Peak Financial 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 | $6.07M | Buy |
23,913
+5,369
| +29% | +$1.4M | 1.54% | 22 |
|
|
2025
Q4 | $5.04M | Sell |
18,544
-1,012
| -5% | -$272K | 1.3% | 23 |
|
|
2025
Q3 | $4.98M | Sell |
19,556
-1,138
| -5% | -$257K | 1.32% | 23 |
|
|
2025
Q2 | $4.25M | Sell |
20,694
-15,284
| -42% | -$3.09M | 1.21% | 24 |
|
|
2025
Q1 | $7.99M | Sell |
35,978
-3,792
| -10% | -$878K | 2.39% | 17 |
|
|
2024
Q4 | $9.96M | Buy |
39,770
+110
| +0.3% | +$25.9K | 2.98% | 10 |
|
|
2024
Q3 | $9.24M | Sell |
39,660
-4,585
| -10% | -$1.02M | 2.71% | 12 |
|
|
2024
Q2 | $9.32M | Sell |
44,245
-1,621
| -4% | -$302K | 2.92% | 10 |
|
|
2024
Q1 | $7.87M | Sell |
45,866
-5,513
| -11% | -$1M | 2.49% | 16 |
|
|
2023
Q4 | $9.89M | Sell |
51,379
-817
| -2% | -$151K | 3.32% | 8 |
|
|
2023
Q3 | $8.94M | Buy |
52,196
+537
| +1% | +$98.5K | 3.25% | 9 |
|
|
2023
Q2 | $10M | Sell |
51,659
-351
| -0.7% | -$61.2K | 3.57% | 8 |
|
|
2023
Q1 | $8.58M | Sell |
52,010
-77
| -0.1% | -$11.4K | 3.19% | 10 |
|
|
2022
Q4 | $6.77M | Buy |
52,087
+74
| +0.1% | +$10.6K | 2.66% | 16 |
|
|
2022
Q3 | $7.19M | Sell |
52,013
-370,832
| -88% | -$58.2M | 3% | 12 |
|
|
2022
Q2 | $14.2M | Buy |
422,845
+370,628
| +710% | +$56.1M | 5.44% | 5 |
|
|
2022
Q1 | $9.12M | Buy |
52,217
+1,567
| +3% | +$264K | 3.06% | 10 |
|
|
2021
Q4 | $8.99M | Buy |
50,650
+1,658
| +3% | +$262K | 2.91% | 11 |
|
|
2021
Q3 | $6.93M | Buy |
48,992
+348
| +0.7% | +$51.2K | 2.35% | 17 |
|
|
2021
Q2 | $6.66M | Sell |
48,644
-757
| -2% | -$98.1K | 2.26% | 19 |
|
|
2021
Q1 | $6.03M | Buy |
49,401
+695
| +1% | +$89.2K | 2.19% | 21 |
|
|
2020
Q4 | $6.46M | Buy |
48,706
+4,649
| +11% | +$559K | 2.43% | 17 |
|
|
2020
Q3 | $5.1M | Sell |
44,057
-551
| -1% | -$60.1K | 2.2% | 20 |
|
|
2020
Q2 | $4.07M | Sell |
44,608
-5,992
| -12% | -$464K | 1.91% | 23 |
|
|
2020
Q1 | $3.22M | Sell |
50,600
-520
| -1% | -$38.2K | 1.64% | 27 |
|
|
2019
Q4 | $3.75M | Sell |
51,120
-172
| -0.3% | -$11.1K | 1.6% | 25 |
|
|
2019
Q3 | $2.87M | Sell |
51,292
-1,168
| -2% | -$61.1K | 1.28% | 29 |
|
|
2019
Q2 | $2.6M | Buy |
52,460
+2,088
| +4% | +$102K | 1.17% | 29 |
|
|
2019
Q1 | $2.39M | Sell |
50,372
-1,296
| -3% | -$55K | 1.1% | 30 |
|
|
2018
Q4 | $2.04M | Buy |
51,668
+384
| +0.7% | +$18.6K | 1% | 30 |
|
|
2018
Q3 | $2.89M | Buy |
51,284
+40
| +0.1% | +$2.08K | 1.3% | 23 |
|
|
2018
Q2 | $2.37M | Sell |
51,244
-1,268
| -2% | -$57.5K | 1.09% | 27 |
|
|
2018
Q1 | $2.2M | Sell |
52,512
-2,960
| -5% | -$127K | 1.05% | 27 |
|
|
2017
Q4 | $2.35M | Buy |
55,472
+56
| +0.1% | +$2.34K | 0.89% | 25 |
|
|
2017
Q3 | $2.13M | Buy |
55,416
+280
| +0.5% | +$10.9K | 0.82% | 24 |
|
|
2017
Q2 | $1.99M | Sell |
55,136
-16
| -0% | -$592 | 0.78% | 22 |
|
|
2017
Q1 | $1.98M | Buy |
55,152
+18,100
| +49% | +$596K | 0.8% | 22 |
|
|
2016
Q4 | $1.07M | Hold |
37,052
| – | – | 0.47% | 23 |
|
|
2016
Q3 | $1.05M | Sell |
37,052
-6,504
| -15% | -$172K | 0.45% | 20 |
|
|
2016
Q2 | $1.04M | Buy |
+43,556
| New | +$1.08M | 0.46% | 22 |
|
Other funds holding AAPL
VCM
VPM
Peak Financial Management's AAPL Position: Q1 2026 in Review
Peak Financial Management increased its Apple (AAPL) stake by 29% in Q1 2026, buying an estimated $1.4M and bringing the position to 23,913 shares worth $6.07M. The position accounts for 1.54% of the portfolio, ranked #22.
Peak Financial Management first reported a position in AAPL in Q2 2016 and has held it in 40 quarters since. The position peaked at $14.2M in Q2 2022. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Peak Financial Management held 23,913 shares of Apple worth $6.07M as of Q1 2026.
- Peak Financial Management bought 5,369 Apple shares in Q1 2026, an estimated $1.4M.
- Apple made up 1.54% of Peak Financial Management's portfolio in Q1 2026, its #22 holding.
- Peak Financial Management first reported a position in Apple in Q2 2016 and has held it in 40 quarters since.
- Peak Financial Management's Apple position peaked at $14.2M in Q2 2022.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.