WGAM
AAPL icon

Wilkinson Global Asset Management’s Apple AAPL Stock Holding History

Wilkinson Global Asset Management’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 		$72.7M Sell
251,208
-73,173
-23% -$20.9M 5.77% 5
2026
Q1 		$82.3M Sell
324,381
-19,943
-6% -$5.19M 6.27% 4
2025
Q4 		$93.6M Sell
344,324
-22,393
-6% -$6.01M 6.39% 4
2025
Q3 		$93.4M Sell
366,717
-11,490
-3% -$2.6M 5.87% 4
2025
Q2 		$77.6M Sell
378,207
-59,500
-14% -$12M 4.88% 5
2025
Q1 		$97.2M Sell
437,707
-7,749
-2% -$1.8M 6.08% 4
2024
Q4 		$112M Sell
445,456
-3,686
-0.8% -$869K 6.86% 3
2024
Q3 		$105M Sell
449,142
-11,737
-3% -$2.62M 6.31% 3
2024
Q2 		$97.1M Sell
460,879
-4,931
-1% -$920K 6.07% 4
2024
Q1 		$79.9M Sell
465,810
-40,251
-8% -$7.32M 5.02% 7
2023
Q4 		$97.4M Sell
506,061
-1,825
-0.4% -$337K 6.72% 3
2023
Q3 		$87M Sell
507,886
-4,220
-0.8% -$774K 6.66% 3
2023
Q2 		$99.3M Sell
512,106
-8,991
-2% -$1.57M 7.56% 3
2023
Q1 		$85.9M Sell
521,097
-11,137
-2% -$1.64M 6.8% 3
2022
Q4 		$69.2M Sell
532,234
-99,306
-16% -$14.2M 5.75% 6
2022
Q3 		$87.3M Sell
631,540
-2,859
-0.5% -$449K 7.86% 1
2022
Q2 		$86.7M Sell
634,399
-51,483
-8% -$7.8M 7.39% 2
2022
Q1 		$120M Sell
685,882
-69,249
-9% -$11.6M 7.71% 1
2021
Q4 		$134M Sell
755,131
-34,983
-4% -$5.53M 7.43% 1
2021
Q3 		$112M Sell
790,114
-11,791
-1% -$1.74M 6.8% 2
2021
Q2 		$110M Buy
801,905
+8,828
+1% +$1.14M 6.48% 2
2021
Q1 		$96.9M Buy
+793,077
New +$102M 6.13% 2

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 $3.38T AUM 44.17% 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

Wilkinson Global Asset Management's AAPL Position: Q2 2026 in Review

Wilkinson Global Asset Management reduced its Apple (AAPL) stake by 23% in Q2 2026, selling an estimated $20.9M and leaving 251,208 shares worth $72.7M. The position accounts for 5.77% of the portfolio, ranked #5.

Wilkinson Global Asset Management first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. The position peaked at $134M in Q4 2021. 6,153 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wilkinson Global Asset Management held 251,208 shares of Apple worth $72.7M as of Q2 2026.
  • Wilkinson Global Asset Management sold 73,173 Apple shares in Q2 2026, an estimated $20.9M.
  • Apple made up 5.77% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #5 holding.
  • Wilkinson Global Asset Management first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • Wilkinson Global Asset Management's Apple position peaked at $134M in Q4 2021.
  • 6,153 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.