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Wright Investors Service’s Apple AAPL Stock Holding History

Wright Investors Service’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 		$15.1M Sell
59,390
-496
-0.8% -$129K 4.74% 2
2025
Q4 		$16.3M Sell
59,886
-1,173
-2% -$315K 4.89% 2
2025
Q3 		$15.5M Sell
61,059
-4,750
-7% -$1.07M 4.5% 3
2025
Q2 		$13.5M Sell
65,809
-7,345
-10% -$1.48M 4.08% 4
2025
Q1 		$16.2M Sell
73,154
-7,351
-9% -$1.7M 5.37% 1
2024
Q4 		$20.2M Sell
80,505
-6,842
-8% -$1.61M 6.55% 1
2024
Q3 		$20.4M Buy
87,347
+5,841
+7% +$1.3M 5.33% 2
2024
Q2 		$17.2M Buy
81,506
+12,755
+19% +$2.38M 4.52% 2
2024
Q1 		$11.8M Sell
68,751
-22,934
-25% -$4.17M 2.99% 3
2023
Q4 		$17.7M Sell
91,685
-1,328
-1% -$245K 4.97% 2
2023
Q3 		$15.9M Sell
93,013
-2,315
-2% -$425K 4.62% 2
2023
Q2 		$18.5M Sell
95,328
-8,154
-8% -$1.42M 5.21% 2
2023
Q1 		$17.1M Sell
103,482
-6,416
-6% -$947K 4.85% 2
2022
Q4 		$14.3M Sell
109,898
-10,506
-9% -$1.5M 4.09% 2
2022
Q3 		$16.6M Buy
120,404
+6,903
+6% +$1.08M 5.23% 1
2022
Q2 		$15.5M Buy
113,501
+1,100
+1% +$167K 4.43% 2
2022
Q1 		$19.6M Buy
112,401
+12,777
+13% +$2.15M 4.88% 2
2021
Q4 		$17.7M Sell
99,624
-15,151
-13% -$2.39M 4.47% 2
2021
Q3 		$16.2M Sell
114,775
-14,263
-11% -$2.1M 4.62% 2
2021
Q2 		$17.7M Buy
129,038
+3,091
+2% +$400K 4.79% 2
2021
Q1 		$15.4M Sell
125,947
-950
-0.7% -$122K 4.66% 2
2020
Q4 		$16.8M Sell
126,897
-25,486
-17% -$3.07M 5.78% 1
2020
Q3 		$17.6M Sell
152,383
-1,321
-0.9% -$144K 6.28% 2
2020
Q2 		$14M Sell
153,704
-43,868
-22% -$3.4M 5.38% 2
2020
Q1 		$12.6M Sell
197,572
-18,928
-9% -$1.39M 5.41% 2
2019
Q4 		$15.9M Sell
216,500
-12,784
-6% -$822K 5.44% 2
2019
Q3 		$12.8M Sell
229,284
-3,760
-2% -$197K 4.61% 2
2019
Q2 		$11.5M Buy
233,044
+21,332
+10% +$1.04M 4.39% 2
2019
Q1 		$10.1M Buy
211,712
+3,376
+2% +$143K 4.06% 2
2018
Q4 		$8.22M Sell
208,336
-5,104
-2% -$247K 3.52% 2
2018
Q3 		$12M Buy
213,440
+22,244
+12% +$1.16M 4.41% 2
2018
Q2 		$8.85M Sell
191,196
-13,584
-7% -$616K 3.52% 2
2018
Q1 		$8.59M Sell
204,780
-58,156
-22% -$2.5M 2.95% 3
2017
Q4 		$11.1M Buy
262,936
+19,528
+8% +$816K 3.72% 2
2017
Q3 		$9.38M Buy
243,408
+5,684
+2% +$221K 3.41% 2
2017
Q2 		$8.56M Buy
237,724
+11,700
+5% +$433K 3.23% 2
2017
Q1 		$8.12M Buy
226,024
+12,920
+6% +$425K 3.29% 2
2016
Q4 		$6.17M Buy
213,104
+12,260
+6% +$348K 2.67% 2
2016
Q3 		$5.68M Sell
200,844
-640
-0.3% -$16.9K 2.37% 2
2016
Q2 		$4.82M Sell
201,484
-8,320
-4% -$207K 1.98% 2
2016
Q1 		$5.72M Buy
209,804
+42,504
+25% +$1.06M 2.26% 1
2015
Q4 		$4.4M Buy
167,300
+11,144
+7% +$318K 1.63% 6
2015
Q3 		$4.31M Buy
156,156
+72,180
+86% +$2.12M 1.95% 4
2015
Q2 		$2.63M Sell
83,976
-5,996
-7% -$192K 1.26% 18
2015
Q1 		$2.8M Sell
89,972
-6,688
-7% -$202K 1.35% 14
2014
Q4 		$2.67M Sell
96,660
-8,520
-8% -$232K 1.31% 18
2014
Q3 		$2.65M Buy
105,180
+6,072
+6% +$149K 1.31% 17
2014
Q2 		$2.3M Buy
99,108
+2,508
+3% +$53.4K 1.04% 22
2014
Q1 		$1.85M Sell
96,600
-1,400
-1% -$26.6K 0.83% 29
2013
Q4 		$1.96M Buy
98,000
+8,876
+10% +$168K 0.87% 29
2013
Q3 		$1.52M Buy
89,124
+9,520
+12% +$158K 0.69% 39
2013
Q2 		$1.13M Buy
+79,604
New +$1.22M 0.53% 58

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

Wright Investors Service's AAPL Position: Q1 2026 in Review

Wright Investors Service reduced its Apple (AAPL) stake by 0.83% in Q1 2026, selling an estimated $129K and leaving 59,390 shares worth $15.1M. The position accounts for 4.74% of the portfolio, ranked #2.

Wright Investors Service first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.4M in Q3 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wright Investors Service held 59,390 shares of Apple worth $15.1M as of Q1 2026.
  • Wright Investors Service sold 496 Apple shares in Q1 2026, an estimated $129K.
  • Apple made up 4.74% of Wright Investors Service's portfolio in Q1 2026, its #2 holding.
  • Wright Investors Service first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Wright Investors Service's Apple position peaked at $20.4M in Q3 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.