Welch Group’s Apple AAPL Stock Holding History

Welch Group’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	$108M	Sell	372,791 -2,421	-0.6%	-$692K	3.68%	1
2026 Q1	$95.2M	Sell	375,212 -649	-0.2%	-$169K	3.58%	1
2025 Q4	$102M	Sell	375,861 -2,238	-0.6%	-$601K	3.94%	1
2025 Q3	$96.3M	Buy	378,099 +2,918	+0.8%	+$659K	3.76%	2
2025 Q2	$77M	Buy	375,181 +14,459	+4%	+$2.92M	3.22%	4
2025 Q1	$78.6M	Sell	360,722 -575	-0.2%	-$133K	3.46%	2
2024 Q4	$91.1M	Sell	361,297 -2,624	-0.7%	-$618K	4.1%	1
2024 Q3	$84.8M	Sell	363,921 -2,079	-0.6%	-$464K	3.69%	3
2024 Q2	$77.1M	Buy	366,000 +7,742	+2%	+$1.44M	3.7%	3
2024 Q1	$61.4M	Sell	358,258 -9,451	-3%	-$1.72M	3.05%	7
2023 Q4	$70.8M	Sell	367,709 -2,151	-0.6%	-$397K	3.81%	3
2023 Q3	$63.3M	Sell	369,860 -6,397	-2%	-$1.17M	3.75%	3
2023 Q2	$73M	Sell	376,257 -4,639	-1%	-$808K	4.18%	2
2023 Q1	$62.8M	Sell	380,896 -6,371	-2%	-$940K	3.65%	3
2022 Q4	$50.3M	Buy	387,267 +6,043	+2%	+$864K	2.88%	14
2022 Q3	$52.7M	Buy	381,224 +4,875	+1%	+$765K	3.43%	2
2022 Q2	$51.5M	Buy	376,349 +9,042	+2%	+$1.37M	3.14%	5
2022 Q1	$64.1M	Buy	367,307 +3,527	+1%	+$593K	3.66%	3
2021 Q4	$64.6M	Buy	363,780 +3,143	+0.9%	+$497K	3.78%	3
2021 Q3	$51M	Sell	360,637 -3,493	-1%	-$514K	3.45%	3
2021 Q2	$49.9M	Buy	364,130 +1,421	+0.4%	+$184K	3.4%	3
2021 Q1	$44.3M	Sell	362,709 -9,460	-3%	-$1.21M	3.19%	4
2020 Q4	$49.4M	Sell	372,169 -5,716	-2%	-$688K	3.96%	3
2020 Q3	$43.8M	Buy	377,885 +677	+0.2%	+$73.9K	3.82%	3
2020 Q2	$34.4M	Buy	377,208 +268,524	+247%	+$20.8M	3.21%	7
2020 Q1	$6.91M	Buy	108,684 +11,224	+12%	+$825K	0.74%	32
2019 Q4	$7.16M	Sell	97,460 -2,288	-2%	-$147K	0.7%	33
2019 Q3	$5.58M	Sell	99,748 -736	-0.7%	-$38.5K	0.57%	34
2019 Q2	$4.97M	Buy	100,484 +2,176	+2%	+$106K	0.53%	34
2019 Q1	$4.67M	Buy	98,308 +2,232	+2%	+$94.7K	0.51%	34
2018 Q4	$3.79M	Buy	96,076 +816	+0.9%	+$39.6K	0.46%	36
2018 Q3	$5.38K	Buy	95,260 +2,940	+3%	+$153K	0.56%	36
2018 Q2	$4.27M	Sell	92,320 -456	-0.5%	-$20.7K	0.53%	34
2018 Q1	$3.89M	Buy	92,776 +7,408	+9%	+$319K	0.49%	35
2017 Q4	$3.61M	Buy	85,368 +3,128	+4%	+$131K	0.56%	35
2017 Q3	$3.17M	Sell	82,240 -4,744	-5%	-$184K	0.53%	35
2017 Q2	$3.13M	Buy	86,984 +28,036	+48%	+$1.04M	0.52%	35
2017 Q1	$2.12M	Buy	58,948 +1,064	+2%	+$35K	0.4%	38
2016 Q4	$1.68M	Sell	57,884 -4,632	-7%	-$131K	0.33%	38
2016 Q3	$1.77M	Buy	62,516 +7,984	+15%	+$211K	0.35%	38
2016 Q2	$1.3M	Sell	54,532 -11,592	-18%	-$288K	0.27%	39
2016 Q1	$1.8M	Buy	66,124 +2,260	+4%	+$56.3K	0.3%	43
2015 Q4	$1.68M	Buy	63,864 +948	+2%	+$27.1K	0.3%	44
2015 Q3	$1.74M	Buy	62,916 +956	+2%	+$28K	0.34%	41
2015 Q2	$1.97M	Buy	61,960 +368	+0.6%	+$11.8K	0.37%	42
2015 Q1	$1.92K	Buy	61,592 +3,552	+6%	+$107K	0.35%	42
2014 Q4	$1.6M	Sell	58,040 -6,856	-11%	-$187K	0.31%	40
2014 Q3	$1.64M	Buy	64,896 +3,152	+5%	+$77.4K	0.34%	40
2014 Q2	$1.43M	Sell	61,744 -6,408	-9%	-$136K	0.3%	45
2014 Q1	$1.31M	Sell	68,152 -4,872	-7%	-$92.7K	0.3%	43
2013 Q4	$1.46M	Buy	73,024 +3,892	+6%	+$73.5K	0.33%	40
2013 Q3	$1.18M	Buy	69,132 +252	+0.4%	+$4.18K	0.29%	43
2013 Q2	$976K	Buy	+68,880	New	+$1.06M	0.25%	44

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Welch Group's AAPL Position: Q2 2026 in Review

Welch Group reduced its Apple (AAPL) stake by 0.65% in Q2 2026, selling an estimated $692K and leaving 372,791 shares worth $108M. The position accounts for 3.68% of the portfolio, ranked #1.

Welch Group first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Welch Group held 372,791 shares of Apple worth $108M as of Q2 2026.
Welch Group sold 2,421 Apple shares in Q2 2026, an estimated $692K.
Apple made up 3.68% of Welch Group's portfolio in Q2 2026, its #1 holding.
Welch Group first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.