Stockman Wealth 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 | $27.6M | Buy |
108,889
+3,286
| +3% | +$855K | 3.05% | 6 |
|
|
2025
Q4 | $28.7M | Sell |
105,603
-1,553
| -1% | -$417K | 3.34% | 6 |
|
|
2025
Q3 | $27.3M | Buy |
107,156
+1,652
| +2% | +$373K | 3.39% | 6 |
|
|
2025
Q2 | $21.6M | Buy |
105,504
+4,067
| +4% | +$821K | 2.94% | 7 |
|
|
2025
Q1 | $22.5M | Buy |
101,437
+92
| +0.1% | +$21.3K | 3.34% | 5 |
|
|
2024
Q4 | $25.4M | Sell |
101,345
-1,121
| -1% | -$264K | 3.97% | 3 |
|
|
2024
Q3 | $23.9M | Buy |
102,466
+1,357
| +1% | +$303K | 3.71% | 4 |
|
|
2024
Q2 | $21.3M | Buy |
101,109
+1,858
| +2% | +$346K | 3.73% | 4 |
|
|
2024
Q1 | $17M | Buy |
99,251
+9
| +0% | +$1.64K | 3% | 5 |
|
|
2023
Q4 | $19.1M | Buy |
99,242
+62
| +0.1% | +$11.4K | 3.81% | 4 |
|
|
2023
Q3 | $17M | Sell |
99,180
-1,580
| -2% | -$290K | 3.74% | 2 |
|
|
2023
Q2 | $19.5M | Sell |
100,760
-22,954
| -19% | -$4M | 4.2% | 2 |
|
|
2023
Q1 | $20.4M | Sell |
123,714
-3,808
| -3% | -$562K | 4.56% | 2 |
|
|
2022
Q4 | $16.6M | Buy |
127,522
+4,102
| +3% | +$586K | 3.81% | 3 |
|
|
2022
Q3 | $17.1M | Buy |
123,420
+1,924
| +2% | +$302K | 4.61% | 1 |
|
|
2022
Q2 | $16.6M | Buy |
121,496
+13,521
| +13% | +$2.05M | 4.24% | 2 |
|
|
2022
Q1 | $18.9M | Buy |
107,975
+16,877
| +19% | +$2.84M | 3.91% | 2 |
|
|
2021
Q4 | $16.2M | Sell |
91,098
-1,130
| -1% | -$179K | 3.3% | 3 |
|
|
2021
Q3 | $13.1M | Buy |
92,228
+2,624
| +3% | +$386K | 2.91% | 3 |
|
|
2021
Q2 | $12.3M | Buy |
89,604
+5,051
| +6% | +$654K | 2.93% | 3 |
|
|
2021
Q1 | $10.3M | Buy |
84,553
+8,224
| +11% | +$1.06M | 2.88% | 3 |
|
|
2020
Q4 | $10.1M | Sell |
76,329
-568
| -0.7% | -$68.3K | 3.11% | 3 |
|
|
2020
Q3 | $8.9M | Sell |
76,897
-29,047
| -27% | -$3.17M | 3.25% | 3 |
|
|
2020
Q2 | $9.66M | Sell |
105,944
-6,516
| -6% | -$505K | 3.62% | 3 |
|
|
2020
Q1 | $7.15M | Sell |
112,460
-4,824
| -4% | -$355K | 3.17% | 3 |
|
|
2019
Q4 | $8.61M | Sell |
117,284
-8,928
| -7% | -$574K | 3.06% | 4 |
|
|
2019
Q3 | $7.07M | Buy |
126,212
+6,384
| +5% | +$334K | 2.71% | 5 |
|
|
2019
Q2 | $5.93M | Buy |
119,828
+1,352
| +1% | +$65.9K | 2.42% | 8 |
|
|
2019
Q1 | $5.63M | Buy |
118,476
+4,596
| +4% | +$195K | 2.46% | 10 |
|
|
2018
Q4 | $4.49M | Buy |
113,880
+2,180
| +2% | +$106K | 2.15% | 12 |
|
|
2018
Q3 | $6.3M | Sell |
111,700
-3,388
| -3% | -$176K | 2.72% | 4 |
|
|
2018
Q2 | $5.33M | Sell |
115,088
-2,264
| -2% | -$103K | 2.44% | 10 |
|
|
2018
Q1 | $4.92M | Buy |
117,352
+3,884
| +3% | +$167K | 2.25% | 11 |
|
|
2017
Q4 | $4.8M | Sell |
113,468
-3,380
| -3% | -$141K | 2.16% | 12 |
|
|
2017
Q3 | $4.5M | Buy |
116,848
+79,708
| +215% | +$3.09M | 2.15% | 12 |
|
|
2017
Q2 | $1.34M | Sell |
37,140
-96,964
| -72% | -$3.58M | 1.33% | 25 |
|
|
2017
Q1 | $4.82M | Buy |
134,104
+32
| +0% | +$1.05K | 2.74% | 5 |
|
|
2016
Q4 | $3.88M | Buy |
134,072
+1,076
| +0.8% | +$30.5K | 2.36% | 10 |
|
|
2016
Q3 | $3.76M | Sell |
132,996
-2,928
| -2% | -$77.5K | 2.33% | 10 |
|
|
2016
Q2 | $3.25M | Buy |
135,924
+94,764
| +230% | +$2.36M | 2.54% | 12 |
|
|
2016
Q1 | $1.12M | Buy |
41,160
+5,552
| +16% | +$138K | 0.89% | 46 |
|
|
2015
Q4 | $937K | Buy |
35,608
+844
| +2% | +$24.1K | 0.76% | 47 |
|
|
2015
Q3 | $959K | Buy |
34,764
+10,028
| +41% | +$294K | 0.83% | 48 |
|
|
2015
Q2 | $776K | Sell |
24,736
-2,032
| -8% | -$65K | 0.66% | 50 |
|
|
2015
Q1 | $833K | Sell |
26,768
-3,112
| -10% | -$94K | 0.71% | 50 |
|
|
2014
Q4 | $824K | Buy |
+29,880
| New | +$813K | 0.7% | 53 |
|
Other funds holding AAPL
VCM
VPM
Stockman Wealth Management's AAPL Position: Q1 2026 in Review
Stockman Wealth Management increased its Apple (AAPL) stake by 3.1% in Q1 2026, buying an estimated $855K and bringing the position to 108,889 shares worth $27.6M. The position accounts for 3.05% of the portfolio, ranked #6.
Stockman Wealth Management first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $28.7M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Stockman Wealth Management held 108,889 shares of Apple worth $27.6M as of Q1 2026.
- Stockman Wealth Management bought 3,286 Apple shares in Q1 2026, an estimated $855K.
- Apple made up 3.05% of Stockman Wealth Management's portfolio in Q1 2026, its #6 holding.
- Stockman Wealth Management first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- Stockman Wealth Management's Apple position peaked at $28.7M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.