Mercer Global Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,063,620
| Closed | -$1.12B | – | 2217 |
|
|
2025
Q1 | $1.12B | Buy |
5,063,620
+73,901
| +1% | +$16.3M | 2.56% | 10 |
|
|
2024
Q4 | $1.24B | Buy |
+4,989,719
| New | +$1.24B | 3.01% | 7 |
|
|
2024
Q1 | – | Sell |
-4,255,007
| Closed | -$819M | – | 1939 |
|
|
2023
Q4 | $819M | Buy |
4,255,007
+285,451
| +7% | +$55M | 2.46% | 6 |
|
|
2023
Q3 | $680M | Buy |
3,969,556
+8,421
| +0.2% | +$1.44M | 2.58% | 6 |
|
|
2023
Q2 | $768M | Buy |
3,961,135
+144,172
| +4% | +$28M | 3.05% | 6 |
|
|
2023
Q1 | $629M | Buy |
3,816,963
+221,817
| +6% | +$36.6M | 2.86% | 4 |
|
|
2022
Q4 | $467M | Buy |
3,595,146
+287,126
| +9% | +$37.3M | 2.34% | 6 |
|
|
2022
Q3 | $457M | Buy |
3,308,020
+128,329
| +4% | +$17.7M | 2.71% | 4 |
|
|
2022
Q2 | $435M | Buy |
3,179,691
+317,660
| +11% | +$43.4M | 2.66% | 6 |
|
|
2022
Q1 | $500M | Buy |
2,862,031
+218,983
| +8% | +$38.2M | 2.94% | 6 |
|
|
2021
Q4 | $469M | Buy |
2,643,048
+122,052
| +5% | +$21.7M | 2.9% | 6 |
|
|
2021
Q3 | $357M | Buy |
2,520,996
+66,116
| +3% | +$9.36M | 2.49% | 7 |
|
|
2021
Q2 | $336M | Buy |
2,454,880
+164,698
| +7% | +$22.6M | 2.59% | 5 |
|
|
2021
Q1 | $280M | Buy |
2,290,182
+2,251,802
| +5,867% | +$275M | 2.54% | 7 |
|
|
2020
Q4 | $234M | Sell |
38,380
-1,682,296
| -98% | -$10.3B | 2.92% | 5 |
|
|
2020
Q3 | $203M | Buy |
1,720,676
+1,249,263
| +265% | +$147M | 3.05% | 5 |
|
|
2020
Q2 | $172M | Sell |
471,413
-25,758
| -5% | -$9.4M | 3.12% | 5 |
|
|
2020
Q1 | $126M | Buy |
497,171
+7,996
| +2% | +$2.03M | 2.78% | 4 |
|
|
2019
Q4 | $144M | Buy |
489,175
+85,506
| +21% | +$25.1M | 2.87% | 2 |
|
|
2019
Q3 | $90.4M | Buy |
403,669
+29,223
| +8% | +$6.55M | 2.13% | 7 |
|
|
2019
Q2 | $74.1M | Sell |
374,446
-52,589
| -12% | -$10.4M | 1.96% | 6 |
|
|
2019
Q1 | $81.1M | Buy |
+427,035
| New | +$81.1M | 2.92% | 3 |
|