Patten & Patten’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 | $158M | Sell |
621,500
-16,718
| -3% | -$4.35M | 9.52% | 1 |
|
|
2025
Q4 | $174M | Sell |
638,218
-40,450
| -6% | -$10.9M | 10.18% | 1 |
|
|
2025
Q3 | $173M | Sell |
678,668
-20,914
| -3% | -$4.72M | 10.16% | 1 |
|
|
2025
Q2 | $144M | Sell |
699,582
-31,929
| -4% | -$6.45M | 9.29% | 1 |
|
|
2025
Q1 | $162M | Sell |
731,511
-9,275
| -1% | -$2.15M | 10.88% | 1 |
|
|
2024
Q4 | $186M | Sell |
740,786
-12,786
| -2% | -$3.01M | 12.25% | 1 |
|
|
2024
Q3 | $176M | Sell |
753,572
-9,602
| -1% | -$2.14M | 11.65% | 1 |
|
|
2024
Q2 | $161M | Sell |
763,174
-15,473
| -2% | -$2.89M | 11.24% | 1 |
|
|
2024
Q1 | $134M | Buy |
778,647
+13,868
| +2% | +$2.52M | 9.51% | 1 |
|
|
2023
Q4 | $147M | Sell |
764,779
-38,043
| -5% | -$7.02M | 12.09% | 1 |
|
|
2023
Q3 | $137M | Sell |
802,822
-12,375
| -2% | -$2.27M | 12.07% | 1 |
|
|
2023
Q2 | $158M | Sell |
815,197
-6,211
| -0.8% | -$1.08M | 13.07% | 1 |
|
|
2023
Q1 | $135M | Sell |
821,408
-34,303
| -4% | -$5.06M | 11.91% | 1 |
|
|
2022
Q4 | $111M | Sell |
855,711
-56,612
| -6% | -$8.09M | 10.09% | 1 |
|
|
2022
Q3 | $126M | Sell |
912,323
-14,204
| -2% | -$2.23M | 11.96% | 1 |
|
|
2022
Q2 | $127M | Sell |
926,527
-30,396
| -3% | -$4.6M | 11.12% | 1 |
|
|
2022
Q1 | $167M | Sell |
956,923
-6,736
| -0.7% | -$1.13M | 12.19% | 1 |
|
|
2021
Q4 | $171M | Sell |
963,659
-24,099
| -2% | -$3.81M | 11.83% | 1 |
|
|
2021
Q3 | $140M | Sell |
987,758
-17,399
| -2% | -$2.56M | 10.63% | 1 |
|
|
2021
Q2 | $138M | Sell |
1,005,157
-32,628
| -3% | -$4.23M | 10.49% | 1 |
|
|
2021
Q1 | $127M | Sell |
1,037,785
-21,208
| -2% | -$2.72M | 10.37% | 1 |
|
|
2020
Q4 | $141M | Buy |
1,058,993
+1,985
| +0.2% | +$239K | 12.24% | 1 |
|
|
2020
Q3 | $122M | Sell |
1,057,008
-10,292
| -1% | -$1.12M | 12.2% | 1 |
|
|
2020
Q2 | $97.3M | Sell |
1,067,300
-39,004
| -4% | -$3.02M | 10.65% | 1 |
|
|
2020
Q1 | $70.3M | Sell |
1,106,304
-35,148
| -3% | -$2.58M | 9.27% | 1 |
|
|
2019
Q4 | $83.8M | Sell |
1,141,452
-5,752
| -0.5% | -$370K | 8.42% | 1 |
|
|
2019
Q3 | $64.2M | Sell |
1,147,204
-48,656
| -4% | -$2.54M | 7.02% | 1 |
|
|
2019
Q2 | $59.2M | Sell |
1,195,860
-62,496
| -5% | -$3.05M | 6.4% | 1 |
|
|
2019
Q1 | $59.8M | Buy |
1,258,356
+13,260
| +1% | +$562K | 6.55% | 1 |
|
|
2018
Q4 | $49.1M | Sell |
1,245,096
-35,988
| -3% | -$1.74M | 6.02% | 1 |
|
|
2018
Q3 | $72.3M | Sell |
1,281,084
-19,276
| -1% | -$1M | 7.16% | 1 |
|
|
2018
Q2 | $60.2M | Sell |
1,300,360
-34,212
| -3% | -$1.55M | 6.18% | 2 |
|
|
2018
Q1 | $56M | Sell |
1,334,572
-19,104
| -1% | -$822K | 5.72% | 2 |
|
|
2017
Q4 | $57.3M | Buy |
1,353,676
+13,604
| +1% | +$568K | 5.73% | 2 |
|
|
2017
Q3 | $51.6M | Sell |
1,340,072
-10,064
| -0.7% | -$390K | 5.44% | 2 |
|
|
2017
Q2 | $48.6M | Buy |
1,350,136
+16,340
| +1% | +$604K | 5.38% | 2 |
|
|
2017
Q1 | $47.9M | Sell |
1,333,796
-32,532
| -2% | -$1.07M | 5.52% | 2 |
|
|
2016
Q4 | $39.6M | Sell |
1,366,328
-19,432
| -1% | -$551K | 4.87% | 2 |
|
|
2016
Q3 | $39.2M | Buy |
1,385,760
+12,112
| +0.9% | +$321K | 5.05% | 2 |
|
|
2016
Q2 | $32.8M | Buy |
1,373,648
+8,528
| +0.6% | +$212K | 4.54% | 2 |
|
|
2016
Q1 | $37.2M | Buy |
1,365,120
+33,824
| +3% | +$843K | 5.31% | 2 |
|
|
2015
Q4 | $35M | Sell |
1,331,296
-3,368
| -0.3% | -$96.2K | 4.84% | 2 |
|
|
2015
Q3 | $36.8M | Buy |
1,334,664
+44,028
| +3% | +$1.29M | 5.62% | 1 |
|
|
2015
Q2 | $40.5M | Buy |
1,290,636
+12,952
| +1% | +$414K | 5.87% | 1 |
|
|
2015
Q1 | $39.7M | Buy |
1,277,684
+26,876
| +2% | +$812K | 5.72% | 1 |
|
|
2014
Q4 | $34.5M | Buy |
1,250,808
+29,004
| +2% | +$789K | 5.22% | 1 |
|
|
2014
Q3 | $30.8M | Buy |
1,221,804
+25,124
| +2% | +$617K | 4.9% | 1 |
|
|
2014
Q2 | $27.8M | Sell |
1,196,680
-172,268
| -13% | -$3.67M | 4.52% | 1 |
|
|
2014
Q1 | $26.2M | Buy |
1,368,948
+27,468
| +2% | +$522K | 3.55% | 1 |
|
|
2013
Q4 | $26.9M | Sell |
1,341,480
-11,088
| -0.8% | -$209K | 3.75% | 1 |
|
|
2013
Q3 | $23M | Buy |
1,352,568
+51,884
| +4% | +$860K | 3.57% | 1 |
|
|
2013
Q2 | $18.4M | Buy |
+1,300,684
| New | +$20M | 3.02% | 1 |
|
Other funds holding AAPL
VCM
VPM
Patten & Patten's AAPL Position: Q1 2026 in Review
Patten & Patten reduced its Apple (AAPL) stake by 2.6% in Q1 2026, selling an estimated $4.35M and leaving 621,500 shares worth $158M. The position accounts for 9.52% of the portfolio, ranked #1.
Patten & Patten first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $186M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Patten & Patten held 621,500 shares of Apple worth $158M as of Q1 2026.
- Patten & Patten sold 16,718 Apple shares in Q1 2026, an estimated $4.35M.
- Apple made up 9.52% of Patten & Patten's portfolio in Q1 2026, its #1 holding.
- Patten & Patten first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Patten & Patten's Apple position peaked at $186M in Q4 2024.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.