WoodTrust Financial’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 | $22.3M | Sell |
87,881
-8,127
| -8% | -$2.12M | 2.88% | 12 |
|
|
2025
Q4 | $26.1M | Sell |
96,008
-1,019
| -1% | -$274K | 3.05% | 11 |
|
|
2025
Q3 | $24.7M | Sell |
97,027
-13,318
| -12% | -$3.01M | 2.94% | 11 |
|
|
2025
Q2 | $21M | Buy |
110,345
+14,096
| +15% | +$2.85M | 2.67% | 12 |
|
|
2025
Q1 | $21.4M | Sell |
96,249
-282
| -0.3% | -$65.3K | 2.99% | 10 |
|
|
2024
Q4 | $24.2M | Buy |
96,531
+883
| +0.9% | +$208K | 3.4% | 9 |
|
|
2024
Q3 | $22.3M | Sell |
95,648
-2,565
| -3% | -$573K | 3.17% | 9 |
|
|
2024
Q2 | $20.7M | Buy |
98,213
+1,181
| +1% | +$220K | 3.22% | 9 |
|
|
2024
Q1 | $16.6K | Sell |
97,032
-5,478
| -5% | -$996K | 2.64% | 11 |
|
|
2023
Q4 | $19.7M | Sell |
102,510
-1,833
| -2% | -$338K | 3.37% | 8 |
|
|
2023
Q3 | $17.9M | Buy |
104,343
+98
| +0.1% | +$18K | 3.42% | 7 |
|
|
2023
Q2 | $20.2M | Sell |
104,245
-3,900
| -4% | -$680K | 3.75% | 4 |
|
|
2023
Q1 | $17.8M | Sell |
108,145
-306
| -0.3% | -$45.2K | 3.46% | 5 |
|
|
2022
Q4 | $14.1M | Sell |
108,451
-8,097
| -7% | -$1.16M | 2.91% | 10 |
|
|
2022
Q3 | $16.1M | Buy |
116,548
+624
| +0.5% | +$97.9K | 3.62% | 4 |
|
|
2022
Q2 | $15.8M | Buy |
115,924
+4,161
| +4% | +$630K | 3.56% | 4 |
|
|
2022
Q1 | $19.5M | Buy |
111,763
+2,144
| +2% | +$361K | 3.96% | 4 |
|
|
2021
Q4 | $19.5M | Buy |
109,619
+533
| +0.5% | +$84.2K | 4.03% | 4 |
|
|
2021
Q3 | $15.4M | Buy |
109,086
+1,853
| +2% | +$273K | 3.63% | 7 |
|
|
2021
Q2 | $14.7M | Buy |
107,233
+5,497
| +5% | +$712K | 3.88% | 6 |
|
|
2021
Q1 | $12.4M | Sell |
101,736
-5,184
| -5% | -$665K | 3.66% | 7 |
|
|
2020
Q4 | $14.2M | Buy |
106,920
+6,964
| +7% | +$838K | 4.43% | 5 |
|
|
2020
Q3 | $11.6M | Sell |
99,956
-4,888
| -5% | -$533K | 4.19% | 4 |
|
|
2020
Q2 | $9.56M | Sell |
104,844
-18,752
| -15% | -$1.45M | 3.82% | 7 |
|
|
2020
Q1 | $7.86M | Sell |
123,596
-4,212
| -3% | -$310K | 3.69% | 6 |
|
|
2019
Q4 | $9.38M | Sell |
127,808
-4,636
| -4% | -$298K | 3.7% | 8 |
|
|
2019
Q3 | $7.42M | Sell |
132,444
-172
| -0.1% | -$8.99K | 3.2% | 10 |
|
|
2019
Q2 | $6.56M | Buy |
132,616
+2,976
| +2% | +$145K | 2.95% | 10 |
|
|
2019
Q1 | $6.16M | Buy |
129,640
+11,352
| +10% | +$482K | 2.94% | 10 |
|
|
2018
Q4 | $4.67M | Buy |
118,288
+1,836
| +2% | +$89K | 2.63% | 12 |
|
|
2018
Q3 | $6.57M | Sell |
116,452
-548
| -0.5% | -$28.5K | 3.18% | 8 |
|
|
2018
Q2 | $5.41M | Sell |
117,000
-9,060
| -7% | -$411K | 2.84% | 9 |
|
|
2018
Q1 | $5.29M | Sell |
126,060
-932
| -0.7% | -$40.1K | 2.83% | 8 |
|
|
2017
Q4 | $5.37M | Buy |
+126,992
| New | +$5.31M | 2.86% | 8 |
|
Other funds holding AAPL
VCM
VPM
WoodTrust Financial's AAPL Position: Q1 2026 in Review
WoodTrust Financial reduced its Apple (AAPL) stake by 8.5% in Q1 2026, selling an estimated $2.12M and leaving 87,881 shares worth $22.3M. The position accounts for 2.88% of the portfolio, ranked #12.
WoodTrust Financial first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $26.1M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- WoodTrust Financial held 87,881 shares of Apple worth $22.3M as of Q1 2026.
- WoodTrust Financial sold 8,127 Apple shares in Q1 2026, an estimated $2.12M.
- Apple made up 2.88% of WoodTrust Financial's portfolio in Q1 2026, its #12 holding.
- WoodTrust Financial first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- WoodTrust Financial's Apple position peaked at $26.1M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.