Thomas Story & Son’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $15.8M | Sell |
47,390
-60
| -0.1% | -$19.3K | 5.44% | 5 |
|
|
2026
Q2 | $13.7M | Buy |
47,450
+33
| +0.1% | +$9.44K | 4.85% | 7 |
|
|
2026
Q1 | $12M | Sell |
47,417
-132
| -0.3% | -$34.4K | 4.62% | 8 |
|
|
2025
Q4 | $12.9M | Sell |
47,549
-10
| -0% | -$2.68K | 4.8% | 9 |
|
|
2025
Q3 | $12.1M | Sell |
47,559
-35
| -0.1% | -$7.91K | 4.45% | 8 |
|
|
2025
Q2 | $9.8M | Sell |
47,594
-71
| -0.1% | -$14.3K | 3.75% | 10 |
|
|
2025
Q1 | $10.6M | Buy |
47,665
+1,236
| +3% | +$286K | 4.12% | 7 |
|
|
2024
Q4 | $11.6M | Sell |
46,429
-497
| -1% | -$117K | 4.87% | 6 |
|
|
2024
Q3 | $10.9M | Sell |
46,926
-1,595
| -3% | -$356K | 4.46% | 9 |
|
|
2024
Q2 | $10.2M | Sell |
48,521
-5,325
| -10% | -$993K | 4.41% | 8 |
|
|
2024
Q1 | $9.23M | Sell |
53,846
-20
| -0% | -$3.64K | 3.9% | 10 |
|
|
2023
Q4 | $10.4M | Sell |
53,866
-4,736
| -8% | -$874K | 4.87% | 6 |
|
|
2023
Q3 | $10M | Sell |
58,602
-5,310
| -8% | -$974K | 4.89% | 5 |
|
|
2023
Q2 | $12.4M | Sell |
63,912
-50
| -0.1% | -$8.71K | 5.66% | 4 |
|
|
2023
Q1 | $10.5M | Buy |
63,962
+250
| +0.4% | +$36.9K | 5.11% | 5 |
|
|
2022
Q4 | $8.28M | Sell |
63,712
-1,920
| -3% | -$274K | 4.21% | 9 |
|
|
2022
Q3 | $9.07M | Sell |
65,632
-8,180
| -11% | -$1.28M | 4.77% | 6 |
|
|
2022
Q2 | $10.1M | Sell |
73,812
-6,034
| -8% | -$914K | 4.8% | 5 |
|
|
2022
Q1 | $13.9M | Sell |
79,846
-1,525
| -2% | -$256K | 5.52% | 3 |
|
|
2021
Q4 | $14.4M | Sell |
81,371
-1,700
| -2% | -$269K | 5.63% | 3 |
|
|
2021
Q3 | $11.8M | Sell |
83,071
-69
| -0.1% | -$10.2K | 4.81% | 6 |
|
|
2021
Q2 | $11.4M | Sell |
83,140
-1,880
| -2% | -$244K | 4.25% | 8 |
|
|
2021
Q1 | $10.4M | Sell |
85,020
-9,480
| -10% | -$1.22M | 3.92% | 9 |
|
|
2020
Q4 | $12.5M | Hold |
94,500
| – | – | 5.09% | 5 |
|
|
2020
Q3 | $10.9M | Buy |
94,500
+100
| +0.1% | +$10.9K | 4.89% | 6 |
|
|
2020
Q2 | $8.61M | Sell |
94,400
-20
| -0% | -$1.55K | 4.1% | 9 |
|
|
2020
Q1 | $6M | Sell |
94,420
-420
| -0.4% | -$30.9K | 3.45% | 11 |
|
|
2019
Q4 | $6.96M | Hold |
94,840
| – | – | 3.43% | 11 |
|
|
2019
Q3 | $5.31M | Hold |
94,840
| – | – | 2.75% | 15 |
|
|
2019
Q2 | $4.69M | Buy |
94,840
+1,200
| +1% | +$58.5K | 2.41% | 16 |
|
|
2019
Q1 | $4.45M | Buy |
93,640
+71,040
| +314% | +$3.01M | 2.34% | 17 |
|
|
2018
Q4 | $891K | Hold |
22,600
| – | – | 0.54% | 36 |
|
|
2018
Q3 | $1.28M | Hold |
22,600
| – | – | 0.67% | 33 |
|
|
2018
Q2 | $1.05M | Hold |
22,600
| – | – | 0.61% | 34 |
|
|
2018
Q1 | $948K | Hold |
22,600
| – | – | 0.56% | 36 |
|
|
2017
Q4 | $956K | Hold |
22,600
| – | – | 0.55% | 35 |
|
|
2017
Q3 | $871K | Buy |
22,600
+11,300
| +100% | +$438K | 0.47% | 39 |
|
|
2017
Q2 | $407K | Buy |
+11,300
| New | +$418K | 0.24% | 41 |
|
Other funds holding AAPL
Thomas Story & Son's AAPL Position: Q3 2026 in Review
Thomas Story & Son reduced its Apple (AAPL) stake by 0.13% in Q3 2026, selling an estimated $19.3K and leaving 47,390 shares worth $15.8M. The position accounts for 5.44% of the portfolio, ranked #5.
Thomas Story & Son first reported a position in AAPL in Q2 2017 and has held it in 38 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.
- Thomas Story & Son held 47,390 shares of Apple worth $15.8M as of Q3 2026.
- Thomas Story & Son sold 60 Apple shares in Q3 2026, an estimated $19.3K.
- Apple made up 5.44% of Thomas Story & Son's portfolio in Q3 2026, its #5 holding.
- Thomas Story & Son first reported a position in Apple in Q2 2017 and has held it in 38 quarters since.
- 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.
Based on Thomas Story & Son's 13F filing for Q3 2026, filed 13 Oct 2026.