Schnieders Capital 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 | $34.2M | Buy |
134,668
+2,444
| +2% | +$636K | 5.43% | 3 |
|
|
2025
Q4 | $35.9M | Sell |
132,224
-448
| -0.3% | -$120K | 5.6% | 2 |
|
|
2025
Q3 | $33.8M | Sell |
132,672
-5,613
| -4% | -$1.27M | 6.03% | 1 |
|
|
2025
Q2 | $28.4M | Sell |
138,285
-12,230
| -8% | -$2.47M | 4.98% | 2 |
|
|
2025
Q1 | $33.4M | Sell |
150,515
-5,176
| -3% | -$1.2M | 7.14% | 2 |
|
|
2024
Q4 | $39M | Sell |
155,691
-9,775
| -6% | -$2.3M | 7.73% | 2 |
|
|
2024
Q3 | $38.6M | Sell |
165,466
-279
| -0.2% | -$62.3K | 7.35% | 2 |
|
|
2024
Q2 | $34.9M | Sell |
165,745
-6,599
| -4% | -$1.23M | 7.05% | 2 |
|
|
2024
Q1 | $29.6M | Sell |
172,344
-8,975
| -5% | -$1.63M | 6.09% | 2 |
|
|
2023
Q4 | $34.9M | Sell |
181,319
-21,540
| -11% | -$3.98M | 7.69% | 2 |
|
|
2023
Q3 | $34.7M | Sell |
202,859
-9,571
| -5% | -$1.76M | 7.78% | 2 |
|
|
2023
Q2 | $41.2M | Buy |
212,430
+83
| +0% | +$14.5K | 8.61% | 1 |
|
|
2023
Q1 | $35M | Sell |
212,347
-7,107
| -3% | -$1.05M | 7.86% | 1 |
|
|
2022
Q4 | $28.5M | Buy |
219,454
+16,246
| +8% | +$2.32M | 6.54% | 1 |
|
|
2022
Q3 | $28.1M | Buy |
203,208
+36,079
| +22% | +$5.66M | 7.43% | 1 |
|
|
2022
Q2 | $22.9M | Sell |
167,129
-5,215
| -3% | -$790K | 6.81% | 2 |
|
|
2022
Q1 | $30.1M | Buy |
172,344
+67
| +0% | +$11.3K | 7.17% | 1 |
|
|
2021
Q4 | $30.6M | Buy |
172,277
+5,500
| +3% | +$869K | 7.16% | 2 |
|
|
2021
Q3 | $23.6M | Buy |
166,777
+1,009
| +0.6% | +$149K | 6.35% | 2 |
|
|
2021
Q2 | $22.7M | Buy |
165,768
+14,052
| +9% | +$1.82M | 6.18% | 2 |
|
|
2021
Q1 | $19.3M | Sell |
151,716
-4,719
| -3% | -$606K | 5.79% | 2 |
|
|
2020
Q4 | $20.8M | Buy |
156,435
+792
| +0.5% | +$95.3K | 6.83% | 1 |
|
|
2020
Q3 | $18M | Buy |
155,643
+1,519
| +1% | +$166K | 6.76% | 2 |
|
|
2020
Q2 | $14.1M | Sell |
154,124
-6,312
| -4% | -$489K | 5.6% | 2 |
|
|
2020
Q1 | $10.2M | Buy |
160,436
+7,964
| +5% | +$586K | 4.91% | 2 |
|
|
2019
Q4 | $11.2M | Sell |
152,472
-4,308
| -3% | -$277K | 4.07% | 2 |
|
|
2019
Q3 | $8.78M | Sell |
156,780
-12,800
| -8% | -$669K | 3.54% | 2 |
|
|
2019
Q2 | $8.39M | Buy |
169,580
+3,520
| +2% | +$172K | 3.29% | 3 |
|
|
2019
Q1 | $7.88M | Sell |
166,060
-2,556
| -2% | -$108K | 3.37% | 3 |
|
|
2018
Q4 | $6.65M | Sell |
168,616
-4,788
| -3% | -$232K | 3.26% | 2 |
|
|
2018
Q3 | $9.79M | Sell |
173,404
-6,296
| -4% | -$328K | 4.01% | 1 |
|
|
2018
Q2 | $8.32M | Sell |
179,700
-1,820
| -1% | -$82.5K | 3.51% | 2 |
|
|
2018
Q1 | $7.61M | Buy |
181,520
+7,732
| +4% | +$333K | 3.28% | 2 |
|
|
2017
Q4 | $7.35M | Buy |
173,788
+1,776
| +1% | +$74.2K | 3.04% | 3 |
|
|
2017
Q3 | $6.63M | Buy |
172,012
+5,680
| +3% | +$220K | 2.89% | 3 |
|
|
2017
Q2 | $5.99M | Buy |
166,332
+5,740
| +4% | +$212K | 2.78% | 4 |
|
|
2017
Q1 | $5.77M | Buy |
160,592
+980
| +0.6% | +$32.3K | 2.77% | 6 |
|
|
2016
Q4 | $4.62M | Buy |
159,612
+4,012
| +3% | +$114K | 2.38% | 7 |
|
|
2016
Q3 | $4.4M | Buy |
155,600
+940
| +0.6% | +$24.9K | 2.47% | 5 |
|
|
2016
Q2 | $3.7M | Sell |
154,660
-21,248
| -12% | -$528K | 2.06% | 10 |
|
|
2016
Q1 | $4.79M | Buy |
175,908
+200
| +0.1% | +$4.98K | 2.83% | 5 |
|
|
2015
Q4 | $4.62M | Buy |
175,708
+7,192
| +4% | +$206K | 2.84% | 5 |
|
|
2015
Q3 | $4.65M | Sell |
168,516
-1,476
| -0.9% | -$43.3K | 3.21% | 5 |
|
|
2015
Q2 | $5.33M | Buy |
169,992
+16,456
| +11% | +$526K | 3.13% | 4 |
|
|
2015
Q1 | $4.78M | Buy |
153,536
+25,060
| +20% | +$757K | 2.89% | 6 |
|
|
2014
Q4 | $3.54M | Buy |
128,476
+14,836
| +13% | +$404K | 2.34% | 9 |
|
|
2014
Q3 | $2.86M | Buy |
113,640
+9,620
| +9% | +$236K | 2.12% | 12 |
|
|
2014
Q2 | $2.42M | Buy |
104,020
+32,536
| +46% | +$692K | 1.71% | 16 |
|
|
2014
Q1 | $1.37M | Buy |
71,484
+4,060
| +6% | +$77.2K | 1.27% | 25 |
|
|
2013
Q4 | $1.35M | Buy |
+67,424
| New | +$1.27M | 1.32% | 23 |
|
Other funds holding AAPL
VCM
VPM
