Massachusetts Financial Services’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 | $7.85B | Buy |
30,317,142
+3,420,976
| +13% | +$890M | 2.64% | 3 |
|
|
2025
Q4 | $7.31B | Sell |
26,896,166
-1,484,246
| -5% | -$398M | 2.36% | 4 |
|
|
2025
Q3 | $7.23B | Buy |
28,380,412
+3,261,336
| +13% | +$737M | 2.24% | 3 |
|
|
2025
Q2 | $5.15B | Sell |
25,119,076
-847,574
| -3% | -$171M | 1.64% | 5 |
|
|
2025
Q1 | $5.77B | Sell |
25,966,650
-687,208
| -3% | -$159M | 1.92% | 4 |
|
|
2024
Q4 | $6.67B | Sell |
26,653,858
-1,894,620
| -7% | -$447M | 2.11% | 5 |
|
|
2024
Q3 | $6.65B | Sell |
28,548,478
-285,872
| -1% | -$63.8M | 1.99% | 4 |
|
|
2024
Q2 | $6.07B | Sell |
28,834,350
-661,546
| -2% | -$123M | 1.87% | 5 |
|
|
2024
Q1 | $5.06B | Buy |
29,495,896
+217,326
| +0.7% | +$39.5M | 1.51% | 7 |
|
|
2023
Q4 | $5.64B | Sell |
29,278,570
-810,986
| -3% | -$150M | 1.82% | 3 |
|
|
2023
Q3 | $5.15B | Sell |
30,089,556
-1,380,922
| -4% | -$253M | 1.8% | 3 |
|
|
2023
Q2 | $6.1B | Buy |
31,470,478
+245,812
| +0.8% | +$42.8M | 2% | 3 |
|
|
2023
Q1 | $5.15B | Sell |
31,224,666
-65,781
| -0.2% | -$9.71M | 1.76% | 3 |
|
|
2022
Q4 | $4.07B | Sell |
31,290,447
-343,967
| -1% | -$49.2M | 1.42% | 7 |
|
|
2022
Q3 | $4.37B | Buy |
31,634,414
+66,612
| +0.2% | +$10.5M | 1.63% | 5 |
|
|
2022
Q2 | $4.32B | Buy |
31,567,802
+351,939
| +1% | +$53.3M | 1.49% | 7 |
|
|
2022
Q1 | $5.45B | Buy |
31,215,863
+413,440
| +1% | +$69.5M | 1.62% | 7 |
|
|
2021
Q4 | $5.47B | Sell |
30,802,423
-215,174
| -0.7% | -$34M | 1.5% | 7 |
|
|
2021
Q3 | $4.39B | Buy |
31,017,597
+5,680,213
| +22% | +$836M | 1.28% | 12 |
|
|
2021
Q2 | $3.47B | Sell |
25,337,384
-743,542
| -3% | -$96.3M | 1.01% | 19 |
|
|
2021
Q1 | $3.19B | Sell |
26,080,926
-785,149
| -3% | -$101M | 0.98% | 21 |
|
|
2020
Q4 | $3.56B | Sell |
26,866,075
-1,304,173
| -5% | -$157M | 1.14% | 15 |
|
|
2020
Q3 | $3.26B | Sell |
28,170,248
-209,984
| -0.7% | -$22.9M | 1.18% | 17 |
|
|
2020
Q2 | $2.59B | Sell |
28,380,232
-239,796
| -0.8% | -$18.6M | 1.02% | 21 |
|
|
2020
Q1 | $1.82B | Sell |
28,620,028
-130,636
| -0.5% | -$9.61M | 0.87% | 26 |
|
|
2019
Q4 | $2.11B | Sell |
28,750,664
-141,628
| -0.5% | -$9.11M | 0.79% | 35 |
|
|
2019
Q3 | $1.62B | Sell |
28,892,292
-187,432
| -0.6% | -$9.8M | 0.65% | 43 |
|
|
2019
Q2 | $1.44B | Sell |
29,079,724
-2,470,264
| -8% | -$120M | 0.59% | 48 |
|
|
2019
Q1 | $1.5B | Buy |
31,549,988
+4,236,708
| +16% | +$180M | 0.63% | 47 |
|
|
2018
Q4 | $1.08B | Sell |
27,313,280
-2,503,088
| -8% | -$121M | 0.52% | 58 |
|
|
2018
Q3 | $1.68B | Sell |
29,816,368
-763,400
| -2% | -$39.8M | 0.69% | 45 |
|
|
2018
Q2 | $1.42B | Sell |
30,579,768
-1,824,508
| -6% | -$82.7M | 0.61% | 50 |
|
|
2018
Q1 | $1.36B | Sell |
32,404,276
-3,409,748
| -10% | -$147M | 0.58% | 52 |
|
|
2017
Q4 | $1.52B | Sell |
35,814,024
-919,032
| -3% | -$38.4M | 0.64% | 45 |
|
|
2017
Q3 | $1.42B | Sell |
36,733,056
-858,348
| -2% | -$33.3M | 0.61% | 47 |
|
|
2017
Q2 | $1.35B | Sell |
37,591,404
-385,464
| -1% | -$14.3M | 0.6% | 51 |
|
|
2017
Q1 | $1.36B | Sell |
37,976,868
-367,112
| -1% | -$12.1M | 0.64% | 47 |
|
|
2016
Q4 | $1.11B | Sell |
38,343,980
-1,133,724
| -3% | -$32.1M | 0.54% | 53 |
|
|
2016
Q3 | $1.12B | Sell |
39,477,704
-2,147,432
| -5% | -$56.8M | 0.54% | 55 |
|
|
2016
Q2 | $995M | Sell |
41,625,136
-6,449,640
| -13% | -$160M | 0.5% | 56 |
|
|
2016
Q1 | $1.31B | Sell |
48,074,776
-865,812
| -2% | -$21.6M | 0.68% | 37 |
|
|
2015
Q4 | $1.29B | Sell |
48,940,588
-1,066,700
| -2% | -$30.5M | 0.69% | 38 |
|
|
2015
Q3 | $1.38B | Sell |
50,007,288
-6,780,160
| -12% | -$199M | 0.77% | 29 |
|
|
2015
Q2 | $1.78B | Buy |
56,787,448
+4,618,288
| +9% | +$148M | 0.91% | 24 |
|
|
2015
Q1 | $1.62B | Buy |
52,169,160
+1,032,524
| +2% | +$31.2M | 0.82% | 28 |
|
|
2014
Q4 | $1.41B | Buy |
51,136,636
+12,000,012
| +31% | +$326M | 0.72% | 36 |
|
|
2014
Q3 | $986M | Sell |
39,136,624
-2,022,308
| -5% | -$49.6M | 0.52% | 50 |
|
|
2014
Q2 | $956M | Sell |
41,158,932
-3,551,440
| -8% | -$75.6M | 0.5% | 54 |
|
|
2014
Q1 | $857M | Sell |
44,710,372
-2,782,640
| -6% | -$52.9M | 0.47% | 58 |
|
|
2013
Q4 | $952M | Sell |
47,493,012
-5,662,132
| -11% | -$107M | 0.53% | 51 |
|
|
2013
Q3 | $905M | Sell |
53,155,144
-4,645,984
| -8% | -$77M | 0.56% | 52 |
|
|
2013
Q2 | $819M | Buy |
+57,801,128
| New | +$889M | 0.55% | 50 |
|
Other funds holding AAPL
VCM
VPM
Massachusetts Financial Services's AAPL Position: Q1 2026 in Review
Massachusetts Financial Services increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $890M and bringing the position to 30,317,142 shares worth $7.85B. The position accounts for 2.64% of the portfolio, ranked #3.
Massachusetts Financial Services first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Massachusetts Financial Services held 30,317,142 shares of Apple worth $7.85B as of Q1 2026.
- Massachusetts Financial Services bought 3,420,976 Apple shares in Q1 2026, an estimated $890M.
- Apple made up 2.64% of Massachusetts Financial Services's portfolio in Q1 2026, its #3 holding.
- Massachusetts Financial Services first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.