Wellington Capital Management’s Apple AAPL Stock Holding History

Wellington Capital 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	$580K	Buy	+2,339	New	+$472K	0.87%	47

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Capital Management's AAPL Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Apple (AAPL) in Q2 2025: 2,339 shares worth $580K. The stake represents 0.87% of the portfolio and ranks #47 among its holdings.

5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Wellington Capital Management held 2,339 shares of Apple worth $580K as of Q2 2025.
Apple was a new Wellington Capital Management position in Q2 2025.
Apple made up 0.87% of Wellington Capital Management's portfolio in Q2 2025, its #47 holding.
5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.