Wharton Business 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 | $109M | Sell |
429,452
-1,435
| -0.3% | -$373K | 4.12% | 8 |
|
|
2025
Q4 | $117M | Sell |
430,887
-5,239
| -1% | -$1.41M | 4.45% | 8 |
|
|
2025
Q3 | $111M | Sell |
436,126
-2,115
| -0.5% | -$478K | 4.85% | 6 |
|
|
2025
Q2 | $90M | Buy |
438,241
+1,701
| +0.4% | +$344K | 3.8% | 7 |
|
|
2025
Q1 | $97.1M | Sell |
436,540
-1,036
| -0.2% | -$240K | 4.39% | 7 |
|
|
2024
Q4 | $110M | Sell |
437,576
-3,233
| -0.7% | -$762K | 4.95% | 7 |
|
|
2024
Q3 | $103M | Sell |
440,809
-508
| -0.1% | -$113K | 4.61% | 6 |
|
|
2024
Q2 | $93M | Sell |
441,317
-7,991
| -2% | -$1.49M | 4.8% | 5 |
|
|
2024
Q1 | $77M | Sell |
449,308
-3,321
| -0.7% | -$604K | 3.71% | 8 |
|
|
2023
Q4 | $87.1M | Sell |
452,629
-8,314
| -2% | -$1.54M | 4.38% | 6 |
|
|
2023
Q3 | $78.9M | Sell |
460,943
-790
| -0.2% | -$145K | 4.39% | 6 |
|
|
2023
Q2 | $89.6M | Sell |
461,733
-13,172
| -3% | -$2.3M | 5.91% | 4 |
|
|
2023
Q1 | $78.3M | Buy |
474,905
+61
| +0% | +$9K | 4.69% | 6 |
|
|
2022
Q4 | $61.7M | Sell |
474,844
-760
| -0.2% | -$109K | 3.58% | 8 |
|
|
2022
Q3 | $65.7M | Buy |
475,604
+250
| +0.1% | +$39.2K | 4.44% | 6 |
|
|
2022
Q2 | $65M | Buy |
475,354
+9,180
| +2% | +$1.39M | 4.29% | 6 |
|
|
2022
Q1 | $81.4M | Sell |
466,174
-850
| -0.2% | -$143K | 4.94% | 6 |
|
|
2021
Q4 | $82.9M | Buy |
+467,024
| New | +$73.8M | 5.12% | 6 |
|
|
2021
Q3 | – | Sell |
-577,841
| Closed | -$79.1M | – | 67 |
|
|
2021
Q2 | $79.1M | Sell |
577,841
-1,843
| -0.3% | -$239K | 6.18% | 5 |
|
|
2021
Q1 | $70.8M | Sell |
579,684
-3,008
| -0.5% | -$386K | 5.53% | 5 |
|
|
2020
Q4 | $77.3M | Sell |
582,692
-12,241
| -2% | -$1.47M | 6.34% | 4 |
|
|
2020
Q3 | $68.9M | Buy |
594,933
+97,673
| +20% | +$10.7M | 6.36% | 4 |
|
|
2020
Q2 | $45.4M | Sell |
497,260
-10,736
| -2% | -$832K | 4.37% | 8 |
|
|
2020
Q1 | $32.3M | Sell |
507,996
-8,228
| -2% | -$605K | 3.65% | 7 |
|
|
2019
Q4 | $37.9M | Sell |
516,224
-23,128
| -4% | -$1.49M | 3.52% | 7 |
|
|
2019
Q3 | $30.2M | Sell |
539,352
-3,860
| -0.7% | -$202K | 3.03% | 9 |
|
|
2019
Q2 | $26.9M | Sell |
543,212
-112,612
| -17% | -$5.49M | 2.74% | 10 |
|
|
2019
Q1 | $31.1M | Buy |
655,824
+46,852
| +8% | +$1.99M | 3.22% | 8 |
|
|
2018
Q4 | $24M | Sell |
608,972
-1,288
| -0.2% | -$62.4K | 2.83% | 10 |
|
|
2018
Q3 | $34.4M | Sell |
610,260
-16,996
| -3% | -$885K | 3.42% | 9 |
|
|
2018
Q2 | $29M | Sell |
627,256
-6,772
| -1% | -$307K | 3.02% | 11 |
|
|
2018
Q1 | $26.6M | Buy |
634,028
+10,440
| +2% | +$449K | 2.75% | 13 |
|
|
2017
Q4 | $26.2M | Sell |
623,588
-9,588
| -2% | -$401K | 2.72% | 13 |
|
|
2017
Q3 | $24.4M | Sell |
633,176
-11,628
| -2% | -$451K | 2.58% | 15 |
|
|
2017
Q2 | $23.2M | Sell |
644,804
-524
| -0.1% | -$19.4K | 2.47% | 15 |
|
|
2017
Q1 | $23.2M | Sell |
645,328
-9,140
| -1% | -$301K | 2.48% | 15 |
|
|
2016
Q4 | $18.9M | Sell |
654,468
-1,540
| -0.2% | -$43.7K | 2.24% | 16 |
|
|
2016
Q3 | $18.5M | Sell |
656,008
-48,308
| -7% | -$1.28M | 2.29% | 15 |
|
|
2016
Q2 | $16.8M | Sell |
704,316
-12,684
| -2% | -$315K | 1.99% | 16 |
|
|
2016
Q1 | $19.5M | Sell |
717,000
-150,288
| -17% | -$3.74M | 2.16% | 16 |
|
|
2015
Q4 | $22.8M | Buy |
867,288
+2,672
| +0.3% | +$76.4K | 2.26% | 12 |
|
|
2015
Q3 | $23.8M | Buy |
864,616
+12,040
| +1% | +$353K | 2.36% | 12 |
|
|
2015
Q2 | $26.7K | Sell |
852,576
-568
| -0.1% | -$18.2K | 1.77% | 14 |
|
|
2015
Q1 | $26.5M | Buy |
853,144
+162,580
| +24% | +$4.91M | 2.19% | 15 |
|
|
2014
Q4 | $19.1M | Buy |
690,564
+16,420
| +2% | +$447K | 1.58% | 23 |
|
|
2014
Q3 | $17M | Buy |
674,144
+351,836
| +109% | +$8.63M | 1.51% | 23 |
|
|
2014
Q2 | $7.49M | Sell |
322,308
-1,489,040
| -82% | -$31.7M | 0.83% | 38 |
|
|
2014
Q1 | $34.7M | Buy |
1,811,348
+204,176
| +13% | +$3.88M | 2.8% | 10 |
|
|
2013
Q4 | $32.2M | Buy |
1,607,172
+62,300
| +4% | +$1.18M | 2.71% | 11 |
|
|
2013
Q3 | $26.3M | Buy |
1,544,872
+3,500
| +0.2% | +$58K | 2.22% | 11 |
|
|
2013
Q2 | $21.8M | Buy |
+1,541,372
| New | +$23.7M | 1.9% | 14 |
|
Other funds holding AAPL
VCM
VPM
Wharton Business Group's AAPL Position: Q1 2026 in Review
Wharton Business Group reduced its Apple (AAPL) stake by 0.33% in Q1 2026, selling an estimated $373K and leaving 429,452 shares worth $109M. The position accounts for 4.12% of the portfolio, ranked #8.
Wharton Business Group first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $117M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Wharton Business Group held 429,452 shares of Apple worth $109M as of Q1 2026.
- Wharton Business Group sold 1,435 Apple shares in Q1 2026, an estimated $373K.
- Apple made up 4.12% of Wharton Business Group's portfolio in Q1 2026, its #8 holding.
- Wharton Business Group first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- Wharton Business Group's Apple position peaked at $117M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.