Wedgewood Investors’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 | $2.71M | Sell |
10,682
-25
| -0.2% | -$6.51K | 3.11% | 6 |
|
|
2025
Q4 | $2.91M | Sell |
10,707
-440
| -4% | -$118K | 3.32% | 4 |
|
|
2025
Q3 | $2.84M | Sell |
11,147
-154
| -1% | -$34.8K | 3.11% | 4 |
|
|
2025
Q2 | $2.32M | Sell |
11,301
-57
| -0.5% | -$11.5K | 2.67% | 9 |
|
|
2025
Q1 | $2.52M | Sell |
11,358
-243
| -2% | -$56.3K | 3% | 3 |
|
|
2024
Q4 | $2.91M | Sell |
11,601
-174
| -1% | -$41K | 3.42% | 3 |
|
|
2024
Q3 | $2.74M | Sell |
11,775
-300
| -2% | -$67K | 3% | 3 |
|
|
2024
Q2 | $2.54M | Buy |
+12,075
| New | +$2.25M | 3.02% | 3 |
|
|
2023
Q4 | $2.32M | Hold |
12,032
| – | – | 2.88% | 4 |
|
|
2023
Q3 | $2.06M | Sell |
12,032
-400
| -3% | -$73.4K | 2.79% | 5 |
|
|
2023
Q2 | $2.41M | Sell |
12,432
-384
| -3% | -$66.9K | 3.09% | 4 |
|
|
2023
Q1 | $2.11M | Buy |
12,816
+83
| +0.7% | +$12.2K | 2.77% | 5 |
|
|
2022
Q4 | $1.65M | Buy |
12,733
+3,326
| +35% | +$475K | 2.18% | 9 |
|
|
2022
Q3 | $1.3M | Hold |
9,407
| – | – | 2% | 10 |
|
|
2022
Q2 | $1.29M | Buy |
9,407
+8
| +0.1% | +$1.21K | 1.82% | 12 |
|
|
2022
Q1 | $1.64M | Hold |
9,399
| – | – | 1.98% | 11 |
|
|
2021
Q4 | $1.67M | Buy |
9,399
+465
| +5% | +$73.5K | 1.97% | 12 |
|
|
2021
Q3 | $1.26M | Hold |
8,934
| – | – | 1.64% | 15 |
|
|
2021
Q2 | $1.22M | Sell |
8,934
-1,000
| -10% | -$130K | 1.54% | 17 |
|
|
2021
Q1 | $1.21M | Buy |
9,934
+1,632
| +20% | +$209K | 1.52% | 17 |
|
|
2020
Q4 | $1.1M | Hold |
8,302
| – | – | 1.44% | 18 |
|
|
2020
Q3 | $961K | Buy |
8,302
+1,250
| +18% | +$136K | 1.44% | 18 |
|
|
2020
Q2 | $643K | Buy |
7,052
+20
| +0.3% | +$1.55K | 1.04% | 32 |
|
|
2020
Q1 | $447K | Sell |
7,032
-1,480
| -17% | -$109K | 0.86% | 34 |
|
|
2019
Q4 | $625K | Hold |
8,512
| – | – | 0.89% | 34 |
|
|
2019
Q3 | $477K | Hold |
8,512
| – | – | 0.71% | 42 |
|
|
2019
Q2 | $421K | Sell |
8,512
-16
| -0.2% | -$780 | 0.6% | 48 |
|
|
2019
Q1 | $405K | Buy |
8,528
+684
| +9% | +$29K | 0.63% | 49 |
|
|
2018
Q4 | $309K | Hold |
7,844
| – | – | 0.56% | 55 |
|
|
2018
Q3 | $443K | Hold |
7,844
| – | – | 0.7% | 47 |
|
|
2018
Q2 | $363K | Hold |
7,844
| – | – | 0.62% | 53 |
|
|
2018
Q1 | $329K | Sell |
7,844
-268
| -3% | -$11.5K | 0.28% | 79 |
|
|
2017
Q4 | $343K | Sell |
8,112
-196
| -2% | -$8.19K | 0.28% | 80 |
|
|
2017
Q3 | $320K | Hold |
8,308
| – | – | 0.27% | 85 |
|
|
2017
Q2 | $299K | Hold |
8,308
| – | – | 0.26% | 89 |
|
|
2017
Q1 | $298K | Sell |
8,308
-840
| -9% | -$27.7K | 0.26% | 87 |
|
|
2016
Q4 | $265K | Sell |
9,148
-400
| -4% | -$11.3K | 0.24% | 93 |
|
|
2016
Q3 | $270K | Buy |
+9,548
| New | +$253K | 0.25% | 87 |
|
Other funds holding AAPL
VCM
VPM
Wedgewood Investors's AAPL Position: Q1 2026 in Review
Wedgewood Investors reduced its Apple (AAPL) stake by 0.23% in Q1 2026, selling an estimated $6.51K and leaving 10,682 shares worth $2.71M. The position accounts for 3.11% of the portfolio, ranked #6.
Wedgewood Investors first reported a position in AAPL in Q3 2016 and has held it in 38 quarters since. The position peaked at $2.91M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Wedgewood Investors held 10,682 shares of Apple worth $2.71M as of Q1 2026.
- Wedgewood Investors sold 25 Apple shares in Q1 2026, an estimated $6.51K.
- Apple made up 3.11% of Wedgewood Investors's portfolio in Q1 2026, its #6 holding.
- Wedgewood Investors first reported a position in Apple in Q3 2016 and has held it in 38 quarters since.
- Wedgewood Investors's Apple position peaked at $2.91M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.