SEC 13F Intelligence

Waddell & Reed Financial Inc / AAPL

Waddell & Reed Financial Inc’s Apple Inc Position

Does Waddell & Reed Financial Inc own Apple Inc (AAPL)? Yes — 13.75M shares worth $1.7B (+3.45% of its 13F portfolio) as of Q1 2021, down from 14.41M shares the prior filed quarter.

Position Value
$1.7B
Q1 2021
Shares
13.75M
% of Portfolio
+3.45%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $817MQ4 ’18Q1 ’19: $828MQ2 ’19: $830MQ2 ’19Q3 ’19: $973MQ4 ’19: $1.2BQ4 ’19Q1 ’20: $978MQ2 ’20: $1.5BQ2 ’20Q3 ’20: $2.0BQ4 ’20: $1.9BQ4 ’20Q1 ’21: $1.7Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202113.75M$1.7B+3.45%
Q4 202014.41M$1.9B+4.03%
Q3 202017.06M$2.0B+4.74%
Q2 20204.18M$1.5B+3.94%
Q1 20203.85M$978M+3.18%
Q4 20194.05M$1.2B+2.96%
Q3 20194.35M$973M+2.52%
Q2 20194.20M$830M+2.06%
Q1 20194.36M$828M+2.05%
Q4 20185.18M$817M+2.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of AAPL.