Apple Inc. (AAPL)

Sector:Technology
Super Investor Stats:
Ownership count:14
Ownership rank:11
% of all portfolios:1.019%
Hold Price * :$191.88
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
David Katz - Matrix Asset Advisors Reduce 0.71% 999 0.02
Warren Buffett - Berkshire Hathaway Reduce 1.09% 10,000,382 0.55
Jensen Investment Management Reduce 2.25% 90,153 0.13
David Rolfe - Wedgewood Partners Reduce 2.59% 4,805 0.19
Robert Olstein - Olstein Capital Management Reduce 14.71% 2,500 0.08
Francois Rochon - Giverny Capital Reduce 29.05% 4,168 0.04
Bill & Melinda Gates Foundation Trust Sell 100.00% 52,815 0.02
Q3  2023
David Katz - Matrix Asset Advisors Reduce 2.26% 3,229 0.08
Jensen Investment Management Reduce 2.58% 105,940 0.14
Bruce Berkowitz - Fairholme Capital Reduce 43.66% 1,860 0.02
David Rolfe - Wedgewood Partners Reduce 43.85% 144,673 5.93
David Tepper - Appaloosa Management Sell 100.00% 480,000 1.73
Q2  2023
Terry Smith - Fundsmith Reduce 0.70% 9,344 0.01
David Katz - Matrix Asset Advisors Reduce 1.67% 2,435 0.07
Francois Rochon - Giverny Capital Reduce 2.05% 300 0.00
David Rolfe - Wedgewood Partners Reduce 7.54% 26,923 0.84
Christopher Bloomstran - Semper Augustus Reduce 8.99% 317 0.01
Torray Funds Reduce 9.20% 6,542 0.22
Robert Olstein - Olstein Capital Management Reduce 52.78% 19,000 0.59
Chase Coleman - Tiger Global Management Sell 100.00% 851,000 1.28
Lee Ainslie - Maverick Capital Sell 100.00% 1,871 0.01
Q1  2023
Torray Funds Reduce 0.85% 611 0.02
David Rolfe - Wedgewood Partners Reduce 1.33% 4,817 0.13
Jensen Investment Management Reduce 3.51% 147,810 0.19
Robert Olstein - Olstein Capital Management Reduce 26.53% 13,000 0.34
Lee Ainslie - Maverick Capital Reduce 81.96% 8,499 0.05
Q4  2022
Torray Funds Reduce 2.07% 1,515 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 2.46% 176 0.00
Q3  2022
Jensen Investment Management Reduce 0.36% 15,300 0.02
David Katz - Matrix Asset Advisors Reduce 0.37% 496 0.01
David Rolfe - Wedgewood Partners Reduce 1.83% 6,728 0.17
Lee Ainslie - Maverick Capital Sell 100.00% 24,020 0.08
Q2  2022
David Rolfe - Wedgewood Partners Reduce 0.92% 3,416 0.08
Torray Funds Reduce 1.62% 1,148 0.03
Thomas Russo - Gardner Russo & Quinn Reduce 2.05% 150 0.00
Q1  2022
Robert Olstein - Olstein Capital Management Reduce 2.27% 1,000 0.02
Francois Rochon - Giverny Capital Reduce 10.06% 1,638 0.02
Torray Funds Reduce 14.46% 11,955 0.34
Bruce Berkowitz - Fairholme Capital Reduce 69.70% 9,800 0.09
Q4  2021
David Katz - Matrix Asset Advisors Reduce 0.28% 358 0.01
Jensen Investment Management Reduce 0.79% 32,183 0.04
David Rolfe - Wedgewood Partners Reduce 2.16% 8,101 0.19
Thomas Russo - Gardner Russo & Quinn Reduce 2.41% 160 0.00
Torray Funds Reduce 5.13% 4,471 0.12
Robert Olstein - Olstein Capital Management Reduce 34.33% 23,000 0.49
Lee Ainslie - Maverick Capital Sell 100.00% 35,513 0.06
Q3  2021
David Rolfe - Wedgewood Partners Reduce 1.11% 4,195 0.08
Torray Funds Reduce 2.98% 2,679 0.06
Francois Rochon - Giverny Capital Reduce 3.25% 384 0.00
Jensen Investment Management Reduce 6.15% 267,800 0.30
Robert Olstein - Olstein Capital Management Reduce 10.67% 8,000 0.14
Q2  2021
Jensen Investment Management Reduce 0.86% 37,878 0.04
Torray Funds Reduce 1.09% 993 0.02
David Rolfe - Wedgewood Partners Reduce 4.08% 16,130 0.32
Q1  2021
Torray Funds Reduce 0.08% 74 0.00
David Katz - Matrix Asset Advisors Reduce 0.40% 481 0.01
Francois Rochon - Giverny Capital Reduce 0.71% 85 0.00
Robert Olstein - Olstein Capital Management Reduce 4.84% 3,000 0.05
David Rolfe - Wedgewood Partners Reduce 11.64% 52,144 0.98
Thomas Russo - Gardner Russo & Quinn Reduce 27.43% 2,400 0.00
Lee Ainslie - Maverick Capital Reduce 89.57% 5,436 0.00
Bill & Melinda Gates Foundation Trust Sell 100.00% 1,002,088 0.60
Q4  2020
Thomas Gayner - Markel Asset Management Reduce 0.33% 4,000 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 3.32% 300 0.00
Jensen Investment Management Reduce 3.95% 179,065 0.20
Torray Funds Reduce 4.78% 4,562 0.10
David Rolfe - Wedgewood Partners Reduce 5.73% 27,197 0.54
Warren Buffett - Berkshire Hathaway Reduce 6.05% 57,160,000 2.81
Bill & Melinda Gates Foundation Trust Reduce 50.00% 1,002,088 0.60
Lee Ainslie - Maverick Capital Reduce 79.83% 24,027 0.04
Q3  2020
David Katz - Matrix Asset Advisors Reduce 0.78% 941 0.02
Warren Buffett - Berkshire Hathaway Reduce 3.70% 36,326,710 1.78
Torray Funds Reduce 4.33% 4,318 0.09
Francois Rochon - Giverny Capital Reduce 14.69% 1,624 0.02
Jensen Investment Management Reduce 23.57% 1,398,654 1.43
David Rolfe - Wedgewood Partners Reduce 35.42% 260,539 4.77
Robert Olstein - Olstein Capital Management Reduce 43.64% 48,000 1.01
Kahn Brothers Group Sell 100.00% 1,200 0.02
Q2  2020
Jensen Investment Management Reduce 0.01% 800 0.00
David Katz - Matrix Asset Advisors Reduce 1.68% 2,060 0.04
David Rolfe - Wedgewood Partners Reduce 12.19% 102,108 1.58
Lee Ainslie - Maverick Capital Reduce 99.80% 132,928 0.00
Q1  2020
Jensen Investment Management Reduce 7.45% 477,944 0.34
Torray Funds Reduce 14.74% 17,248 0.24
David Rolfe - Wedgewood Partners Reduce 35.59% 462,816 5.58
Lee Ainslie - Maverick Capital Reduce 36.36% 76,100 0.10
Kahn Brothers Group Reduce 70.67% 2,892 0.02
Q4  2019
Warren Buffett - Berkshire Hathaway Reduce 1.48% 14,732,452 0.45
Thomas Russo - Gardner Russo & Quinn Reduce 4.77% 400 0.00
Lee Ainslie - Maverick Capital Reduce 15.98% 39,808 0.04
Robert Olstein - Olstein Capital Management Reduce 20.83% 20,000 0.23
David Rolfe - Wedgewood Partners Reduce 34.76% 693,032 5.16
Torray Funds Reduce 73.68% 327,520 4.14
Q3  2019
Warren Buffett - Berkshire Hathaway Reduce 0.30% 3,002,600 0.08
Torray Funds Reduce 3.25% 14,952 0.09
David Katz - Matrix Asset Advisors Reduce 4.00% 800 0.08
David Rolfe - Wedgewood Partners Reduce 7.31% 157,272 0.78
Q2  2019
Torray Funds Reduce 4.57% 22,000 0.11
Robert Olstein - Olstein Capital Management Reduce 14.89% 14,000 0.11
David Rolfe - Wedgewood Partners Reduce 16.73% 431,996 1.81

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.