Wellcome Trust’s Apple AAPL Stock Holding History

Wellcome Trust’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	$810M	Hold	2,800,000	–	–	8.99%	2
2026 Q1	$711M	Hold	2,800,000	–	–	8.78%	2
2025 Q4	$761M	Hold	2,800,000	–	–	8.17%	3
2025 Q3	$713M	Hold	2,800,000	–	–	7.76%	5
2025 Q2	$574M	Hold	2,800,000	–	–	6.63%	5
2025 Q1	$622M	Hold	2,800,000	–	–	7.78%	3
2024 Q4	$701M	Hold	2,800,000	–	–	8.47%	3
2024 Q3	$652M	Hold	2,800,000	–	–	7.94%	3
2024 Q2	$590M	Hold	2,800,000	–	–	7.54%	4
2024 Q1	$480M	Hold	2,800,000	–	–	5.77%	6
2023 Q4	$539M	Hold	2,800,000	–	–	6.68%	4
2023 Q3	$479M	Sell	2,800,000 -100,000	-3%	-$18.3M	6.37%	4
2023 Q2	$563M	Sell	2,900,000 -200,000	-6%	-$34.9M	7.41%	4
2023 Q1	$511M	Sell	3,100,000 -200,000	-6%	-$29.5M	7.13%	3
2022 Q4	$429M	Hold	3,300,000	–	–	6.34%	3
2022 Q3	$456M	Sell	3,300,000 -100,000	-3%	-$15.7M	7.15%	3
2022 Q2	$465M	Sell	3,400,000 -600,000	-15%	-$90.9M	6.06%	4
2022 Q1	$698M	Sell	4,000,000 -210,000	-5%	-$35.3M	7.3%	2
2021 Q4	$748M	Sell	4,210,000 -190,000	-4%	-$30M	7.09%	2
2021 Q3	$623M	Hold	4,400,000	–	–	6.15%	3
2021 Q2	$603M	Hold	4,400,000	–	–	5.75%	5
2021 Q1	$537M	Sell	4,400,000 -800,000	-15%	-$103M	5.61%	4
2020 Q4	$690M	Hold	5,200,000	–	–	7.05%	3
2020 Q3	$602M	Hold	5,200,000	–	–	8.14%	3
2020 Q2	$474M	Sell	5,200,000 -2,800,000	-35%	-$217M	7.21%	3
2020 Q1	$509M	Sell	8,000,000 -4,800,000	-38%	-$353M	9.09%	3
2019 Q4	$940M	Sell	12,800,000 -140,000	-1%	-$9.01M	12.58%	2
2019 Q3	$725M	Hold	12,940,000	–	–	11.47%	2
2019 Q2	$640M	Hold	12,940,000	–	–	9.94%	2
2019 Q1	$614M	Hold	12,940,000	–	–	9.95%	2
2018 Q4	$510M	Sell	12,940,000 -1,060,000	-8%	-$51.4M	9.66%	2
2018 Q3	$790M	Hold	14,000,000	–	–	12.49%	1
2018 Q2	$648M	Hold	14,000,000	–	–	10.39%	1
2018 Q1	$587M	Hold	14,000,000	–	–	8.83%	4
2017 Q4	$592M	Hold	14,000,000	–	–	8.95%	1
2017 Q3	$539M	Hold	14,000,000	–	–	8.62%	3
2017 Q2	$504M	Hold	14,000,000	–	–	8.58%	1
2017 Q1	$503M	Hold	14,000,000	–	–	9.05%	1
2016 Q4	$405M	Hold	14,000,000	–	–	8.1%	3
2016 Q3	$396M	Hold	14,000,000	–	–	8.27%	1
2016 Q2	$335M	Hold	14,000,000	–	–	7.61%	1
2016 Q1	$381M	Hold	14,000,000	–	–	8.44%	1
2015 Q4	$368M	Hold	14,000,000	–	–	7.34%	1
2015 Q3	$386M	Hold	14,000,000	–	–	8.54%	1
2015 Q2	$439M	Hold	14,000,000	–	–	8.88%	1
2015 Q1	$436M	Sell	14,000,000 -240,000	-2%	-$7.25M	9.34%	1
2014 Q4	$393M	Hold	14,240,000	–	–	8.1%	1
2014 Q3	$359M	Buy	14,240,000 +640,000	+5%	+$15.7M	7.43%	1
2014 Q2	$316M	Buy	13,600,000 +20,000	+0.1%	+$426K	7.61%	1
2014 Q1	$260M	Buy	13,580,000 +700,000	+5%	+$13.3M	6.41%	2
2013 Q4	$258M	Hold	12,880,000	–	–	6.84%	2
2013 Q3	$219M	Hold	12,880,000	–	–	7.22%	1
2013 Q2	$182M	Buy	+12,880,000	New	+$198M	6.44%	4

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

Wellcome Trust's AAPL Position: Q2 2026 in Review

Wellcome Trust held its Apple (AAPL) position steady in Q2 2026 at 2,800,000 shares worth $810M. The position accounts for 8.99% of the portfolio, ranked #2.

Wellcome Trust first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $940M in Q4 2019. 2,751 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Wellcome Trust held 2,800,000 shares of Apple worth $810M as of Q2 2026.
Wellcome Trust left its Apple share count unchanged in Q2 2026.
Apple made up 8.99% of Wellcome Trust's portfolio in Q2 2026, its #2 holding.
Wellcome Trust first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Wellcome Trust's Apple position peaked at $940M in Q4 2019.
2,751 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wellcome Trust's 13F filing for Q2 2026, filed 9 Jul 2026.