ZIM
Zacks Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310M | Buy |
1,512,558
+29,759
| +2% | +$6.11M | 2.65% | 4 |
|
|
2025
Q1 | $329M | Buy |
1,482,799
+40,480
| +3% | +$8.99M | 3.08% | 2 |
|
|
2024
Q4 | $361M | Buy |
1,442,319
+24,149
| +2% | +$6.05M | 3.34% | 3 |
|
|
2024
Q3 | $330M | Buy |
+1,418,170
| New | +$330M | 2.87% | 3 |
|
|
2024
Q2 | – | Sell |
-1,349,097
| Closed | -$231M | – | 610 |
|
|
2024
Q1 | $231M | Sell |
1,349,097
-48,097
| -3% | -$8.25M | 2.47% | 3 |
|
|
2023
Q4 | $269M | Sell |
1,397,194
-43,154
| -3% | -$8.31M | 3.31% | 2 |
|
|
2023
Q3 | $247M | Sell |
1,440,348
-4,562
| -0.3% | -$781K | 3.19% | 2 |
|
|
2023
Q2 | $280M | Buy |
1,444,910
+6,141
| +0.4% | +$1.19M | 3.52% | 2 |
|
|
2023
Q1 | $237M | Buy |
1,438,769
+138,120
| +11% | +$22.8M | 3.18% | 2 |
|
|
2022
Q4 | $169M | Sell |
1,300,649
-57,370
| -4% | -$7.45M | 2.36% | 3 |
|
|
2022
Q3 | $188M | Buy |
1,358,019
+94,153
| +7% | +$13M | 3% | 2 |
|
|
2022
Q2 | $173M | Buy |
1,263,866
+40,183
| +3% | +$5.49M | 2.64% | 2 |
|
|
2022
Q1 | $214M | Buy |
1,223,683
+126,827
| +12% | +$22.1M | 2.97% | 2 |
|
|
2021
Q4 | $195M | Buy |
1,096,856
+60,339
| +6% | +$10.7M | 2.74% | 2 |
|
|
2021
Q3 | $147M | Buy |
1,036,517
+57,727
| +6% | +$8.17M | 2.32% | 3 |
|
|
2021
Q2 | $134M | Buy |
978,790
+34,291
| +4% | +$4.7M | 2.17% | 3 |
|
|
2021
Q1 | $115M | Buy |
944,499
+7,540
| +0.8% | +$921K | 2.05% | 4 |
|
|
2020
Q4 | $124M | Buy |
936,959
+5,708
| +0.6% | +$757K | 2.29% | 4 |
|
|
2020
Q3 | $108M | Buy |
931,251
+697,205
| +298% | +$80.7M | 2.19% | 5 |
|
|
2020
Q2 | $85.4M | Buy |
234,046
+11,865
| +5% | +$4.33M | 1.88% | 7 |
|
|
2020
Q1 | $56.5M | Sell |
222,181
-7,809
| -3% | -$1.99M | 1.39% | 16 |
|
|
2019
Q4 | $67.5M | Buy |
229,990
+257
| +0.1% | +$75.5K | 1.27% | 20 |
|
|
2019
Q3 | $51.5M | Buy |
229,733
+2,093
| +0.9% | +$469K | 1.03% | 29 |
|
|
2019
Q2 | $45.1M | Sell |
227,640
-1,896
| -0.8% | -$375K | 0.92% | 40 |
|
|
2019
Q1 | $43.6M | Sell |
229,536
-33,356
| -13% | -$6.34M | 0.94% | 32 |
|
|
2018
Q4 | $41.5M | Buy |
262,892
+12,344
| +5% | +$1.95M | 1% | 31 |
|
|
2018
Q3 | $56.6M | Buy |
250,548
+23,879
| +11% | +$5.39M | 1.18% | 23 |
|
|
2018
Q2 | $42M | Sell |
226,669
-714
| -0.3% | -$132K | 0.91% | 29 |
|
|
2018
Q1 | $38.2M | Buy |
227,383
+1,586
| +0.7% | +$266K | 0.85% | 38 |
|
|
2017
Q4 | $38.2M | Buy |
225,797
+2,665
| +1% | +$451K | 0.83% | 39 |
|
|
2017
Q3 | $34.4M | Buy |
223,132
+4,952
| +2% | +$763K | 0.81% | 39 |
|
|
2017
Q2 | $31.4M | Buy |
218,180
+4,966
| +2% | +$715K | 0.78% | 38 |
|
|
2017
Q1 | $30.6M | Buy |
213,214
+2,702
| +1% | +$388K | 0.78% | 38 |
|
|
2016
Q4 | $24.4M | Sell |
210,512
-13,080
| -6% | -$1.51M | 0.7% | 45 |
|
|
2016
Q3 | $25.3M | Buy |
223,592
+30,166
| +16% | +$3.41M | 0.72% | 44 |
|
|
2016
Q2 | $18.5M | Sell |
193,426
-6,474
| -3% | -$619K | 0.56% | 51 |
|
|
2016
Q1 | $21.8M | Sell |
199,900
-43,042
| -18% | -$4.69M | 0.69% | 42 |
|
|
2015
Q4 | $25.6M | Sell |
242,942
-878
| -0.4% | -$92.4K | 0.84% | 37 |
|
|
2015
Q3 | $26.9M | Sell |
243,820
-13,353
| -5% | -$1.47M | 0.94% | 30 |
|
|
2015
Q2 | $32.3M | Sell |
257,173
-13,769
| -5% | -$1.73M | 1.02% | 23 |
|
|
2015
Q1 | $33.7M | Buy |
270,942
+43,185
| +19% | +$5.37M | 1.07% | 20 |
|
|
2014
Q4 | $25.1M | Buy |
227,757
+13,806
| +6% | +$1.52M | 0.81% | 36 |
|
|
2014
Q3 | $21.6M | Buy |
213,951
+38,323
| +22% | +$3.86M | 0.75% | 41 |
|
|
2014
Q2 | $16.3M | Buy |
175,628
+147,522
| +525% | +$13.7M | 0.58% | 53 |
|
|
2014
Q1 | $15.1M | Buy |
28,106
+3,171
| +13% | +$1.7M | 0.56% | 54 |
|
|
2013
Q4 | $14M | Buy |
24,935
+16,275
| +188% | +$9.13M | 0.55% | 58 |
|
|
2013
Q3 | $4.13M | Sell |
8,660
-1,479
| -15% | -$705K | 0.18% | 147 |
|
|
2013
Q2 | $4.02M | Buy |
+10,139
| New | +$4.02M | 0.18% | 153 |
|