Suncoast Equity 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 | $41.7M | Sell |
164,504
-4,871
| -3% | -$1.27M | 5.01% | 6 |
|
|
2025
Q4 | $46M | Sell |
169,375
-4,246
| -2% | -$1.14M | 4.65% | 7 |
|
|
2025
Q3 | $44.2M | Buy |
173,621
+1,022
| +0.6% | +$231K | 4.41% | 9 |
|
|
2025
Q2 | $35.4M | Sell |
172,599
-9,892
| -5% | -$2M | 3.63% | 12 |
|
|
2025
Q1 | $40.5M | Sell |
182,491
-52,456
| -22% | -$12.2M | 4.58% | 8 |
|
|
2024
Q4 | $58.8M | Sell |
234,947
-3,921
| -2% | -$924K | 6.57% | 3 |
|
|
2024
Q3 | $55.7M | Sell |
238,868
-13,213
| -5% | -$2.95M | 6.34% | 3 |
|
|
2024
Q2 | $53.1M | Buy |
252,081
+5,400
| +2% | +$1.01M | 5.88% | 3 |
|
|
2024
Q1 | $42.3M | Sell |
246,681
-51,365
| -17% | -$9.34M | 4.96% | 8 |
|
|
2023
Q4 | $57.4M | Buy |
298,046
+3,222
| +1% | +$595K | 7.58% | 2 |
|
|
2023
Q3 | $50.5M | Buy |
294,824
+4,143
| +1% | +$760K | 7.63% | 2 |
|
|
2023
Q2 | $56.4M | Buy |
290,681
+9,195
| +3% | +$1.6M | 8.46% | 2 |
|
|
2023
Q1 | $46.4M | Sell |
281,486
-1,610
| -0.6% | -$238K | 7.8% | 3 |
|
|
2022
Q4 | $36.8M | Sell |
283,096
-6,902
| -2% | -$986K | 6.75% | 3 |
|
|
2022
Q3 | $40.1M | Sell |
289,998
-14,742
| -5% | -$2.31M | 7.84% | 3 |
|
|
2022
Q2 | $41.7M | Buy |
304,740
+8
| +0% | +$1.21K | 7.36% | 3 |
|
|
2022
Q1 | $53.2M | Sell |
304,732
-15,739
| -5% | -$2.65M | 7.87% | 3 |
|
|
2021
Q4 | $56.9M | Buy |
320,471
+2,622
| +0.8% | +$414K | 7.21% | 3 |
|
|
2021
Q3 | $45M | Sell |
317,849
-15,997
| -5% | -$2.36M | 6.29% | 7 |
|
|
2021
Q2 | $45.7M | Buy |
333,846
+2,722
| +0.8% | +$353K | 5.97% | 7 |
|
|
2021
Q1 | $40.4M | Buy |
331,124
+3,607
| +1% | +$463K | 5.95% | 6 |
|
|
2020
Q4 | $43.5M | Buy |
327,517
+8,997
| +3% | +$1.08M | 6.78% | 4 |
|
|
2020
Q3 | $36.9M | Sell |
318,520
-16,412
| -5% | -$1.79M | 6.48% | 4 |
|
|
2020
Q2 | $30.5M | Buy |
334,932
+9,776
| +3% | +$758K | 5.63% | 9 |
|
|
2020
Q1 | $20.7M | Buy |
325,156
+5,060
| +2% | +$372K | 5.03% | 11 |
|
|
2019
Q4 | $23.5M | Sell |
320,096
-2,712
| -0.8% | -$174K | 4.63% | 10 |
|
|
2019
Q3 | $18.1M | Sell |
322,808
-17,300
| -5% | -$904K | 3.83% | 16 |
|
|
2019
Q2 | $16.8M | Buy |
340,108
+11,556
| +4% | +$563K | 3.45% | 17 |
|
|
2019
Q1 | $15.6M | Buy |
328,552
+7,492
| +2% | +$318K | 3.46% | 18 |
|
|
2018
Q4 | $12.7M | Buy |
321,060
+139,256
| +77% | +$6.75M | 3.33% | 18 |
|
|
2018
Q3 | $10.3M | Buy |
181,804
+173,644
| +2,128% | +$9.04M | 2.39% | 20 |
|
|
2018
Q2 | $378K | Buy |
8,160
+384
| +5% | +$17.4K | 0.09% | 24 |
|
|
2018
Q1 | $326K | Buy |
+7,776
| New | +$335K | 0.09% | 24 |
|
|
2016
Q2 | – | Sell |
-420,024
| Closed | -$11.4M | – | 33 |
|
|
2016
Q1 | $11.4M | Buy |
420,024
+35,624
| +9% | +$888K | 4.26% | 10 |
|
|
2015
Q4 | $10.1M | Buy |
384,400
+23,636
| +7% | +$675K | 4.18% | 11 |
|
|
2015
Q3 | $9.95M | Buy |
360,764
+2,260
| +0.6% | +$66.3K | 4.59% | 11 |
|
|
2015
Q2 | $11.2M | Buy |
358,504
+23,616
| +7% | +$755K | 5% | 11 |
|
|
2015
Q1 | $10.4M | Buy |
334,888
+134,844
| +67% | +$4.07M | 5.22% | 11 |
|
|
2014
Q4 | $5.52M | Buy |
200,044
+73,816
| +58% | +$2.01M | 3.02% | 15 |
|
|
2014
Q3 | $3.18M | Sell |
126,228
-1,400
| -1% | -$34.4K | 2.97% | 16 |
|
|
2014
Q2 | $2.96M | Buy |
+127,628
| New | +$2.72M | 2.88% | 17 |
|
Other funds holding AAPL
VCM
VPM
Suncoast Equity Management's AAPL Position: Q1 2026 in Review
Suncoast Equity Management reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $1.27M and leaving 164,504 shares worth $41.7M. The position accounts for 5.01% of the portfolio, ranked #6.
Suncoast Equity Management first reported a position in AAPL in Q2 2014 and has held it in 41 quarters since. The position peaked at $58.8M in Q4 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Suncoast Equity Management held 164,504 shares of Apple worth $41.7M as of Q1 2026.
- Suncoast Equity Management sold 4,871 Apple shares in Q1 2026, an estimated $1.27M.
- Apple made up 5.01% of Suncoast Equity Management's portfolio in Q1 2026, its #6 holding.
- Suncoast Equity Management first reported a position in Apple in Q2 2014 and has held it in 41 quarters since.
- Suncoast Equity Management's Apple position peaked at $58.8M in Q4 2024.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.