Willis Investment Counsel’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 | $27.7M | Sell |
109,136
-450
| -0.4% | -$117K | 1.51% | 27 |
|
|
2025
Q4 | $29.8M | Sell |
109,586
-473
| -0.4% | -$127K | 1.54% | 20 |
|
|
2025
Q3 | $28M | Buy |
110,059
+414
| +0.4% | +$93.5K | 1.53% | 24 |
|
|
2025
Q2 | $22.5M | Buy |
109,645
+12,234
| +13% | +$2.47M | 1.32% | 31 |
|
|
2025
Q1 | $21.6M | Sell |
97,411
-13,170
| -12% | -$3.05M | 1.46% | 28 |
|
|
2024
Q4 | $27.7M | Buy |
110,581
+47
| +0% | +$11.1K | 1.82% | 18 |
|
|
2024
Q3 | $25.8M | Buy |
110,534
+16
| +0% | +$3.57K | 1.67% | 20 |
|
|
2024
Q2 | $23.3M | Sell |
110,518
-665
| -0.6% | -$124K | 1.61% | 27 |
|
|
2024
Q1 | $19.1M | Sell |
111,183
-3,154
| -3% | -$573K | 1.31% | 28 |
|
|
2023
Q4 | $22M | Sell |
114,337
-196
| -0.2% | -$36.2K | 1.55% | 22 |
|
|
2023
Q3 | $19.6M | Hold |
114,533
| – | – | 1.48% | 27 |
|
|
2023
Q2 | $22.2M | Sell |
114,533
-820
| -0.7% | -$143K | 1.45% | 26 |
|
|
2023
Q1 | $19M | Buy |
115,353
+1,560
| +1% | +$230K | 1.24% | 32 |
|
|
2022
Q4 | $14.8M | Buy |
113,793
+25,331
| +29% | +$3.62M | 0.95% | 47 |
|
|
2022
Q3 | $12.2M | Sell |
88,462
-12,371
| -12% | -$1.94M | 0.89% | 50 |
|
|
2022
Q2 | $13.8M | Buy |
100,833
+43,833
| +77% | +$6.64M | 0.84% | 50 |
|
|
2022
Q1 | $9.95M | Sell |
57,000
-2,869
| -5% | -$482K | 0.53% | 65 |
|
|
2021
Q4 | $10.6M | Sell |
59,869
-859
| -1% | -$136K | 0.56% | 62 |
|
|
2021
Q3 | $8.59M | Buy |
60,728
+45,442
| +297% | +$6.69M | 0.49% | 64 |
|
|
2021
Q2 | $2.09M | Buy |
15,286
+80
| +0.5% | +$10.4K | 0.12% | 90 |
|
|
2021
Q1 | $1.86M | Buy |
+15,206
| New | +$1.95M | 0.11% | 92 |
|
|
2020
Q4 | – | Sell |
-13,560
| Closed | -$1.57M | – | 106 |
|
|
2020
Q3 | $1.57M | Sell |
13,560
-156,368
| -92% | -$17.1M | 0.14% | 90 |
|
|
2020
Q2 | $15.5M | Sell |
169,928
-170,220
| -50% | -$13.2M | 1.2% | 35 |
|
|
2020
Q1 | $21.6M | Sell |
340,148
-40,252
| -11% | -$2.96M | 1.79% | 19 |
|
|
2019
Q4 | $27.9M | Sell |
380,400
-110,000
| -22% | -$7.08M | 1.81% | 19 |
|
|
2019
Q3 | $27.5M | Hold |
490,400
| – | – | 1.84% | 17 |
|
|
2019
Q2 | $24.3M | Hold |
490,400
| – | – | 1.64% | 22 |
|
|
2019
Q1 | $23.3M | Buy |
490,400
+1,600
| +0.3% | +$67.9K | 1.6% | 16 |
|
|
2018
Q4 | $19.3M | Buy |
488,800
+102,400
| +27% | +$4.96M | 1.43% | 25 |
|
|
2018
Q3 | $21.8M | Buy |
386,400
+101,200
| +35% | +$5.27M | 1.5% | 22 |
|
|
2018
Q2 | $13.2M | Sell |
285,200
-194,400
| -41% | -$8.82M | 0.97% | 51 |
|
|
2018
Q1 | $20.1M | Buy |
479,600
+105,344
| +28% | +$4.54M | 1.55% | 18 |
|
|
2017
Q4 | $15.8M | Sell |
374,256
-2,144
| -0.6% | -$89.6K | 1.11% | 40 |
|
|
2017
Q3 | $14.5M | Sell |
376,400
-66,864
| -15% | -$2.59M | 1.05% | 43 |
|
|
2017
Q2 | $16M | Sell |
443,264
-72,336
| -14% | -$2.67M | 1.21% | 29 |
|
|
2017
Q1 | $18.5M | Sell |
515,600
-122,140
| -19% | -$4.02M | 1.39% | 23 |
|
|
2016
Q4 | $18.5M | Buy |
637,740
+34,400
| +6% | +$975K | 1.38% | 27 |
|
|
2016
Q3 | $17.1M | Buy |
603,340
+144,940
| +32% | +$3.84M | 1.37% | 27 |
|
|
2016
Q2 | $11M | Buy |
+458,400
| New | +$11.4M | 0.93% | 41 |
|
Other funds holding AAPL
VCM
VPM
Willis Investment Counsel's AAPL Position: Q1 2026 in Review
Willis Investment Counsel reduced its Apple (AAPL) stake by 0.41% in Q1 2026, selling an estimated $117K and leaving 109,136 shares worth $27.7M. The position accounts for 1.51% of the portfolio, ranked #27.
Willis Investment Counsel first reported a position in AAPL in Q2 2016 and has held it in 39 quarters since. The position peaked at $29.8M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Willis Investment Counsel held 109,136 shares of Apple worth $27.7M as of Q1 2026.
- Willis Investment Counsel sold 450 Apple shares in Q1 2026, an estimated $117K.
- Apple made up 1.51% of Willis Investment Counsel's portfolio in Q1 2026, its #27 holding.
- Willis Investment Counsel first reported a position in Apple in Q2 2016 and has held it in 39 quarters since.
- Willis Investment Counsel's Apple position peaked at $29.8M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Willis Investment Counsel's 13F filing for Q1 2026, filed 5 May 2026.