M | Sell |
76,832
-3,805
| -5% | -$897K | 4.26% | 2 |
|
|
2024
Q3 | $18.8M | Sell |
80,637
-1,085
| -1% | -$242K | 4.17% | 3 |
|
|
2024
Q2 | $17.2M | Sell |
81,722
-2,527
| -3% | -$471K | 4.06% | 3 |
|
|
2024
Q1 | $14.4M | Sell |
84,249
-5,819
| -6% | -$1.06M | 3.56% | 3 |
|
|
2023
Q4 | $17.3M | Sell |
90,068
-4,651
| -5% | -$859K | 4.71% | 1 |
|
|
2023
Q3 | $16.2M | Sell |
94,719
-3,460
| -4% | -$635K | 4.85% | 1 |
|
|
2023
Q2 | $19M | Sell |
98,179
-2,713
| -3% | -$473K | 2.82% | 2 |
|
|
2023
Q1 | $16.6M | Buy |
100,892
+42
| +0% | +$6.2K | 4.99% | 1 |
|
|
2022
Q4 | $13.1M | Sell |
100,850
-4,547
| -4% | -$650K | 4.12% | 1 |
|
|
2022
Q3 | $14.8M | Sell |
105,397
-1,870
| -2% | -$293K | 5.07% | 1 |
|
|
2022
Q2 | $15.7M | Sell |
107,267
-503
| -0.5% | -$76.2K | 5.03% | 1 |
|
|
2022
Q1 | $18.8M | Sell |
107,770
-1,477
| -1% | -$248K | 5.28% | 1 |
|
|
2021
Q4 | $19.4M | Buy |
109,247
+130
| +0.1% | +$20.5K | 5.14% | 1 |
|
|
2021
Q3 | $15.4M | Buy |
109,117
+247
| +0.2% | +$36.4K | 4.54% | 1 |
|
|
2021
Q2 | $14.9M | Sell |
108,870
-763
| -0.7% | -$98.9K | 4.38% | 1 |
|
|
2021
Q1 | $13.4M | Buy |
109,633
+174
| +0.2% | +$22.3K | 4.29% | 1 |
|
|
2020
Q4 | $14.5M | Sell |
109,459
-473
| -0.4% | -$56.9K | 3.92% | 3 |
|
|
2020
Q3 | $12.7M | Buy |
109,932
+380
| +0.3% | +$41.5K | 4.97% | 1 |
|
|
2020
Q2 | $9.99M | Sell |
109,552
-996
| -0.9% | -$77.2K | 4.3% | 2 |
|
|
2020
Q1 | $7.03M | Sell |
110,548
-3,992
| -3% | -$294K | 3.63% | 5 |
|
|
2019
Q4 | $8.41M | Sell |
114,540
-2,132
| -2% | -$137K | 3.13% | 4 |
|
|
2019
Q3 | $6.53M | Sell |
116,672
-712
| -0.6% | -$37.2K | 2.66% | 5 |
|
|
2019
Q2 | $5.81M | Sell |
117,384
-4,612
| -4% | -$225K | 2.38% | 5 |
|
|
2019
Q1 | $5.79M | Sell |
121,996
-5,000
| -4% | -$212K | 2.49% | 5 |
|
|
2018
Q4 | $5.01M | Sell |
126,996
-1,856
| -1% | -$90K | 2.37% | 5 |
|
|
2018
Q3 | $7.27M | Sell |
128,852
-2,472
| -2% | -$129K | 2.77% | 4 |
|
|
2018
Q2 | $6.08M | Buy |
131,324
+300
| +0.2% | +$13.6K | 2.43% | 4 |
|
|
2018
Q1 | $5.5M | Sell |
131,024
-4,488
| -3% | -$193K | 2.25% | 4 |
|
|
2017
Q4 | $5.73M | Sell |
135,512
-12,480
| -8% | -$522K | 2.27% | 4 |
|
|
2017
Q3 | $5.7M | Sell |
147,992
-1,100
| -0.7% | -$42.7K | 2.31% | 4 |
|
|
2017
Q2 | $5.83M | Sell |
149,092
-6,488
| -4% | -$240K | 2.36% | 4 |
|
|
2017
Q1 | $5.58M | Sell |
155,580
-1,100
| -0.7% | -$36.2K | 2.42% | 4 |
|
|
2016
Q4 | $4.78M | Sell |
156,680
-6,920
| -4% | -$196K | 2.14% | 4 |
|
|
2016
Q3 | $4.79M | Sell |
163,600
-16,736
| -9% | -$443K | 2.25% | 4 |
|
|
2016
Q2 | $4.31M | Sell |
180,336
-4,716
| -3% | -$117K | 2.02% | 5 |
|
|
2016
Q1 | $5.04M | Sell |
185,052
-2,920
| -2% | -$72.8K | 2.39% | 4 |
|
|
2015
Q4 | $4.95M | Sell |
187,972
-2,340
| -1% | -$66.9K | 2.38% | 5 |
|
|
2015
Q3 | $5.25M | Buy |
190,312
+3,320
| +2% | +$97.4K | 2.7% | 5 |
|
|
2015
Q2 | $5.86M | Buy |
186,992
+860
| +0.5% | +$27.5K | 2.79% | 4 |
|
|
2015
Q1 | $5.79M | Sell |
186,132
-236
| -0.1% | -$7.13K | 2.97% | 3 |
|
|
2014
Q4 | $5.14M | Buy |
+186,368
| New | +$5.07M | 2.5% | 5 |
|
Other funds holding AAPL
VCM
VPM
Patten Group's AAPL Position: Q1 2026 in Review
Patten Group increased its Apple (AAPL) stake by 1.6% in Q1 2026, buying an estimated $270K and bringing the position to 66,406 shares worth $16.9M. The position accounts for 2.93% of the portfolio, ranked #4.
Patten Group first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.4M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Patten Group held 66,406 shares of Apple worth $16.9M as of Q1 2026.
- Patten Group bought 1,036 Apple shares in Q1 2026, an estimated $270K.
- Apple made up 2.93% of Patten Group's portfolio in Q1 2026, its #4 holding.
- Patten Group first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- Patten Group's Apple position peaked at $19.4M in Q4 2021.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.