Total 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 | $7.52M | Buy |
29,628
+1,014
| +4% | +$264K | 0.88% | 13 |
|
|
2025
Q4 | $7.78M | Buy |
28,614
+130
| +0.5% | +$34.9K | 1% | 11 |
|
|
2025
Q3 | $7.25M | Sell |
28,484
-159
| -0.6% | -$35.9K | 0.94% | 11 |
|
|
2025
Q2 | $5.88M | Sell |
28,643
-409
| -1% | -$82.6K | 0.85% | 10 |
|
|
2025
Q1 | $6.45M | Sell |
29,052
-1,594
| -5% | -$369K | 0.84% | 13 |
|
|
2024
Q4 | $7.67M | Sell |
30,646
-2,163
| -7% | -$510K | 1.08% | 12 |
|
|
2024
Q3 | $7.64M | Buy |
32,809
+1,984
| +6% | +$443K | 0.86% | 16 |
|
|
2024
Q2 | $6.49M | Sell |
30,825
-979
| -3% | -$183K | 0.85% | 15 |
|
|
2024
Q1 | $5.45M | Buy |
31,804
+1,363
| +4% | +$248K | 0.69% | 16 |
|
|
2023
Q4 | $5.86M | Sell |
30,441
-1,065
| -3% | -$197K | 0.74% | 15 |
|
|
2023
Q3 | $5.39M | Buy |
31,506
+5,894
| +23% | +$1.08M | 0.77% | 15 |
|
|
2023
Q2 | $4.97M | Buy |
25,612
+440
| +2% | +$76.7K | 0.64% | 19 |
|
|
2023
Q1 | $4.15M | Buy |
25,172
+1,179
| +5% | +$174K | 0.79% | 16 |
|
|
2022
Q4 | $3.12M | Sell |
23,993
-483
| -2% | -$69K | 0.76% | 14 |
|
|
2022
Q3 | $3.38M | Sell |
24,476
-51
| -0.2% | -$8K | 0.68% | 16 |
|
|
2022
Q2 | $3.35M | Sell |
24,527
-1,728
| -7% | -$262K | 0.61% | 18 |
|
|
2022
Q1 | $4.58M | Sell |
26,255
-209
| -0.8% | -$35.1K | 0.88% | 16 |
|
|
2021
Q4 | $4.7M | Buy |
26,464
+157
| +0.6% | +$24.8K | 0.78% | 18 |
|
|
2021
Q3 | $3.72M | Sell |
26,307
-1,009
| -4% | -$149K | 0.93% | 14 |
|
|
2021
Q2 | $3.74M | Buy |
27,316
+19,689
| +258% | +$2.55M | 0.65% | 17 |
|
|
2021
Q1 | $1.94M | Sell |
7,627
-19,316
| -72% | -$2.48M | 0.55% | 14 |
|
|
2020
Q4 | $3.58M | Buy |
26,943
+945
| +4% | +$114K | 0.69% | 13 |
|
|
2020
Q3 | $2.83M | Buy |
25,998
+2,438
| +10% | +$266K | 0.82% | 11 |
|
|
2020
Q2 | $2.15M | Sell |
23,560
-6,948
| -23% | -$538K | 0.75% | 10 |
|
|
2020
Q1 | $1.94M | Buy |
30,508
+996
| +3% | +$73.2K | 0.55% | 14 |
|
|
2019
Q4 | $2.17M | Sell |
29,512
-7,228
| -20% | -$465K | 0.41% | 18 |
|
|
2019
Q3 | $2.06M | Buy |
36,740
+312
| +0.9% | +$16.3K | 0.42% | 18 |
|
|
2019
Q2 | $1.79M | Sell |
36,428
-2,984
| -8% | -$145K | 0.41% | 19 |
|
|
2019
Q1 | $1.83M | Sell |
39,412
-3,612
| -8% | -$153K | 0.44% | 15 |
|
|
2018
Q4 | $1.84M | Buy |
43,024
+6,968
| +19% | +$338K | 0.58% | 12 |
|
|
2018
Q3 | $2.04M | Buy |
36,056
+96
| +0.3% | +$5K | 0.45% | 14 |
|
|
2018
Q2 | $1.66M | Sell |
35,960
-808
| -2% | -$36.6K | 0.38% | 14 |
|
|
2018
Q1 | $1.54M | Buy |
36,768
+2,020
| +6% | +$87K | 0.39% | 15 |
|
|
2017
Q4 | $1.47M | Sell |
34,748
-604
| -2% | -$25.2K | 0.43% | 11 |
|
|
2017
Q3 | $1.36M | Sell |
35,352
-2,084
| -6% | -$80.8K | 0.47% | 12 |
|
|
2017
Q2 | $1.35M | Sell |
37,436
-4,484
| -11% | -$166K | 0.45% | 11 |
|
|
2017
Q1 | $1.51M | Sell |
41,920
-320
| -0.8% | -$10.5K | 0.5% | 11 |
|
|
2016
Q4 | $1.22M | Buy |
+42,240
| New | +$1.2M | 0.4% | 13 |
|
Other funds holding AAPL
VCM
VPM
Total Investment Management's AAPL Position: Q1 2026 in Review
Total Investment Management increased its Apple (AAPL) stake by 3.5% in Q1 2026, buying an estimated $264K and bringing the position to 29,628 shares worth $7.52M. The position accounts for 0.88% of the portfolio, ranked #13.
Total Investment Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.78M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Total Investment Management held 29,628 shares of Apple worth $7.52M as of Q1 2026.
- Total Investment Management bought 1,014 Apple shares in Q1 2026, an estimated $264K.
- Apple made up 0.88% of Total Investment Management's portfolio in Q1 2026, its #13 holding.
- Total Investment Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Total Investment Management's Apple position peaked at $7.78M in Q4 2025.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.