Smith Shellnut Wilson’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.86M | Buy |
34,809
+2,901
| +9% | +$655K | 3.4% | 8 |
|
|
2025
Q2 | $6.55M | Sell |
31,908
-250
| -0.8% | -$50.5K | 2.84% | 8 |
|
|
2025
Q1 | $7.14M | Buy |
32,158
+12
| +0% | +$2.78K | 3.27% | 8 |
|
|
2024
Q4 | $8.05M | Buy |
32,146
+149
| +0.5% | +$35.1K | 3.56% | 8 |
|
|
2024
Q3 | $7.46M | Hold |
31,997
| – | – | 3.37% | 8 |
|
|
2024
Q2 | $6.74M | Hold |
31,997
| – | – | 3.27% | 8 |
|
|
2024
Q1 | $5.49M | Hold |
31,997
| – | – | 2.91% | 9 |
|
|
2023
Q4 | $6.16M | Hold |
31,997
| – | – | 3.53% | 7 |
|
|
2023
Q3 | $5.48M | Sell |
31,997
-87
| -0.3% | -$16K | 3.35% | 7 |
|
|
2023
Q2 | $6.22M | Sell |
32,084
-540
| -2% | -$94.1K | 3.51% | 7 |
|
|
2023
Q1 | $5.38M | Hold |
32,624
| – | – | 3.27% | 8 |
|
|
2022
Q4 | $4.24M | Sell |
32,624
-1,056
| -3% | -$151K | 2.62% | 10 |
|
|
2022
Q3 | $4.66M | Sell |
33,680
-2,457
| -7% | -$386K | 3.09% | 8 |
|
|
2022
Q2 | $4.94M | Hold |
36,137
| – | – | 3.06% | 8 |
|
|
2022
Q1 | $6.31M | Sell |
36,137
-1,627
| -4% | -$274K | 3.3% | 8 |
|
|
2021
Q4 | $6.71M | Sell |
37,764
-47
| -0.1% | -$7.43K | 3.32% | 6 |
|
|
2021
Q3 | $5.35M | Buy |
37,811
+5,665
| +18% | +$834K | 3.1% | 7 |
|
|
2021
Q2 | $4.4M | Sell |
32,146
-3,364
| -9% | -$436K | 2.56% | 8 |
|
|
2021
Q1 | $4.34M | Sell |
35,510
-694
| -2% | -$89.1K | 2.65% | 9 |
|
|
2020
Q4 | $4.8M | Buy |
36,204
+400
| +1% | +$48.1K | 2.86% | 11 |
|
|
2020
Q3 | $4.15K | Hold |
35,804
| – | – | 1.55% | 15 |
|
|
2020
Q2 | $3.27M | Hold |
35,804
| – | – | 2.34% | 13 |
|
|
2020
Q1 | $2.28M | Sell |
35,804
-1,444
| -4% | -$106K | 1.91% | 15 |
|
|
2019
Q4 | $2.73M | Buy |
37,248
+80
| +0.2% | +$5.15K | 1.82% | 15 |
|
|
2019
Q3 | $2.08M | Buy |
37,168
+376
| +1% | +$19.7K | 1.54% | 20 |
|
|
2019
Q2 | $1.82M | Sell |
36,792
-1,296
| -3% | -$63.1K | 1.37% | 22 |
|
|
2019
Q1 | $1.81M | Sell |
38,088
-1,304
| -3% | -$55.3K | 1.43% | 21 |
|
|
2018
Q4 | $1.55M | Sell |
39,392
-3,488
| -8% | -$169K | 1.66% | 16 |
|
|
2018
Q3 | $2.42M | Buy |
+42,880
| New | +$2.23M | 2.17% | 11 |
|
|
2018
Q1 | $1.8M | Buy |
42,880
+18,680
| +77% | +$804K | 1.55% | 17 |
|
|
2017
Q4 | $1.02M | Sell |
24,200
-152
| -0.6% | -$6.35K | 0.87% | 23 |
|
|
2017
Q3 | $938K | Sell |
24,352
-2,100
| -8% | -$81.5K | 0.83% | 23 |
|
|
2017
Q2 | $632K | Hold |
26,452
| – | – | 0.66% | 32 |
|
|
2017
Q1 | $950K | Hold |
26,452
| – | – | 0.88% | 20 |
|
|
2016
Q4 | $766K | Buy |
+26,452
| New | +$750K | 0.74% | 24 |
|
Other funds holding AAPL
Smith Shellnut Wilson's AAPL Position: Q3 2025 in Review
Smith Shellnut Wilson increased its Apple (AAPL) stake by 9.1% in Q3 2025, buying an estimated $655K and bringing the position to 34,809 shares worth $8.86M. The position accounts for 3.4% of the portfolio, ranked #8.
Smith Shellnut Wilson first reported a position in AAPL in Q4 2016 and has held it in 35 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.
- Smith Shellnut Wilson held 34,809 shares of Apple worth $8.86M as of Q3 2025.
- Smith Shellnut Wilson bought 2,901 Apple shares in Q3 2025, an estimated $655K.
- Apple made up 3.4% of Smith Shellnut Wilson's portfolio in Q3 2025, its #8 holding.
- Smith Shellnut Wilson first reported a position in Apple in Q4 2016 and has held it in 35 quarters since.
- 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.
Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.