Wellington Group’s Apple AAPL Stock Holding History

Wellington 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	$6.61M	Buy	22,837 +1,006	+5%	+$288K	1.75%	14
2026 Q1	$5.54M	Buy	21,831 +660	+3%	+$172K	1.71%	13
2025 Q4	$5.76M	Buy	+21,171	New	+$5.68M	1.92%	13

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Group's AAPL Position: Q2 2026 in Review

Wellington Group increased its Apple (AAPL) stake by 4.6% in Q2 2026, buying an estimated $288K and bringing the position to 22,837 shares worth $6.61M. The position accounts for 1.75% of the portfolio, ranked #14.

Wellington Group first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Wellington Group held 22,837 shares of Apple worth $6.61M as of Q2 2026.
Wellington Group bought 1,006 Apple shares in Q2 2026, an estimated $288K.
Apple made up 1.75% of Wellington Group's portfolio in Q2 2026, its #14 holding.
Wellington Group first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.