PDS Planning’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 | $34M | Buy |
134,089
+3,481
| +3% | +$906K | 2.24% | 11 |
|
|
2025
Q4 | $35.5M | Buy |
130,608
+6,914
| +6% | +$1.86M | 2.37% | 11 |
|
|
2025
Q3 | $31.5M | Buy |
123,694
+2,193
| +2% | +$495K | 2.18% | 12 |
|
|
2025
Q2 | $24.9M | Buy |
121,501
+13,850
| +13% | +$2.8M | 1.86% | 14 |
|
|
2025
Q1 | $23.9M | Buy |
107,651
+7,004
| +7% | +$1.62M | 2.02% | 12 |
|
|
2024
Q4 | $25.2M | Buy |
100,647
+1,045
| +1% | +$246K | 2.24% | 12 |
|
|
2024
Q3 | $23.2M | Buy |
99,602
+1,543
| +2% | +$345K | 2.08% | 12 |
|
|
2024
Q2 | $20.7M | Buy |
98,059
+6,055
| +7% | +$1.13M | 2.08% | 12 |
|
|
2024
Q1 | $15.8M | Buy |
92,004
+138
| +0.2% | +$25.1K | 1.66% | 14 |
|
|
2023
Q4 | $17.7M | Buy |
91,866
+2,754
| +3% | +$509K | 2.01% | 12 |
|
|
2023
Q3 | $15.3M | Buy |
89,112
+654
| +0.7% | +$120K | 1.97% | 13 |
|
|
2023
Q2 | $17.2M | Sell |
88,458
-59,400
| -40% | -$10.4M | 2.19% | 12 |
|
|
2023
Q1 | $24.4M | Buy |
147,858
+19,635
| +15% | +$2.9M | 3.36% | 9 |
|
|
2022
Q4 | $16.7M | Buy |
128,223
+947
| +0.7% | +$135K | 2.66% | 11 |
|
|
2022
Q3 | $17.6M | Sell |
127,276
-379
| -0.3% | -$59.5K | 3.2% | 10 |
|
|
2022
Q2 | $17.5M | Buy |
127,655
+1,029
| +0.8% | +$156K | 3.16% | 10 |
|
|
2022
Q1 | $22.1M | Buy |
126,626
+10,639
| +9% | +$1.79M | 3.89% | 9 |
|
|
2021
Q4 | $20.6M | Buy |
115,987
+69,193
| +148% | +$10.9M | 3.94% | 8 |
|
|
2021
Q3 | $6.62M | Buy |
46,794
+2,599
| +6% | +$383K | 1.53% | 15 |
|
|
2021
Q2 | $6.05M | Buy |
44,195
+1,935
| +5% | +$251K | 1.47% | 16 |
|
|
2021
Q1 | $5.16M | Sell |
42,260
-819
| -2% | -$105K | 1.5% | 16 |
|
|
2020
Q4 | $5.72M | Buy |
43,079
+7,853
| +22% | +$945K | 1.96% | 14 |
|
|
2020
Q3 | $4.08M | Sell |
35,226
-5,506
| -14% | -$601K | 1.66% | 15 |
|
|
2020
Q2 | $3.71M | Buy |
40,732
+8,836
| +28% | +$685K | 1.68% | 15 |
|
|
2020
Q1 | $2.03M | Buy |
31,896
+6,156
| +24% | +$453K | 1.29% | 23 |
|
|
2019
Q4 | $1.89M | Buy |
25,740
+640
| +3% | +$41.2K | 1.19% | 22 |
|
|
2019
Q3 | $1.41M | Sell |
25,100
-72
| -0.3% | -$3.76K | 0.98% | 26 |
|
|
2019
Q2 | $1.25M | Buy |
25,172
+3,752
| +18% | +$183K | 0.93% | 26 |
|
|
2019
Q1 | $1.02M | Sell |
21,420
-4,160
| -16% | -$176K | 0.79% | 27 |
|
|
2018
Q4 | $1.01M | Buy |
25,580
+3,616
| +16% | +$175K | 0.87% | 25 |
|
|
2018
Q3 | $1.24M | Sell |
21,964
-1,368
| -6% | -$71.2K | 1.06% | 23 |
|
|
2018
Q2 | $1.08M | Buy |
23,332
+348
| +2% | +$15.8K | 1.07% | 23 |
|
|
2018
Q1 | $964K | Buy |
22,984
+1,312
| +6% | +$56.5K | 0.97% | 26 |
|
|
2017
Q4 | $917K | Buy |
+21,672
| New | +$906K | 0.93% | 27 |
|
Other funds holding AAPL
VCM
VPM
PDS Planning's AAPL Position: Q1 2026 in Review
PDS Planning increased its Apple (AAPL) stake by 2.7% in Q1 2026, buying an estimated $906K and bringing the position to 134,089 shares worth $34M. The position accounts for 2.24% of the portfolio, ranked #11.
PDS Planning first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $35.5M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- PDS Planning held 134,089 shares of Apple worth $34M as of Q1 2026.
- PDS Planning bought 3,481 Apple shares in Q1 2026, an estimated $906K.
- Apple made up 2.24% of PDS Planning's portfolio in Q1 2026, its #11 holding.
- PDS Planning first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's Apple position peaked at $35.5M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.