Boston Trust Walden’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 | $378M | Sell |
1,490,524
-60,666
| -4% | -$15.8M | 3.11% | 1 |
|
|
2025
Q4 | $422M | Sell |
1,551,190
-45,840
| -3% | -$12.3M | 3.18% | 2 |
|
|
2025
Q3 | $407M | Sell |
1,597,030
-158,424
| -9% | -$35.8M | 2.98% | 2 |
|
|
2025
Q2 | $360M | Sell |
1,755,454
-49,142
| -3% | -$9.92M | 2.57% | 2 |
|
|
2025
Q1 | $401M | Sell |
1,804,596
-51,710
| -3% | -$12M | 2.93% | 2 |
|
|
2024
Q4 | $465M | Sell |
1,856,306
-99,096
| -5% | -$23.4M | 3.26% | 2 |
|
|
2024
Q3 | $456M | Sell |
1,955,402
-34,558
| -2% | -$7.72M | 3.17% | 2 |
|
|
2024
Q2 | $419M | Sell |
1,989,960
-135,965
| -6% | -$25.4M | 3.11% | 2 |
|
|
2024
Q1 | $365M | Sell |
2,125,925
-73,737
| -3% | -$13.4M | 2.6% | 2 |
|
|
2023
Q4 | $424M | Sell |
2,199,662
-11,056
| -0.5% | -$2.04M | 3.2% | 2 |
|
|
2023
Q3 | $378M | Sell |
2,210,718
-31,996
| -1% | -$5.87M | 3.17% | 2 |
|
|
2023
Q2 | $435M | Sell |
2,242,714
-57,617
| -3% | -$10M | 3.57% | 2 |
|
|
2023
Q1 | $379M | Sell |
2,300,331
-215,489
| -9% | -$31.8M | 3.27% | 2 |
|
|
2022
Q4 | $327M | Sell |
2,515,820
-163,859
| -6% | -$23.4M | 2.87% | 2 |
|
|
2022
Q3 | $370M | Sell |
2,679,679
-64,830
| -2% | -$10.2M | 3.67% | 1 |
|
|
2022
Q2 | $375M | Sell |
2,744,509
-17,068
| -0.6% | -$2.58M | 3.55% | 2 |
|
|
2022
Q1 | $482M | Sell |
2,761,577
-106,642
| -4% | -$17.9M | 3.98% | 1 |
|
|
2021
Q4 | $509M | Sell |
2,868,219
-78,928
| -3% | -$12.5M | 4.09% | 1 |
|
|
2021
Q3 | $417M | Sell |
2,947,147
-48,161
| -2% | -$7.09M | 3.69% | 2 |
|
|
2021
Q2 | $410M | Buy |
2,995,308
+27,382
| +0.9% | +$3.55M | 3.65% | 2 |
|
|
2021
Q1 | $363M | Sell |
2,967,926
-95,410
| -3% | -$12.2M | 3.51% | 1 |
|
|
2020
Q4 | $406M | Sell |
3,063,336
-53,691
| -2% | -$6.46M | 4.34% | 1 |
|
|
2020
Q3 | $361M | Sell |
3,117,027
-63,629
| -2% | -$6.94M | 4.5% | 1 |
|
|
2020
Q2 | $290M | Sell |
3,180,656
-128,820
| -4% | -$9.98M | 3.92% | 2 |
|
|
2020
Q1 | $210M | Sell |
3,309,476
-602,184
| -15% | -$44.3M | 3.35% | 2 |
|
|
2019
Q4 | $287M | Sell |
3,911,660
-173,644
| -4% | -$11.2M | 3.34% | 1 |
|
|
2019
Q3 | $229M | Sell |
4,085,304
-21,276
| -0.5% | -$1.11M | 2.88% | 2 |
|
|
2019
Q2 | $203M | Buy |
4,106,580
+39,332
| +1% | +$1.92M | 2.64% | 2 |
|
|
2019
Q1 | $193M | Buy |
4,067,248
+89,632
| +2% | +$3.8M | 2.63% | 2 |
|
|
2018
Q4 | $157M | Sell |
3,977,616
-59,344
| -1% | -$2.88M | 2.5% | 2 |
|
|
2018
Q3 | $228M | Sell |
4,036,960
-20,828
| -0.5% | -$1.08M | 3.14% | 1 |
|
|
2018
Q2 | $188M | Sell |
4,057,788
-14,980
| -0.4% | -$679K | 2.76% | 1 |
|
|
2018
Q1 | $171M | Sell |
4,072,768
-41,148
| -1% | -$1.77M | 2.59% | 1 |
|
|
2017
Q4 | $174M | Buy |
4,113,916
+61,924
| +2% | +$2.59M | 2.55% | 1 |
|
|
2017
Q3 | $156M | Buy |
4,051,992
+17,616
| +0.4% | +$683K | 2.43% | 1 |
|
|
2017
Q2 | $145M | Buy |
4,034,376
+159,080
| +4% | +$5.88M | 2.33% | 1 |
|
|
2017
Q1 | $139M | Buy |
3,875,296
+12,908
| +0.3% | +$425K | 2.17% | 1 |
|
|
2016
Q4 | $112M | Buy |
3,862,388
+36,976
| +1% | +$1.05M | 1.76% | 1 |
|
|
2016
Q3 | $108M | Buy |
3,825,412
+59,376
| +2% | +$1.57M | 1.78% | 1 |
|
|
2016
Q2 | $90M | Buy |
3,766,036
+229,408
| +6% | +$5.7M | 1.54% | 3 |
|
|
2016
Q1 | $96.4M | Buy |
3,536,628
+54,936
| +2% | +$1.37M | 1.68% | 1 |
|
|
2015
Q4 | $91.6M | Buy |
3,481,692
+3,540
| +0.1% | +$101K | 1.7% | 2 |
|
|
2015
Q3 | $95.9M | Buy |
3,478,152
+8,828
| +0.3% | +$259K | 1.6% | 1 |
|
|
2015
Q2 | $109M | Sell |
3,469,324
-48,368
| -1% | -$1.55M | 1.66% | 1 |
|
|
2015
Q1 | $109M | Buy |
3,517,692
+21,088
| +0.6% | +$637K | 1.62% | 1 |
|
|
2014
Q4 | $96.5M | Buy |
3,496,604
+70,376
| +2% | +$1.91M | 1.44% | 1 |
|
|
2014
Q3 | $86.3M | Buy |
3,426,228
+15,736
| +0.5% | +$386K | 1.33% | 1 |
|
|
2014
Q2 | $79.2M | Sell |
3,410,492
-35,160
| -1% | -$748K | 1.15% | 3 |
|
|
2014
Q1 | $66.1M | Buy |
3,445,652
+20,944
| +0.6% | +$398K | 0.98% | 11 |
|
|
2013
Q4 | $68.6M | Sell |
3,424,708
-114,884
| -3% | -$2.17M | 1% | 9 |
|
|
2013
Q3 | $60.3M | Sell |
3,539,592
-146,720
| -4% | -$2.43M | 0.92% | 14 |
|
|
2013
Q2 | $52.2M | Buy |
+3,686,312
| New | +$56.7M | 0.84% | 27 |
|
Other funds holding AAPL
VCM
VPM
