Sunbelt Securities’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 | $32M | Buy |
126,284
+1,027
| +0.8% | +$267K | 2.02% | 3 |
|
|
2025
Q4 | $34.1M | Buy |
125,257
+441
| +0.4% | +$118K | 2.27% | 4 |
|
|
2025
Q3 | $31.8M | Buy |
124,816
+6,515
| +6% | +$1.47M | 2.19% | 4 |
|
|
2025
Q2 | $29.6M | Buy |
118,301
+1,392
| +1% | +$281K | 2.62% | 4 |
|
|
2025
Q1 | $26M | Sell |
116,909
-1,392
| -1% | -$322K | 2.32% | 4 |
|
|
2024
Q4 | $29.8M | Buy |
118,301
+2,808
| +2% | +$662K | 2.63% | 4 |
|
|
2024
Q3 | $26.9M | Buy |
115,493
+4,326
| +4% | +$966K | 2.64% | 2 |
|
|
2024
Q2 | $23.4M | Buy |
111,167
+333
| +0.3% | +$62.1K | 2.4% | 3 |
|
|
2024
Q1 | $19M | Buy |
110,834
+17,108
| +18% | +$3.11M | 2.12% | 4 |
|
|
2023
Q4 | $18M | Sell |
93,726
-1,417
| -1% | -$262K | 2.27% | 3 |
|
|
2023
Q3 | $16.3M | Sell |
95,143
-3,972
| -4% | -$728K | 2.25% | 3 |
|
|
2023
Q2 | $19.2M | Buy |
99,115
+1,010
| +1% | +$176K | 2.76% | 1 |
|
|
2023
Q1 | $15.9M | Sell |
98,105
-952
| -1% | -$140K | 2.56% | 1 |
|
|
2022
Q4 | $12.9M | Sell |
99,057
-973
| -1% | -$139K | 2.51% | 2 |
|
|
2022
Q3 | $13.8M | Buy |
100,030
+1,599
| +2% | +$251K | 2.92% | 1 |
|
|
2022
Q2 | $13.5M | Buy |
98,431
+3,850
| +4% | +$583K | 2.85% | 1 |
|
|
2022
Q1 | $16.8M | Sell |
94,581
-57,223
| -38% | -$9.62M | 3.08% | 1 |
|
|
2021
Q4 | $26.5M | Buy |
151,804
+26,943
| +22% | +$4.26M | 4.31% | 1 |
|
|
2021
Q3 | $18.3M | Hold |
124,861
| – | – | 3.29% | 1 |
|
|
2021
Q2 | $18.3M | Sell |
124,861
-4,388
| -3% | -$569K | 3.29% | 1 |
|
|
2021
Q1 | $15.8M | Buy |
129,249
+1,387
| +1% | +$178K | 3.11% | 1 |
|
|
2020
Q4 | $17M | Buy |
127,862
+46,501
| +57% | +$5.59M | 3.51% | 1 |
|
|
2020
Q3 | $9.45M | Sell |
81,361
-135
| -0.2% | -$14.7K | 2.63% | 3 |
|
|
2020
Q2 | $7.43M | Sell |
81,496
-395,416
| -83% | -$30.6M | 2.55% | 3 |
|
|
2020
Q1 | $34.2M | Buy |
476,912
+11,280
| +2% | +$830K | 1.47% | 11 |
|
|
2019
Q4 | $33.8M | Sell |
465,632
-16,360
| -3% | -$1.05M | 3.56% | 2 |
|
|
2019
Q3 | $27M | Buy |
481,992
+367,580
| +321% | +$19.2M | 3.03% | 3 |
|
|
2019
Q2 | $5.66M | Buy |
114,412
+5,528
| +5% | +$269K | 2.46% | 1 |
|
|
2019
Q1 | $5.17M | Sell |
108,884
-4,104
| -4% | -$174K | 2.59% | 1 |
|
|
2018
Q4 | $4.46M | Buy |
112,988
+32,268
| +40% | +$1.56M | 2.6% | 2 |
|
|
2018
Q3 | $4.56M | Sell |
80,720
-72
| -0.1% | -$3.75K | 2.44% | 1 |
|
|
2018
Q2 | $3.74M | Buy |
80,792
+3,272
| +4% | +$148K | 2.24% | 4 |
|
|
2018
Q1 | $3.25M | Sell |
77,520
-10,940
| -12% | -$471K | 2.97% | 4 |
|
|
2017
Q4 | $3.74M | Sell |
88,460
-11,956
| -12% | -$500K | 3.64% | 4 |
|
|
2017
Q3 | $3.87M | Sell |
100,416
-43,052
| -30% | -$1.67M | 4.07% | 1 |
|
|
2017
Q2 | $5.17M | Sell |
143,468
-40,800
| -22% | -$1.51M | 9.7% | 1 |
|
|
2017
Q1 | $6.62M | Sell |
184,268
-3,564
| -2% | -$117K | 9.95% | 1 |
|
|
2016
Q4 | $5.44M | Sell |
187,832
-85,652
| -31% | -$2.43M | 8.26% | 1 |
|
|
2016
Q3 | $7.73M | Sell |
273,484
-2,528
| -0.9% | -$66.9K | 9.32% | 2 |
|
|
2016
Q2 | $6.6M | Buy |
276,012
+146,084
| +112% | +$3.63M | 8.62% | 2 |
|
|
2016
Q1 | $3.54M | Buy |
129,928
+12,188
| +10% | +$304K | 5.15% | 5 |
|
|
2015
Q4 | $3.1M | Sell |
117,740
-9,968
| -8% | -$285K | 4.36% | 6 |
|
|
2015
Q3 | $3.52M | Buy |
127,708
+72,724
| +132% | +$2.13M | 4.78% | 5 |
|
|
2015
Q2 | $1.72M | Sell |
54,984
-7,560
| -12% | -$242K | 2.37% | 9 |
|
|
2015
Q1 | $1.95M | Buy |
62,544
+7,600
| +14% | +$229K | 2.89% | 9 |
|
|
2014
Q4 | $1.52M | Buy |
+54,944
| New | +$1.49M | 1.99% | 9 |
|
Other funds holding AAPL
VCM
VPM
Sunbelt Securities's AAPL Position: Q1 2026 in Review
Sunbelt Securities increased its Apple (AAPL) stake by 0.82% in Q1 2026, buying an estimated $267K and bringing the position to 126,284 shares worth $32M. The position accounts for 2.02% of the portfolio, ranked #3.
Sunbelt Securities first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $34.2M in Q1 2020. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Sunbelt Securities held 126,284 shares of Apple worth $32M as of Q1 2026.
- Sunbelt Securities bought 1,027 Apple shares in Q1 2026, an estimated $267K.
- Apple made up 2.02% of Sunbelt Securities's portfolio in Q1 2026, its #3 holding.
- Sunbelt Securities first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- Sunbelt Securities's Apple position peaked at $34.2M in Q1 2020.
- 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.