WCM Investment Management
AAPL icon

WCM Investment Management’s Apple AAPL Stock Holding History

WCM Investment 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
2025
Q2 		– Sell
-1,592
Closed -$347K – 220
2025
Q1 		$347K Buy
+1,592
New +$369K ﹤0.01% 265
2013
Q4 		– Sell
-12,292
Closed -$209K – 134
2013
Q3 		$209K Sell
12,292
-19,796
-62% -$328K 0.01% 126
2013
Q2 		$454K Buy
+32,088
New +$494K 0.02% 116

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WCM Investment Management's AAPL Position: Q2 2025 in Review

WCM Investment Management sold out of Apple (AAPL) in Q2 2025, closing a stake of 1,592 shares — an estimated $347K sold.

WCM Investment Management first reported a position in AAPL in Q2 2013 and held it in 3 quarters. The position peaked at $454K in Q2 2013. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • WCM Investment Management reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 1,592 Apple shares in Q2 2025, an estimated $347K.
  • WCM Investment Management first reported a position in Apple in Q2 2013 and held it in 3 quarters.
  • WCM Investment Management's Apple position peaked at $454K in Q2 2013.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.