Polen Capital Management
AAPL icon

Polen Capital Management’s Apple AAPL Stock Holding History

Polen Capital 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 		$837K Sell
2,892
-1,160
-29% -$332K 0.01% 171
2026
Q1 		$1.03M Sell
4,052
-3,672
-48% -$956K 0.01% 145
2025
Q4 		$2.1M Sell
7,724
-7,631
-50% -$2.05M 0.01% 93
2025
Q3 		$3.91M Buy
15,355
+6,829
+80% +$1.54M 0.01% 70
2025
Q2 		$1.75M Sell
8,526
-2,672,588
-100% -$540M 0.01% 86
2025
Q1 		$596M Sell
2,681,114
-3,488,399
-57% -$808M 1.87% 21
2024
Q4 		$1.54B Sell
6,169,513
-566,630
-8% -$134M 4.17% 9
2024
Q3 		$1.57B Buy
+6,736,143
New +$1.5B 4.05% 10
2018
Q1 		– Sell
-44,856
Closed -$1.9M – 57
2017
Q4 		$1.9M Buy
44,856
+3,100
+7% +$130K 0.01% 29
2017
Q3 		$1.61M Buy
41,756
+2,064
+5% +$80.1K 0.01% 28
2017
Q2 		$1.43M Sell
39,692
-540
-1% -$20K 0.01% 23
2017
Q1 		$1.45M Buy
40,232
+2,660
+7% +$87.6K 0.01% 24
2016
Q4 		$1.09M Sell
37,572
-11,892,756
-100% -$337M 0.01% 25
2016
Q3 		$337M Buy
11,930,328
+325,656
+3% +$8.62M 4.02% 16
2016
Q2 		$277M Buy
11,604,672
+1,203,292
+12% +$29.9M 3.52% 18
2016
Q1 		$283M Buy
10,401,380
+1,128,588
+12% +$28.1M 3.89% 17
2015
Q4 		$244M Buy
9,272,792
+826,820
+10% +$23.6M 3.77% 16
2015
Q3 		$232M Buy
8,445,972
+235,108
+3% +$6.89M 4.25% 13
2015
Q2 		$257M Sell
8,210,864
-184,272
-2% -$5.89M 4.99% 10
2015
Q1 		$261M Buy
8,395,136
+328,744
+4% +$9.93M 5.09% 9
2014
Q4 		$223M Sell
8,066,392
-122,908
-2% -$3.34M 4.58% 11
2014
Q3 		$206M Sell
8,189,300
-290,508
-3% -$7.13M 4.64% 10
2014
Q2 		$197M Sell
8,479,808
-441,496
-5% -$9.39M 4.3% 11
2014
Q1 		$171M Sell
8,921,304
-121,408
-1% -$2.31M 3.7% 14
2013
Q4 		$181M Sell
9,042,712
-414,512
-4% -$7.83M 4.01% 12
2013
Q3 		$161M Sell
9,457,224
-579,880
-6% -$9.61M 3.71% 14
2013
Q2 		$142M Buy
+10,037,104
New +$154M 3.38% 16

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Polen Capital Management's AAPL Position: Q2 2026 in Review

Polen Capital Management reduced its Apple (AAPL) stake by 29% in Q2 2026, selling an estimated $332K and leaving 2,892 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #171.

Polen Capital Management first reported a position in AAPL in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.57B in Q3 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Polen Capital Management held 2,892 shares of Apple worth $837K as of Q2 2026.
  • Polen Capital Management sold 1,160 Apple shares in Q2 2026, an estimated $332K.
  • Apple made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #171 holding.
  • Polen Capital Management first reported a position in Apple in Q2 2013 and has held it in 27 quarters since.
  • Polen Capital Management's Apple position peaked at $1.57B in Q3 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.