Wellington Management Group
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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
2025
Q4 		– Sell
-1,054
Closed -$277K – 1913
2025
Q3 		$277K Buy
+1,054
New +$238K ﹤0.01% 1928

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.