Sustainable Growth Advisers’s Apple AAPL Stock Holding History

Sustainable Growth Advisers’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 Q1	$387M	Buy	1,525,700 +305,664	+25%	+$79.5M	3.65%	10
2025 Q4	$332M	Sell	1,220,036 -97,576	-7%	-$26.2M	2.3%	18
2025 Q3	$336M	Sell	1,317,612 -6,678	-0.5%	-$1.51M	1.96%	22
2025 Q2	$272M	Sell	1,324,290 -1,061,040	-44%	-$214M	1.4%	27
2025 Q1	$530M	Sell	2,385,330 -158,118	-6%	-$36.6M	2.96%	14
2024 Q4	$637M	Sell	2,543,448 -531,392	-17%	-$125M	3.19%	14
2024 Q3	$716M	Sell	3,074,840 -51,034	-2%	-$11.4M	3.04%	15
2024 Q2	$658M	Buy	3,125,874 +3,106,318	+15,884%	+$579M	2.91%	15
2024 Q1	$3.35M	Hold	19,556	–	–	0.01%	50
2023 Q4	$3.77M	Hold	19,556	–	–	0.02%	49
2023 Q3	$3.35M	Hold	19,556	–	–	0.02%	49
2023 Q2	$3.79M	Hold	19,556	–	–	0.02%	50
2023 Q1	$3.22M	Hold	19,556	–	–	0.02%	47
2022 Q4	$2.54M	Hold	19,556	–	–	0.02%	51
2022 Q3	$2.7M	Hold	19,556	–	–	0.02%	49
2022 Q2	$2.67M	Hold	19,556	–	–	0.02%	49
2022 Q1	$3.42M	Hold	19,556	–	–	0.02%	51
2021 Q4	$3.47M	Hold	19,556	–	–	0.02%	51
2021 Q3	$2.77M	Hold	19,556	–	–	0.01%	50
2021 Q2	$2.68M	Hold	19,556	–	–	0.01%	49
2021 Q1	$2.39M	Hold	19,556	–	–	0.01%	54
2020 Q4	$2.6M	Hold	19,556	–	–	0.02%	48
2020 Q3	$2.27M	Hold	19,556	–	–	0.02%	48
2020 Q2	$1.78M	Hold	19,556	–	–	0.01%	57
2020 Q1	$1.24M	Hold	19,556	–	–	0.01%	54
2019 Q4	$1.44M	Hold	19,556	–	–	0.01%	51
2019 Q3	$1.09M	Hold	19,556	–	–	0.01%	49
2019 Q2	$968K	Sell	19,556 -26,564	-58%	-$1.29M	0.01%	47
2019 Q1	$2.19M	Hold	46,120	–	–	0.02%	45
2018 Q4	$1.82M	Hold	46,120	–	–	0.02%	46
2018 Q3	$2.6M	Hold	46,120	–	–	0.03%	46
2018 Q2	$2.13M	Hold	46,120	–	–	0.03%	44
2018 Q1	$1.94M	Sell	46,120 -960	-2%	-$41.3K	0.02%	46
2017 Q4	$1.99M	Buy	+47,080	New	+$1.97M	0.02%	41
2017 Q2	–	Sell	-6,811,480	Closed	-$245M	–	44
2017 Q1	$245M	Sell	6,811,480 -297,172	-4%	-$9.79M	4.15%	3
2016 Q4	$206M	Sell	7,108,652 -1,385,668	-16%	-$39.3M	4.11%	4
2016 Q3	$240M	Buy	8,494,320 +741,852	+10%	+$19.6M	4.51%	2
2016 Q2	$185M	Buy	+7,752,468	New	+$193M	3.9%	8
2014 Q1	–	Sell	-7,899,500	Closed	-$158M	–	37
2013 Q4	$158M	Sell	7,899,500 -913,080	-10%	-$17.2M	3.42%	15
2013 Q3	$150M	Sell	8,812,580 -1,917,300	-18%	-$31.8M	3.32%	16
2013 Q2	$152M	Buy	+10,729,880	New	+$165M	3.78%	13

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sustainable Growth Advisers's AAPL Position: Q1 2026 in Review

Sustainable Growth Advisers increased its Apple (AAPL) stake by 25% in Q1 2026, buying an estimated $79.5M and bringing the position to 1,525,700 shares worth $387M. The position accounts for 3.65% of the portfolio, ranked #10.

Sustainable Growth Advisers first reported a position in AAPL in Q2 2013 and has held it in 41 quarters since. The position peaked at $716M in Q3 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Sustainable Growth Advisers held 1,525,700 shares of Apple worth $387M as of Q1 2026.
Sustainable Growth Advisers bought 305,664 Apple shares in Q1 2026, an estimated $79.5M.
Apple made up 3.65% of Sustainable Growth Advisers's portfolio in Q1 2026, its #10 holding.
Sustainable Growth Advisers first reported a position in Apple in Q2 2013 and has held it in 41 quarters since.
Sustainable Growth Advisers's Apple position peaked at $716M in Q3 2024.
6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sustainable Growth Advisers's 13F filing for Q1 2026, filed 11 May 2026.