Steel Grove Capital Advisors’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 | $8.67M | Sell |
34,155
-122
| -0.4% | -$31.8K | 0.91% | 14 |
|
|
2025
Q4 | $9.32M | Buy |
34,277
+4,990
| +17% | +$1.34M | 0.97% | 14 |
|
|
2025
Q3 | $6.01M | Hold |
29,287
| – | – | 0.71% | 16 |
|
|
2025
Q2 | $6.01M | Buy |
29,287
+4,239
| +17% | +$856K | 0.71% | 16 |
|
|
2025
Q1 | $5.56M | Buy |
25,048
+1,210
| +5% | +$280K | 0.84% | 11 |
|
|
2024
Q4 | $5.97M | Sell |
23,838
-1,738
| -7% | -$410K | 0.82% | 12 |
|
|
2024
Q3 | $5.83M | Sell |
25,576
-28
| -0.1% | -$6.25K | 0.82% | 11 |
|
|
2024
Q2 | $5.39M | Sell |
25,604
-7,500
| -23% | -$1.4M | 0.74% | 16 |
|
|
2024
Q1 | $5.68M | Buy |
33,104
+2,952
| +10% | +$537K | 0.76% | 16 |
|
|
2023
Q4 | $5.81M | Sell |
30,152
-9,490
| -24% | -$1.75M | 0.78% | 15 |
|
|
2023
Q3 | $6.79M | Buy |
39,642
+1,033
| +3% | +$189K | 0.91% | 14 |
|
|
2023
Q2 | $7.49M | Buy |
38,609
+419
| +1% | +$73K | 0.94% | 11 |
|
|
2023
Q1 | $6.3M | Buy |
38,190
+3,253
| +9% | +$480K | 0.84% | 16 |
|
|
2022
Q4 | $4.54M | Buy |
34,937
+10,483
| +43% | +$1.5M | 0.64% | 22 |
|
|
2022
Q3 | $3.38M | Sell |
24,454
-102,270
| -81% | -$16.1M | 0.6% | 15 |
|
|
2022
Q2 | $17.3M | Sell |
126,724
-15,410
| -11% | -$2.33M | 3.17% | 4 |
|
|
2022
Q1 | $24.8M | Sell |
142,134
-23,502
| -14% | -$3.95M | 3.89% | 4 |
|
|
2021
Q4 | $29.4M | Buy |
165,636
+234
| +0.1% | +$37K | 5.81% | 4 |
|
|
2021
Q3 | $23.4M | Buy |
165,402
+48,470
| +41% | +$7.14M | 5.31% | 5 |
|
|
2021
Q2 | $16M | Buy |
116,932
+53
| +0% | +$6.87K | 4.39% | 5 |
|
|
2021
Q1 | $14.3M | Buy |
116,879
+101,641
| +667% | +$13M | 4.66% | 5 |
|
|
2020
Q4 | $2.02M | Sell |
15,238
-140,032
| -90% | -$16.8M | 0.66% | 21 |
|
|
2020
Q3 | $18M | Buy |
155,270
+38,518
| +33% | +$4.2M | 7.32% | 4 |
|
|
2020
Q2 | $10.6M | Sell |
116,752
-8,212
| -7% | -$636K | 4.78% | 4 |
|
|
2020
Q1 | $7.94M | Sell |
124,964
-8,428
| -6% | -$620K | 5.18% | 2 |
|
|
2019
Q4 | $9.79M | Sell |
133,392
-21,832
| -14% | -$1.4M | 5.47% | 2 |
|
|
2019
Q3 | $8.69M | Sell |
155,224
-652
| -0.4% | -$34.1K | 5.14% | 2 |
|
|
2019
Q2 | $7.71M | Hold |
155,876
| – | – | 4.8% | 2 |
|
|
2019
Q1 | $7.4M | Sell |
155,876
-326,048
| -68% | -$13.8M | 4.79% | 2 |
|
|
2018
Q4 | $19M | Buy |
481,924
+33,040
| +7% | +$1.6M | 2.69% | 3 |
|
|
2018
Q3 | $25.3M | Buy |
448,884
+74,828
| +20% | +$3.9M | 3.54% | 1 |
|
|
2018
Q2 | $17.3M | Sell |
374,056
-7,952
| -2% | -$361K | 2.78% | 2 |
|
|
2018
Q1 | $16M | Buy |
382,008
+9,472
| +3% | +$408K | 2.51% | 2 |
|
|
2017
Q4 | $15.8M | Sell |
372,536
-13,772
| -4% | -$576K | 2.37% | 3 |
|
|
2017
Q3 | $14.9M | Buy |
386,308
+2,012
| +0.5% | +$78.1K | 2.69% | 3 |
|
|
2017
Q2 | $13.8M | Buy |
384,296
+34,472
| +10% | +$1.27M | 2.45% | 3 |
|
|
2017
Q1 | $12.6M | Buy |
349,824
+21,964
| +7% | +$723K | 2.22% | 5 |
|
|
2016
Q4 | $9.49M | Buy |
327,860
+10,124
| +3% | +$287K | 1.9% | 10 |
|
|
2016
Q3 | $8.98M | Buy |
317,736
+67,300
| +27% | +$1.78M | 2.03% | 10 |
|
|
2016
Q2 | $5.99M | Buy |
250,436
+15,172
| +6% | +$377K | 1.47% | 11 |
|
|
2016
Q1 | $6.41M | Buy |
235,264
+18,016
| +8% | +$449K | 1.63% | 11 |
|
|
2015
Q4 | $5.72M | Buy |
217,248
+8,788
| +4% | +$251K | 1.41% | 13 |
|
|
2015
Q3 | $5.75M | Buy |
208,460
+22,248
| +12% | +$652K | 1.43% | 14 |
|
|
2015
Q2 | $5.84M | Sell |
186,212
-30,108
| -14% | -$963K | 1.3% | 19 |
|
|
2015
Q1 | $6.73M | Buy |
+216,320
| New | +$6.53M | 1.51% | 16 |
|
|
2014
Q3 | $4.2M | Buy |
166,832
+10,352
| +7% | +$254K | 0.98% | 49 |
|
|
2014
Q2 | $3.63M | Sell |
156,480
-7,404
| -5% | -$158K | 0.86% | 57 |
|
|
2014
Q1 | $3.14M | Buy |
163,884
+28
| +0% | +$533 | 0.78% | 56 |
|
|
2013
Q4 | $3.28M | Buy |
163,856
+5,040
| +3% | +$95.2K | 0.83% | 53 |
|
|
2013
Q3 | $2.7M | Sell |
158,816
-140
| -0.1% | -$2.32K | 0.76% | 52 |
|
|
2013
Q2 | $2.25M | Buy |
+158,956
| New | +$2.45M | 0.72% | 56 |
|
Other funds holding AAPL
VCM
VPM
Steel Grove Capital Advisors's AAPL Position: Q1 2026 in Review
Steel Grove Capital Advisors reduced its Apple (AAPL) stake by 0.36% in Q1 2026, selling an estimated $31.8K and leaving 34,155 shares worth $8.67M. The position accounts for 0.91% of the portfolio, ranked #14.
Steel Grove Capital Advisors first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $29.4M in Q4 2021. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Steel Grove Capital Advisors held 34,155 shares of Apple worth $8.67M as of Q1 2026.
- Steel Grove Capital Advisors sold 122 Apple shares in Q1 2026, an estimated $31.8K.
- Apple made up 0.91% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #14 holding.
- Steel Grove Capital Advisors first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- Steel Grove Capital Advisors's Apple position peaked at $29.4M in Q4 2021.
- 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.