Stone House 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 | $2.04M | Buy |
8,050
+933
| +13% | +$243K | 0.37% | 25 |
|
|
2025
Q4 | $1.93M | Buy |
7,117
+89
| +1% | +$23.9K | 0.3% | 27 |
|
|
2025
Q3 | $1.79M | Buy |
7,028
+65
| +0.9% | +$14.7K | 0.3% | 29 |
|
|
2025
Q2 | $1.43M | Buy |
6,963
+234
| +3% | +$47.3K | 0.26% | 29 |
|
|
2025
Q1 | $1.49M | Buy |
6,729
+793
| +13% | +$184K | 0.3% | 28 |
|
|
2024
Q4 | $1.49M | Sell |
5,936
-176
| -3% | -$41.5K | 0.38% | 26 |
|
|
2024
Q3 | $1.42M | Sell |
6,112
-23
| -0.4% | -$5.14K | 0.29% | 26 |
|
|
2024
Q2 | $1.29M | Sell |
6,135
-70
| -1% | -$13.1K | 0.34% | 25 |
|
|
2024
Q1 | $1.06M | Buy |
6,205
+917
| +17% | +$167K | 0.25% | 30 |
|
|
2023
Q4 | $1.02M | Sell |
5,288
-250
| -5% | -$46.2K | 0.35% | 27 |
|
|
2023
Q3 | $948K | Sell |
5,538
-224
| -4% | -$41.1K | 0.33% | 25 |
|
|
2023
Q2 | $1.12M | Sell |
5,762
-608
| -10% | -$106K | 0.41% | 20 |
|
|
2023
Q1 | $1.05M | Sell |
6,370
-1,250
| -16% | -$184K | 0.36% | 21 |
|
|
2022
Q4 | $990K | Sell |
7,620
-174
| -2% | -$24.9K | 0.35% | 25 |
|
|
2022
Q3 | $1.08M | Sell |
7,794
-72
| -0.9% | -$11.3K | 0.5% | 21 |
|
|
2022
Q2 | $1.08M | Sell |
7,866
-306
| -4% | -$46.3K | 0.49% | 22 |
|
|
2022
Q1 | $1.43M | Sell |
8,172
-95
| -1% | -$16K | 0.49% | 21 |
|
|
2021
Q4 | $1.47M | Sell |
8,267
-233
| -3% | -$36.8K | 0.5% | 22 |
|
|
2021
Q3 | $1.16M | Hold |
8,500
| – | – | 0.45% | 22 |
|
|
2021
Q2 | $1.16M | Sell |
8,500
-144
| -2% | -$18.7K | 0.45% | 22 |
|
|
2021
Q1 | $1.15M | Hold |
8,644
| – | – | 0.58% | 22 |
|
|
2020
Q4 | $1.15M | Sell |
8,644
-110
| -1% | -$13.2K | 0.58% | 22 |
|
|
2020
Q3 | $1.01M | Buy |
8,754
+278
| +3% | +$30.3K | 0.41% | 28 |
|
|
2020
Q2 | $773K | Hold |
8,476
| – | – | 0.39% | 28 |
|
|
2020
Q1 | $539K | Buy |
+8,476
| New | +$623K | 0.31% | 25 |
|
|
2019
Q4 | – | Sell |
-7,904
| Closed | -$442K | – | 28 |
|
|
2019
Q3 | $442K | Buy |
7,904
+24
| +0.3% | +$1.25K | 0.22% | 38 |
|
|
2019
Q2 | $390K | Buy |
7,880
+92
| +1% | +$4.48K | 0.2% | 36 |
|
|
2019
Q1 | $370K | Sell |
7,788
-1,016
| -12% | -$43.1K | 0.19% | 41 |
|
|
2018
Q4 | $347K | Sell |
8,804
-188
| -2% | -$9.11K | 0.22% | 40 |
|
|
2018
Q3 | $508K | Buy |
8,992
+300
| +3% | +$15.6K | 0.29% | 39 |
|
|
2018
Q2 | $402K | Buy |
8,692
+2,176
| +33% | +$98.7K | 0.26% | 35 |
|
|
2018
Q1 | $273K | Buy |
6,516
+24
| +0.4% | +$1.03K | 0.18% | 35 |
|
|
2017
Q4 | $275K | Buy |
6,492
+188
| +3% | +$7.86K | 0.19% | 33 |
|
|
2017
Q3 | $243K | Buy |
6,304
+24
| +0.4% | +$931 | 0.17% | 35 |
|
|
2017
Q2 | $226K | Buy |
6,280
+24
| +0.4% | +$887 | 0.16% | 37 |
|
|
2017
Q1 | $225K | Buy |
+6,256
| New | +$206K | 0.17% | 36 |
|
Other funds holding AAPL
VCM
VPM
Stone House Investment Management's AAPL Position: Q1 2026 in Review
Stone House Investment Management increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $243K and bringing the position to 8,050 shares worth $2.04M. The position accounts for 0.37% of the portfolio, ranked #25.
Stone House Investment Management first reported a position in AAPL in Q1 2017 and has held it in 36 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Stone House Investment Management held 8,050 shares of Apple worth $2.04M as of Q1 2026.
- Stone House Investment Management bought 933 Apple shares in Q1 2026, an estimated $243K.
- Apple made up 0.37% of Stone House Investment Management's portfolio in Q1 2026, its #25 holding.
- Stone House Investment Management first reported a position in Apple in Q1 2017 and has held it in 36 quarters since.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.