Wellington Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7B | Sell |
76,449,371
-6,005,675
| -7% | -$1.23B | 2.85% | 4 |
|
|
2025
Q1 | $18.3B | Sell |
82,455,046
-6,794,618
| -8% | -$1.51B | 3.52% | 2 |
|
|
2024
Q4 | $22.3B | Sell |
89,249,664
-7,144,852
| -7% | -$1.79B | 4.09% | 1 |
|
|
2024
Q3 | $22.5B | Sell |
96,394,516
-7,523,962
| -7% | -$1.75B | 3.93% | 2 |
|
|
2024
Q2 | $21.9B | Buy |
103,918,478
+44,108,358
| +74% | +$9.29B | 3.91% | 2 |
|
|
2024
Q1 | $10.3B | Sell |
59,810,120
-841,155
| -1% | -$144M | 1.82% | 7 |
|
|
2023
Q4 | $11.7B | Buy |
60,651,275
+2,096,360
| +4% | +$404M | 2.18% | 4 |
|
|
2023
Q3 | $10B | Sell |
58,554,915
-2,769,987
| -5% | -$474M | 2.01% | 5 |
|
|
2023
Q2 | $11.9B | Buy |
61,324,902
+3,915,347
| +7% | +$759M | 2.26% | 2 |
|
|
2023
Q1 | $9.47B | Sell |
57,409,555
-3,258,562
| -5% | -$537M | 1.88% | 3 |
|
|
2022
Q4 | $7.88B | Sell |
60,668,117
-6,540,156
| -10% | -$850M | 1.58% | 4 |
|
|
2022
Q3 | $9.29B | Buy |
67,208,273
+849,452
| +1% | +$117M | 1.98% | 3 |
|
|
2022
Q2 | $9.07B | Sell |
66,358,821
-774,725
| -1% | -$106M | 1.83% | 4 |
|
|
2022
Q1 | $11.7B | Buy |
67,133,546
+6,162,898
| +10% | +$1.08B | 2.01% | 3 |
|
|
2021
Q4 | $10.8B | Sell |
60,970,648
-3,025,825
| -5% | -$537M | 1.73% | 5 |
|
|
2021
Q3 | $9.06B | Sell |
63,996,473
-1,205,831
| -2% | -$171M | 1.54% | 6 |
|
|
2021
Q2 | $8.93B | Sell |
65,202,304
-3,611,115
| -5% | -$495M | 1.49% | 7 |
|
|
2021
Q1 | $8.41B | Sell |
68,813,419
-31,174,960
| -31% | -$3.81B | 1.48% | 6 |
|
|
2020
Q4 | $13.3B | Sell |
99,988,379
-10,064,961
| -9% | -$1.34B | 2.44% | 2 |
|
|
2020
Q3 | $12.7B | Buy |
110,053,340
+77,600,918
| +239% | +$8.99B | 2.64% | 2 |
|
|
2020
Q2 | $11.8B | Buy |
32,452,422
+5,510,897
| +20% | +$2.01B | 2.64% | 2 |
|
|
2020
Q1 | $6.85B | Buy |
26,941,525
+4,148,565
| +18% | +$1.05B | 1.81% | 4 |
|
|
2019
Q4 | $6.69B | Buy |
22,792,960
+8,931,281
| +64% | +$2.62B | 1.4% | 8 |
|
|
2019
Q3 | $3.1B | Sell |
13,861,679
-2,761,221
| -17% | -$618M | 0.7% | 31 |
|
|
2019
Q2 | $3.29B | Buy |
16,622,900
+2,320,798
| +16% | +$459M | 0.73% | 28 |
|
|
2019
Q1 | $2.72B | Buy |
14,302,102
+442,452
| +3% | +$84M | 0.62% | 35 |
|
|
2018
Q4 | $2.19B | Sell |
13,859,650
-4,165,159
| -23% | -$657M | 0.55% | 38 |
|
|
2018
Q3 | $4.07B | Sell |
18,024,809
-1,102,266
| -6% | -$249M | 0.86% | 18 |
|
|
2018
Q2 | $3.54B | Sell |
19,127,075
-1,504,346
| -7% | -$278M | 0.79% | 22 |
|
|
2018
Q1 | $3.46B | Sell |
20,631,421
-9,834,398
| -32% | -$1.65B | 0.78% | 19 |
|
|
2017
Q4 | $5.16B | Buy |
30,465,819
+2,135,580
| +8% | +$361M | 1.14% | 9 |
|
|
2017
Q3 | $4.37B | Sell |
28,330,239
-7,176,609
| -20% | -$1.11B | 1% | 11 |
|
|
2017
Q2 | $5.11B | Sell |
35,506,848
-4,806,178
| -12% | -$692M | 1.2% | 7 |
|
|
2017
Q1 | $5.79B | Buy |
40,313,026
+4,991,639
| +14% | +$717M | 1.39% | 5 |
|
|
2016
Q4 | $4.09B | Buy |
35,321,387
+1,675,412
| +5% | +$194M | 1.03% | 16 |
|
|
2016
Q3 | $3.8B | Buy |
33,645,975
+7,971,116
| +31% | +$901M | 0.95% | 14 |
|
|
2016
Q2 | $2.45B | Sell |
25,674,859
-3,433,414
| -12% | -$328M | 0.63% | 35 |
|
|
2016
Q1 | $3.17B | Buy |
29,108,273
+2,408,729
| +9% | +$263M | 0.83% | 20 |
|
|
2015
Q4 | $2.81B | Sell |
26,699,544
-11,535,367
| -30% | -$1.21B | 0.74% | 28 |
|
|
2015
Q3 | $4.22B | Sell |
38,234,911
-14,965,996
| -28% | -$1.65B | 1.18% | 10 |
|
|
2015
Q2 | $6.67B | Sell |
53,200,907
-5,786,803
| -10% | -$726M | 1.72% | 4 |
|
|
2015
Q1 | $7.34B | Sell |
58,987,710
-2,764,913
| -4% | -$344M | 1.89% | 3 |
|
|
2014
Q4 | $6.82B | Buy |
61,752,623
+1,689,863
| +3% | +$187M | 1.8% | 5 |
|
|
2014
Q3 | $6.05B | Buy |
60,062,760
+16,519,027
| +38% | +$1.66B | 1.67% | 5 |
|
|
2014
Q2 | $4.05B | Buy |
43,543,733
+39,004,826
| +859% | +$3.62B | 1.09% | 11 |
|
|
2014
Q1 | $2.44B | Sell |
4,538,907
-311,202
| -6% | -$167M | 0.68% | 23 |
|
|
2013
Q4 | $2.72B | Buy |
4,850,109
+240,272
| +5% | +$135M | 0.78% | 18 |
|
|
2013
Q3 | $2.2B | Buy |
4,609,837
+29,157
| +0.6% | +$13.9M | 0.69% | 26 |
|
|
2013
Q2 | $1.81B | Buy |
+4,580,680
| New | +$1.81B | 0.59% | 38 |
|