Progressive Investment 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 | $37.7M | Sell |
148,702
-144
| -0.1% | -$37.5K | 9.96% | 1 |
|
|
2025
Q4 | $40.5M | Sell |
148,846
-1,442
| -1% | -$387K | 9.68% | 1 |
|
|
2025
Q3 | $38.3M | Sell |
150,288
-1,338
| -0.9% | -$302K | 9.3% | 3 |
|
|
2025
Q2 | $31.1M | Sell |
151,626
-2,175
| -1% | -$439K | 7.93% | 3 |
|
|
2025
Q1 | $34.2M | Sell |
153,801
-3,160
| -2% | -$732K | 9.57% | 1 |
|
|
2024
Q4 | $39.3M | Sell |
156,961
-3,935
| -2% | -$927K | 10.09% | 1 |
|
|
2024
Q3 | $37.5M | Sell |
160,896
-1,863
| -1% | -$416K | 9.62% | 2 |
|
|
2024
Q2 | $34.3M | Sell |
162,759
-2,587
| -2% | -$482K | 9.08% | 2 |
|
|
2024
Q1 | $28.4M | Sell |
165,346
-31,052
| -16% | -$5.65M | 7.78% | 2 |
|
|
2023
Q4 | $37.8M | Sell |
196,398
-739
| -0.4% | -$136K | 10.76% | 1 |
|
|
2023
Q3 | $33.8M | Sell |
197,137
-2,005
| -1% | -$368K | 10.96% | 1 |
|
|
2023
Q2 | $38.6M | Sell |
199,142
-11,356
| -5% | -$1.98M | 12.05% | 1 |
|
|
2023
Q1 | $34.7M | Buy |
210,498
+9,791
| +5% | +$1.44M | 11.2% | 1 |
|
|
2022
Q4 | $26.1M | Buy |
200,707
+1,752
| +0.9% | +$250K | 10.11% | 1 |
|
|
2022
Q3 | $27.5M | Buy |
198,955
+698
| +0.4% | +$110K | 11.3% | 1 |
|
|
2022
Q2 | $27.1M | Buy |
198,257
+2,253
| +1% | +$341K | 10.59% | 1 |
|
|
2022
Q1 | $34.2M | Sell |
196,004
-2,616
| -1% | -$440K | 10.78% | 1 |
|
|
2021
Q4 | $35.3M | Sell |
198,620
-6,393
| -3% | -$1.01M | 9.79% | 1 |
|
|
2021
Q3 | $29M | Buy |
205,013
+5,462
| +3% | +$804K | 8.61% | 1 |
|
|
2021
Q2 | $27.3M | Sell |
199,551
-1,991
| -1% | -$258K | 8.52% | 1 |
|
|
2021
Q1 | $24.6M | Buy |
201,542
+1,568
| +0.8% | +$201K | 8.67% | 1 |
|
|
2020
Q4 | $26.5M | Buy |
199,974
+493
| +0.2% | +$59.3K | 9.55% | 1 |
|
|
2020
Q3 | $23.1M | Sell |
199,481
-4,471
| -2% | -$488K | 9.15% | 1 |
|
|
2020
Q2 | $18.6M | Buy |
203,952
+356
| +0.2% | +$27.6K | 8.12% | 1 |
|
|
2020
Q1 | $12.9M | Sell |
203,596
-8
| -0% | -$588 | 7.2% | 1 |
|
|
2019
Q4 | $14.9M | Buy |
203,604
+1,432
| +0.7% | +$92.1K | 7.29% | 1 |
|
|
2019
Q3 | $11.3M | Buy |
202,172
+2,460
| +1% | +$129K | 6.06% | 1 |
|
|
2019
Q2 | $9.88M | Sell |
199,712
-1,484
| -0.7% | -$72.3K | 5.54% | 3 |
|
|
2019
Q1 | $9.55M | Sell |
201,196
-2,604
| -1% | -$110K | 5.56% | 2 |
|
|
2018
Q4 | $8.04M | Buy |
203,800
+3,252
| +2% | +$158K | 5.52% | 2 |
|
|
2018
Q3 | $11.3M | Buy |
200,548
+1,644
| +0.8% | +$85.6K | 6.75% | 2 |
|
|
2018
Q2 | $9.17M | Sell |
198,904
-2,968
| -1% | -$135K | 5.92% | 2 |
|
|
2018
Q1 | $8.47M | Buy |
201,872
+2,164
| +1% | +$93.2K | 5.67% | 2 |
|
|
2017
Q4 | $8.45M | Buy |
199,708
+2,596
| +1% | +$108K | 5.67% | 1 |
|
|
2017
Q3 | $7.59M | Buy |
197,112
+1,708
| +0.9% | +$66.3K | 5.72% | 1 |
|
|
2017
Q2 | $7.04M | Buy |
195,404
+15,108
| +8% | +$559K | 5.47% | 1 |
|
|
2017
Q1 | $6.47M | Sell |
180,296
-1,832
| -1% | -$60.3K | 5.4% | 1 |
|
|
2016
Q4 | $5.27M | Sell |
182,128
-7,084
| -4% | -$201K | 4.83% | 1 |
|
|
2016
Q3 | $5.35M | Buy |
189,212
+2,364
| +1% | +$62.6K | 4.97% | 1 |
|
|
2016
Q2 | $4.47M | Buy |
186,848
+4,544
| +2% | +$113K | 4.33% | 2 |
|
|
2016
Q1 | $4.97M | Sell |
182,304
-4,356
| -2% | -$109K | 5.05% | 1 |
|
|
2015
Q4 | $4.91M | Sell |
186,660
-5,272
| -3% | -$151K | 5.25% | 1 |
|
|
2015
Q3 | $5.29M | Sell |
191,932
-1,880
| -1% | -$55.1K | 6.11% | 1 |
|
|
2015
Q2 | $6.08M | Buy |
193,812
+168,216
| +657% | +$5.38M | 6.69% | 1 |
|
|
2015
Q1 | $796K | Sell |
25,596
-313,668
| -92% | -$9.47M | 2.75% | 8 |
|
|
2014
Q4 | $9.36M | Sell |
339,264
-71,080
| -17% | -$1.93M | 3.21% | 5 |
|
|
2014
Q3 | $10.3M | Hold |
410,344
| – | – | 3.58% | 4 |
|
|
2014
Q2 | $9.53M | Buy |
410,344
+2,216
| +0.5% | +$47.2K | 3.07% | 4 |
|
|
2014
Q1 | $7.82M | Buy |
408,128
+1,316
| +0.3% | +$25K | 2.51% | 18 |
|
|
2013
Q4 | $8.15M | Buy |
406,812
+1,512
| +0.4% | +$28.6K | 2.79% | 13 |
|
|
2013
Q3 | $6.9M | Sell |
405,300
-1,372
| -0.3% | -$22.7K | 2.56% | 16 |
|
|
2013
Q2 | $5.75M | Buy |
+406,672
| New | +$6.26M | 2.23% | 23 |
|
Other funds holding AAPL
VCM
VPM
Progressive Investment Management's AAPL Position: Q1 2026 in Review
Progressive Investment Management reduced its Apple (AAPL) stake by 0.1% in Q1 2026, selling an estimated $37.5K and leaving 148,702 shares worth $37.7M. The position accounts for 9.96% of the portfolio, ranked #1.
Progressive Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.5M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Progressive Investment Management held 148,702 shares of Apple worth $37.7M as of Q1 2026.
- Progressive Investment Management sold 144 Apple shares in Q1 2026, an estimated $37.5K.
- Apple made up 9.96% of Progressive Investment Management's portfolio in Q1 2026, its #1 holding.
- Progressive Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Progressive Investment Management's Apple position peaked at $40.5M in Q4 2025.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.