Rothschild Investment LLC’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 | $67M | Buy |
264,002
+7,577
| +3% | +$1.97M | 3.5% | 2 |
|
|
2025
Q4 | $69.7M | Sell |
256,425
-6,502
| -2% | -$1.75M | 3.83% | 2 |
|
|
2025
Q3 | $66.9M | Sell |
262,927
-13,419
| -5% | -$3.03M | 3.78% | 2 |
|
|
2025
Q2 | $56.7M | Sell |
276,346
-13,315
| -5% | -$2.69M | 3.55% | 2 |
|
|
2025
Q1 | $64.3M | Sell |
289,661
-11,357
| -4% | -$2.63M | 4.31% | 1 |
|
|
2024
Q4 | $75.4M | Sell |
301,018
-6,714
| -2% | -$1.58M | 4.94% | 1 |
|
|
2024
Q3 | $71.7M | Sell |
307,732
-15,955
| -5% | -$3.56M | 4.7% | 1 |
|
|
2024
Q2 | $68.2M | Buy |
323,687
+13,777
| +4% | +$2.57M | 4.75% | 1 |
|
|
2024
Q1 | $53.1M | Buy |
309,910
+3,611
| +1% | +$657K | 3.85% | 1 |
|
|
2023
Q4 | $59M | Sell |
306,299
-12,465
| -4% | -$2.3M | 4.95% | 1 |
|
|
2023
Q3 | $54.6M | Buy |
318,764
+5,647
| +2% | +$1.04M | 4.6% | 1 |
|
|
2023
Q2 | $60.7M | Sell |
313,117
-11,600
| -4% | -$2.02M | 5.05% | 1 |
|
|
2023
Q1 | $53.5M | Sell |
324,717
-1,648
| -0.5% | -$243K | 4.68% | 1 |
|
|
2022
Q4 | $42.4M | Sell |
326,365
-14,024
| -4% | -$2M | 3.89% | 1 |
|
|
2022
Q3 | $47M | Sell |
340,389
-8,864
| -3% | -$1.39M | 4.65% | 1 |
|
|
2022
Q2 | $47.8M | Sell |
349,253
-1,625
| -0.5% | -$246K | 4.4% | 1 |
|
|
2022
Q1 | $61.3M | Sell |
350,878
-3,229
| -0.9% | -$543K | 4.81% | 1 |
|
|
2021
Q4 | $62.9M | Buy |
354,107
+495
| +0.1% | +$78.2K | 4.88% | 1 |
|
|
2021
Q3 | $50M | Sell |
353,612
-49,215
| -12% | -$7.25M | 4.2% | 1 |
|
|
2021
Q2 | $55.2M | Buy |
402,827
+692
| +0.2% | +$89.7K | 4.39% | 1 |
|
|
2021
Q1 | $49.1M | Sell |
402,135
-4,380
| -1% | -$562K | 4.23% | 1 |
|
|
2020
Q4 | $53.9M | Sell |
406,515
-6,698
| -2% | -$806K | 5.2% | 1 |
|
|
2020
Q3 | $47.9M | Sell |
413,213
-22,379
| -5% | -$2.44M | 5.21% | 1 |
|
|
2020
Q2 | $39.7M | Sell |
435,592
-14,440
| -3% | -$1.12M | 4.78% | 1 |
|
|
2020
Q1 | $28.6M | Sell |
450,032
-41,400
| -8% | -$3.04M | 3.74% | 1 |
|
|
2019
Q4 | $36.1M | Buy |
491,432
+15,332
| +3% | +$986K | 3.59% | 1 |
|
|
2019
Q3 | $26.7M | Sell |
476,100
-7,368
| -2% | -$385K | 3.11% | 1 |
|
|
2019
Q2 | $23.9M | Sell |
483,468
-43,696
| -8% | -$2.13M | 2.82% | 1 |
|
|
2019
Q1 | $25M | Sell |
527,164
-6,684
| -1% | -$284K | 2.94% | 1 |
|
|
2018
Q4 | $21.1M | Buy |
533,848
+5,000
| +0.9% | +$242K | 2.82% | 1 |
|
|
2018
Q3 | $29.8M | Sell |
528,848
-13,404
| -2% | -$698K | 3.52% | 1 |
|
|
2018
Q2 | $25.1M | Sell |
542,252
-57,248
| -10% | -$2.6M | 3.16% | 1 |
|
|
2018
Q1 | $25.1M | Sell |
599,500
-184,628
| -24% | -$7.95M | 3.22% | 1 |
|
|
2017
Q4 | $33.2M | Sell |
784,128
-19,860
| -2% | -$830K | 3.6% | 1 |
|
|
2017
Q3 | $31M | Sell |
803,988
-36,276
| -4% | -$1.41M | 3.51% | 1 |
|
|
2017
Q2 | $30.3M | Sell |
840,264
-11,004
| -1% | -$407K | 3.43% | 1 |
|
|
2017
Q1 | $30.6M | Sell |
851,268
-119,684
| -12% | -$3.94M | 3.56% | 1 |
|
|
2016
Q4 | $28.1M | Sell |
970,952
-9,288
| -0.9% | -$263K | 3.38% | 1 |
|
|
2016
Q3 | $27.7M | Sell |
980,240
-49,108
| -5% | -$1.3M | 3.39% | 1 |
|
|
2016
Q2 | $24.6M | Buy |
1,029,348
+15,816
| +2% | +$393K | 3.14% | 1 |
|
|
2016
Q1 | $27.6M | Buy |
1,013,532
+16,904
| +2% | +$421K | 3.55% | 1 |
|
|
2015
Q4 | $26.2M | Buy |
996,628
+50,832
| +5% | +$1.45M | 3.34% | 1 |
|
|
2015
Q3 | $26.1M | Sell |
945,796
-5,600
| -0.6% | -$164K | 3.44% | 1 |
|
|
2015
Q2 | $29.8M | Sell |
951,396
-1,228
| -0.1% | -$39.3K | 3.46% | 1 |
|
|
2015
Q1 | $29.6M | Sell |
952,624
-25,760
| -3% | -$778K | 3.47% | 1 |
|
|
2014
Q4 | $27M | Sell |
978,384
-5,876
| -0.6% | -$160K | 3.23% | 1 |
|
|
2014
Q3 | $24.8M | Sell |
984,260
-106,260
| -10% | -$2.61M | 3.02% | 1 |
|
|
2014
Q2 | $25.3M | Sell |
1,090,520
-128,208
| -11% | -$2.73M | 3.24% | 1 |
|
|
2014
Q1 | $23.4M | Sell |
1,218,728
-41,160
| -3% | -$783K | 3.16% | 1 |
|
|
2013
Q4 | $25.2M | Sell |
1,259,888
-91,532
| -7% | -$1.73M | 3.44% | 1 |
|
|
2013
Q3 | $23M | Sell |
1,351,420
-98,224
| -7% | -$1.63M | 3.39% | 1 |
|
|
2013
Q2 | $20.5M | Buy |
+1,449,644
| New | +$22.3M | 3.34% | 1 |
|
Other funds holding AAPL
VCM
VPM
Rothschild Investment LLC's AAPL Position: Q1 2026 in Review
Rothschild Investment LLC increased its Apple (AAPL) stake by 3% in Q1 2026, buying an estimated $1.97M and bringing the position to 264,002 shares worth $67M. The position accounts for 3.5% of the portfolio, ranked #2.
Rothschild Investment LLC first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $75.4M in Q4 2024. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Rothschild Investment LLC held 264,002 shares of Apple worth $67M as of Q1 2026.
- Rothschild Investment LLC bought 7,577 Apple shares in Q1 2026, an estimated $1.97M.
- Apple made up 3.5% of Rothschild Investment LLC's portfolio in Q1 2026, its #2 holding.
- Rothschild Investment LLC first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Rothschild Investment LLC's Apple position peaked at $75.4M in Q4 2024.
- 6,079 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.