Rothschild Capital Partners’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 | $35.7M | Sell |
140,826
-5,269
| -4% | -$1.37M | 8.77% | 1 |
|
|
2025
Q4 | $39.7M | Sell |
146,095
-6,635
| -4% | -$1.78M | 9.33% | 1 |
|
|
2025
Q3 | $38.9M | Sell |
152,730
-133
| -0.1% | -$30K | 9.19% | 1 |
|
|
2025
Q2 | $31.4M | Sell |
152,863
-5,095
| -3% | -$1.03M | 8.23% | 3 |
|
|
2025
Q1 | $35.1M | Sell |
157,958
-37,989
| -19% | -$8.8M | 9.18% | 1 |
|
|
2024
Q4 | $49.1M | Buy |
195,947
+16,469
| +9% | +$3.88M | 11.9% | 1 |
|
|
2024
Q3 | $41.8M | Buy |
179,478
+226
| +0.1% | +$50.5K | 11.66% | 1 |
|
|
2024
Q2 | $37.8M | Hold |
179,252
| – | – | 10.78% | 1 |
|
|
2024
Q1 | $30.7M | Sell |
179,252
-1,151
| -0.6% | -$209K | 8.93% | 1 |
|
|
2023
Q4 | $34.7M | Buy |
180,403
+6,685
| +4% | +$1.23M | 10.94% | 1 |
|
|
2023
Q3 | $29.7M | Hold |
173,718
| – | – | 11.64% | 1 |
|
|
2023
Q2 | $33.7M | Hold |
173,718
| – | – | 12.41% | 1 |
|
|
2023
Q1 | $28.6M | Buy |
173,718
+68
| +0% | +$10K | 11.74% | 1 |
|
|
2022
Q4 | $22.5M | Sell |
173,650
-144
| -0.1% | -$20.6K | 9.52% | 1 |
|
|
2022
Q3 | $24M | Sell |
173,794
-3,565
| -2% | -$560K | 11.05% | 1 |
|
|
2022
Q2 | $24.2M | Hold |
177,359
| – | – | 10.14% | 1 |
|
|
2022
Q1 | $31M | Sell |
177,359
-4,867
| -3% | -$818K | 10.85% | 1 |
|
|
2021
Q4 | $32.4M | Sell |
182,226
-4,151
| -2% | -$656K | 9.65% | 1 |
|
|
2021
Q3 | $26.4M | Sell |
186,377
-807
| -0.4% | -$119K | 8.42% | 1 |
|
|
2021
Q2 | $25.6M | Sell |
187,184
-388
| -0.2% | -$50.3K | 8.21% | 1 |
|
|
2021
Q1 | $22.9M | Sell |
187,572
-396
| -0.2% | -$50.8K | 7.75% | 1 |
|
|
2020
Q4 | $24.9M | Hold |
187,968
| – | – | 8.92% | 1 |
|
|
2020
Q3 | $21.8M | Hold |
187,968
| – | – | 8.62% | 2 |
|
|
2020
Q2 | $17.1M | Sell |
187,968
-384
| -0.2% | -$29.8K | 7.15% | 3 |
|
|
2020
Q1 | $12M | Hold |
188,352
| – | – | 6.66% | 5 |
|
|
2019
Q4 | $13.8M | Sell |
188,352
-1,200
| -0.6% | -$77.2K | 6.3% | 4 |
|
|
2019
Q3 | $10.6M | Sell |
189,552
-4,484
| -2% | -$234K | 5.34% | 9 |
|
|
2019
Q2 | $9.6M | Sell |
194,036
-616
| -0.3% | -$30K | 4.7% | 10 |
|
|
2019
Q1 | $9.24M | Sell |
194,652
-1,012
| -0.5% | -$42.9K | 5.16% | 8 |
|
|
2018
Q4 | $7.72M | Buy |
195,664
+160
| +0.1% | +$7.76K | 4.17% | 9 |
|
|
2018
Q3 | $11M | Hold |
195,504
| – | – | 4.9% | 7 |
|
|
2018
Q2 | $9.05M | Hold |
195,504
| – | – | 3.78% | 9 |
|
|
2018
Q1 | $8.2M | Sell |
195,504
-612
| -0.3% | -$26.3K | 3.22% | 11 |
|
|
2017
Q4 | $8.3M | Sell |
196,116
-2,516
| -1% | -$105K | 3.25% | 8 |
|
|
2017
Q3 | $7.65M | Sell |
198,632
-20,372
| -9% | -$790K | 3.29% | 9 |
|
|
2017
Q2 | $7.88M | Hold |
219,004
| – | – | 2.99% | 8 |
|
|
2017
Q1 | $7.87M | Buy |
219,004
+640
| +0.3% | +$21.1K | 3.07% | 7 |
|
|
2016
Q4 | $6.32M | Buy |
218,364
+8,940
| +4% | +$253K | 2.69% | 16 |
|
|
2016
Q3 | $5.92M | Sell |
209,424
-800
| -0.4% | -$21.2K | 2.13% | 17 |
|
|
2016
Q2 | $5.02M | Sell |
210,224
-20,964
| -9% | -$521K | 1.94% | 21 |
|
|
2016
Q1 | $6.3M | Sell |
231,188
-102,060
| -31% | -$2.54M | 2.82% | 12 |
|
|
2015
Q4 | $8.77M | Sell |
333,248
-20,564
| -6% | -$588K | 4.41% | 8 |
|
|
2015
Q3 | $9.76M | Sell |
353,812
-120,268
| -25% | -$3.53M | 5.05% | 4 |
|
|
2015
Q2 | $14.9M | Sell |
474,080
-652
| -0.1% | -$20.9K | 6.41% | 2 |
|
|
2015
Q1 | $14.8M | Hold |
474,732
| – | – | 6.6% | 2 |
|
|
2014
Q4 | $13.1M | Hold |
474,732
| – | – | 6.3% | 4 |
|
|
2014
Q3 | $12M | Buy |
474,732
+132,264
| +39% | +$3.25M | 5.51% | 4 |
|
|
2014
Q2 | $7.96M | Buy |
342,468
+700
| +0.2% | +$14.9K | 3.58% | 11 |
|
|
2014
Q1 | $6.55M | Sell |
341,768
-137,900
| -29% | -$2.62M | 3.22% | 16 |
|
|
2013
Q4 | $9.61M | Sell |
479,668
-1,624
| -0.3% | -$30.7K | 4.52% | 7 |
|
|
2013
Q3 | $8.2M | Buy |
481,292
+29,680
| +7% | +$492K | 3.86% | 9 |
|
|
2013
Q2 | $6.4M | Buy |
+451,612
| New | +$6.95M | 3.56% | 13 |
|
Other funds holding AAPL
VCM
VPM
Rothschild Capital Partners's AAPL Position: Q1 2026 in Review
Rothschild Capital Partners reduced its Apple (AAPL) stake by 3.6% in Q1 2026, selling an estimated $1.37M and leaving 140,826 shares worth $35.7M. The position accounts for 8.77% of the portfolio, ranked #1.
Rothschild Capital Partners first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.1M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Rothschild Capital Partners held 140,826 shares of Apple worth $35.7M as of Q1 2026.
- Rothschild Capital Partners sold 5,269 Apple shares in Q1 2026, an estimated $1.37M.
- Apple made up 8.77% of Rothschild Capital Partners's portfolio in Q1 2026, its #1 holding.
- Rothschild Capital Partners first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Rothschild Capital Partners's Apple position peaked at $49.1M in Q4 2024.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.