SimplyRich’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $34.7M | Sell |
104,278
-2,940
| -3% | -$944K | 8.12% | 1 |
|
|
2026
Q2 | $31M | Sell |
107,218
-27
| -0% | -$7.72K | 7.26% | 2 |
|
|
2026
Q1 | $27.2M | Sell |
107,245
-144
| -0.1% | -$37.5K | 6.96% | 2 |
|
|
2025
Q4 | $29.2M | Sell |
107,389
-906
| -0.8% | -$243K | 7.63% | 2 |
|
|
2025
Q3 | $27.6M | Sell |
108,295
-75
| -0.1% | -$16.9K | 7.44% | 1 |
|
|
2025
Q2 | $22.2M | Sell |
108,370
-184
| -0.2% | -$37.2K | 6.2% | 1 |
|
|
2025
Q1 | $24.1M | Sell |
108,554
-100
| -0.1% | -$23.2K | 6.98% | 1 |
|
|
2024
Q4 | $27.2M | Sell |
108,654
-1,352
| -1% | -$319K | 7.77% | 1 |
|
|
2024
Q3 | $25.6M | Sell |
110,006
-240
| -0.2% | -$53.6K | 7.15% | 1 |
|
|
2024
Q2 | $23.2M | Hold |
110,246
| – | – | 7.35% | 1 |
|
|
2024
Q1 | $18.9M | Sell |
110,246
-328
| -0.3% | -$59.6K | 6.11% | 1 |
|
|
2023
Q4 | $21.3M | Sell |
110,574
-480
| -0.4% | -$88.6K | 7.32% | 1 |
|
|
2023
Q3 | $19M | Sell |
111,054
-167
| -0.2% | -$30.6K | 9.22% | 1 |
|
|
2023
Q2 | $21.6M | Sell |
111,221
-191
| -0.2% | -$33.3K | 7.69% | 1 |
|
|
2023
Q1 | $18.4M | Sell |
111,412
-459
| -0.4% | -$67.7K | 6.91% | 1 |
|
|
2022
Q4 | $14.5M | Sell |
111,871
-653
| -0.6% | -$93.3K | 5.78% | 1 |
|
|
2022
Q3 | $15.6M | Hold |
112,524
| – | – | 7% | 1 |
|
|
2022
Q2 | $15.4M | Sell |
112,524
-32
| -0% | -$4.85K | 6.39% | 1 |
|
|
2022
Q1 | $19.7M | Sell |
112,556
-479
| -0.4% | -$80.6K | 6.87% | 1 |
|
|
2021
Q4 | $20.1M | Sell |
113,035
-205
| -0.2% | -$32.4K | 6.66% | 1 |
|
|
2021
Q3 | $16M | Sell |
113,240
-2
| -0% | -$294 | 5.83% | 1 |
|
|
2021
Q2 | $15.5M | Buy |
113,242
+240
| +0.2% | +$31.1K | 7.13% | 1 |
|
|
2021
Q1 | $13.8M | Sell |
113,002
-287
| -0.3% | -$36.8K | 5.48% | 1 |
|
|
2020
Q4 | $15M | Sell |
113,289
-60
| -0.1% | -$7.22K | 6.72% | 1 |
|
|
2020
Q3 | $13.1M | Sell |
113,349
-363
| -0.3% | -$39.6K | 6.58% | 1 |
|
|
2020
Q2 | $10.3M | Hold |
113,712
| – | – | 5.66% | 1 |
|
|
2020
Q1 | $7.24M | Hold |
113,712
| – | – | 4.83% | 4 |
|
|
2019
Q4 | $8.29M | Sell |
113,712
-688
| -0.6% | -$44.3K | 4.16% | 5 |
|
|
2019
Q3 | $6.26M | Hold |
114,400
| – | – | 3.42% | 6 |
|
|
2019
Q2 | $5.66M | Hold |
114,400
| – | – | 3.13% | 6 |
|
|
2019
Q1 | $5.43M | Hold |
114,400
| – | – | 4.42% | 5 |
|
|
2018
Q4 | $4.47M | Sell |
114,400
-680
| -0.6% | -$33K | 4.11% | 4 |
|
|
2018
Q3 | $6.5M | Sell |
115,080
-1,400
| -1% | -$72.9K | 3.54% | 5 |
|
|
2018
Q2 | $5.39M | Hold |
116,480
| – | – | 3.09% | 5 |
|
|
2018
Q1 | $4.89M | Hold |
116,480
| – | – | 2.73% | 5 |
|
|
2017
Q4 | $4.93M | Buy |
+116,480
| New | +$4.87M | 2.76% | 5 |
|
Other funds holding AAPL
SimplyRich's AAPL Position: Q3 2026 in Review
SimplyRich reduced its Apple (AAPL) stake by 2.7% in Q3 2026, selling an estimated $944K and leaving 104,278 shares worth $34.7M. The position accounts for 8.12% of the portfolio, ranked #1.
SimplyRich first reported a position in AAPL in Q4 2017 and has held it in 36 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.
- SimplyRich held 104,278 shares of Apple worth $34.7M as of Q3 2026.
- SimplyRich sold 2,940 Apple shares in Q3 2026, an estimated $944K.
- Apple made up 8.12% of SimplyRich's portfolio in Q3 2026, its #1 holding.
- SimplyRich first reported a position in Apple in Q4 2017 and has held it in 36 quarters since.
- 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.
Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.