Dan Polen - Polen Capital Management
Holding/activity history for Apple Inc. (AAPL)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 4,052 | 0.01 | Reduce 47.54% | <0.01 | $253.80 | $1,028,389 | SEC |
| 2025 Q4 | 7,724 | 0.01 | Reduce 49.70% | <0.01 | $271.85 | $2,099,744 | SEC |
| 2025 Q3 | 15,355 | 0.01 | Add 80.10% | <0.01 | $254.62 | $3,909,748 | SEC |
| 2025 Q2 | 8,526 | 0.01 | Reduce 99.68% | 1.86 | $205.17 | $1,749,237 | SEC |
| 2025 Q1 | 2,681,114 | 1.87 | Reduce 56.54% | 2.36 | $222.13 | $595,555,874 | SEC |
| 2024 Q4 | 6,169,513 | 4.17 | Reduce 8.41% | 0.34 | $250.42 | $1,544,969,440 | SEC |
| 2024 Q3 | 6,736,143 | 4.05 | Buy | 4.05 | $233.00 | $1,569,521,285 | SEC |
| 2018 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2017 Q4 | 11,214 | 0.01 | Add 7.42% | <0.01 | $169.25 | $1,898,000 | SEC |
| 2017 Q3 | 10,439 | 0.01 | Add 5.20% | <0.01 | $154.13 | $1,609,000 | SEC |
| 2017 Q2 | 9,923 | 0.01 | Reduce 1.34% | <0.01 | $144.01 | $1,429,000 | SEC |
| 2017 Q1 | 10,058 | 0.01 | Add 7.08% | <0.01 | $143.67 | $1,445,000 | SEC |
| 2016 Q4 | 9,393 | 0.01 | Reduce 99.69% | 4.01 | $115.83 | $1,088,000 | SEC |
| 2016 Q3 | 2,982,582 | 4.02 | Add 2.81% | 0.11 | $113.05 | $337,181,000 | SEC |
| 2016 Q2 | 2,901,168 | 3.52 | Add 11.57% | 0.37 | $95.60 | $277,352,000 | SEC |
| 2016 Q1 | 2,600,345 | 3.89 | Add 12.17% | 0.42 | $108.99 | $283,412,000 | SEC |
| 2015 Q4 | 2,318,198 | 3.77 | Add 9.79% | 0.34 | $105.26 | $244,014,000 | SEC |
| 2015 Q3 | 2,111,493 | 4.25 | Add 2.86% | 0.12 | $109.95 | $232,159,000 | SEC |
| 2015 Q2 | 2,052,716 | 4.99 | Reduce 2.19% | 0.11 | $125.43 | $257,472,000 | SEC |
| 2015 Q1 | 2,098,784 | 5.09 | Add 4.08% | 0.20 | $124.43 | $261,152,000 | SEC |
| 2014 Q4 | 2,016,598 | 4.58 | Reduce 1.50% | 0.07 | $110.38 | $222,592,000 | SEC |
| 2014 Q3 | 2,047,325 | 4.64 | Reduce 3.43% | 0.15 | $100.75 | $206,268,000 | SEC |
| 2014 Q2 | 2,119,952 | 4.30 | Add 565.36% | 3.65 | $92.93 | $197,007,000 | SEC |
| 2014 Q1 | 318,618 | 3.70 | Reduce 1.34% | 0.05 | $536.74 | $171,015,000 | SEC |
| 2013 Q4 | 322,954 | 4.01 | Reduce 4.38% | 0.16 | $561.11 | $181,213,000 | SEC |
| 2013 Q3 | 337,758 | 3.71 | Reduce 5.78% | 0.21 | $476.75 | $161,026,000 | SEC |
| 2013 Q2 | 358,468 | 3.57 | Buy | 3.57 | $396.08 | $141,982,000 | SEC |