AAPL
Apple Inc
Apple Inc historical holders
total: 42
Polen Capital Management Apple Inc transactions over time
- Total transactions:
- 28
- New positions:
- 2
- Sold out:
- 1
- Added:
- 10
- Reduced:
- 15
- Held since:
- 2024 Q3
- Held for:
- 8 quarters
- Latest activity:
- 2026 Q2
Polen Capital Management has been an institutional investor in Apple Inc (AAPL) since at least 2013 Q2. According to 2026 Q2 report, Polen Capital Management holds 2,892 shares with a market value of roughly $836.74K representing 0.01% of their equity portfolio. In our earliest available record from 2013 Q2, Polen Capital Management held about 10.04M shares of AAPL. Polen Capital Management later completely sold out the position and reinvested in AAPL again in 2024 Q3. Since at least 2013 Q2, Polen Capital Management has made 27 more transactions in this position.
Does Polen Capital Management still hold AAPL?
Yes, Polen Capital Management continues to hold Apple Inc (AAPL). According to their 2026 Q2 report, they maintain a position of 2,892 shares valued at approximately $836.74K, representing 0.01% of their equity portfolio.
Has Polen Capital Management reinvested in AAPL after selling?
Yes, Polen Capital Management has shown renewed interest in Apple Inc (AAPL). After completely selling their position, they reinitiated an investment in 2024 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $233.02
- Weighted AVG sell price:
- $217.87
AAPL transactions history by Polen Capital Management
28 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.01%
|
2,892
|
$289.33
|
$836,742
|
-28.63% (-1,160)
|
-0%
|
|
2026 Q1
|
0.01%
|
4,052
|
$253.80
|
$1,028,389
|
-47.54% (-3,672)
|
-0%
|
|
2025 Q4
|
0.01%
|
7,724
|
$271.85
|
$2,099,744
|
-49.70% (-7,631)
|
-0.01%
|
|
2025 Q3
|
0.01%
|
15,355
|
$254.62
|
$3,909,748
|
+80.10% (+6,829)
|
+0.01%
|
|
2025 Q2
|
0.01%
|
8,526
|
$205.17
|
$1,749,237
|
-99.68% (-2,672,588)
|
-1.72%
|
|
2025 Q1
|
1.87%
|
2,681,114
|
$222.13
|
$595,555,874
|
-56.54% (-3,488,399)
|
-2.09%
|
|
2024 Q4
|
4.17%
|
6,169,513
|
$250.42
|
$1,544,969,440
|
-8.41% (-566,630)
|
-0.37%
|
|
2024 Q3
|
4.05%
|
6,736,143
|
$233.00
|
$1,569,521,285
|
new
|
+4.05%
|
|
2018 Q1
|
0.00%
|
$42.31
|
-100% (-44,856)
|
|||
|
2017 Q4
|
0.01%
|
$42.31
|
+7.42% (+3,100)
|
|||
|
2017 Q3
|
0.01%
|
$38.53
|
+5.20% (+2,064)
|
|||
|
2017 Q2
|
0.01%
|
$36.00
|
-1.34% (-540)
|
|||
|
2017 Q1
|
0.01%
|
$35.92
|
+7.08% (+2,660)
|
|||
|
2016 Q4
|
0.01%
|
$28.96
|
-99.69% (-11,892,756)
|
|||
|
2016 Q3
|
4.02%
|
$28.26
|
+2.81% (+325,656)
|
|||
|
2016 Q2
|
3.52%
|
$23.90
|
+11.57% (+1,203,292)
|
|||
|
2016 Q1
|
3.89%
|
$27.25
|
+12.17% (+1,128,588)
|
|||
|
2015 Q4
|
3.77%
|
$26.32
|
+9.79% (+826,820)
|
|||
|
2015 Q3
|
4.25%
|
$27.49
|
+2.86% (+235,108)
|
|||
|
2015 Q2
|
4.99%
|
$31.36
|
-2.19% (-184,272)
|
|||
|
2015 Q1
|
5.09%
|
$31.11
|
+4.08% (+328,744)
|
|||
|
2014 Q4
|
4.58%
|
$27.59
|
-1.50% (-122,908)
|
|||
|
2014 Q3
|
4.64%
|
$25.19
|
-3.43% (-290,508)
|
|||
|
2014 Q2
|
4.30%
|
$23.23
|
-4.95% (-441,496)
|
|||
|
2014 Q1
|
3.70%
|
$19.17
|
-1.34% (-121,408)
|
|||
|
2013 Q4
|
4.01%
|
$20.04
|
-4.38% (-414,512)
|
|||
|
2013 Q3
|
3.71%
|
$17.03
|
-5.78% (-579,880)
|
|||
|
2013 Q2
|
3.38%
|
$14.15
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.