GW&K Investment Management’s Apple AAPL Stock Holding History

GW&K Investment Management’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 Q2	$33.5M	Sell	115,761 -1,408	-1%	-$403K	0.26%	142
2026 Q1	$29.7M	Sell	117,169 -1,550	-1%	-$403K	0.26%	143
2025 Q4	$32.3M	Buy	118,719 +56	+0%	+$15K	0.28%	139
2025 Q3	$30.2M	Sell	118,663 -3,916	-3%	-$885K	0.27%	147
2025 Q2	$25.1M	Buy	122,579 +144	+0.1%	+$29.1K	0.23%	171
2025 Q1	$27.2M	Buy	122,435 +308	+0.3%	+$71.4K	0.25%	160
2024 Q4	$30.6M	Buy	122,127 +2,348	+2%	+$553K	0.26%	151
2024 Q3	$27.9M	Buy	119,779 +106,998	+837%	+$23.9M	0.24%	173
2024 Q2	$2.69M	Buy	12,781 +1,642	+15%	+$306K	0.02%	293
2024 Q1	$1.91M	Buy	11,139 +660	+6%	+$120K	0.02%	309
2023 Q4	$2.02M	Buy	10,479 +609	+6%	+$112K	0.02%	307
2023 Q3	$1.69M	Buy	9,870 +2,083	+27%	+$382K	0.02%	313
2023 Q2	$1.51M	Buy	7,787 +4,833	+164%	+$842K	0.01%	318
2023 Q1	$487K	Buy	2,954 +2,552	+635%	+$377K	﹤0.01%	319
2022 Q4	$52K	Buy	402 +1	+0.2%	+$143	﹤0.01%	337
2022 Q3	$55K	Sell	401 -5,489	-93%	-$862K	﹤0.01%	335
2022 Q2	$805K	Buy	5,890 +2,114	+56%	+$320K	0.01%	327
2022 Q1	$659K	Buy	3,776 +3,374	+839%	+$567K	0.01%	325
2021 Q4	$71K	Hold	402	–	–	﹤0.01%	355
2021 Q3	$57K	Sell	402 -1,071	-73%	-$158K	﹤0.01%	353
2021 Q2	$202K	Buy	1,473 +1,073	+268%	+$139K	﹤0.01%	339
2021 Q1	$49K	Hold	400	–	–	﹤0.01%	355
2020 Q4	$53K	Hold	400	–	–	﹤0.01%	347
2020 Q3	$46K	Hold	400	–	–	﹤0.01%	337
2020 Q2	$36K	Buy	+400	New	+$31K	﹤0.01%	340
2017 Q1	–	Sell	-203,328	Closed	-$5.89M	–	230
2016 Q4	$5.89M	Sell	203,328 -4,476	-2%	-$127K	0.11%	184
2016 Q3	$5.87M	Sell	207,804 -88,992	-30%	-$2.36M	0.11%	181
2016 Q2	$7.09M	Sell	296,796 -7,656	-3%	-$190K	0.15%	174
2016 Q1	$8.3M	Buy	304,452 +1,008	+0.3%	+$25.1K	0.18%	156
2015 Q4	$7.99M	Buy	303,444 +1,100	+0.4%	+$31.4K	0.19%	146
2015 Q3	$8.34M	Sell	302,344 -9,312	-3%	-$273K	0.2%	147
2015 Q2	$9.77M	Sell	311,656 -2,832	-0.9%	-$90.6K	0.22%	136
2015 Q1	$9.78M	Sell	314,488 -7,884	-2%	-$238K	0.22%	131
2014 Q4	$8.9M	Sell	322,372 -6,316	-2%	-$172K	0.21%	136
2014 Q3	$8.28M	Sell	328,688 -1,624	-0.5%	-$39.9K	0.22%	134
2014 Q2	$7.67M	Sell	330,312 -8,992	-3%	-$191K	0.19%	140
2014 Q1	$6.5M	Buy	339,304 +4,648	+1%	+$88.4K	0.17%	149
2013 Q4	$6.71M	Sell	334,656 -868	-0.3%	-$16.4K	0.18%	141
2013 Q3	$5.71M	Buy	335,524 +1,092	+0.3%	+$18.1K	0.17%	141
2013 Q2	$4.74M	Buy	+334,432	New	+$5.14M	0.18%	140

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GW&K Investment Management's AAPL Position: Q2 2026 in Review

GW&K Investment Management reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $403K and leaving 115,761 shares worth $33.5M. The position accounts for 0.26% of the portfolio, ranked #142.

GW&K Investment Management first reported a position in AAPL in Q2 2013 and has held it in 40 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

GW&K Investment Management held 115,761 shares of Apple worth $33.5M as of Q2 2026.
GW&K Investment Management sold 1,408 Apple shares in Q2 2026, an estimated $403K.
Apple made up 0.26% of GW&K Investment Management's portfolio in Q2 2026, its #142 holding.
GW&K Investment Management first reported a position in Apple in Q2 2013 and has held it in 40 quarters since.
6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.