Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Apple Inc. (AAPL)
← All AAPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,052 0.01 Reduce 47.54% <0.01 $245.51–315.00 · VW $290.86i $1,028,389 SEC
2025   Q4 7,724 0.01 Reduce 49.70% <0.01 $243.42–288.62 · VW $265.41i $2,099,744 SEC
2025   Q3 15,355 0.01 Add 80.10% <0.01 $225.95–280.38 · VW $261.73i $3,909,748 SEC
2025   Q2 8,526 0.01 Reduce 99.68% 1.86 $195.07–235.12 · VW $220.78i $1,749,237 SEC
2025   Q1 2,681,114 1.87 Reduce 56.54% 2.36 $169.21–244.03 · VW $204.70i $595,555,874 SEC
2024   Q4 6,169,513 4.17 Reduce 8.41% 0.34 $219.38–260.10 · VW $240.44i $1,544,969,440 SEC
2024   Q3 6,736,143 4.05 Buy 4.05 $213.92–237.81 · VW $229.69i $1,569,521,285 SEC
2018   Q1 0 0.00 Sell 100.00% 0.01 $40.16–47.59 · VW $44.82i SEC
2017   Q4 44,856 0.01 Add 7.42% <0.01 $37.56–45.15 · VW $42.41i $1,898,000 SEC
2017   Q3 41,756 0.01 Add 5.20% <0.01 $37.29–44.06 · VW $41.44i $1,609,000 SEC
2017   Q2 39,692 0.01 Reduce 1.34% <0.01 $35.55–41.13 · VW $39.23i $1,429,000 SEC
2017   Q1 40,232 0.01 Add 7.08% <0.01 $34.26–39.16 · VW $37.20i $1,445,000 SEC
2016   Q4 37,572 0.01 Reduce 99.69% 4.01 $27.06–34.37 · VW $31.89i $1,088,000 SEC
2016   Q3 11,930,328 4.02 Add 2.81% 0.11 $25.63–29.67 · VW $27.64i $337,181,000 SEC
2016   Q2 11,604,672 3.52 Add 11.57% 0.37 $22.88–27.56 · VW $25.65i $277,352,000 SEC
2016   Q1 10,401,380 3.89 Add 12.17% 0.42 $22.37–28.10 · VW $25.14i $283,412,000 SEC
2015   Q4 9,272,792 3.77 Add 9.79% 0.34 $23.10–29.97 · VW $25.75i $244,014,000 SEC
2015   Q3 8,445,972 4.25 Add 2.86% 0.12 $26.83–30.95 · VW $29.12i $232,159,000 SEC
2015   Q2 8,210,864 4.99 Reduce 2.19% 0.11 $23.00–33.24 · VW $28.14i $257,472,000 SEC
2015   Q1 8,395,136 5.09 Add 4.08% 0.20 $30.41–33.63 · VW $32.20i $261,152,000 SEC
2014   Q4 8,066,392 4.58 Reduce 1.50% 0.07 $26.16–33.40 · VW $30.56i $222,592,000 SEC
2014   Q3 8,189,300 4.64 Reduce 3.43% 0.15 $23.80–29.94 · VW $27.82i $206,268,000 SEC
2014   Q2 8,479,808 4.30 Reduce 4.95% 0.18 $22.23–25.73 · VW $24.53i $197,007,000 SEC
2014   Q1 8,921,304 3.70 Reduce 1.34% 0.05 $18.26–23.01 · VW $21.29i $171,015,000 SEC
2013   Q4 9,042,712 4.01 Reduce 4.38% 0.16 $17.63–20.54 · VW $18.99i $181,213,000 SEC
2013   Q3 9,457,224 3.71 Reduce 5.78% 0.21 $15.97–19.94 · VW $18.59i $161,026,000 SEC
2013   Q2 10,037,104 3.57 Buy 3.57 $13.89–18.35 · VW $16.55i $141,982,000 SEC
Price snapshot:
Current price$317.31
Avg. buy price$242.62
+/- since buy30.79%
52-week low$200.70
52-week high$323.45