Portland Global Advisors’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
$8.58M Sell
33,792
-335
-1% -$87.2K 0.91% 34
2025
Q4
$9.28M Sell
34,127
-620
-2% -$166K 1% 28
2025
Q3
$8.85M Buy
34,747
+184
+0.5% +$41.6K 0.99% 31
2025
Q2
$7.09M Sell
34,563
-2,952
-8% -$596K 0.83% 34
2025
Q1
$8.33M Sell
37,515
-1,468
-4% -$340K 1.05% 27
2024
Q4
$9.76M Sell
38,983
-1,884
-5% -$444K 1.24% 23
2024
Q3
$9.52M Sell
40,867
-20
-0% -$4.47K 1.2% 23
2024
Q2
$8.61M Sell
40,887
-4,539
-10% -$846K 1.17% 25
2024
Q1
$7.79M Sell
45,426
-4,291
-9% -$780K 1.06% 26
2023
Q4
$9.57M Sell
49,717
-588
-1% -$109K 1.43% 21
2023
Q3
$8.61M Sell
50,305
-1,054
-2% -$193K 1.44% 20
2023
Q2
$9.96M Sell
51,359
-898
-2% -$156K 1.63% 19
2023
Q1
$8.62M Sell
52,257
-2,632
-5% -$388K 1.48% 22
2022
Q4
$7.13M Sell
54,889
-215
-0.4% -$30.7K 1.31% 23
2022
Q3
$7.62M Sell
55,104
-312
-0.6% -$49K 1.52% 19
2022
Q2
$7.58M Sell
55,416
-977
-2% -$148K 1.45% 21
2022
Q1
$9.85M Sell
56,393
-670
-1% -$113K 1.69% 19
2021
Q4
$10.1M Sell
57,063
-1,359
-2% -$215K 1.69% 19
2021
Q3
$8.27M Sell
58,422
-712
-1% -$105K 1.53% 19
2021
Q2
$8.1M Buy
59,134
+3,576
+6% +$463K 1.57% 16
2021
Q1
$6.79M Sell
55,558
-737
-1% -$94.6K 1.44% 16
2020
Q4
$7.47M Buy
56,295
+1,517
+3% +$182K 1.82% 13
2020
Q3
$6.34M Sell
54,778
-1,698
-3% -$185K 1.84% 13
2020
Q2
$5.15M Sell
56,476
-208
-0.4% -$16.1K 1.66% 13
2020
Q1
$3.6M Sell
56,684
-1,028
-2% -$75.6K 1.4% 14
2019
Q4
$4.24M Sell
57,712
-4,036
-7% -$260K 1.26% 17
2019
Q3
$3.46M Sell
61,748
-100
-0.2% -$5.23K 1.16% 20
2019
Q2
$3.06M Buy
61,848
+1,440
+2% +$70.2K 1.02% 24
2019
Q1
$2.87M Buy
60,408
+256
+0.4% +$10.9K 1.01% 23
2018
Q4
$2.37M Sell
60,152
-2,500
-4% -$121K 0.95% 25
2018
Q3
$3.54M Buy
62,652
+300
+0.5% +$15.6K 1.25% 16
2018
Q2
$2.88M Buy
62,352
+504
+0.8% +$22.9K 1.09% 19
2018
Q1
$2.59M Sell
61,848
-240
-0.4% -$10.3K 0.99% 22
2017
Q4
$2.63M Buy
62,088
+1,888
+3% +$78.9K 0.97% 22
2017
Q3
$2.32M Buy
60,200
+180
+0.3% +$6.98K 0.89% 24
2017
Q2
$2.16M Hold
60,020
0.87% 25
2017
Q1
$2.16M Sell
60,020
-3,120
-5% -$103K 0.9% 25
2016
Q4
$1.83M Buy
63,140
+8,560
+16% +$243K 0.79% 29
2016
Q3
$1.54M Sell
54,580
-1,600
-3% -$42.3K 0.68% 38
2016
Q2
$1.34M Buy
56,180
+320
+0.6% +$7.95K 0.62% 43
2016
Q1
$1.52M Hold
55,860
0.73% 36
2015
Q4
$1.47M Buy
55,860
+3,320
+6% +$94.9K 0.79% 34
2015
Q3
$1.45M Sell
52,540
-812
-2% -$23.8K 0.85% 31
2015
Q2
$1.67M Buy
53,352
+3,120
+6% +$99.8K 0.87% 31
2015
Q1
$1.56M Sell
50,232
-1,260
-2% -$38K 0.81% 30
2014
Q4
$1.42M Buy
51,492
+5,684
+12% +$155K 0.73% 39
2014
Q3
$1.15M Hold
45,808
0.6% 46
2014
Q2
$1.06M Buy
45,808
+812
+2% +$17.3K 0.54% 50
2014
Q1
$863K Buy
44,996
+9,716
+28% +$185K 0.51% 49
2013
Q4
$707K Buy
35,280
+280
+0.8% +$5.29K 0.44% 53
2013
Q3
$596K Buy
35,000
+280
+0.8% +$4.64K 0.4% 57
2013
Q2
$492K Buy
+34,720
New +$534K 0.35% 60

Other funds holding AAPL

Portland Global Advisors's AAPL Position: Q1 2026 in Review

Portland Global Advisors reduced its Apple (AAPL) stake by 0.98% in Q1 2026, selling an estimated $87.2K and leaving 33,792 shares worth $8.58M. The position accounts for 0.91% of the portfolio, ranked #34.

Portland Global Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.1M in Q4 2021. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Portland Global Advisors held 33,792 shares of Apple worth $8.58M as of Q1 2026.
  • Portland Global Advisors sold 335 Apple shares in Q1 2026, an estimated $87.2K.
  • Apple made up 0.91% of Portland Global Advisors's portfolio in Q1 2026, its #34 holding.
  • Portland Global Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Portland Global Advisors's Apple position peaked at $10.1M in Q4 2021.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Portland Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.