Valley National Advisers’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 | $26.4M | Sell |
104,090
-1,440
| -1% | -$375K | 3.42% | 6 |
|
|
2025
Q4 | $28.7M | Buy |
105,530
+9,444
| +10% | +$2.54M | 3.97% | 4 |
|
|
2025
Q3 | $24.5M | Sell |
96,086
-14,394
| -13% | -$3.25M | 3.79% | 4 |
|
|
2025
Q2 | $22.7M | Sell |
110,480
-566
| -0.5% | -$114K | 3.7% | 4 |
|
|
2025
Q1 | $24.7M | Sell |
111,046
-10,746
| -9% | -$2.49M | 4.45% | 2 |
|
|
2024
Q4 | $30.5M | Buy |
121,792
+2,416
| +2% | +$569K | 5.48% | 2 |
|
|
2024
Q3 | $27.8M | Sell |
119,376
-24,431
| -17% | -$5.46M | 5.02% | 2 |
|
|
2024
Q2 | $30.3M | Sell |
143,807
-4,811
| -3% | -$897K | 4.5% | 2 |
|
|
2024
Q1 | $25.5M | Sell |
148,618
-24,408
| -14% | -$4.44M | 3.85% | 2 |
|
|
2023
Q4 | $33.3M | Buy |
173,026
+1,776
| +1% | +$328K | 5.29% | 3 |
|
|
2023
Q3 | $29.3M | Sell |
171,250
-1,459
| -0.8% | -$268K | 5.12% | 3 |
|
|
2023
Q2 | $33.5M | Sell |
172,709
-199
| -0.1% | -$34.7K | 5.63% | 2 |
|
|
2023
Q1 | $28.6M | Sell |
172,908
-655
| -0.4% | -$96.6K | 5.03% | 3 |
|
|
2022
Q4 | $23.2M | Sell |
173,563
-1,481
| -0.8% | -$212K | 4.16% | 3 |
|
|
2022
Q3 | $25.2M | Buy |
175,044
+2,171
| +1% | +$341K | 5.24% | 2 |
|
|
2022
Q2 | $25.3M | Sell |
172,873
-878
| -0.5% | -$133K | 5.34% | 2 |
|
|
2022
Q1 | $30.3M | Buy |
173,751
+449
| +0.3% | +$75.5K | 5.81% | 2 |
|
|
2021
Q4 | $30.8M | Sell |
173,302
-162
| -0.1% | -$25.6K | 5.68% | 2 |
|
|
2021
Q3 | $24.5M | Buy |
173,464
+507
| +0.3% | +$74.6K | 4.44% | 4 |
|
|
2021
Q2 | $23.7M | Buy |
172,957
+409
| +0.2% | +$53K | 4.32% | 4 |
|
|
2021
Q1 | $21.1M | Sell |
172,548
-5,766
| -3% | -$740K | 4.12% | 4 |
|
|
2020
Q4 | $23.7M | Sell |
178,314
-4,825
| -3% | -$580K | 4.96% | 4 |
|
|
2020
Q3 | $21.2M | Sell |
183,139
-4,733
| -3% | -$516K | 4.85% | 4 |
|
|
2020
Q2 | $17.1M | Sell |
187,872
-7,096
| -4% | -$550K | 3.95% | 5 |
|
|
2020
Q1 | $12.4M | Sell |
194,968
-16,536
| -8% | -$1.22M | 3.43% | 6 |
|
|
2019
Q4 | $15.5M | Sell |
211,504
-664
| -0.3% | -$42.7K | 3.88% | 4 |
|
|
2019
Q3 | $11.9M | Buy |
212,168
+300
| +0.1% | +$15.7K | 3.26% | 5 |
|
|
2019
Q2 | $10.5M | Sell |
211,868
-9,120
| -4% | -$444K | 2.88% | 6 |
|
|
2019
Q1 | $10.5M | Sell |
220,988
-2,964
| -1% | -$126K | 3.01% | 5 |
|
|
2018
Q4 | $8.83M | Buy |
223,952
+11,364
| +5% | +$551K | 2.87% | 6 |
|
|
2018
Q3 | $12M | Buy |
212,588
+588
| +0.3% | +$30.6K | 4.16% | 2 |
|
|
2018
Q2 | $9.81M | Buy |
212,000
+1,164
| +0.6% | +$52.8K | 3.74% | 2 |
|
|
2018
Q1 | $8.84M | Buy |
210,836
+1,748
| +0.8% | +$75.3K | 3.29% | 5 |
|
|
2017
Q4 | $8.85M | Sell |
209,088
-5,280
| -2% | -$221K | 3.08% | 5 |
|
|
2017
Q3 | $8.26M | Sell |
214,368
-3,496
| -2% | -$136K | 2.82% | 5 |
|
|
2017
Q2 | $7.84M | Sell |
217,864
-1,048
| -0.5% | -$38.7K | 2.82% | 5 |
|
|
2017
Q1 | $7.86M | Sell |
218,912
-8,168
| -4% | -$269K | 2.99% | 5 |
|
|
2016
Q4 | $6.58M | Sell |
227,080
-1,648
| -0.7% | -$46.7K | 3.02% | 2 |
|
|
2016
Q3 | $6.46M | Sell |
228,728
-15,696
| -6% | -$415K | 3.34% | 1 |
|
|
2016
Q2 | $5.84M | Buy |
244,424
+368
| +0.2% | +$9.15K | 3.04% | 2 |
|
|
2016
Q1 | $6.65M | Buy |
244,056
+28,964
| +13% | +$722K | 3.57% | 1 |
|
|
2015
Q4 | $5.66M | Buy |
215,092
+5,892
| +3% | +$168K | 3.33% | 2 |
|
|
2015
Q3 | $5.77M | Buy |
209,200
+8,796
| +4% | +$258K | 3.49% | 1 |
|
|
2015
Q2 | $6.28M | Buy |
200,404
+7,620
| +4% | +$244K | 3.55% | 1 |
|
|
2015
Q1 | $6M | Buy |
192,784
+162,792
| +543% | +$4.92M | 3.53% | 1 |
|
|
2014
Q4 | $4.21M | Buy |
+29,992
| New | +$816K | 3.17% | 3 |
|
Other funds holding AAPL
VCM
VPM
Valley National Advisers's AAPL Position: Q1 2026 in Review
Valley National Advisers reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $375K and leaving 104,090 shares worth $26.4M. The position accounts for 3.42% of the portfolio, ranked #6.
Valley National Advisers first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $33.5M in Q2 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Valley National Advisers held 104,090 shares of Apple worth $26.4M as of Q1 2026.
- Valley National Advisers sold 1,440 Apple shares in Q1 2026, an estimated $375K.
- Apple made up 3.42% of Valley National Advisers's portfolio in Q1 2026, its #6 holding.
- Valley National Advisers first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- Valley National Advisers's Apple position peaked at $33.5M in Q2 2023.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.