Wellington Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.5B | Sell |
65,033,441
-12,271,790
| -16% | -$3.19B | 3.08% | 3 |
|
|
2025
Q4 | $21B | Sell |
77,305,231
-6,447,943
| -8% | -$1.73B | 3.68% | 3 |
|
|
2025
Q3 | $21.3B | Buy |
83,753,174
+7,303,803
| +10% | +$1.65B | 3.73% | 3 |
|
|
2025
Q2 | $15.7B | Sell |
76,449,371
-6,005,675
| -7% | -$1.21B | 2.85% | 4 |
|
|
2025
Q1 | $18.3B | Sell |
82,455,046
-6,794,618
| -8% | -$1.57B | 3.52% | 2 |
|
|
2024
Q4 | $22.3B | Sell |
89,249,664
-7,144,852
| -7% | -$1.68B | 4.09% | 1 |
|
|
2024
Q3 | $22.5B | Sell |
96,394,516
-7,523,962
| -7% | -$1.68B | 3.93% | 2 |
|
|
2024
Q2 | $21.9B | Buy |
103,918,478
+44,108,358
| +74% | +$8.23B | 3.91% | 2 |
|
|
2024
Q1 | $10.3B | Sell |
59,810,120
-841,155
| -1% | -$153M | 1.82% | 7 |
|
|
2023
Q4 | $11.7B | Buy |
60,651,275
+2,096,360
| +4% | +$387M | 2.18% | 4 |
|
|
2023
Q3 | $10B | Sell |
58,554,915
-2,769,987
| -5% | -$508M | 2.01% | 5 |
|
|
2023
Q2 | $11.9B | Buy |
61,324,902
+3,915,347
| +7% | +$682M | 2.26% | 2 |
|
|
2023
Q1 | $9.47B | Sell |
57,409,555
-3,258,562
| -5% | -$481M | 1.88% | 3 |
|
|
2022
Q4 | $7.88B | Sell |
60,668,117
-6,540,156
| -10% | -$935M | 1.58% | 4 |
|
|
2022
Q3 | $9.29B | Buy |
67,208,273
+849,452
| +1% | +$133M | 1.98% | 3 |
|
|
2022
Q2 | $9.07B | Sell |
66,358,821
-774,725
| -1% | -$117M | 1.83% | 4 |
|
|
2022
Q1 | $11.7B | Buy |
67,133,546
+6,162,898
| +10% | +$1.04B | 2.01% | 3 |
|
|
2021
Q4 | $10.8B | Sell |
60,970,648
-3,025,825
| -5% | -$478M | 1.73% | 5 |
|
|
2021
Q3 | $9.06B | Sell |
63,996,473
-1,205,831
| -2% | -$178M | 1.54% | 6 |
|
|
2021
Q2 | $8.93B | Sell |
65,202,304
-3,611,115
| -5% | -$468M | 1.49% | 7 |
|
|
2021
Q1 | $8.41B | Sell |
68,813,419
-31,174,960
| -31% | -$4B | 1.48% | 6 |
|
|
2020
Q4 | $13.3B | Sell |
99,988,379
-10,064,961
| -9% | -$1.21B | 2.44% | 2 |
|
|
2020
Q3 | $12.7B | Sell |
110,053,340
-19,756,348
| -15% | -$2.16B | 2.64% | 2 |
|
|
2020
Q2 | $11.8B | Buy |
129,809,688
+22,043,588
| +20% | +$1.71B | 2.64% | 2 |
|
|
2020
Q1 | $6.85B | Buy |
107,766,100
+16,594,260
| +18% | +$1.22B | 1.81% | 4 |
|
|
2019
Q4 | $6.69B | Buy |
91,171,840
+35,725,124
| +64% | +$2.3B | 1.4% | 8 |
|
|
2019
Q3 | $3.1B | Sell |
55,446,716
-11,044,884
| -17% | -$577M | 0.7% | 31 |
|
|
2019
Q2 | $3.29B | Buy |
66,491,600
+9,283,192
| +16% | +$452M | 0.73% | 28 |
|
|
2019
Q1 | $2.72B | Buy |
57,208,408
+1,769,808
| +3% | +$75.1M | 0.62% | 35 |
|
|
2018
Q4 | $2.19B | Sell |
55,438,600
-16,660,636
| -23% | -$808M | 0.55% | 38 |
|
|
2018
Q3 | $4.07B | Sell |
72,099,236
-4,409,064
| -6% | -$230M | 0.86% | 18 |
|
|
2018
Q2 | $3.54B | Sell |
76,508,300
-6,017,384
| -7% | -$273M | 0.79% | 22 |
|
|
2018
Q1 | $3.46B | Sell |
82,525,684
-39,337,592
| -32% | -$1.69B | 0.78% | 19 |
|
|
2017
Q4 | $5.16B | Buy |
121,863,276
+8,542,320
| +8% | +$357M | 1.14% | 9 |
|
|
2017
Q3 | $4.37B | Sell |
113,320,956
-28,706,436
| -20% | -$1.11B | 1% | 11 |
|
|
2017
Q2 | $5.11B | Sell |
142,027,392
-19,224,712
| -12% | -$711M | 1.2% | 7 |
|
|
2017
Q1 | $5.79B | Buy |
161,252,104
+19,966,556
| +14% | +$657M | 1.39% | 5 |
|
|
2016
Q4 | $4.09B | Buy |
141,285,548
+6,701,648
| +5% | +$190M | 1.03% | 16 |
|
|
2016
Q3 | $3.8B | Buy |
134,583,900
+31,884,464
| +31% | +$844M | 0.95% | 14 |
|
|
2016
Q2 | $2.45B | Sell |
102,699,436
-13,733,656
| -12% | -$341M | 0.63% | 35 |
|
|
2016
Q1 | $3.17B | Buy |
116,433,092
+9,634,916
| +9% | +$240M | 0.83% | 20 |
|
|
2015
Q4 | $2.81B | Sell |
106,798,176
-46,141,468
| -30% | -$1.32B | 0.74% | 28 |
|
|
2015
Q3 | $4.22B | Sell |
152,939,644
-59,863,984
| -28% | -$1.76B | 1.18% | 10 |
|
|
2015
Q2 | $6.67B | Sell |
212,803,628
-23,147,212
| -10% | -$740M | 1.72% | 4 |
|
|
2015
Q1 | $7.34B | Sell |
235,950,840
-11,059,652
| -4% | -$334M | 1.89% | 3 |
|
|
2014
Q4 | $6.82B | Buy |
247,010,492
+6,759,452
| +3% | +$184M | 1.8% | 5 |
|
|
2014
Q3 | $6.05B | Buy |
240,251,040
+66,076,108
| +38% | +$1.62B | 1.67% | 5 |
|
|
2014
Q2 | $4.05B | Buy |
174,174,932
+47,085,536
| +37% | +$1B | 1.09% | 11 |
|
|
2014
Q1 | $2.44B | Sell |
127,089,396
-8,713,656
| -6% | -$166M | 0.68% | 23 |
|
|
2013
Q4 | $2.72B | Buy |
135,803,052
+6,727,616
| +5% | +$127M | 0.78% | 18 |
|
|
2013
Q3 | $2.2B | Buy |
129,075,436
+816,396
| +0.6% | +$13.5M | 0.69% | 26 |
|
|
2013
Q2 | $1.81B | Buy |
+128,259,040
| New | +$1.97B | 0.59% | 38 |
|
Other funds holding AAPL
VCM
VPM
Wellington Management Group's AAPL Position: Q1 2026 in Review
Wellington Management Group reduced its Apple (AAPL) stake by 16% in Q1 2026, selling an estimated $3.19B and leaving 65,033,441 shares worth $16.5B. The position accounts for 3.08% of the portfolio, ranked #3.
Wellington Management Group first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.5B in Q3 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Wellington Management Group held 65,033,441 shares of Apple worth $16.5B as of Q1 2026.
- Wellington Management Group sold 12,271,790 Apple shares in Q1 2026, an estimated $3.19B.
- Apple made up 3.08% of Wellington Management Group's portfolio in Q1 2026, its #3 holding.
- Wellington Management Group first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's Apple position peaked at $22.5B in Q3 2024.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.