Charles Schwab’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6B | Buy |
100,179,593
+2,455,485
| +3% | +$504M | 3.55% | 3 |
|
|
2025
Q1 | $21.7B | Sell |
97,724,108
-375,303
| -0.4% | -$83.4M | 4.07% | 1 |
|
|
2024
Q4 | $24.6B | Buy |
98,099,411
+3,156,680
| +3% | +$790M | 4.53% | 1 |
|
|
2024
Q3 | $22.1B | Buy |
94,942,731
+5,893,741
| +7% | +$1.37B | 4.22% | 1 |
|
|
2024
Q2 | $18.8B | Buy |
89,048,990
+2,320,935
| +3% | +$489M | 3.57% | 2 |
|
|
2024
Q1 | $14.9B | Buy |
86,728,055
+1,679,417
| +2% | +$288M | 3.43% | 2 |
|
|
2023
Q4 | $16.4B | Buy |
85,048,638
+1,873,734
| +2% | +$361M | 4.16% | 2 |
|
|
2023
Q3 | $14.2B | Buy |
83,174,904
+326,183
| +0.4% | +$55.8M | 4.08% | 1 |
|
|
2023
Q2 | $16.1B | Sell |
82,848,721
-41,461
| -0.1% | -$8.04M | 4.59% | 1 |
|
|
2023
Q1 | $13.7B | Buy |
82,890,182
+844,896
| +1% | +$139M | 4.15% | 1 |
|
|
2022
Q4 | $10.7B | Buy |
82,045,286
+1,505,221
| +2% | +$196M | 3.43% | 1 |
|
|
2022
Q3 | $11.1B | Sell |
80,540,065
-313,174
| -0.4% | -$43.3M | 3.99% | 1 |
|
|
2022
Q2 | $11.1B | Buy |
80,853,239
+113,465
| +0.1% | +$15.5M | 3.85% | 1 |
|
|
2022
Q1 | $14.1B | Buy |
80,739,774
+1,155,915
| +1% | +$202M | 4.24% | 1 |
|
|
2021
Q4 | $14.1B | Buy |
79,583,859
+1,273,148
| +2% | +$226M | 4.17% | 1 |
|
|
2021
Q3 | $11.1B | Buy |
78,310,711
+1,462,740
| +2% | +$207M | 3.62% | 1 |
|
|
2021
Q2 | $10.5B | Buy |
76,847,971
+898,803
| +1% | +$123M | 3.5% | 1 |
|
|
2021
Q1 | $9.28B | Sell |
75,949,168
-1,693,055
| -2% | -$207M | 3.4% | 1 |
|
|
2020
Q4 | $10.3B | Sell |
77,642,223
-1,057,159
| -1% | -$140M | 4.09% | 1 |
|
|
2020
Q3 | $9.11B | Buy |
78,699,382
+58,823,499
| +296% | +$6.81B | 4.19% | 1 |
|
|
2020
Q2 | $7.25B | Sell |
19,875,883
-587,457
| -3% | -$214M | 3.55% | 2 |
|
|
2020
Q1 | $5.2B | Buy |
20,463,340
+12,517
| +0.1% | +$3.18M | 3.06% | 2 |
|
|
2019
Q4 | $6.01B | Buy |
20,450,823
+71,513
| +0.4% | +$21M | 3.23% | 1 |
|
|
2019
Q3 | $4.56B | Buy |
20,379,310
+138,520
| +0.7% | +$31M | 2.69% | 2 |
|
|
2019
Q2 | $4.01B | Buy |
20,240,790
+161,912
| +0.8% | +$32M | 2.44% | 2 |
|
|
2019
Q1 | $3.81B | Buy |
20,078,878
+820,830
| +4% | +$156M | 2.44% | 2 |
|
|
2018
Q4 | $3.04B | Buy |
19,258,048
+187,706
| +1% | +$29.6M | 2.33% | 2 |
|
|
2018
Q3 | $4.3B | Sell |
19,070,342
-747,450
| -4% | -$169M | 2.87% | 1 |
|
|
2018
Q2 | $3.67B | Buy |
19,817,792
+207,520
| +1% | +$38.4M | 2.67% | 1 |
|
|
2018
Q1 | $3.29B | Buy |
19,610,272
+347,970
| +2% | +$58.4M | 2.56% | 1 |
|
|
2017
Q4 | $3.26B | Buy |
19,262,302
+570,279
| +3% | +$96.5M | 2.59% | 1 |
|
|
2017
Q3 | $2.88B | Buy |
18,692,023
+409,360
| +2% | +$63.1M | 2.52% | 1 |
|
|
2017
Q2 | $2.63B | Buy |
18,282,663
+645,015
| +4% | +$92.9M | 2.47% | 1 |
|
|
2017
Q1 | $2.53B | Buy |
17,637,648
+471,057
| +3% | +$67.7M | 2.54% | 1 |
|
|
2016
Q4 | $1.99B | Buy |
17,166,591
+880,161
| +5% | +$102M | 2.18% | 1 |
|
|
2016
Q3 | $1.84B | Sell |
16,286,430
-47,830
| -0.3% | -$5.41M | 2.16% | 1 |
|
|
2016
Q2 | $1.56B | Sell |
16,334,260
-174,101
| -1% | -$16.7M | 1.95% | 2 |
|
|
2016
Q1 | $1.8B | Sell |
16,508,361
-42,714
| -0.3% | -$4.66M | 2.36% | 1 |
|
|
2015
Q4 | $1.74B | Buy |
16,551,075
+300,487
| +2% | +$31.6M | 2.35% | 1 |
|
|
2015
Q3 | $1.79B | Buy |
16,250,588
+396,906
| +3% | +$43.8M | 2.64% | 1 |
|
|
2015
Q2 | $1.99B | Buy |
15,853,682
+284,239
| +2% | +$35.7M | 2.75% | 1 |
|
|
2015
Q1 | $1.94B | Buy |
15,569,443
+882,094
| +6% | +$110M | 2.72% | 1 |
|
|
2014
Q4 | $1.62B | Buy |
14,687,349
+473,129
| +3% | +$52.2M | 2.43% | 1 |
|
|
2014
Q3 | $1.43B | Buy |
14,214,220
+340,930
| +2% | +$34.3M | 2.36% | 1 |
|
|
2014
Q2 | $1.29B | Buy |
13,873,290
+11,918,609
| +610% | +$1.11B | 2.17% | 1 |
|
|
2014
Q1 | $1.05B | Buy |
1,954,681
+45,644
| +2% | +$24.5M | 1.88% | 2 |
|
|
2013
Q4 | $1.07B | Sell |
1,909,037
-132,068
| -6% | -$74.1M | 2.04% | 2 |
|
|
2013
Q3 | $996M | Buy |
2,041,105
+7,415
| +0.4% | +$3.62M | 2.03% | 1 |
|
|
2013
Q2 | $832M | Buy |
+2,033,690
| New | +$832M | 1.86% | 2 |
|