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Waddell & Associates’s Apple AAPL Stock Holding History

Waddell & Associates’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 		$20.7M Buy
71,385
+5,877
+9% +$1.68M 1.02% 15
2026
Q1 		$16.6M Buy
65,508
+3,479
+6% +$905K 0.94% 14
2025
Q4 		$16.9M Buy
62,029
+3,078
+5% +$826K 1.14% 14
2025
Q3 		$15M Buy
58,951
+6,831
+13% +$1.54M 1.28% 14
2025
Q2 		$10.7M Buy
52,120
+1,871
+4% +$378K 1.14% 13
2025
Q1 		$11.2M Buy
50,249
+10,487
+26% +$2.43M 1.36% 13
2024
Q4 		$9.96M Sell
39,762
-1,044
-3% -$246K 1.02% 15
2024
Q3 		$9.51M Buy
40,806
+35
+0.1% +$7.82K 1.16% 14
2024
Q2 		$8.59M Buy
40,771
+3,662
+10% +$683K 1.13% 14
2024
Q1 		$6.36M Buy
37,109
+589
+2% +$107K 0.86% 16
2023
Q4 		$7.17M Sell
36,520
-20,846
-36% -$3.85M 0.96% 18
2023
Q3 		$9.82M Buy
57,366
+1,113
+2% +$204K 1.44% 16
2023
Q2 		$10.9M Buy
56,253
+263
+0.5% +$45.8K 1.6% 15
2023
Q1 		$9.23M Sell
55,990
-1,136
-2% -$168K 1.44% 15
2022
Q4 		$7.42M Buy
57,126
+1,094
+2% +$156K 1.24% 16
2022
Q3 		$7.74M Sell
56,032
-42
-0.1% -$6.59K 1.5% 14
2022
Q2 		$7.67M Buy
56,074
+4,082
+8% +$618K 1.56% 11
2022
Q1 		$9.08M Buy
51,992
+750
+1% +$126K 1.46% 13
2021
Q4 		$9.1M Buy
51,242
+1,652
+3% +$261K 1.44% 13
2021
Q3 		$7.02M Buy
49,590
+472
+1% +$69.5K 1.19% 13
2021
Q2 		$6.73K Sell
49,118
-5,236
-10% -$678K 1.02% 14
2021
Q1 		$6.64M Buy
54,354
+31,255
+135% +$4.01M 1.36% 13
2020
Q4 		$3.06M Buy
+23,099
New +$2.78M 0.7% 15

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Waddell & Associates's AAPL Position: Q2 2026 in Review

Waddell & Associates increased its Apple (AAPL) stake by 9% in Q2 2026, buying an estimated $1.68M and bringing the position to 71,385 shares worth $20.7M. The position accounts for 1.02% of the portfolio, ranked #15.

Waddell & Associates first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,366 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Waddell & Associates held 71,385 shares of Apple worth $20.7M as of Q2 2026.
  • Waddell & Associates bought 5,877 Apple shares in Q2 2026, an estimated $1.68M.
  • Apple made up 1.02% of Waddell & Associates's portfolio in Q2 2026, its #15 holding.
  • Waddell & Associates first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,366 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.