Peloton Wealth Strategists’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 | $695K | Sell |
2,738
-100
| -4% | -$26K | 0.28% | 67 |
|
|
2025
Q4 | $772K | Buy |
2,838
+230
| +9% | +$61.7K | 0.3% | 70 |
|
|
2025
Q3 | $664K | Sell |
2,608
-74
| -3% | -$16.7K | 0.26% | 74 |
|
|
2025
Q2 | $550K | Buy |
2,682
+75
| +3% | +$15.1K | 0.22% | 74 |
|
|
2025
Q1 | $579K | Hold |
2,607
| – | – | 0.24% | 75 |
|
|
2024
Q4 | $653K | Buy |
2,607
+248
| +11% | +$58.4K | 0.26% | 72 |
|
|
2024
Q3 | $550K | Hold |
2,359
| – | – | 0.22% | 76 |
|
|
2024
Q2 | $497K | Sell |
2,359
-290
| -11% | -$54.1K | 0.2% | 78 |
|
|
2024
Q1 | $454K | Hold |
2,649
| – | – | 0.18% | 77 |
|
|
2023
Q4 | $510K | Sell |
2,649
-125
| -5% | -$23.1K | 0.22% | 75 |
|
|
2023
Q3 | $475K | Buy |
2,774
+435
| +19% | +$79.8K | 0.22% | 76 |
|
|
2023
Q2 | $454K | Sell |
2,339
-204
| -8% | -$35.5K | 0.2% | 77 |
|
|
2023
Q1 | $419K | Hold |
2,543
| – | – | 0.19% | 73 |
|
|
2022
Q4 | $330K | Hold |
2,543
| – | – | 0.16% | 78 |
|
|
2022
Q3 | $351K | Hold |
2,543
| – | – | 0.18% | 74 |
|
|
2022
Q2 | $348K | Buy |
2,543
+408
| +19% | +$61.8K | 0.17% | 75 |
|
|
2022
Q1 | $373K | Hold |
2,135
| – | – | 0.16% | 74 |
|
|
2021
Q4 | $379K | Hold |
2,135
| – | – | 0.15% | 77 |
|
|
2021
Q3 | $302K | Hold |
2,135
| – | – | 0.12% | 81 |
|
|
2021
Q2 | $292K | Buy |
+2,135
| New | +$277K | 0.12% | 79 |
|
|
2019
Q2 | – | Sell |
-10,400
| Closed | -$494K | – | 67 |
|
|
2019
Q1 | $494K | Hold |
10,400
| – | – | 0.34% | 55 |
|
|
2018
Q4 | $410K | Buy |
+10,400
| New | +$504K | 0.33% | 55 |
|
|
2018
Q1 | – | Sell |
-62,400
| Closed | -$2.64M | – | 62 |
|
|
2017
Q4 | $2.64M | Sell |
62,400
-4,200
| -6% | -$176K | 1.96% | 22 |
|
|
2017
Q3 | $2.57M | Sell |
66,600
-13,800
| -17% | -$535K | 1.98% | 19 |
|
|
2017
Q2 | $2.9M | Hold |
80,400
| – | – | 2.24% | 16 |
|
|
2017
Q1 | $2.89M | Sell |
80,400
-19,200
| -19% | -$632K | 2.38% | 10 |
|
|
2016
Q4 | $2.88M | Hold |
99,600
| – | – | 2.35% | 9 |
|
|
2016
Q3 | $2.81M | Buy |
+99,600
| New | +$2.64M | 2.34% | 12 |
|
|
2016
Q1 | $2.67M | Buy |
98,024
+84,468
| +623% | +$2.1M | 2.26% | 13 |
|
|
2015
Q4 | $357K | Buy |
13,556
+340
| +3% | +$9.72K | 0.31% | 71 |
|
|
2015
Q3 | $364K | Buy |
13,216
+2,604
| +25% | +$76.4K | 0.32% | 70 |
|
|
2015
Q2 | $333K | Hold |
10,612
| – | – | 0.27% | 69 |
|
|
2015
Q1 | $330K | Buy |
10,612
+4
| +0% | +$121 | 0.26% | 69 |
|
|
2014
Q4 | $293K | Buy |
10,608
+4
| +0% | +$109 | 0.22% | 72 |
|
|
2014
Q3 | $267K | Sell |
10,604
-86,196
| -89% | -$2.12M | 0.21% | 74 |
|
|
2014
Q2 | $2.31M | Buy |
96,800
+85,544
| +760% | +$1.82M | 2.04% | 19 |
|
|
2014
Q1 | $216K | Buy |
+11,256
| New | +$214K | 0.18% | 77 |
|
Other funds holding AAPL
VCM
VPM
Peloton Wealth Strategists's AAPL Position: Q1 2026 in Review
Peloton Wealth Strategists reduced its Apple (AAPL) stake by 3.5% in Q1 2026, selling an estimated $26K and leaving 2,738 shares worth $695K. The position accounts for 0.28% of the portfolio, ranked #67.
Peloton Wealth Strategists first reported a position in AAPL in Q1 2014 and has held it in 37 quarters since. The position peaked at $2.9M in Q2 2017. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Peloton Wealth Strategists held 2,738 shares of Apple worth $695K as of Q1 2026.
- Peloton Wealth Strategists sold 100 Apple shares in Q1 2026, an estimated $26K.
- Apple made up 0.28% of Peloton Wealth Strategists's portfolio in Q1 2026, its #67 holding.
- Peloton Wealth Strategists first reported a position in Apple in Q1 2014 and has held it in 37 quarters since.
- Peloton Wealth Strategists's Apple position peaked at $2.9M in Q2 2017.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.