Schroder Investment Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.57B | Buy |
16,055,351
+163,527
| +1% | +$36.3M | 3.6% | 3 |
|
|
2024
Q4 | $3.98B | Buy |
15,891,824
+2,339,445
| +17% | +$586M | 3.81% | 4 |
|
|
2024
Q3 | $3.16B | Buy |
13,552,379
+1,528,108
| +13% | +$356M | 3.24% | 4 |
|
|
2024
Q2 | $2.53B | Buy |
12,024,271
+772,860
| +7% | +$163M | 2.79% | 4 |
|
|
2024
Q1 | $1.93B | Sell |
11,251,411
-281,673
| -2% | -$48.3M | 2.27% | 5 |
|
|
2023
Q4 | $2.22B | Buy |
11,533,084
+281,082
| +2% | +$54.1M | 2.88% | 3 |
|
|
2023
Q3 | $1.93B | Sell |
11,252,002
-177,698
| -2% | -$30.4M | 2.87% | 3 |
|
|
2023
Q2 | $2.22B | Sell |
11,429,700
-19,678
| -0.2% | -$3.82M | 3.18% | 2 |
|
|
2023
Q1 | $1.89B | Buy |
11,449,378
+488,774
| +4% | +$80.6M | 2.81% | 2 |
|
|
2022
Q4 | $1.42B | Sell |
10,960,604
-36,027
| -0.3% | -$4.68M | 2.26% | 3 |
|
|
2022
Q3 | $1.52B | Buy |
10,996,631
+340,774
| +3% | +$47.1M | 2.51% | 3 |
|
|
2022
Q2 | $1.46B | Buy |
10,655,857
+484,344
| +5% | +$66.2M | 2.22% | 3 |
|
|
2022
Q1 | $1.81B | Buy |
10,171,513
+483,339
| +5% | +$85.9M | 2.39% | 3 |
|
|
2021
Q4 | $1.72B | Buy |
9,688,174
+1,762,856
| +22% | +$313M | 2.25% | 4 |
|
|
2021
Q3 | $1.12B | Sell |
7,925,318
-727,614
| -8% | -$103M | 1.72% | 6 |
|
|
2021
Q2 | $1.19B | Sell |
8,652,932
-68,050
| -0.8% | -$9.32M | 1.48% | 7 |
|
|
2021
Q1 | $1.07B | Sell |
8,720,982
-389,219
| -4% | -$47.5M | 1.38% | 9 |
|
|
2020
Q4 | $1.21B | Sell |
9,110,201
-90,927
| -1% | -$12.1M | 1.71% | 6 |
|
|
2020
Q3 | $1.04B | Buy |
9,201,128
+6,307,875
| +218% | +$713M | 1.66% | 7 |
|
|
2020
Q2 | $1.06B | Sell |
2,893,253
-283,015
| -9% | -$103M | 1.91% | 4 |
|
|
2020
Q1 | $834M | Sell |
3,176,268
-49,341
| -2% | -$13M | 1.78% | 4 |
|
|
2019
Q4 | $947M | Sell |
3,225,609
-150,748
| -4% | -$44.3M | 1.54% | 3 |
|
|
2019
Q3 | $739M | Buy |
3,376,357
+673,776
| +25% | +$147M | 1.3% | 4 |
|
|
2019
Q2 | $535M | Sell |
2,702,581
-432,199
| -14% | -$85.5M | 0.97% | 14 |
|
|
2019
Q1 | $595M | Sell |
3,134,780
-439,050
| -12% | -$83.4M | 1.06% | 10 |
|
|
2018
Q4 | $564K | Sell |
3,573,830
-539,781
| -13% | -$85.1K | 1.02% | 11 |
|
|
2018
Q3 | $929M | Sell |
4,113,611
-57,122
| -1% | -$12.9M | 1.59% | 2 |
|
|
2018
Q2 | $774M | Buy |
4,170,733
+329,315
| +9% | +$61.1M | 1.35% | 2 |
|
|
2018
Q1 | $645M | Sell |
3,841,418
-2,253,721
| -37% | -$378M | 1.12% | 8 |
|
|
2017
Q4 | $1.03B | Sell |
6,095,139
-355,296
| -6% | -$60.1M | 1.69% | 3 |
|
|
2017
Q3 | $989M | Sell |
6,450,435
-94,440
| -1% | -$14.5M | 1.72% | 2 |
|
|
2017
Q2 | $940M | Sell |
6,544,875
-212,839
| -3% | -$30.6M | 1.7% | 2 |
|
|
2017
Q1 | $973M | Buy |
6,757,714
+461,391
| +7% | +$66.4M | 1.75% | 3 |
|
|
2016
Q4 | $729M | Sell |
6,296,323
-647,390
| -9% | -$75M | 1.4% | 3 |
|
|
2016
Q3 | $785M | Buy |
6,943,713
+439,101
| +7% | +$49.6M | 1.47% | 3 |
|
|
2016
Q2 | $622M | Sell |
6,504,612
-1,079,685
| -14% | -$103M | 1.25% | 6 |
|
|
2016
Q1 | $831M | Sell |
7,584,297
-290,528
| -4% | -$31.8M | 1.72% | 2 |
|
|
2015
Q4 | $829M | Sell |
7,874,825
-339,242
| -4% | -$35.7M | 1.71% | 2 |
|
|
2015
Q3 | $906M | Sell |
8,214,067
-66,360
| -0.8% | -$7.32M | 1.92% | 1 |
|
|
2015
Q2 | $1.03B | Sell |
8,280,427
-268,942
| -3% | -$33.5M | 2.03% | 1 |
|
|
2015
Q1 | $1.05B | Buy |
8,549,369
+1,061,666
| +14% | +$131M | 2.06% | 1 |
|
|
2014
Q4 | $826M | Buy |
7,487,703
+965,458
| +15% | +$107M | 1.62% | 1 |
|
|
2014
Q3 | $657M | Sell |
6,522,245
-435,935
| -6% | -$43.9M | 0.88% | 19 |
|
|
2014
Q2 | $647M | Buy |
6,958,180
+5,964,023
| +600% | +$554M | 0.8% | 20 |
|
|
2014
Q1 | $534M | Buy |
994,157
+4,389
| +0.4% | +$2.36M | 0.6% | 33 |
|
|
2013
Q4 | $555M | Buy |
989,768
+45,710
| +5% | +$25.6M | 0.69% | 27 |
|
|
2013
Q3 | $450M | Buy |
944,058
+162,547
| +21% | +$77.5M | 1.09% | 8 |
|
|
2013
Q2 | $310M | Buy |
+781,511
| New | +$310M | 0.82% | 11 |
|