Sageworth Trust’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 | $4.79M | Buy |
18,891
+6,451
| +52% | +$1.68M | 0.21% | 29 |
|
|
2025
Q4 | $3.38M | Sell |
12,440
-41,472
| -77% | -$11.1M | 0.14% | 36 |
|
|
2025
Q3 | $13.7M | Buy |
53,912
+45,332
| +528% | +$10.2M | 0.64% | 18 |
|
|
2025
Q2 | $1.76M | Buy |
8,580
+472
| +6% | +$95.3K | 0.1% | 41 |
|
|
2025
Q1 | $1.8M | Sell |
8,108
-239
| -3% | -$55.4K | 0.11% | 36 |
|
|
2024
Q4 | $2.09M | Sell |
8,347
-2,009
| -19% | -$473K | 0.13% | 35 |
|
|
2024
Q3 | $2.41M | Sell |
10,356
-6,973
| -40% | -$1.56M | 0.14% | 33 |
|
|
2024
Q2 | $3.65M | Buy |
17,329
+10,490
| +153% | +$1.96M | 0.23% | 29 |
|
|
2024
Q1 | $1.17M | Hold |
6,839
| – | – | 0.08% | 41 |
|
|
2023
Q4 | $1.32M | Hold |
6,839
| – | – | 0.09% | 40 |
|
|
2023
Q3 | $1.17M | Sell |
6,839
-160
| -2% | -$29.3K | 0.09% | 42 |
|
|
2023
Q2 | $1.36M | Buy |
6,999
+17
| +0.2% | +$2.96K | 0.1% | 38 |
|
|
2023
Q1 | $1.15M | Buy |
6,982
+817
| +13% | +$121K | 0.09% | 39 |
|
|
2022
Q4 | $801K | Buy |
6,165
+49
| +0.8% | +$7K | 0.06% | 48 |
|
|
2022
Q3 | $845K | Buy |
6,116
+318
| +5% | +$49.9K | 0.07% | 41 |
|
|
2022
Q2 | $793K | Buy |
5,798
+3,482
| +150% | +$527K | 0.07% | 38 |
|
|
2022
Q1 | $404K | Sell |
2,316
-200
| -8% | -$33.6K | 0.03% | 54 |
|
|
2021
Q4 | $447K | Hold |
2,516
| – | – | 0.03% | 53 |
|
|
2021
Q3 | $356K | Sell |
2,516
-460
| -15% | -$67.7K | 0.03% | 70 |
|
|
2021
Q2 | $408K | Sell |
2,976
-1,500
| -34% | -$194K | 0.03% | 79 |
|
|
2021
Q1 | $547K | Sell |
4,476
-320
| -7% | -$41.1K | 0.05% | 62 |
|
|
2020
Q4 | $636K | Buy |
4,796
+1,553
| +48% | +$187K | 0.06% | 38 |
|
|
2020
Q3 | $376K | Sell |
3,243
-897
| -22% | -$97.9K | 0.04% | 40 |
|
|
2020
Q2 | $378K | Buy |
4,140
+152
| +4% | +$11.8K | 0.04% | 35 |
|
|
2020
Q1 | $253K | Hold |
3,988
| – | – | 0.03% | 41 |
|
|
2019
Q4 | $293K | Buy |
3,988
+460
| +13% | +$29.6K | 0.03% | 47 |
|
|
2019
Q3 | $198K | Hold |
3,528
| – | – | 0.02% | 55 |
|
|
2019
Q2 | $175K | Sell |
3,528
-80
| -2% | -$3.9K | 0.02% | 60 |
|
|
2019
Q1 | $172K | Sell |
3,608
-792
| -18% | -$33.6K | 0.02% | 34 |
|
|
2018
Q4 | $173K | Buy |
4,400
+72
| +2% | +$3.49K | 0.02% | 41 |
|
|
2018
Q3 | $244K | Hold |
4,328
| – | – | 0.03% | 37 |
|
|
2018
Q2 | $200K | Sell |
4,328
-912
| -17% | -$41.4K | 0.03% | 31 |
|
|
2018
Q1 | $220K | Buy |
5,240
+468
| +10% | +$20.1K | 0.03% | 31 |
|
|
2017
Q4 | $202K | Buy |
4,772
+444
| +10% | +$18.6K | 0.04% | 31 |
|
|
2017
Q3 | $167K | Sell |
4,328
-3,004
| -41% | -$117K | 0.03% | 31 |
|
|
2017
Q2 | $264K | Buy |
7,332
+3,004
| +69% | +$111K | 0.05% | 30 |
|
|
2017
Q1 | $156K | Buy |
4,328
+800
| +23% | +$26.3K | 0.03% | 34 |
|
|
2016
Q4 | $102K | Buy |
+3,528
| New | +$100K | 0.02% | 37 |
|
|
2015
Q1 | – | Sell |
-18,108
| Closed | -$500K | – | 37 |
|
|
2014
Q4 | $500K | Buy |
+18,108
| New | +$493K | 0.15% | 56 |
|
Other funds holding AAPL
VCM
VPM
Sageworth Trust's AAPL Position: Q1 2026 in Review
Sageworth Trust increased its Apple (AAPL) stake by 52% in Q1 2026, buying an estimated $1.68M and bringing the position to 18,891 shares worth $4.79M. The position accounts for 0.21% of the portfolio, ranked #29.
Sageworth Trust first reported a position in AAPL in Q4 2014 and has held it in 39 quarters since. The position peaked at $13.7M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Sageworth Trust held 18,891 shares of Apple worth $4.79M as of Q1 2026.
- Sageworth Trust bought 6,451 Apple shares in Q1 2026, an estimated $1.68M.
- Apple made up 0.21% of Sageworth Trust's portfolio in Q1 2026, its #29 holding.
- Sageworth Trust first reported a position in Apple in Q4 2014 and has held it in 39 quarters since.
- Sageworth Trust's Apple position peaked at $13.7M in Q3 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.