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Shoker Investment Counsel’s Apple AAPL Stock Holding History

Shoker Investment Counsel’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.39M Sell
33,056
-1,430
-4% -$372K 2.49% 8
2025
Q4 		$9.38M Sell
34,486
-933
-3% -$250K 2.75% 7
2025
Q3 		$9.02M Sell
35,419
-139
-0.4% -$31.4K 2.66% 7
2025
Q2 		$7.3M Buy
35,558
+1,343
+4% +$271K 2.29% 6
2025
Q1 		$7.6M Sell
34,215
-506
-1% -$117K 2.57% 6
2024
Q4 		$8.7M Buy
34,721
+149
+0.4% +$35.1K 2.94% 5
2024
Q3 		$8.06M Sell
34,572
-1,396
-4% -$312K 2.71% 6
2024
Q2 		$7.58M Sell
35,968
-1,071
-3% -$200K 2.67% 6
2024
Q1 		$6.3M Sell
37,039
-133
-0.4% -$24.2K 2.25% 8
2023
Q4 		$7.16M Buy
37,172
+1,128
+3% +$208K 2.77% 6
2023
Q3 		$6.17M Sell
36,044
-285
-0.8% -$52.3K 2.68% 6
2023
Q2 		$7.05M Buy
36,329
+105
+0.3% +$18.3K 2.94% 6
2023
Q1 		$5.97M Sell
36,224
-95
-0.3% -$14K 2.61% 6
2022
Q4 		$4.72M Buy
36,319
+433
+1% +$61.9K 2.11% 7
2022
Q3 		$4.96M Buy
35,886
+15,449
+76% +$2.42M 2.6% 7
2022
Q2 		$2.79M Buy
20,437
+162
+0.8% +$24.5K 1.48% 19
2022
Q1 		$3.54M Sell
20,275
-2,676
-12% -$450K 1.76% 13
2021
Q4 		$4.08M Buy
22,951
+103
+0.5% +$16.3K 1.87% 12
2021
Q3 		$3.23M Buy
22,848
+237
+1% +$34.9K 1.61% 14
2021
Q2 		$3.1M Buy
22,611
+16
+0.1% +$2.07K 1.54% 15
2021
Q1 		$2.76M Buy
22,595
+115
+0.5% +$14.8K 1.45% 18
2020
Q4 		$2.98M Buy
22,480
+104
+0.5% +$12.5K 1.67% 15
2020
Q3 		$2.59M Sell
22,376
-10,500
-32% -$1.15M 1.7% 13
2020
Q2 		$3M Sell
32,876
-2,336
-7% -$181K 2.09% 9
2020
Q1 		$2.24M Buy
35,212
+18,600
+112% +$1.37M 1.88% 14
2019
Q4 		$1.22M Buy
16,612
+2,380
+17% +$153K 0.81% 42
2019
Q3 		$796K Buy
14,232
+36
+0.3% +$1.88K 0.57% 51
2019
Q2 		$702K Buy
14,196
+560
+4% +$27.3K 0.51% 53
2019
Q1 		$647K Sell
13,636
-800
-6% -$33.9K 0.48% 55
2018
Q4 		$569K Sell
14,436
-2,004
-12% -$97.2K 0.48% 58
2018
Q3 		$927K Buy
16,440
+40
+0.2% +$2.08K 0.67% 45
2018
Q2 		$759K Sell
16,400
-1,904
-10% -$86.3K 0.57% 49
2018
Q1 		$767K Buy
18,304
+176
+1% +$7.58K 0.58% 48
2017
Q4 		$767K Sell
18,128
-1,732
-9% -$72.4K 0.55% 50
2017
Q3 		$765K Sell
19,860
-188
-0.9% -$7.29K 0.58% 50
2017
Q2 		$721K Sell
20,048
-736
-4% -$27.2K 0.57% 49
2017
Q1 		$746K Buy
20,784
+68
+0.3% +$2.24K 0.63% 49
2016
Q4 		$599K Sell
20,716
-2,520
-11% -$71.4K 0.5% 54
2016
Q3 		$656K Buy
23,236
+28
+0.1% +$741 0.56% 51
2016
Q2 		$554K Buy
23,208
+76
+0.3% +$1.89K 0.49% 55
2016
Q1 		$630K Buy
23,132
+208
+0.9% +$5.18K 0.59% 48
2015
Q4 		$603K Buy
22,924
+52
+0.2% +$1.49K 0.6% 48
2015
Q3 		$630K Buy
22,872
+444
+2% +$13K 0.66% 45
2015
Q2 		$703K Buy
22,428
+40
+0.2% +$1.28K 0.66% 47
2015
Q1 		$696K Buy
22,388
+36
+0.2% +$1.09K 0.66% 46
2014
Q4 		$616K Sell
22,352
-368
-2% -$10K 0.57% 51
2014
Q3 		$572K Sell
22,720
-52,500
-70% -$1.29M 0.53% 54
2014
Q2 		$1.75M Buy
75,220
+68
+0.1% +$1.45K 1.55% 17
2014
Q1 		$1.44M Sell
75,152
-1,036
-1% -$19.7K 1.35% 21
2013
Q4 		$1.53M Buy
+76,188
New +$1.44M 1.4% 20

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Shoker Investment Counsel's AAPL Position: Q1 2026 in Review

Shoker Investment Counsel reduced its Apple (AAPL) stake by 4.1% in Q1 2026, selling an estimated $372K and leaving 33,056 shares worth $8.39M. The position accounts for 2.49% of the portfolio, ranked #8.

Shoker Investment Counsel first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.38M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Shoker Investment Counsel held 33,056 shares of Apple worth $8.39M as of Q1 2026.
  • Shoker Investment Counsel sold 1,430 Apple shares in Q1 2026, an estimated $372K.
  • Apple made up 2.49% of Shoker Investment Counsel's portfolio in Q1 2026, its #8 holding.
  • Shoker Investment Counsel first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
  • Shoker Investment Counsel's Apple position peaked at $9.38M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.