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Epoch Investment Partners’s Apple AAPL Stock Holding History

Epoch Investment Partners’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313M Sell
1,231,865
-4,090
-0.3% -$1.06M 1.89% 4
2025
Q4 		$336M Buy
1,235,955
+144,973
+13% +$38.9M 1.91% 5
2025
Q3 		$278M Buy
1,090,982
+258,663
+31% +$58.4M 1.53% 7
2025
Q2 		$171M Sell
832,319
-234,675
-22% -$47.4M 0.88% 30
2025
Q1 		$237M Sell
1,066,994
-285,428
-21% -$66.1M 1.23% 10
2024
Q4 		$339M Sell
1,352,422
-302,281
-18% -$71.2M 1.64% 7
2024
Q3 		$386M Sell
1,654,703
-180,525
-10% -$40.3M 1.73% 6
2024
Q2 		$387M Buy
1,835,228
+580,631
+46% +$108M 1.77% 6
2024
Q1 		$215M Sell
1,254,597
-1,676,027
-57% -$305M 0.96% 14
2023
Q4 		$564M Buy
2,930,624
+1,382,272
+89% +$255M 2.57% 2
2023
Q3 		$265M Sell
1,548,352
-156,862
-9% -$28.8M 1.69% 4
2023
Q2 		$331M Sell
1,705,214
-125,240
-7% -$21.8M 1.91% 2
2023
Q1 		$302M Buy
1,830,454
+191,859
+12% +$28.3M 1.8% 3
2022
Q4 		$213M Buy
1,638,595
+27,052
+2% +$3.87M 1.27% 8
2022
Q3 		$223M Sell
1,611,543
-203,986
-11% -$32M 1.45% 4
2022
Q2 		$248M Sell
1,815,529
-456,341
-20% -$69.1M 1.45% 3
2022
Q1 		$397M Buy
2,271,870
+330,965
+17% +$55.7M 1.94% 2
2021
Q4 		$345M Buy
1,940,905
+87,694
+5% +$13.9M 1.75% 4
2021
Q3 		$262M Buy
1,853,211
+568,733
+44% +$83.7M 1.46% 4
2021
Q2 		$176M Sell
1,284,478
-20,458
-2% -$2.65M 0.94% 25
2021
Q1 		$159M Sell
1,304,936
-129,951
-9% -$16.7M 0.75% 38
2020
Q4 		$190M Sell
1,434,887
-290,864
-17% -$35M 0.87% 30
2020
Q3 		$200M Sell
1,725,751
-124,941
-7% -$13.6M 1% 20
2020
Q2 		$169M Buy
1,850,692
+1,228,328
+197% +$95.2M 0.87% 27
2020
Q1 		$39.6M Buy
622,364
+362,608
+140% +$26.7M 0.24% 118
2019
Q4 		$19.1M Sell
259,756
-96,720
-27% -$6.22M 0.08% 163
2019
Q3 		$20M Sell
356,476
-3,396,344
-91% -$178M 0.09% 153
2019
Q2 		$186M Sell
3,752,820
-5,596,068
-60% -$273M 0.84% 38
2019
Q1 		$444M Sell
9,348,888
-2,129,168
-19% -$90.3M 1.94% 3
2018
Q4 		$453M Sell
11,478,056
-610,192
-5% -$29.6M 2.1% 2
2018
Q3 		$682M Sell
12,088,248
-1,257,444
-9% -$65.5M 2.59% 2
2018
Q2 		$618K Sell
13,345,692
-1,237,044
-8% -$56.1M 1.91% 4
2018
Q1 		$612M Sell
14,582,736
-7,174,928
-33% -$309M 2.17% 3
2017
Q4 		$921M Sell
21,757,664
-1,614,904
-7% -$67.5M 3.05% 2
2017
Q3 		$901M Buy
23,372,568
+48,516
+0.2% +$1.88M 3.02% 2
2017
Q2 		$840M Sell
23,324,052
-3,180,896
-12% -$118M 2.84% 1
2017
Q1 		$952M Buy
26,504,948
+2,456,568
+10% +$80.9M 3.18% 1
2016
Q4 		$696M Buy
24,048,380
+7,084,364
+42% +$201M 2.61% 2
2016
Q3 		$479M Sell
16,964,016
-357,996
-2% -$9.48M 1.79% 7
2016
Q2 		$414M Sell
17,322,012
-4,114,332
-19% -$102M 1.55% 13
2016
Q1 		$584M Sell
21,436,344
-1,401,572
-6% -$34.9M 2.21% 3
2015
Q4 		$601M Sell
22,837,916
-2,466,684
-10% -$70.5M 2.38% 3
2015
Q3 		$698M Buy
25,304,600
+77,576
+0.3% +$2.28M 2.71% 1
2015
Q2 		$791M Sell
25,227,024
-5,641,160
-18% -$180M 2.92% 1
2015
Q1 		$960M Sell
30,868,184
-3,510,680
-10% -$106M 3.6% 1
2014
Q4 		$949M Sell
34,378,864
-263,108
-0.8% -$7.16M 3.42% 1
2014
Q3 		$873M Buy
34,641,972
+6,061,580
+21% +$149M 3.4% 1
2014
Q2 		$664M Sell
28,580,392
-4,154,324
-13% -$88.4M 2.59% 2
2014
Q1 		$628M Sell
32,734,716
-3,370,864
-9% -$64.1M 2.52% 2
2013
Q4 		$723M Sell
36,105,580
-2,654,960
-7% -$50.2M 3.06% 1
2013
Q3 		$660M Buy
38,760,540
+5,237,064
+16% +$86.8M 2.94% 1
2013
Q2 		$475M Buy
+33,523,476
New +$516M 2.37% 3

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Epoch Investment Partners's AAPL Position: Q1 2026 in Review

Epoch Investment Partners reduced its Apple (AAPL) stake by 0.33% in Q1 2026, selling an estimated $1.06M and leaving 1,231,865 shares worth $313M. The position accounts for 1.89% of the portfolio, ranked #4.

Epoch Investment Partners first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $960M in Q1 2015. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Epoch Investment Partners held 1,231,865 shares of Apple worth $313M as of Q1 2026.
  • Epoch Investment Partners sold 4,090 Apple shares in Q1 2026, an estimated $1.06M.
  • Apple made up 1.89% of Epoch Investment Partners's portfolio in Q1 2026, its #4 holding.
  • Epoch Investment Partners first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Epoch Investment Partners's Apple position peaked at $960M in Q1 2015.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.