Sather Financial Group’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 | $6.15M | Buy |
24,234
+313
| +1% | +$81.5K | 0.38% | 28 |
|
|
2025
Q4 | $6.5M | Buy |
23,921
+2
| +0% | +$537 | 0.35% | 30 |
|
|
2025
Q3 | $6.09M | Sell |
23,919
-7,062
| -23% | -$1.6M | 0.33% | 31 |
|
|
2025
Q2 | $6.36M | Sell |
30,981
-264
| -0.8% | -$53.3K | 0.37% | 29 |
|
|
2025
Q1 | $6.94M | Buy |
31,245
+1,473
| +5% | +$341K | 0.45% | 27 |
|
|
2024
Q4 | $7.46M | Sell |
29,772
-1,676
| -5% | -$395K | 0.47% | 27 |
|
|
2024
Q3 | $7.33M | Sell |
31,448
-1,837
| -6% | -$410K | 0.47% | 26 |
|
|
2024
Q2 | $7.01M | Sell |
33,285
-182
| -0.5% | -$33.9K | 0.49% | 26 |
|
|
2024
Q1 | $5.74M | Hold |
33,467
| – | – | 0.41% | 28 |
|
|
2023
Q4 | $6.44M | Sell |
33,467
-174
| -0.5% | -$32.1K | 0.48% | 32 |
|
|
2023
Q3 | $5.76M | Sell |
33,641
-12,476
| -27% | -$2.29M | 0.48% | 34 |
|
|
2023
Q2 | $8.95M | Buy |
46,117
+1,665
| +4% | +$290K | 0.72% | 31 |
|
|
2023
Q1 | $7.33M | Sell |
44,452
-113
| -0.3% | -$16.7K | 0.64% | 33 |
|
|
2022
Q4 | $5.79M | Buy |
44,565
+12,723
| +40% | +$1.82M | 0.48% | 39 |
|
|
2022
Q3 | $4.4M | Sell |
31,842
-884
| -3% | -$139K | 0.48% | 25 |
|
|
2022
Q2 | $4.47M | Buy |
32,726
+92
| +0.3% | +$13.9K | 0.46% | 25 |
|
|
2022
Q1 | $5.7M | Buy |
32,634
+4,920
| +18% | +$827K | 0.49% | 26 |
|
|
2021
Q4 | $4.92M | Buy |
27,714
+3
| +0% | +$474 | 0.43% | 25 |
|
|
2021
Q3 | $3.92M | Buy |
27,711
+6,648
| +32% | +$979K | 0.4% | 25 |
|
|
2021
Q2 | $2.88M | Buy |
21,063
+1,000
| +5% | +$130K | 0.3% | 25 |
|
|
2021
Q1 | $2.45M | Sell |
20,063
-389
| -2% | -$49.9K | 0.29% | 25 |
|
|
2020
Q4 | $2.71M | Buy |
20,452
+700
| +4% | +$84.2K | 0.35% | 25 |
|
|
2020
Q3 | $2.29M | Buy |
19,752
+876
| +5% | +$95.6K | 0.36% | 24 |
|
|
2020
Q2 | $1.72M | Sell |
18,876
-7,128
| -27% | -$552K | 0.3% | 25 |
|
|
2020
Q1 | $1.65M | Buy |
26,004
+448
| +2% | +$32.9K | 0.32% | 27 |
|
|
2019
Q4 | $1.88M | Buy |
25,556
+9,784
| +62% | +$629K | 0.29% | 31 |
|
|
2019
Q3 | $883K | Buy |
15,772
+84
| +0.5% | +$4.39K | 0.16% | 32 |
|
|
2019
Q2 | $776K | Buy |
15,688
+8
| +0.1% | +$390 | 0.15% | 38 |
|
|
2019
Q1 | $744K | Buy |
15,680
+936
| +6% | +$39.7K | 0.15% | 38 |
|
|
2018
Q4 | $581K | Hold |
14,744
| – | – | 0.13% | 39 |
|
|
2018
Q3 | $832K | Hold |
14,744
| – | – | 0.17% | 37 |
|
|
2018
Q2 | $682K | Sell |
14,744
-4
| -0% | -$181 | 0.15% | 45 |
|
|
2018
Q1 | $619K | Buy |
14,748
+4
| +0% | +$172 | 0.14% | 46 |
|
|
2017
Q4 | $624K | Buy |
14,744
+740
| +5% | +$30.9K | 0.16% | 42 |
|
|
2017
Q3 | $540K | Hold |
14,004
| – | – | 0.15% | 44 |
|
|
2017
Q2 | $504K | Buy |
+14,004
| New | +$518K | 0.15% | 44 |
|
Other funds holding AAPL
VCM
VPM
Sather Financial Group's AAPL Position: Q1 2026 in Review
Sather Financial Group increased its Apple (AAPL) stake by 1.3% in Q1 2026, buying an estimated $81.5K and bringing the position to 24,234 shares worth $6.15M. The position accounts for 0.38% of the portfolio, ranked #28.
Sather Financial Group first reported a position in AAPL in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.95M in Q2 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Sather Financial Group held 24,234 shares of Apple worth $6.15M as of Q1 2026.
- Sather Financial Group bought 313 Apple shares in Q1 2026, an estimated $81.5K.
- Apple made up 0.38% of Sather Financial Group's portfolio in Q1 2026, its #28 holding.
- Sather Financial Group first reported a position in Apple in Q2 2017 and has held it in 36 quarters since.
- Sather Financial Group's Apple position peaked at $8.95M in Q2 2023.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.