Welch & Forbes’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $426M | Sell |
1,679,909
-22,288
| -1% | -$5.8M | 5.51% | 2 |
|
|
2025
Q4 | $463M | Sell |
1,702,197
-20,093
| -1% | -$5.39M | 5.61% | 2 |
|
|
2025
Q3 | $439M | Sell |
1,722,290
-13,277
| -0.8% | -$3M | 5.28% | 3 |
|
|
2025
Q2 | $356M | Sell |
1,735,567
-7,098
| -0.4% | -$1.43M | 4.45% | 3 |
|
|
2025
Q1 | $387M | Sell |
1,742,665
-15,513
| -0.9% | -$3.59M | 5.06% | 2 |
|
|
2024
Q4 | $440M | Sell |
1,758,178
-14,378
| -0.8% | -$3.39M | 5.66% | 2 |
|
|
2024
Q3 | $413M | Sell |
1,772,556
-14,721
| -0.8% | -$3.29M | 5.26% | 2 |
|
|
2024
Q2 | $403M | Buy |
1,787,277
+1,801
| +0.1% | +$336K | 5.37% | 3 |
|
|
2024
Q1 | $306M | Buy |
1,785,476
+3,742
| +0.2% | +$680K | 4.2% | 3 |
|
|
2023
Q4 | $343M | Sell |
1,781,734
-3,528
| -0.2% | -$651K | 5.18% | 1 |
|
|
2023
Q3 | $306M | Sell |
1,785,262
-11,319
| -0.6% | -$2.08M | 5.05% | 1 |
|
|
2023
Q2 | $348M | Sell |
1,796,581
-33,730
| -2% | -$5.88M | 5.5% | 1 |
|
|
2023
Q1 | $302M | Sell |
1,830,311
-17,751
| -1% | -$2.62M | 5.11% | 1 |
|
|
2022
Q4 | $240M | Sell |
1,848,062
-7,504
| -0.4% | -$1.07M | 4.3% | 1 |
|
|
2022
Q3 | $256M | Buy |
1,855,566
+12,626
| +0.7% | +$1.98M | 5.01% | 1 |
|
|
2022
Q2 | $252M | Sell |
1,842,940
-876
| -0% | -$133K | 4.61% | 1 |
|
|
2022
Q1 | $322M | Sell |
1,843,816
-1,625
| -0.1% | -$273K | 5.07% | 1 |
|
|
2021
Q4 | $328M | Sell |
1,845,441
-17,794
| -1% | -$2.81M | 4.91% | 1 |
|
|
2021
Q3 | $264M | Sell |
1,863,235
-16,408
| -0.9% | -$2.42M | 4.38% | 1 |
|
|
2021
Q2 | $257M | Buy |
1,879,643
+21,408
| +1% | +$2.77M | 4.35% | 1 |
|
|
2021
Q1 | $227M | Sell |
1,858,235
-8,156
| -0.4% | -$1.05M | 4.19% | 1 |
|
|
2020
Q4 | $248M | Sell |
1,866,391
-53,463
| -3% | -$6.43M | 4.84% | 1 |
|
|
2020
Q3 | $222M | Sell |
1,919,854
-109,554
| -5% | -$12M | 4.8% | 1 |
|
|
2020
Q2 | $185M | Sell |
2,029,408
-51,912
| -2% | -$4.02M | 4.34% | 2 |
|
|
2020
Q1 | $132M | Sell |
2,081,320
-64,532
| -3% | -$4.75M | 3.7% | 2 |
|
|
2019
Q4 | $158M | Sell |
2,145,852
-40,988
| -2% | -$2.64M | 3.51% | 1 |
|
|
2019
Q3 | $122M | Sell |
2,186,840
-15,116
| -0.7% | -$790K | 2.92% | 3 |
|
|
2019
Q2 | $109M | Sell |
2,201,956
-47,244
| -2% | -$2.3M | 2.65% | 4 |
|
|
2019
Q1 | $107M | Sell |
2,249,200
-29,648
| -1% | -$1.26M | 2.68% | 3 |
|
|
2018
Q4 | $89.9M | Sell |
2,278,848
-75,788
| -3% | -$3.67M | 2.53% | 4 |
|
|
2018
Q3 | $133M | Sell |
2,354,636
-24,324
| -1% | -$1.27M | 3.17% | 1 |
|
|
2018
Q2 | $110M | Sell |
2,378,960
-19,556
| -0.8% | -$887K | 2.85% | 2 |
|
|
2018
Q1 | $101M | Buy |
2,398,516
+26,424
| +1% | +$1.14M | 2.59% | 1 |
|
|
2017
Q4 | $100M | Sell |
2,372,092
-18,464
| -0.8% | -$772K | 2.68% | 1 |
|
|
2017
Q3 | $92.1M | Buy |
2,390,556
+5,232
| +0.2% | +$203K | 2.42% | 1 |
|
|
2017
Q2 | $85.9M | Sell |
2,385,324
-1,772
| -0.1% | -$65.5K | 2.4% | 3 |
|
|
2017
Q1 | $85.7M | Sell |
2,387,096
-7,668
| -0.3% | -$253K | 2.45% | 2 |
|
|
2016
Q4 | $69.3M | Buy |
+2,394,764
| New | +$67.9M | 2.08% | 7 |
|
|
2016
Q3 | – | Sell |
-2,401,280
| Closed | -$57.4M | – | 304 |
|
|
2016
Q2 | $57.4M | Sell |
2,401,280
-19,628
| -0.8% | -$488K | 1.75% | 10 |
|
|
2016
Q1 | $66M | Sell |
2,420,908
-10,152
| -0.4% | -$253K | 2.05% | 7 |
|
|
2015
Q4 | $64M | Buy |
2,431,060
+48,524
| +2% | +$1.39M | 2.05% | 7 |
|
|
2015
Q3 | $65.7M | Buy |
2,382,536
+48,260
| +2% | +$1.42M | 2.19% | 6 |
|
|
2015
Q2 | $73.2M | Buy |
2,334,276
+20,156
| +0.9% | +$645K | 2.28% | 5 |
|
|
2015
Q1 | $72M | Sell |
2,314,120
-45,900
| -2% | -$1.39M | 2.16% | 7 |
|
|
2014
Q4 | $65.1M | Buy |
2,360,020
+9,808
| +0.4% | +$267K | 1.91% | 7 |
|
|
2014
Q3 | $59.2M | Buy |
2,350,212
+6,804
| +0.3% | +$167K | 1.81% | 8 |
|
|
2014
Q2 | $54.4M | Buy |
2,343,408
+21,424
| +0.9% | +$456K | 1.72% | 11 |
|
|
2014
Q1 | $44.5M | Sell |
2,321,984
-10,108
| -0.4% | -$192K | 1.41% | 17 |
|
|
2013
Q4 | $46.7M | Buy |
2,332,092
+48,384
| +2% | +$914K | 1.48% | 14 |
|
|
2013
Q3 | $38.9M | Buy |
2,283,708
+41,664
| +2% | +$691K | 1.31% | 21 |
|
|
2013
Q2 | $31.8M | Buy |
+2,242,044
| New | +$34.5M | 1.14% | 31 |
|
Other funds holding AAPL
VCM
VPM
Welch & Forbes's AAPL Position: Q1 2026 in Review
Welch & Forbes reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $5.8M and leaving 1,679,909 shares worth $426M. The position accounts for 5.51% of the portfolio, ranked #2.
Welch & Forbes first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $463M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Welch & Forbes held 1,679,909 shares of Apple worth $426M as of Q1 2026.
- Welch & Forbes sold 22,288 Apple shares in Q1 2026, an estimated $5.8M.
- Apple made up 5.51% of Welch & Forbes's portfolio in Q1 2026, its #2 holding.
- Welch & Forbes first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- Welch & Forbes's Apple position peaked at $463M in Q4 2025.
- 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.