Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$58M Sell
228,500
-1,534,000
-87% -$399M ﹤0.01% 2418
2025
Q4
$479M Buy
1,762,500
+155,000
+10% +$41.6M 0.01% 1132
2025
Q3
$409M Buy
1,607,500
+1,105,800
+220% +$250M 0.01% 1224
2025
Q2
$103M Buy
+501,700
New +$101M ﹤0.01% 2027
2025
Q1
Sell
-1,370,000
Closed -$343M 5428
2024
Q4
$343M Sell
1,370,000
-3,829,000
-74% -$902M 0.01% 1348
2024
Q3
$1.21B Sell
5,199,000
-341,300
-6% -$76.2M 0.03% 548
2024
Q2
$1.17B Buy
5,540,300
+4,144,300
+297% +$773M 0.03% 525
2024
Q1
$239M Buy
1,396,000
+55,200
+4% +$10M 0.01% 1528
2023
Q4
$258M Sell
1,340,800
-336,800
-20% -$62.2M 0.01% 1479
2023
Q3
$287M Buy
1,677,600
+27,100
+2% +$4.97M 0.01% 1300
2023
Q2
$320M Buy
1,650,500
+599,500
+57% +$104M 0.01% 1242
2023
Q1
$173M Buy
+1,051,000
New +$155M 0.01% 1648
2022
Q4
Sell
-644,500
Closed -$89.1M 5764
2022
Q3
$89.1M Buy
+644,500
New +$101M ﹤0.01% 2035
2022
Q2
Sell
-1,225,100
Closed -$214M 5837
2022
Q1
$214M Buy
+1,225,100
New +$206M 0.01% 1625
2021
Q4
Sell
-904,500
Closed -$128M 5774
2021
Q3
$128M Buy
904,500
+431,300
+91% +$63.5M ﹤0.01% 2055
2021
Q2
$64.8M Sell
473,200
-329,800
-41% -$42.7M ﹤0.01% 2526
2021
Q1
$98.1M Sell
803,000
-76,200
-9% -$9.78M ﹤0.01% 2205
2020
Q4
$117M Sell
879,200
-1,139,200
-56% -$137M ﹤0.01% 1991
2020
Q3
$234M Buy
2,018,400
+1,228,000
+155% +$134M 0.01% 1266
2020
Q2
$72.1M Buy
+790,400
New +$61.2M ﹤0.01% 2046
2019
Q4
Sell
-809,200
Closed -$45.3M 4971
2019
Q3
$45.3M Sell
809,200
-270,800
-25% -$14.2M ﹤0.01% 2351
2019
Q2
$53.4M Buy
+1,080,000
New +$52.6M ﹤0.01% 2281
2017
Q4
Sell
-8,256,000
Closed -$318M 4918
2017
Q3
$318M Buy
+8,256,000
New +$320M 0.02% 981
2017
Q2
Sell
-1,582,000
Closed -$56.8M 5013
2017
Q1
$56.8M Buy
+1,582,000
New +$52.1M ﹤0.01% 2139
2016
Q4
Sell
-86,000
Closed -$2.43M 3722
2016
Q3
$2.43M Buy
86,000
+50,000
+139% +$1.32M ﹤0.01% 1130
2016
Q2
$860K Hold
36,000
﹤0.01% 1489
2016
Q1
$981K Buy
+36,000
New +$897K ﹤0.01% 1361
2015
Q3
Sell
-5,600
Closed -$176K 3202
2015
Q2
$176K Buy
+5,600
New +$179K ﹤0.01% 1701

Other funds holding AAPL