Polen Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
8,526
-2,672,588
| -100% | -$548M | 0.01% | 86 |
|
|
2025
Q1 | $596M | Sell |
2,681,114
-3,488,399
| -57% | -$775M | 1.87% | 21 |
|
|
2024
Q4 | $1.54B | Sell |
6,169,513
-566,630
| -8% | -$142M | 4.17% | 9 |
|
|
2024
Q3 | $1.57B | Buy |
+6,736,143
| New | +$1.57B | 4.05% | 10 |
|
|
2018
Q1 | – | Sell |
-11,214
| Closed | -$1.9M | – | 57 |
|
|
2017
Q4 | $1.9M | Buy |
11,214
+775
| +7% | +$131K | 0.01% | 29 |
|
|
2017
Q3 | $1.61M | Buy |
10,439
+516
| +5% | +$79.5K | 0.01% | 28 |
|
|
2017
Q2 | $1.43M | Sell |
9,923
-135
| -1% | -$19.4K | 0.01% | 23 |
|
|
2017
Q1 | $1.45M | Buy |
10,058
+665
| +7% | +$95.5K | 0.01% | 24 |
|
|
2016
Q4 | $1.09M | Sell |
9,393
-2,973,189
| -100% | -$344M | 0.01% | 25 |
|
|
2016
Q3 | $337M | Buy |
2,982,582
+81,414
| +3% | +$9.2M | 4.02% | 16 |
|
|
2016
Q2 | $277M | Buy |
2,901,168
+300,823
| +12% | +$28.8M | 3.52% | 18 |
|
|
2016
Q1 | $283M | Buy |
2,600,345
+282,147
| +12% | +$30.8M | 3.89% | 17 |
|
|
2015
Q4 | $244M | Buy |
2,318,198
+206,705
| +10% | +$21.8M | 3.77% | 16 |
|
|
2015
Q3 | $232M | Buy |
2,111,493
+58,777
| +3% | +$6.46M | 4.25% | 13 |
|
|
2015
Q2 | $257M | Sell |
2,052,716
-46,068
| -2% | -$5.78M | 4.99% | 10 |
|
|
2015
Q1 | $261M | Buy |
2,098,784
+82,186
| +4% | +$10.2M | 5.09% | 9 |
|
|
2014
Q4 | $223M | Sell |
2,016,598
-30,727
| -2% | -$3.39M | 4.58% | 11 |
|
|
2014
Q3 | $206M | Sell |
2,047,325
-72,627
| -3% | -$7.32M | 4.64% | 10 |
|
|
2014
Q2 | $197M | Buy |
2,119,952
+1,801,334
| +565% | +$167M | 4.3% | 11 |
|
|
2014
Q1 | $171M | Sell |
318,618
-4,336
| -1% | -$2.33M | 3.7% | 14 |
|
|
2013
Q4 | $181M | Sell |
322,954
-14,804
| -4% | -$8.31M | 4.01% | 12 |
|
|
2013
Q3 | $161M | Sell |
337,758
-20,710
| -6% | -$9.87M | 3.71% | 14 |
|
|
2013
Q2 | $142M | Buy |
+358,468
| New | +$142M | 3.38% | 16 |
|