Wellington Management Group
AAPL icon

Wellington Management Group’s Apple AAPL Stock Holding History

Wellington Management 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 		$494K Buy
+2,058
New +$589K ﹤0.01% 1831
2025
Q3 		– Sell
-993
Closed -$353K – 1970
2025
Q2 		$353K Buy
+993
New +$201K ﹤0.01% 1861
2018
Q1 		– Sell
-880
Closed -$703K – 2186
2017
Q4 		$703K Buy
880
+28
+3% +$1.17K ﹤0.01% 1981
2017
Q3 		$474K Buy
+852
New +$33.1K ﹤0.01% 2050

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wellington Management Group's AAPL Position: Q2 2026 in Review

Wellington Management Group reduced its Apple (AAPL) stake by 8.6% in Q2 2026, selling an estimated $1.6B and leaving 59,450,771 shares worth $17.2B. The position accounts for 2.97% of the portfolio, ranked #4.

Wellington Management Group first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.5B in Q3 2024. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wellington Management Group held 59,450,771 shares of Apple worth $17.2B as of Q2 2026.
  • Wellington Management Group sold 5,582,670 Apple shares in Q2 2026, an estimated $1.6B.
  • Apple made up 2.97% of Wellington Management Group's portfolio in Q2 2026, its #4 holding.
  • Wellington Management Group first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Apple position peaked at $22.5B in Q3 2024.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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