SSI Investment 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 | $2.7M | Hold |
10,656
| – | – | 0.19% | 141 |
|
|
2025
Q4 | $2.9M | Hold |
10,656
| – | – | 0.2% | 142 |
|
|
2025
Q3 | $2.71M | Hold |
10,656
| – | – | 0.19% | 140 |
|
|
2025
Q2 | $2.19M | Sell |
10,656
-5,040
| -32% | -$1.02M | 0.15% | 160 |
|
|
2025
Q1 | $3.49M | Sell |
15,696
-14
| -0.1% | -$3.24K | 0.27% | 120 |
|
|
2024
Q4 | $3.93M | Sell |
15,710
-15
| -0.1% | -$3.54K | 0.29% | 111 |
|
|
2024
Q3 | $3.66M | Sell |
15,725
-15
| -0.1% | -$3.35K | 0.27% | 123 |
|
|
2024
Q2 | $3.32M | Sell |
15,740
-16
| -0.1% | -$2.98K | 0.25% | 124 |
|
|
2024
Q1 | $2.7M | Sell |
15,756
-197
| -1% | -$35.8K | 0.2% | 130 |
|
|
2023
Q4 | $3.07M | Sell |
15,953
-58
| -0.4% | -$10.7K | 0.23% | 120 |
|
|
2023
Q3 | $2.74M | Sell |
16,011
-210
| -1% | -$38.5K | 0.22% | 127 |
|
|
2023
Q2 | $3.15M | Sell |
16,221
-3,467
| -18% | -$604K | 0.22% | 122 |
|
|
2023
Q1 | $3.25M | Sell |
19,688
-5,508
| -22% | -$813K | 0.23% | 113 |
|
|
2022
Q4 | $3.27M | Sell |
25,196
-22
| -0.1% | -$3.14K | 0.21% | 123 |
|
|
2022
Q3 | $3.48M | Buy |
25,218
+75
| +0.3% | +$11.8K | 0.23% | 122 |
|
|
2022
Q2 | $3.44M | Sell |
25,143
-7,361
| -23% | -$1.11M | 0.22% | 129 |
|
|
2022
Q1 | $5.67M | Sell |
32,504
-381
| -1% | -$64.1K | 0.31% | 97 |
|
|
2021
Q4 | $5.84M | Sell |
32,885
-112
| -0.3% | -$17.7K | 0.34% | 82 |
|
|
2021
Q3 | $4.67M | Buy |
32,997
+41
| +0.1% | +$6.04K | 0.28% | 105 |
|
|
2021
Q2 | $4.51M | Sell |
32,956
-101
| -0.3% | -$13.1K | 0.29% | 109 |
|
|
2021
Q1 | $4.04M | Sell |
33,057
-15
| -0% | -$1.93K | 0.29% | 91 |
|
|
2020
Q4 | $4.39M | Sell |
33,072
-28
| -0.1% | -$3.37K | 0.31% | 70 |
|
|
2020
Q3 | $3.83M | Sell |
33,100
-868
| -3% | -$94.7K | 0.33% | 74 |
|
|
2020
Q2 | $3.1M | Sell |
33,968
-824
| -2% | -$63.9K | 0.27% | 87 |
|
|
2020
Q1 | $2.21M | Sell |
34,792
-396
| -1% | -$29.1K | 0.2% | 128 |
|
|
2019
Q4 | $2.58M | Sell |
35,188
-192
| -0.5% | -$12.4K | 0.17% | 145 |
|
|
2019
Q3 | $1.98M | Sell |
35,380
-24
| -0.1% | -$1.25K | 0.14% | 161 |
|
|
2019
Q2 | $1.75M | Sell |
35,404
-156
| -0.4% | -$7.6K | 0.13% | 168 |
|
|
2019
Q1 | $1.69M | Sell |
35,560
-5,904
| -14% | -$250K | 0.14% | 156 |
|
|
2018
Q4 | $1.64M | Sell |
41,464
-172
| -0.4% | -$8.34K | 0.15% | 145 |
|
|
2018
Q3 | $2.35M | Sell |
41,636
-208
| -0.5% | -$10.8K | 0.18% | 144 |
|
|
2018
Q2 | $1.94M | Sell |
41,844
-4,776
| -10% | -$217K | 0.16% | 145 |
|
|
2018
Q1 | $1.96M | Sell |
46,620
-648
| -1% | -$27.9K | 0.16% | 153 |
|
|
2017
Q4 | $2M | Sell |
47,268
-4,072
| -8% | -$170K | 0.17% | 155 |
|
|
2017
Q3 | $1.98M | Buy |
51,340
+2,396
| +5% | +$93K | 0.17% | 159 |
|
|
2017
Q2 | $1.76M | Sell |
48,944
-528
| -1% | -$19.5K | 0.16% | 167 |
|
|
2017
Q1 | $1.78M | Sell |
49,472
-6,888
| -12% | -$227K | 0.16% | 167 |
|
|
2016
Q4 | $1.63M | Sell |
56,360
-9,788
| -15% | -$278K | 0.15% | 172 |
|
|
2016
Q3 | $1.87M | Sell |
66,148
-1,624
| -2% | -$43K | 0.17% | 172 |
|
|
2016
Q2 | $1.62M | Sell |
67,772
-1,080
| -2% | -$26.8K | 0.16% | 167 |
|
|
2016
Q1 | $1.88M | Sell |
68,852
-4
| -0% | -$100 | 0.19% | 149 |
|
|
2015
Q4 | $1.81M | Hold |
68,856
| – | – | 0.19% | 153 |
|
|
2015
Q3 | $1.9M | Sell |
68,856
-16
| -0% | -$469 | 0.2% | 146 |
|
|
2015
Q2 | $2.16M | Sell |
68,872
-3,656
| -5% | -$117K | 0.21% | 146 |
|
|
2015
Q1 | $2.26M | Sell |
72,528
-13,140
| -15% | -$397K | 0.21% | 146 |
|
|
2014
Q4 | $2.36M | Buy |
85,668
+8,372
| +11% | +$228K | 0.24% | 131 |
|
|
2014
Q3 | $1.95M | Sell |
77,296
-780
| -1% | -$19.1K | 0.19% | 139 |
|
|
2014
Q2 | $1.81M | Sell |
78,076
-6,568
| -8% | -$140K | 0.18% | 137 |
|
|
2014
Q1 | $1.62M | Sell |
84,644
-188,300
| -69% | -$3.58M | 0.17% | 137 |
|
|
2013
Q4 | $5.47M | Hold |
272,944
| – | – | 0.48% | 59 |
|
|
2013
Q3 | $4.65M | Sell |
272,944
-60,536
| -18% | -$1M | 0.42% | 73 |
|
|
2013
Q2 | $4.72M | Buy |
+333,480
| New | +$5.13M | 0.46% | 59 |
|
Other funds holding AAPL
VCM
VPM
SSI Investment Management's AAPL Position: Q1 2026 in Review
SSI Investment Management held its Apple (AAPL) position steady in Q1 2026 at 10,656 shares worth $2.7M. The position accounts for 0.19% of the portfolio, ranked #141.
SSI Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.84M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- SSI Investment Management held 10,656 shares of Apple worth $2.7M as of Q1 2026.
- SSI Investment Management left its Apple share count unchanged in Q1 2026.
- Apple made up 0.19% of SSI Investment Management's portfolio in Q1 2026, its #141 holding.
- SSI Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- SSI Investment Management's Apple position peaked at $5.84M in Q4 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.