Peak 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 | $29M | Sell |
114,124
-1,754
| -2% | -$456K | 5.11% | 1 |
|
|
2025
Q4 | $31.5M | Sell |
115,878
-1,731
| -1% | -$465K | 5.36% | 2 |
|
|
2025
Q3 | $29.9M | Sell |
117,609
-425
| -0.4% | -$96K | 5.23% | 2 |
|
|
2025
Q2 | $24.2M | Buy |
118,034
+856
| +0.7% | +$173K | 4.44% | 2 |
|
|
2025
Q1 | $26M | Sell |
117,178
-1,848
| -2% | -$428K | 4.95% | 1 |
|
|
2024
Q4 | $29.8M | Sell |
119,026
-1,946
| -2% | -$459K | 5.51% | 1 |
|
|
2024
Q3 | $28.2M | Sell |
120,972
-6,359
| -5% | -$1.42M | 5.31% | 1 |
|
|
2024
Q2 | $26.8M | Buy |
127,331
+85
| +0.1% | +$15.9K | 5.25% | 2 |
|
|
2024
Q1 | $21.8M | Buy |
127,246
+1,899
| +2% | +$345K | 4.32% | 2 |
|
|
2023
Q4 | $24.1M | Sell |
125,347
-1,545
| -1% | -$285K | 5.31% | 2 |
|
|
2023
Q3 | $21.7M | Sell |
126,892
-1,691
| -1% | -$310K | 5.25% | 2 |
|
|
2023
Q2 | $24.9M | Sell |
128,583
-5,058
| -4% | -$881K | 5.77% | 1 |
|
|
2023
Q1 | $22M | Buy |
133,641
+485
| +0.4% | +$71.6K | 5.39% | 1 |
|
|
2022
Q4 | $17.3M | Sell |
133,156
-1,267
| -0.9% | -$181K | 4.51% | 2 |
|
|
2022
Q3 | $18.6M | Sell |
134,423
-2,640
| -2% | -$414K | 5.29% | 2 |
|
|
2022
Q2 | $18.7M | Sell |
137,063
-5,857
| -4% | -$887K | 5.13% | 1 |
|
|
2022
Q1 | $25M | Sell |
142,920
-7,286
| -5% | -$1.23M | 5.8% | 1 |
|
|
2021
Q4 | $26.7M | Sell |
150,206
-2,366
| -2% | -$374K | 6.15% | 1 |
|
|
2021
Q3 | $21.6M | Sell |
152,572
-2,082
| -1% | -$307K | 5.32% | 1 |
|
|
2021
Q2 | $21.2M | Sell |
154,654
-12,348
| -7% | -$1.6M | 5.26% | 1 |
|
|
2021
Q1 | $20.4M | Sell |
167,002
-8,403
| -5% | -$1.08M | 4.93% | 1 |
|
|
2020
Q4 | $23.3M | Sell |
175,405
-8,806
| -5% | -$1.06M | 6.08% | 1 |
|
|
2020
Q3 | $21.3M | Sell |
184,211
-23,633
| -11% | -$2.58M | 6.37% | 1 |
|
|
2020
Q2 | $19M | Sell |
207,844
-12,908
| -6% | -$1M | 6.04% | 1 |
|
|
2020
Q1 | $14M | Sell |
220,752
-6,788
| -3% | -$499K | 5.41% | 2 |
|
|
2019
Q4 | $16.7M | Sell |
227,540
-15,928
| -7% | -$1.02M | 5.06% | 1 |
|
|
2019
Q3 | $13.6M | Sell |
243,468
-2,520
| -1% | -$132K | 4.46% | 2 |
|
|
2019
Q2 | $12.2M | Sell |
245,988
-1,932
| -0.8% | -$94.1K | 3.98% | 6 |
|
|
2019
Q1 | $11.8M | Buy |
247,920
+3,960
| +2% | +$168K | 4.01% | 5 |
|
|
2018
Q4 | $9.62M | Buy |
243,960
+9,896
| +4% | +$480K | 3.61% | 6 |
|
|
2018
Q3 | $13.2M | Sell |
234,064
-1,660
| -0.7% | -$86.4K | 4.45% | 1 |
|
|
2018
Q2 | $10.9M | Sell |
235,724
-312
| -0.1% | -$14.1K | 3.96% | 3 |
|
|
2018
Q1 | $9.9M | Buy |
236,036
+3,500
| +2% | +$151K | 3.64% | 4 |
|
|
2017
Q4 | $9.84M | Sell |
232,536
-15,740
| -6% | -$658K | 3.6% | 4 |
|
|
2017
Q3 | $9.57M | Buy |
248,276
+2,600
| +1% | +$101K | 3.43% | 4 |
|
|
2017
Q2 | $8.85M | Sell |
245,676
-5,236
| -2% | -$194K | 3.28% | 6 |
|
|
2017
Q1 | $9.01M | Sell |
250,912
-4,556
| -2% | -$150K | 3.41% | 4 |
|
|
2016
Q4 | $7.4M | Buy |
255,468
+2,432
| +1% | +$69K | 2.96% | 5 |
|
|
2016
Q3 | $7.15M | Buy |
253,036
+1,472
| +0.6% | +$39K | 3% | 8 |
|
|
2016
Q2 | $6.01M | Buy |
251,564
+24,028
| +11% | +$597K | 2.66% | 11 |
|
|
2016
Q1 | $6.2M | Buy |
227,536
+5,596
| +3% | +$139K | 2.94% | 10 |
|
|
2015
Q4 | $5.84M | Buy |
221,940
+24,364
| +12% | +$696K | 2.87% | 12 |
|
|
2015
Q3 | $5.45M | Sell |
197,576
-4,376
| -2% | -$128K | 2.91% | 10 |
|
|
2015
Q2 | $6.33M | Buy |
201,952
+6,240
| +3% | +$200K | 3.32% | 5 |
|
|
2015
Q1 | $6.09M | Sell |
195,712
-1,092
| -0.6% | -$33K | 3.02% | 7 |
|
|
2014
Q4 | $5.43M | Buy |
+196,804
| New | +$5.35M | 2.86% | 10 |
|
Other funds holding AAPL
VCM
VPM
