Shelton 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 | $356M | Sell |
1,403,189
-43,482
| -3% | -$11.3M | 7.79% | 1 |
|
|
2025
Q4 | $393M | Sell |
1,446,671
-110,829
| -7% | -$29.8M | 7.76% | 1 |
|
|
2025
Q3 | $397M | Buy |
1,557,500
+59,519
| +4% | +$13.4M | 8.49% | 1 |
|
|
2025
Q2 | $307M | Sell |
1,497,981
-372,487
| -20% | -$75.2M | 7.07% | 2 |
|
|
2025
Q1 | $415M | Buy |
1,870,468
+448,759
| +32% | +$104M | 9.9% | 1 |
|
|
2024
Q4 | $356M | Buy |
1,421,709
+87,559
| +7% | +$20.6M | 8.86% | 1 |
|
|
2024
Q3 | $311M | Buy |
1,334,150
+33,140
| +3% | +$7.4M | 7.98% | 1 |
|
|
2024
Q2 | $274M | Sell |
1,301,010
-11,752
| -0.9% | -$2.19M | 7.44% | 1 |
|
|
2024
Q1 | $225M | Buy |
1,312,762
+37,153
| +3% | +$6.76M | 6.39% | 1 |
|
|
2023
Q4 | $246M | Buy |
1,275,609
+4,961
| +0.4% | +$916K | 7.77% | 1 |
|
|
2023
Q3 | $218M | Sell |
1,270,648
-12,993
| -1% | -$2.38M | 7.97% | 1 |
|
|
2023
Q2 | $249M | Buy |
1,283,641
+52,054
| +4% | +$9.07M | 8.94% | 1 |
|
|
2023
Q1 | $203M | Buy |
1,231,587
+1,165,487
| +1,763% | +$172M | 8.46% | 1 |
|
|
2022
Q4 | $8.59M | Sell |
66,100
-1,192,867
| -95% | -$170M | 0.9% | 10 |
|
|
2022
Q3 | $174M | Sell |
1,258,967
-39,390
| -3% | -$6.18M | 8.27% | 1 |
|
|
2022
Q2 | $178M | Buy |
1,298,357
+57,896
| +5% | +$8.77M | 7.98% | 1 |
|
|
2022
Q1 | $217M | Buy |
1,240,461
+33,765
| +3% | +$5.68M | 8% | 1 |
|
|
2021
Q4 | $214M | Sell |
1,206,696
-75,726
| -6% | -$12M | 7.58% | 1 |
|
|
2021
Q3 | $181M | Sell |
1,282,422
-156,248
| -11% | -$23M | 7.09% | 1 |
|
|
2021
Q2 | $197M | Sell |
1,438,670
-11,095
| -0.8% | -$1.44M | 7.44% | 1 |
|
|
2021
Q1 | $177M | Sell |
1,449,765
-25,253
| -2% | -$3.24M | 6.16% | 2 |
|
|
2020
Q4 | $196M | Sell |
1,475,018
-109,398
| -7% | -$13.2M | 8.79% | 1 |
|
|
2020
Q3 | $183M | Buy |
1,584,416
+131,396
| +9% | +$14.3M | 7.6% | 1 |
|
|
2020
Q2 | $133M | Buy |
+1,453,020
| New | +$113M | 7.3% | 1 |
|
|
2020
Q1 | – | Sell |
-1,680,480
| Closed | -$124M | – | 655 |
|
|
2019
Q4 | $123M | Sell |
1,680,480
-108,300
| -6% | -$6.97M | 6.82% | 1 |
|
|
2019
Q3 | $100M | Buy |
1,788,780
+57,632
| +3% | +$3.01M | 5.91% | 1 |
|
|
2019
Q2 | $85.7M | Buy |
1,731,148
+1,376,240
| +388% | +$67.1M | 4.94% | 1 |
|
|
2019
Q1 | $467K | Sell |
354,908
-1,506,492
| -81% | -$63.9M | 1.84% | 6 |
|
|
2018
Q4 | $73.4M | Sell |
1,861,400
-20,408
| -1% | -$989K | 4.99% | 1 |
|
|
2018
Q3 | $106M | Buy |
1,881,808
+68,964
| +4% | +$3.59M | 6.06% | 1 |
|
|
2018
Q2 | $83.9M | Buy |
1,812,844
+123,236
| +7% | +$5.59M | 5.22% | 1 |
|
|
2018
Q1 | $70.9M | Sell |
1,689,608
-45,364
| -3% | -$1.95M | 4.65% | 2 |
|
|
2017
Q4 | $73.4M | Sell |
1,734,972
-14,616
| -0.8% | -$611K | 4.71% | 2 |
|
|
2017
Q3 | $67.4M | Buy |
1,749,588
+39,032
| +2% | +$1.51M | 4.55% | 2 |
|
|
2017
Q2 | $61.6M | Buy |
1,710,556
+196,744
| +13% | +$7.27M | 4.35% | 2 |
|
|
2017
Q1 | $54.4M | Sell |
1,513,812
-38,660
| -2% | -$1.27M | 3.77% | 3 |
|
|
2016
Q4 | $45M | Sell |
1,552,472
-23,068
| -1% | -$654K | 3.42% | 3 |
|
|
2016
Q3 | $44.5M | Sell |
1,575,540
-226,080
| -13% | -$5.98M | 3.72% | 3 |
|
|
2016
Q2 | $43.1M | Buy |
1,801,620
+280,388
| +18% | +$6.97M | 3.79% | 3 |
|
|
2016
Q1 | $41.5M | Sell |
1,521,232
-103,580
| -6% | -$2.58M | 3.75% | 3 |
|
|
2015
Q4 | $42.8M | Buy |
1,624,812
+113,056
| +7% | +$3.23M | 4.13% | 1 |
|
|
2015
Q3 | $41.7M | Buy |
1,511,756
+40,956
| +3% | +$1.2M | 4.59% | 1 |
|
|
2015
Q2 | $46.1M | Buy |
1,470,800
+3,008
| +0.2% | +$96.2K | 4.77% | 1 |
|
|
2015
Q1 | $45.7M | Buy |
1,467,792
+177,912
| +14% | +$5.37M | 4.93% | 1 |
|
|
2014
Q4 | $35.6M | Buy |
1,289,880
+250,296
| +24% | +$6.81M | 4.15% | 1 |
|
|
2014
Q3 | $26.2M | Buy |
1,039,584
+151,876
| +17% | +$3.73M | 3.52% | 1 |
|
|
2014
Q2 | $20.6M | Sell |
887,708
-303,020
| -25% | -$6.45M | 2.88% | 1 |
|
|
2014
Q1 | $22.8M | Sell |
1,190,728
-138,348
| -10% | -$2.63M | 3.35% | 1 |
|
|
2013
Q4 | $26.6M | Sell |
1,329,076
-13,636
| -1% | -$258K | 4.03% | 1 |
|
|
2013
Q3 | $22.9M | Buy |
1,342,712
+104,496
| +8% | +$1.73M | 3.82% | 1 |
|
|
2013
Q2 | $17.5M | Buy |
+1,238,216
| New | +$19M | 3.2% | 1 |
|
Other funds holding AAPL
VCM
VPM
Shelton Capital Management's AAPL Position: Q1 2026 in Review
Shelton Capital Management reduced its Apple (AAPL) stake by 3% in Q1 2026, selling an estimated $11.3M and leaving 1,403,189 shares worth $356M. The position accounts for 7.79% of the portfolio, ranked #1.
Shelton Capital Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $415M in Q1 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Shelton Capital Management held 1,403,189 shares of Apple worth $356M as of Q1 2026.
- Shelton Capital Management sold 43,482 Apple shares in Q1 2026, an estimated $11.3M.
- Apple made up 7.79% of Shelton Capital Management's portfolio in Q1 2026, its #1 holding.
- Shelton Capital Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- Shelton Capital Management's Apple position peaked at $415M in Q1 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.