Edgewood Management’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
$37.2M Sell
146,702
-22,372
-13% -$5.82M 0.24% 23
2025
Q4
$46M Sell
169,074
-7,403
-4% -$1.99M 0.22% 24
2025
Q3
$44.9M Sell
176,477
-23,172
-12% -$5.23M 0.16% 23
2025
Q2
$41M Sell
199,649
-5,175
-3% -$1.05M 0.13% 24
2025
Q1
$45.5M Sell
204,824
-32,817
-14% -$7.6M 0.16% 24
2024
Q4
$59.5M Sell
237,641
-156
-0.1% -$36.8K 0.17% 24
2024
Q3
$55.4M Sell
237,797
-2,054
-0.9% -$459K 0.15% 24
2024
Q2
$50.5M Sell
239,851
-900
-0.4% -$168K 0.14% 24
2024
Q1
$41.3M Sell
240,751
-3,256
-1% -$592K 0.11% 25
2023
Q4
$47M Sell
244,007
-2,911
-1% -$537K 0.14% 23
2023
Q3
$42.3M Sell
246,918
-17
-0% -$3.12K 0.14% 24
2023
Q2
$47.9M Sell
246,935
-1,219
-0.5% -$212K 0.15% 23
2023
Q1
$40.9M Sell
248,154
-5,238
-2% -$773K 0.13% 24
2022
Q4
$32.9M Sell
253,392
-15,726
-6% -$2.25M 0.12% 26
2022
Q3
$37.2M Sell
269,118
-108
-0% -$17K 0.13% 23
2022
Q2
$36.8M Sell
269,226
-1,045
-0.4% -$158K 0.11% 25
2022
Q1
$47.2M Sell
270,271
-5,203
-2% -$875K 0.09% 24
2021
Q4
$48.9M Sell
275,474
-70,609
-20% -$11.2M 0.08% 26
2021
Q3
$49M Sell
346,083
-24,534
-7% -$3.61M 0.08% 26
2021
Q2
$50.8M Sell
370,617
-32,378
-8% -$4.2M 0.09% 26
2021
Q1
$49.2M Sell
402,995
-26,093
-6% -$3.35M 0.1% 26
2020
Q4
$56.9M Sell
429,088
-13,902
-3% -$1.67M 0.11% 24
2020
Q3
$51.3M Sell
442,990
-67,646
-13% -$7.38M 0.11% 25
2020
Q2
$46.6M Sell
510,636
-1,600
-0.3% -$124K 0.11% 25
2020
Q1
$32.6M Sell
512,236
-50,796
-9% -$3.74M 0.11% 25
2019
Q4
$41.3M Buy
563,032
+11,560
+2% +$744K 0.12% 25
2019
Q3
$30.9M Sell
551,472
-1,444
-0.3% -$75.5K 0.1% 25
2019
Q2
$27.4M Sell
552,916
-6,808
-1% -$332K 0.09% 25
2019
Q1
$26.6M Sell
559,724
-79,836
-12% -$3.39M 0.09% 25
2018
Q4
$25.2M Sell
639,560
-1,564
-0.2% -$75.8K 0.1% 26
2018
Q3
$36.2M Sell
641,124
-9,648
-1% -$502K 0.12% 25
2018
Q2
$30.1M Sell
650,772
-3,000
-0.5% -$136K 0.11% 25
2018
Q1
$27.4M Sell
653,772
-11,144
-2% -$480K 0.11% 25
2017
Q4
$28.1M Sell
664,916
-12,452
-2% -$520K 0.12% 25
2017
Q3
$26.1M Sell
677,368
-3,236
-0.5% -$126K 0.12% 25
2017
Q2
$24.5M Sell
680,604
-6,008
-0.9% -$222K 0.12% 25
2017
Q1
$24.7M Sell
686,612
-4,284
-0.6% -$141K 0.14% 25
2016
Q4
$20M Sell
690,896
-2,476
-0.4% -$70.2K 0.13% 25
2016
Q3
$19.6M Sell
693,372
-280
-0% -$7.41K 0.13% 26
2016
Q2
$16.6M Sell
693,652
-31,524
-4% -$783K 0.12% 26
2016
Q1
$19.8M Sell
725,176
-26,416
-4% -$658K 0.14% 26
2015
Q4
$19.8M Sell
751,592
-11,532
-2% -$330K 0.15% 26
2015
Q3
$21M Sell
763,124
-10,485,624
-93% -$308M 0.18% 25
2015
Q2
$353M Buy
11,248,748
+387,696
+4% +$12.4M 2.93% 18
2015
Q1
$338M Sell
10,861,052
-7,799,944
-42% -$236M 3.03% 18
2014
Q4
$515M Buy
18,660,996
+266,272
+1% +$7.24M 4.74% 9
2014
Q3
$463M Buy
18,394,724
+338,108
+2% +$8.3M 4.65% 10
2014
Q2
$420M Sell
18,056,616
-721,080
-4% -$15.3M 4.25% 15
2014
Q1
$360M Buy
18,777,696
+1,200,892
+7% +$22.8M 3.83% 16
2013
Q4
$352M Sell
17,576,804
-107,240
-0.6% -$2.03M 3.94% 15
2013
Q3
$301M Sell
17,684,044
-32,480
-0.2% -$539K 3.77% 16
2013
Q2
$251M Buy
+17,716,524
New +$273M 3.38% 18

Other funds holding AAPL

Edgewood Management's AAPL Position: Q1 2026 in Review

Edgewood Management reduced its Apple (AAPL) stake by 13% in Q1 2026, selling an estimated $5.82M and leaving 146,702 shares worth $37.2M. The position accounts for 0.24% of the portfolio, ranked #23.

Edgewood Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $515M in Q4 2014. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Edgewood Management held 146,702 shares of Apple worth $37.2M as of Q1 2026.
  • Edgewood Management sold 22,372 Apple shares in Q1 2026, an estimated $5.82M.
  • Apple made up 0.24% of Edgewood Management's portfolio in Q1 2026, its #23 holding.
  • Edgewood Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Edgewood Management's Apple position peaked at $515M in Q4 2014.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Edgewood Management's 13F filing for Q1 2026, filed 14 May 2026.