Vista 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 | $2.48M | Sell |
9,774
-89
| -0.9% | -$23.2K | 0.83% | 38 |
|
|
2025
Q4 | $2.68M | Sell |
9,863
-128
| -1% | -$34.4K | 0.88% | 37 |
|
|
2025
Q3 | $2.54M | Sell |
9,991
-600
| -6% | -$136K | 0.89% | 36 |
|
|
2025
Q2 | $2.17M | Sell |
10,591
-340
| -3% | -$68.7K | 0.81% | 36 |
|
|
2025
Q1 | $2.43M | Sell |
10,931
-254
| -2% | -$58.8K | 0.95% | 28 |
|
|
2024
Q4 | $2.8M | Sell |
11,185
-294
| -3% | -$69.3K | 1.06% | 26 |
|
|
2024
Q3 | $2.67M | Buy |
11,479
+434
| +4% | +$96.9K | 1.01% | 29 |
|
|
2024
Q2 | $2.33M | Sell |
11,045
-331
| -3% | -$61.7K | 0.94% | 32 |
|
|
2024
Q1 | $1.95M | Sell |
11,376
-223
| -2% | -$40.5K | 0.79% | 39 |
|
|
2023
Q4 | $2.23M | Buy |
11,599
+3,299
| +40% | +$609K | 1.04% | 26 |
|
|
2023
Q3 | $1.42M | Sell |
8,300
-107
| -1% | -$19.6K | 0.75% | 44 |
|
|
2023
Q2 | $1.63M | Sell |
8,407
-169
| -2% | -$29.4K | 0.83% | 39 |
|
|
2023
Q1 | $1.41M | Sell |
8,576
-426
| -5% | -$62.9K | 0.75% | 44 |
|
|
2022
Q4 | $1.17M | Buy |
9,002
+141
| +2% | +$20.1K | 0.67% | 52 |
|
|
2022
Q3 | $1.23M | Sell |
8,861
-24
| -0.3% | -$3.77K | 0.75% | 38 |
|
|
2022
Q2 | $1.22M | Sell |
8,885
-71
| -0.8% | -$10.8K | 0.73% | 42 |
|
|
2022
Q1 | $1.56M | Sell |
8,956
-11
| -0.1% | -$1.85K | 0.86% | 35 |
|
|
2021
Q4 | $1.59M | Sell |
8,967
-321
| -3% | -$50.7K | 0.86% | 34 |
|
|
2021
Q3 | $1.31M | Sell |
9,288
-8,550
| -48% | -$1.26M | 0.77% | 43 |
|
|
2021
Q2 | $2.44M | Buy |
17,838
+353
| +2% | +$45.7K | 1.44% | 15 |
|
|
2021
Q1 | $2.14M | Buy |
17,485
+424
| +2% | +$54.4K | 1.33% | 21 |
|
|
2020
Q4 | $2.26M | Sell |
17,061
-743
| -4% | -$89.4K | 1.52% | 17 |
|
|
2020
Q3 | $2.06M | Buy |
17,804
+96
| +0.5% | +$10.5K | 1.57% | 17 |
|
|
2020
Q2 | $1.61M | Sell |
17,708
-56
| -0.3% | -$4.34K | 1.39% | 20 |
|
|
2020
Q1 | $1.13M | Sell |
17,764
-848
| -5% | -$62.4K | 1.15% | 26 |
|
|
2019
Q4 | $1.37M | Sell |
18,612
-236
| -1% | -$15.2K | 1.03% | 33 |
|
|
2019
Q3 | $1.05M | Buy |
18,848
+696
| +4% | +$36.4K | 0.87% | 39 |
|
|
2019
Q2 | $898K | Hold |
18,152
| – | – | 0.76% | 43 |
|
|
2019
Q1 | $862K | Buy |
18,152
+364
| +2% | +$15.4K | 0.76% | 44 |
|
|
2018
Q4 | $702K | Sell |
17,788
-1,120
| -6% | -$54.3K | 0.72% | 50 |
|
|
2018
Q3 | $1.07M | Sell |
18,908
-884
| -4% | -$46K | 0.94% | 38 |
|
|
2018
Q2 | $916K | Hold |
19,792
| – | – | 0.89% | 40 |
|
|
2018
Q1 | $830K | Buy |
19,792
+1,120
| +6% | +$48.2K | 0.87% | 38 |
|
|
2017
Q4 | $790K | Buy |
+18,672
| New | +$780K | 0.83% | 46 |
|
Other funds holding AAPL
VCM
VPM
Vista Investment Management's AAPL Position: Q1 2026 in Review
Vista Investment Management reduced its Apple (AAPL) stake by 0.9% in Q1 2026, selling an estimated $23.2K and leaving 9,774 shares worth $2.48M. The position accounts for 0.83% of the portfolio, ranked #38.
Vista Investment Management first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.8M in Q4 2024. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Vista Investment Management held 9,774 shares of Apple worth $2.48M as of Q1 2026.
- Vista Investment Management sold 89 Apple shares in Q1 2026, an estimated $23.2K.
- Apple made up 0.83% of Vista Investment Management's portfolio in Q1 2026, its #38 holding.
- Vista Investment Management first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Vista Investment Management's Apple position peaked at $2.8M in Q4 2024.
- 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.