Fred Martin
Disciplined Growth Investors
Fred Martin Apple Inc stake
total: 241
Disciplined Growth Investors AAPL trades
- Total transactions:
- 27
- New positions:
- 2
- Sold out:
- 1
- Added:
- 5
- Reduced:
- 19
- Held since:
- 2020 Q4
- Held for:
- 23 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Fred Martin holds 992 Apple Inc (AAPL) shares with a market value of roughly $287.04K accounting for 0.00% of the overall portfolio. Disciplined Growth Investors has held AAPL since at least 2013 Q2 with about 1.01M shares in our earliest available record. Fred Martin later completely sold out the position and invested in Apple Inc again in 2020 Q4. Since at least 2013 Q2, Disciplined Growth Investors has made 26 more transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $162.58
- Weighted AVG sell price:
- $167.98
Fred Martin's historical trades in Apple Inc
27 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.01%
|
992
|
$253.79
|
$251,760
|
-35.37% (-543)
|
-0%
|
|
2025 Q3
|
0.01%
|
1,535
|
$254.63
|
$390,857
|
-33.61% (-777)
|
-0%
|
|
2025 Q2
|
0.01%
|
2,312
|
$205.17
|
$474,353
|
+73.57% (+980)
|
+0%
|
|
2025 Q1
|
0.01%
|
1,332
|
$222.13
|
$295,877
|
-9.02% (-132)
|
-0%
|
|
2023 Q4
|
0.01%
|
1,464
|
$192.53
|
$281,864
|
-30.48% (-642)
|
-0%
|
|
2022 Q4
|
0.01%
|
2,106
|
$129.93
|
$273,633
|
-4.10% (-90)
|
-0%
|
|
2022 Q2
|
0.01%
|
2,196
|
$136.61
|
$300,000
|
-66.06% (-4,274)
|
-0.01%
|
|
2022 Q1
|
0.02%
|
6,470
|
$174.65
|
$1,130,000
|
-6.66% (-462)
|
-0%
|
|
2021 Q4
|
0.02%
|
6,932
|
$177.58
|
$1,231,000
|
+120.41% (+3,787)
|
+0.01%
|
|
2021 Q3
|
0.01%
|
3,145
|
$141.49
|
$445,000
|
-2.84% (-92)
|
-0%
|
|
2021 Q2
|
0.01%
|
$136.86
|
+7.72% (+232)
|
|||
|
2021 Q1
|
0.01%
|
$122.13
|
+10.19% (+278)
|
|||
|
2020 Q4
|
0.01%
|
$132.75
|
new
|
|||
|
2017 Q1
|
0.00%
|
$28.97
|
-100% (-21,260)
|
|||
|
2016 Q3
|
0.01%
|
$28.27
|
-40.81% (-14,656)
|
|||
|
2016 Q2
|
0.02%
|
$23.89
|
+4.83% (+1,656)
|
|||
|
2015 Q4
|
0.02%
|
$26.33
|
-5.52% (-2,000)
|
|||
|
2015 Q3
|
0.03%
|
$27.58
|
-9.08% (-3,620)
|
|||
|
2015 Q2
|
0.03%
|
$31.34
|
-48.18% (-37,080)
|
|||
|
2015 Q1
|
0.06%
|
$31.11
|
-37.46% (-46,100)
|
|||
|
2014 Q4
|
0.08%
|
$27.60
|
-51.26% (-129,412)
|
|||
|
2014 Q3
|
0.16%
|
$25.19
|
-34.27% (-131,624)
|
|||
|
2014 Q2
|
0.23%
|
$23.23
|
-57.66% (-523,160)
|
|||
|
2014 Q1
|
0.44%
|
$19.17
|
-4.45% (-42,280)
|
|||
|
2013 Q4
|
0.50%
|
$20.04
|
-2.45% (-23,800)
|
|||
|
2013 Q3
|
0.48%
|
$17.03
|
-3.45% (-34,776)
|
|||
|
2013 Q2
|
0.46%
|
$14.16
|
new or own*
|
|||
* 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.
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.