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Winslow Asset Management’s Apple AAPL Stock Holding History

Winslow 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
Q1 		$39.5M Sell
155,743
-6,095
-4% -$1.59M 7.68% 1
2025
Q4 		$44M Sell
161,838
-2,593
-2% -$696K 8.12% 1
2025
Q3 		$41.9M Sell
164,431
-2,637
-2% -$596K 7.86% 1
2025
Q2 		$34.3M Sell
167,068
-2,670
-2% -$539K 6.91% 1
2025
Q1 		$37.7M Sell
169,738
-7,679
-4% -$1.78M 8.32% 1
2024
Q4 		$44.4M Sell
177,417
-10,518
-6% -$2.48M 8.85% 1
2024
Q3 		$43.8M Sell
187,935
-3,913
-2% -$874K 8.1% 1
2024
Q2 		$40.4M Sell
191,848
-5,738
-3% -$1.07M 7.96% 1
2024
Q1 		$33.9M Sell
197,586
-57
-0% -$10.4K 6.38% 2
2023
Q4 		$38.1M Sell
197,643
-1,597
-0.8% -$295K 7.74% 1
2023
Q3 		$34.1M Sell
199,240
-3,416
-2% -$626K 7.9% 1
2023
Q2 		$39.3M Sell
202,656
-6,733
-3% -$1.17M 8.47% 1
2023
Q1 		$34.5M Sell
209,389
-6,643
-3% -$980K 8.06% 1
2022
Q4 		$28.1M Sell
216,032
-9,990
-4% -$1.43M 6.64% 1
2022
Q3 		$31.2M Sell
226,022
-2,150
-0.9% -$337K 8.13% 1
2022
Q2 		$31.2M Sell
228,172
-1,196
-0.5% -$181K 7.53% 1
2022
Q1 		$40M Sell
229,368
-4,770
-2% -$802K 7.91% 1
2021
Q4 		$41.6M Sell
234,138
-1,406
-0.6% -$222K 7.34% 1
2021
Q3 		$33.3M Sell
235,544
-6,874
-3% -$1.01M 6.44% 1
2021
Q2 		$33.2M Sell
242,418
-4,380
-2% -$568K 6.19% 1
2021
Q1 		$30.1M Sell
246,798
-16,595
-6% -$2.13M 6.11% 1
2020
Q4 		$35M Sell
263,393
-3,629
-1% -$437K 7.37% 1
2020
Q3 		$30.9M Sell
267,022
-21,786
-8% -$2.38M 7.89% 1
2020
Q2 		$26.3M Sell
288,808
-13,148
-4% -$1.02M 7.1% 1
2020
Q1 		$19.2M Sell
301,956
-12,240
-4% -$900K 6.31% 1
2019
Q4 		$23.1M Sell
314,196
-1,936
-0.6% -$125K 5.26% 1
2019
Q3 		$17.7M Sell
316,132
-35,536
-10% -$1.86M 4.42% 2
2019
Q2 		$17.4M Sell
351,668
-27,040
-7% -$1.32M 3.86% 2
2019
Q1 		$18M Sell
378,708
-8,984
-2% -$381K 3.78% 2
2018
Q4 		$15.3M Buy
387,692
+2,372
+0.6% +$115K 3.56% 3
2018
Q3 		$21.7M Sell
385,320
-4,400
-1% -$229K 3.96% 2
2018
Q2 		$18M Sell
389,720
-952
-0.2% -$43.2K 3.34% 2
2018
Q1 		$16.4M Sell
390,672
-1,064
-0.3% -$45.8K 3.15% 4
2017
Q4 		$16.6M Buy
391,736
+268
+0.1% +$11.2K 3.05% 4
2017
Q3 		$15.1M Sell
391,468
-3,432
-0.9% -$133K 2.92% 4
2017
Q2 		$14.2M Sell
394,900
-3,244
-0.8% -$120K 2.89% 4
2017
Q1 		$14.3M Sell
398,144
-7,232
-2% -$238K 2.93% 5
2016
Q4 		$11.7M Buy
405,376
+3,080
+0.8% +$87.3K 2.46% 8
2016
Q3 		$11.4M Sell
402,296
-516
-0.1% -$13.7K 2.51% 8
2016
Q2 		$9.63M Sell
402,812
-10,232
-2% -$254K 2.16% 14
2016
Q1 		$11.3M Sell
413,044
-60,024
-13% -$1.5M 2.52% 9
2015
Q4 		$12.4M Sell
473,068
-1,780
-0.4% -$50.9K 2.46% 9
2015
Q3 		$13.1M Sell
474,848
-4,556
-1% -$134K 2.59% 7
2015
Q2 		$15M Sell
479,404
-12,820
-3% -$410K 2.59% 5
2015
Q1 		$15.3M Sell
492,224
-19,980
-4% -$603K 2.58% 5
2014
Q4 		$14.1M Sell
512,204
-9,528
-2% -$259K 2.32% 9
2014
Q3 		$13.1M Sell
521,732
-1,552
-0.3% -$38.1K 2.33% 9
2014
Q2 		$12.2M Buy
523,284
+5,284
+1% +$112K 2.01% 17
2014
Q1 		$9.93M Buy
518,000
+3,836
+0.7% +$73K 1.73% 29
2013
Q4 		$10.3M Sell
514,164
-8,736
-2% -$165K 1.85% 25
2013
Q3 		$8.9M Buy
522,900
+6,272
+1% +$104K 1.69% 36
2013
Q2 		$7.32M Buy
+516,628
New +$7.95M 1.45% 41

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

Winslow Asset Management's AAPL Position: Q1 2026 in Review

Winslow Asset Management reduced its Apple (AAPL) stake by 3.8% in Q1 2026, selling an estimated $1.59M and leaving 155,743 shares worth $39.5M. The position accounts for 7.68% of the portfolio, ranked #1.

Winslow Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.4M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Winslow Asset Management held 155,743 shares of Apple worth $39.5M as of Q1 2026.
  • Winslow Asset Management sold 6,095 Apple shares in Q1 2026, an estimated $1.59M.
  • Apple made up 7.68% of Winslow Asset Management's portfolio in Q1 2026, its #1 holding.
  • Winslow Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Winslow Asset Management's Apple position peaked at $44.4M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Winslow Asset Management's 13F filing for Q1 2026, filed 5 May 2026.