SBCM
Schwerin Boyle Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
1,007
| – | – | 0.02% | 49 |
|
|
2025
Q1 | $224K | Sell |
1,007
-84,193
| -99% | -$18.7M | 0.02% | 53 |
|
|
2024
Q4 | $21.3M | Buy |
85,200
+250
| +0.3% | +$62.6K | 2.19% | 14 |
|
|
2024
Q3 | $19.8M | Sell |
84,950
-71,365
| -46% | -$16.6M | 2.07% | 16 |
|
|
2024
Q2 | $32.9M | Sell |
156,315
-15,800
| -9% | -$3.33M | 3.45% | 9 |
|
|
2024
Q1 | $29.5M | Sell |
172,115
-450
| -0.3% | -$77.2K | 2.94% | 12 |
|
|
2023
Q4 | $33.2M | Sell |
172,565
-16,335
| -9% | -$3.14M | 3.71% | 9 |
|
|
2023
Q3 | $32.3M | Sell |
188,900
-8,355
| -4% | -$1.43M | 3.8% | 9 |
|
|
2023
Q2 | $38.3M | Sell |
197,255
-8,935
| -4% | -$1.73M | 3.61% | 11 |
|
|
2023
Q1 | $34M | Sell |
206,190
-28,500
| -12% | -$4.7M | 3.49% | 12 |
|
|
2022
Q4 | $30.5M | Sell |
234,690
-2,225
| -0.9% | -$289K | 3.08% | 11 |
|
|
2022
Q3 | $32.7M | Buy |
236,915
+650
| +0.3% | +$89.8K | 3.56% | 9 |
|
|
2022
Q2 | $32.3M | Sell |
236,265
-325
| -0.1% | -$44.4K | 3.3% | 11 |
|
|
2022
Q1 | $41.3M | Sell |
236,590
-8,680
| -4% | -$1.52M | 3.44% | 9 |
|
|
2021
Q4 | $43.6M | Sell |
245,270
-18,900
| -7% | -$3.36M | 3.54% | 9 |
|
|
2021
Q3 | $37.4M | Hold |
264,170
| – | – | 3.15% | 11 |
|
|
2021
Q2 | $36.2M | Sell |
264,170
-1,000
| -0.4% | -$137K | 2.98% | 14 |
|
|
2021
Q1 | $32.4M | Sell |
265,170
-197,950
| -43% | -$24.2M | 2.88% | 14 |
|
|
2020
Q4 | $61.5M | Sell |
463,120
-3,880
| -0.8% | -$515K | 5.73% | 3 |
|
|
2020
Q3 | $54.1M | Buy |
467,000
+348,800
| +295% | +$40.4M | 6.21% | 3 |
|
|
2020
Q2 | $43.1M | Sell |
118,200
-24,805
| -17% | -$9.05M | 5.42% | 5 |
|
|
2020
Q1 | $36.4M | Sell |
143,005
-590
| -0.4% | -$150K | 5.08% | 7 |
|
|
2019
Q4 | $42.2M | Buy |
143,595
+300
| +0.2% | +$88.1K | 4.03% | 7 |
|
|
2019
Q3 | $32.1M | Sell |
143,295
-75
| -0.1% | -$16.8K | 3.31% | 11 |
|
|
2019
Q2 | $28.4M | Sell |
143,370
-1,300
| -0.9% | -$257K | 2.96% | 12 |
|
|
2019
Q1 | $27.5M | Buy |
144,670
+78,270
| +118% | +$14.9M | 3.02% | 12 |
|
|
2018
Q4 | $10.5M | Buy |
+66,400
| New | +$10.5M | 1.32% | 25 |
|