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Andrew R. Adams

Mairs & Power Growth Fund

Mairs & Power Growth Fund Apple Inc stake

total: 93

Mairs & Power Growth Fund AAPL trades

Total transactions:
7
New positions:
1
Added:
4
Reduced:
2
Held since:
2023 Q4
Held for:
10 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Mairs & Power Growth Fund holds 770,431 Apple Inc (AAPL) shares with a market value of roughly $195.53M accounting for 3.90% of the overall portfolio. To date, the estimated cost basis is nearly $193.52 for "buy" trades and estimated average "sell" price is $210.04. Mairs & Power Growth Fund first purchased AAPL in 2023 Q4, initially acquiring 405,000 shares. Since the initial investment in Apple Inc (AAPL), Mairs & Power Growth Fund has made 6 more transactions.

How many AAPL shares does Mairs & Power Growth Fund currently hold?

According to 2026 Q1 report, Mairs & Power Growth Fund holds 770,431 shares of Apple Inc (AAPL), valued at around $195.53M.

When did Mairs & Power Growth Fund buy Apple Inc (AAPL)?

Mairs & Power Growth Fund first invested in Apple Inc (AAPL) in 2023 Q4 at the reported quarter-end price of $192.53 per share.

What's the cost basis of Mairs & Power Growth Fund's AAPL stake?

The estimated cost basis for Apple Inc (AAPL) stake is around $193.52 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$193.52
Weighted AVG sell price:
$210.04

Mairs & Power Growth Fund's historical trades in Apple Inc

7 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
3.90%
770,431
$253.79
$195,527,683
-2.94% (-23,369)
-0.11%
2025 Q4
3.90%
793,800
$271.86
$215,802,468
+3.93% (+30,000)
+0.15%
2025 Q2
2.91%
763,800
$205.17
$156,708,846
-21.56% (-210,000)
-0.84%
2024 Q3
3.97%
973,800
$233.00
$226,895,400
+2.85% (+27,000)
+0.11%
2024 Q2
3.59%
946,800
$210.62
$199,415,016
+31.72% (+228,000)
+0.86%
2024 Q1
2.25%
718,800
$171.48
$123,259,824
+77.48% (+313,800)
+0.98%
2023 Q4
1.55%
405,000
$192.53
$77,974,650
new
+1.55%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.