Polen Capital Management — AAPL Trade History
Quarter-by-quarter changes in the APPLE INC position · CUSIP 037833100
Currently held · 2 YearsFirst seen: 2016 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-04 | Reduce | 2,892 | -1,160 | -28.6% | $836.7K | 0.01% |
| 2026 Q1 | 2026-05-14 | Reduce | 4,052 | -3,672 | -47.5% | $1.0M | 0.01% |
| 2025 Q4 | 2026-02-12 | Reduce | 7,724 | -7,631 | -49.7% | $2.1M | 0.01% |
| 2025 Q3 | 2025-11-12 | Add | 15,355 | 6,829 | +80.1% | $3.9M | 0.01% |
| 2025 Q2 | 2025-08-13 | Reduce | 8,526 | -2,672,588 | -99.7% | $1.7M | 0.01% |
| 2025 Q1 | 2025-05-12 | Reduce | 2,681,114 | -4,055,029 | -60.2% | $595.6M | 1.87% |
| 2024 Q3 | 2025-02-10 | Add | 6,736,143 | 566,630 | +9.2% | $1.57B | 4.05% |
| 2024 Q4 | 2025-02-10 | New | 6,169,513 | 6,169,513 | — | $1.54B | 4.17% |
| 2024 Q2 | 2024-08-12 | — | — | — | — | — | — |
| 2023 Q4 | 2024-05-10 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-10 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-11 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-11 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-04 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-10 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-12 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-10 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-12 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-11 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-12 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-11 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-06 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-12 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-12 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-13 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-12 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-09 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | Sold out | — | -44,856 | -100.0% | — | — |
| 2017 Q4 | 2018-02-09 | Add | 44,856 | 3,100 | +7.4% | $1.9M | 0.01% |
| 2017 Q3 | 2017-11-13 | Add | 41,756 | 2,064 | +5.2% | $1.6M | 0.01% |
| 2017 Q2 | 2017-08-10 | Reduce | 39,692 | -540 | -1.3% | $1.4M | 0.01% |
| 2017 Q1 | 2017-05-11 | Add | 40,232 | 2,660 | +7.1% | $1.4M | 0.01% |
| 2016 Q4 | 2017-02-13 | Reduce | 37,572 | -11,892,756 | -99.7% | $1.1M | 0.01% |
| 2016 Q3 | 2016-11-14 | New | 11,930,328 | 11,930,328 | — | $337.2M | 4.02% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.