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Well Done LLC’s Apple AAPL Stock Holding History

Well Done LLC’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 		$4.67M Sell
16,135
-6,200
-28% -$1.77M 0.63% 38
2026
Q1 		$5.67M Sell
22,335
-4,884
-18% -$1.27M 0.83% 32
2025
Q4 		$7.4M Buy
27,219
+5,281
+24% +$1.42M 1.11% 20
2025
Q3 		$5.59M Sell
21,938
-290
-1% -$65.5K 0.95% 28
2025
Q2 		$4.56M Sell
22,228
-2,981
-12% -$602K 0.86% 31
2025
Q1 		$6.31M Sell
25,209
-455
-2% -$105K 1.14% 17
2024
Q4 		$5.98M Hold
25,664
– – 1.09% 18
2024
Q3 		$5.98M Sell
25,664
-3,504
-12% -$783K 1.09% 18
2024
Q2 		$6.14M Buy
29,168
+177
+0.6% +$33K 1.28% 17
2024
Q1 		$4.97M Buy
28,991
+1,630
+6% +$296K 0.98% 25
2023
Q4 		$5.27M Sell
27,361
-617
-2% -$114K 1.03% 24
2023
Q3 		$4.79M Buy
27,978
+1,586
+6% +$291K 1.06% 20
2023
Q2 		$5.12M Sell
26,392
-5,084
-16% -$886K 1.09% 21
2023
Q1 		$5.19M Buy
31,476
+207
+0.7% +$30.5K 1.12% 20
2022
Q4 		$4.06M Buy
31,269
+3,126
+11% +$447K 0.87% 29
2022
Q3 		$3.89M Sell
28,143
-636
-2% -$99.8K 0.95% 22
2022
Q2 		$3.69M Buy
28,779
+103
+0.4% +$15.6K 0.81% 26
2022
Q1 		$4.7M Sell
28,676
-879
-3% -$148K 0.94% 19
2021
Q4 		$4.93M Buy
29,555
+672
+2% +$106K 1% 20
2021
Q3 		$3.83M Buy
28,883
+3,305
+13% +$487K 0.85% 23
2021
Q2 		$3.26M Buy
25,578
+1,900
+8% +$246K 0.72% 26
2021
Q1 		$2.89M Buy
23,678
+175
+0.7% +$22.5K 0.66% 26
2020
Q4 		$3.12M Buy
23,503
+6,581
+39% +$792K 0.77% 24
2020
Q3 		$1.96M Buy
16,922
+754
+5% +$82.3K 0.55% 34
2020
Q2 		$1.48M Hold
16,168
– – 0.41% 48
2020
Q1 		$1.03M Sell
16,168
-68
-0.4% -$5K 0.31% 55
2019
Q4 		$1.19M Sell
16,236
-2,976
-15% -$191K 0.28% 56
2019
Q3 		$1.08M Buy
19,212
+64
+0.3% +$3.35K 0.26% 56
2019
Q2 		$947K Buy
19,148
+284
+2% +$13.8K 0.22% 61
2019
Q1 		$896K Buy
18,864
+644
+4% +$27.3K 0.22% 61
2018
Q4 		$719K Buy
18,220
+344
+2% +$16.7K 0.2% 63
2018
Q3 		$1.01M Sell
17,876
-244
-1% -$12.7K 0.29% 53
2018
Q2 		$838K Sell
18,120
-8,824
-33% -$400K 0.25% 54
2018
Q1 		$1.13M Buy
26,944
+88
+0.3% +$3.79K 0.35% 41
2017
Q4 		$1.14M Sell
26,856
-37,228
-58% -$1.56M 0.37% 41
2017
Q3 		$2.47M Buy
64,084
+35,684
+126% +$1.38M 0.76% 31
2017
Q2 		$1.02M Sell
28,400
-6,196
-18% -$229K 0.36% 42
2017
Q1 		$1.24M Sell
34,596
-3,720
-10% -$122K 0.44% 36
2016
Q4 		$1.11M Buy
38,316
+1,268
+3% +$35.9K 0.42% 38
2016
Q3 		$1.05K Sell
37,048
-4,568
-11% -$121K 0.38% 36
2016
Q2 		$995K Sell
41,616
-3,420
-8% -$85K 0.36% 37
2016
Q1 		$1.23M Sell
45,036
-60,252
-57% -$1.5M 0.44% 34
2015
Q4 		$2.77M Buy
+105,288
New +$3.01M 0.98% 21

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Well Done LLC's AAPL Position: Q2 2026 in Review

Well Done LLC reduced its Apple (AAPL) stake by 28% in Q2 2026, selling an estimated $1.77M and leaving 16,135 shares worth $4.67M. The position accounts for 0.63% of the portfolio, ranked #38.

Well Done LLC first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.4M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Well Done LLC held 16,135 shares of Apple worth $4.67M as of Q2 2026.
  • Well Done LLC sold 6,200 Apple shares in Q2 2026, an estimated $1.77M.
  • Apple made up 0.63% of Well Done LLC's portfolio in Q2 2026, its #38 holding.
  • Well Done LLC first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
  • Well Done LLC's Apple position peaked at $7.4M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.