Welch Capital Partners’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 | $1.42M | Hold |
5,601
| – | – | 0.32% | 12 |
|
|
2025
Q4 | $1.52M | Hold |
5,601
| – | – | 0.31% | 13 |
|
|
2025
Q3 | $1.43M | Hold |
5,601
| – | – | 0.29% | 14 |
|
|
2025
Q2 | $1.15M | Sell |
5,601
-84
| -1% | -$17K | 0.26% | 14 |
|
|
2025
Q1 | $1.26M | Hold |
5,685
| – | – | 0.3% | 13 |
|
|
2024
Q4 | $1.42M | Sell |
5,685
-78
| -1% | -$18.4K | 0.31% | 12 |
|
|
2024
Q3 | $1.34M | Hold |
5,763
| – | – | 0.3% | 14 |
|
|
2024
Q2 | $1.21M | Buy |
5,763
+2,800
| +94% | +$522K | 0.29% | 14 |
|
|
2024
Q1 | $508K | Hold |
2,963
| – | – | 0.13% | 15 |
|
|
2023
Q4 | $570K | Hold |
2,963
| – | – | 0.15% | 14 |
|
|
2023
Q3 | $507K | Buy |
2,963
+41
| +1% | +$7.52K | 0.15% | 16 |
|
|
2023
Q2 | $567K | Hold |
2,922
| – | – | 0.16% | 13 |
|
|
2023
Q1 | $482K | Hold |
2,922
| – | – | 0.14% | 13 |
|
|
2022
Q4 | $380K | Hold |
2,922
| – | – | 0.12% | 18 |
|
|
2022
Q3 | $404K | Hold |
2,922
| – | – | 0.13% | 17 |
|
|
2022
Q2 | $399K | Hold |
2,922
| – | – | 0.12% | 21 |
|
|
2022
Q1 | $510K | Hold |
2,922
| – | – | 0.12% | 19 |
|
|
2021
Q4 | $519K | Hold |
2,922
| – | – | 0.11% | 20 |
|
|
2021
Q3 | $413K | Hold |
2,922
| – | – | 0.1% | 16 |
|
|
2021
Q2 | $400K | Hold |
2,922
| – | – | 0.09% | 19 |
|
|
2021
Q1 | $357K | Sell |
2,922
-50
| -2% | -$6.42K | 0.09% | 21 |
|
|
2020
Q4 | $394K | Hold |
2,972
| – | – | 0.11% | 18 |
|
|
2020
Q3 | $344K | Hold |
2,972
| – | – | 0.11% | 18 |
|
|
2020
Q2 | $271K | Buy |
+2,972
| New | +$230K | 0.09% | 22 |
|
|
2020
Q1 | – | Sell |
-2,972
| Closed | -$218K | – | 22 |
|
|
2019
Q4 | $218K | Buy |
+2,972
| New | +$191K | 0.06% | 26 |
|
|
2019
Q3 | – | Sell |
-4,460
| Closed | -$221K | – | 29 |
|
|
2019
Q2 | $221K | Hold |
4,460
| – | – | 0.08% | 27 |
|
|
2019
Q1 | $212K | Buy |
+4,460
| New | +$189K | 0.07% | 30 |
|
|
2018
Q4 | – | Sell |
-4,460
| Closed | -$252K | – | 31 |
|
|
2018
Q3 | $252K | Buy |
+4,460
| New | +$232K | 0.08% | 31 |
|
|
2018
Q1 | – | Sell |
-108,772
| Closed | -$4.6M | – | 38 |
|
|
2017
Q4 | $4.6M | Sell |
108,772
-496
| -0.5% | -$20.7K | 1.64% | 26 |
|
|
2017
Q3 | $4.21M | Sell |
109,268
-4,360
| -4% | -$169K | 1.42% | 34 |
|
|
2017
Q2 | $4.09M | Buy |
113,628
+19,564
| +21% | +$723K | 1.35% | 35 |
|
|
2017
Q1 | $3.38M | Sell |
94,064
-129,532
| -58% | -$4.27M | 1.11% | 32 |
|
|
2016
Q4 | $6.47M | Buy |
223,596
+168,264
| +304% | +$4.77M | 2.19% | 22 |
|
|
2016
Q3 | $1.56M | Sell |
55,332
-406,896
| -88% | -$10.8M | 0.51% | 38 |
|
|
2016
Q2 | $11M | Buy |
462,228
+187,008
| +68% | +$4.65M | 3.98% | 8 |
|
|
2016
Q1 | $7.5M | Sell |
275,220
-43,508
| -14% | -$1.08M | 2.74% | 21 |
|
|
2015
Q4 | $8.39M | Sell |
318,728
-118,308
| -27% | -$3.38M | 2.83% | 22 |
|
|
2015
Q3 | $12.1M | Buy |
437,036
+350,876
| +407% | +$10.3M | 4.1% | 12 |
|
|
2015
Q2 | $2.7M | Buy |
+86,160
| New | +$2.76M | 0.81% | 30 |
|
|
2014
Q3 | – | Sell |
-424,544
| Closed | -$9.86M | – | 37 |
|
|
2014
Q2 | $9.86M | Sell |
424,544
-223,124
| -34% | -$4.75M | 3.48% | 14 |
|
|
2014
Q1 | $12.4M | Buy |
+647,668
| New | +$12.3M | 4.42% | 9 |
|
|
2013
Q3 | – | Sell |
-1,400
| Closed | -$20K | – | 43 |
|
|
2013
Q2 | $20K | Buy |
+1,400
| New | +$21.5K | 0.01% | 49 |
|
Other funds holding AAPL
VCM
VPM
Welch Capital Partners's AAPL Position: Q1 2026 in Review
Welch Capital Partners held its Apple (AAPL) position steady in Q1 2026 at 5,601 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #12.
Welch Capital Partners first reported a position in AAPL in Q2 2013 and has held it in 42 quarters since. The position peaked at $12.4M in Q1 2014. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Welch Capital Partners held 5,601 shares of Apple worth $1.42M as of Q1 2026.
- Welch Capital Partners left its Apple share count unchanged in Q1 2026.
- Apple made up 0.32% of Welch Capital Partners's portfolio in Q1 2026, its #12 holding.
- Welch Capital Partners first reported a position in Apple in Q2 2013 and has held it in 42 quarters since.
- Welch Capital Partners's Apple position peaked at $12.4M in Q1 2014.
- 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.