Zevin Asset Management’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 | $31.3M | Sell |
123,393
-3,509
| -3% | -$913K | 4.33% | 1 |
|
|
2025
Q4 | $34.5M | Sell |
126,902
-883
| -0.7% | -$237K | 4.63% | 2 |
|
|
2025
Q3 | $32.5M | Sell |
127,785
-8,823
| -6% | -$1.99M | 4.73% | 3 |
|
|
2025
Q2 | $28M | Sell |
136,608
-6,516
| -5% | -$1.32M | 4.03% | 5 |
|
|
2025
Q1 | $31.8M | Sell |
143,124
-13,264
| -8% | -$3.07M | 5.04% | 3 |
|
|
2024
Q4 | $39.2M | Buy |
156,388
+10,552
| +7% | +$2.49M | 5.76% | 1 |
|
|
2024
Q3 | $34M | Sell |
145,836
-1,032
| -0.7% | -$230K | 5.26% | 2 |
|
|
2024
Q2 | $30.9M | Sell |
146,868
-600
| -0.4% | -$112K | 5.01% | 1 |
|
|
2024
Q1 | $25.3M | Buy |
147,468
+2,345
| +2% | +$426K | 4.21% | 4 |
|
|
2023
Q4 | $27.9M | Buy |
145,123
+1,971
| +1% | +$364K | 5.02% | 1 |
|
|
2023
Q3 | $24.5M | Buy |
143,152
+9,973
| +7% | +$1.83M | 4.93% | 1 |
|
|
2023
Q2 | $25.8M | Sell |
133,179
-2,279
| -2% | -$397K | 5.18% | 1 |
|
|
2023
Q1 | $22.3M | Sell |
135,458
-5,377
| -4% | -$793K | 4.56% | 3 |
|
|
2022
Q4 | $18.3M | Sell |
140,835
-7,899
| -5% | -$1.13M | 3.97% | 4 |
|
|
2022
Q3 | $20.6M | Sell |
148,734
-1,266
| -0.8% | -$199K | 4.86% | 2 |
|
|
2022
Q2 | $20.5M | Sell |
150,000
-5,550
| -4% | -$840K | 4.63% | 3 |
|
|
2022
Q1 | $27.2M | Sell |
155,550
-354
| -0.2% | -$59.5K | 5.2% | 2 |
|
|
2021
Q4 | $27.7M | Buy |
155,904
+316
| +0.2% | +$49.9K | 4.99% | 2 |
|
|
2021
Q3 | $22M | Buy |
155,588
+434
| +0.3% | +$63.9K | 4.2% | 7 |
|
|
2021
Q2 | $21.3M | Buy |
155,154
+18,892
| +14% | +$2.45M | 4.23% | 6 |
|
|
2021
Q1 | $16.6M | Buy |
136,262
+4,791
| +4% | +$615K | 3.68% | 9 |
|
|
2020
Q4 | $17.4M | Buy |
131,471
+736
| +0.6% | +$88.5K | 4.09% | 4 |
|
|
2020
Q3 | $15.1M | Sell |
130,735
-1,449
| -1% | -$158K | 4.13% | 7 |
|
|
2020
Q2 | $12.1M | Buy |
132,184
+1,340
| +1% | +$104K | 3.66% | 9 |
|
|
2020
Q1 | $8.32M | Buy |
130,844
+9,684
| +8% | +$712K | 3.1% | 13 |
|
|
2019
Q4 | $8.89M | Buy |
121,160
+3,552
| +3% | +$229K | 2.73% | 15 |
|
|
2019
Q3 | $6.58M | Buy |
117,608
+1,516
| +1% | +$79.3K | 2.12% | 18 |
|
|
2019
Q2 | $5.74M | Buy |
116,092
+72
| +0.1% | +$3.51K | 1.85% | 20 |
|
|
2019
Q1 | $5.51M | Buy |
116,020
+1,456
| +1% | +$61.8K | 1.8% | 21 |
|
|
2018
Q4 | $4.52M | Buy |
114,564
+388
| +0.3% | +$18.8K | 1.64% | 22 |
|
|
2018
Q3 | $6.44M | Sell |
114,176
-14,356
| -11% | -$748K | 1.88% | 22 |
|
|
2018
Q2 | $5.95M | Sell |
128,532
-29,260
| -19% | -$1.33M | 1.78% | 22 |
|
|
2018
Q1 | $6.62M | Sell |
157,792
-7,816
| -5% | -$336K | 1.72% | 22 |
|
|
2017
Q4 | $7.01M | Buy |
165,608
+12,744
| +8% | +$533K | 1.59% | 22 |
|
|
2017
Q3 | $5.89M | Buy |
152,864
+5,736
| +4% | +$223K | 1.38% | 29 |
|
|
2017
Q2 | $5.3M | Buy |
147,128
+113,760
| +341% | +$4.21M | 1.34% | 29 |
|
|
2017
Q1 | $1.2M | Buy |
33,368
+1,648
| +5% | +$54.3K | 0.3% | 59 |
|
|
2016
Q4 | $918K | Sell |
31,720
-704
| -2% | -$20K | 0.24% | 62 |
|
|
2016
Q3 | $916K | Sell |
32,424
-420,084
| -93% | -$11.1M | 0.3% | 57 |
|
|
2016
Q2 | $10.8M | Sell |
452,508
-9,060
| -2% | -$225K | 3% | 7 |
|
|
2016
Q1 | $12.6M | Buy |
461,568
+1,416
| +0.3% | +$35.3K | 3.56% | 7 |
|
|
2015
Q4 | $12.1M | Buy |
460,152
+11,500
| +3% | +$329K | 3.19% | 8 |
|
|
2015
Q3 | $12.4M | Buy |
448,652
+405,596
| +942% | +$11.9M | 3.61% | 4 |
|
|
2015
Q2 | $1.35M | Buy |
43,056
+392
| +0.9% | +$12.5K | 0.36% | 66 |
|
|
2015
Q1 | $1.33M | Buy |
42,664
+1,456
| +4% | +$44K | 0.37% | 67 |
|
|
2014
Q4 | $1.14M | Buy |
41,208
+644
| +2% | +$17.5K | 0.32% | 70 |
|
|
2014
Q3 | $1.02M | Hold |
40,564
| – | – | 0.3% | 68 |
|
|
2014
Q2 | $942K | Buy |
40,564
+20,600
| +103% | +$438K | 0.28% | 69 |
|
|
2014
Q1 | $383K | Hold |
19,964
| – | – | 0.12% | 86 |
|
|
2013
Q4 | $400K | Sell |
19,964
-2,800
| -12% | -$52.9K | 0.11% | 85 |
|
|
2013
Q3 | $388K | Hold |
22,764
| – | – | 0.12% | 83 |
|
|
2013
Q2 | $322K | Buy |
+22,764
| New | +$350K | 0.11% | 84 |
|
Other funds holding AAPL
VCM
VPM
Zevin Asset Management's AAPL Position: Q1 2026 in Review
Zevin Asset Management reduced its Apple (AAPL) stake by 2.8% in Q1 2026, selling an estimated $913K and leaving 123,393 shares worth $31.3M. The position accounts for 4.33% of the portfolio, ranked #1.
Zevin Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.2M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Zevin Asset Management held 123,393 shares of Apple worth $31.3M as of Q1 2026.
- Zevin Asset Management sold 3,509 Apple shares in Q1 2026, an estimated $913K.
- Apple made up 4.33% of Zevin Asset Management's portfolio in Q1 2026, its #1 holding.
- Zevin Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Zevin Asset Management's Apple position peaked at $39.2M in Q4 2024.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.